# Newest independent RIAs in Wisconsin

As of October 2, 2026, Sentinel Advisory Group, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of newest independent RIAs, with $320.8 million.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/newest/wisconsin/

## Facts

- ranking: Newest independent RIAs
- how_it_is_computed: Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: usd
- scope: Wisconsin
- firms_listed: 30
- rows: rank: 1, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 320751824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 2, crd: 132024, firm: Paladin Partners, city: Hartland, state: WI, value: 198517308, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132024/; rank: 3, crd: 313361, firm: Fiduciary Financial Planning Network, city: Onalaska, state: WI, value: 175656748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313361/; rank: 4, crd: 293172, firm: Central Wealth Management LLC, city: Madison, state: WI, value: 136834321, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/293172/; rank: 5, crd: 109303, firm: LaSalle Investment Advisors, Inc., city: Pewaukee, state: WI, value: 133609468, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109303/; rank: 6, crd: 340229, firm: Coast Advisory LLC, city: East Troy, state: WI, value: 122463362, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340229/; rank: 7, crd: 154016, firm: Professional Financial Management, Inc., city: Appleton, state: WI, value: 115520555, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154016/; rank: 8, crd: 281302, firm: Leach, Bickmore & Weiss Wealth Management, LLC, city: Madison, state: WI, value: 115343421, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281302/; rank: 9, crd: 168325, firm: Yahara Wealth Management LLC, city: Madison, state: WI, value: 112048767, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168325/; rank: 10, crd: 289217, firm: Sullivan Investment Management LLC, city: Wisconsin Rapids, state: WI, value: 111800000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289217/; rank: 11, crd: 327845, firm: Valley Wealth Management, city: Oshkosh, state: WI, value: 111533034, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327845/; rank: 12, crd: 111246, firm: Pavlic Investment Advisors, Inc., city: Delafield, state: WI, value: 108843269, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111246/; rank: 13, crd: 291305, firm: Milborn Advisors, Ltd, city: Milwaukee, state: WI, value: 107692612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291305/; rank: 14, crd: 146633, firm: Jordan Financial Life Planning, city: Kenosha, state: WI, value: 107087243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146633/; rank: 15, crd: 328483, firm: Morgan-Aly Wealth Management, LLC, city: Waukesha, state: WI, value: 105268201, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328483/; rank: 16, crd: 338173, firm: LNB Financial LLC, city: Casco, state: WI, value: 37156617, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338173/; rank: 17, crd: 126173, firm: Capital Management Investor Services, Inc., city: Wausau, state: WI, value: 11000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126173/; rank: 18, crd: 341390, firm: Mapt Capital, city: Madison, state: WI, value: 5930000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341390/; rank: 19, crd: 338414, firm: Launch Wealth Management, city: Waukesha, state: WI, value: 5625865, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338414/; rank: 20, crd: 338962, firm: Castle Financial, city: Verona, state: WI, value: 1068512, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338962/; rank: 21, crd: 334549, firm: Spruce Hill Capital, city: Madison, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334549/; rank: 21, crd: 339296, firm: FOUNDER360° Family Office, city: Mequon, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339296/; rank: 21, crd: 339767, firm: Marchi Investments LLC, city: Waunakee, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339767/; rank: 21, crd: 340316, firm: Shellcrest Financial LLC, city: Middleton, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340316/; rank: 21, crd: 341524, firm: Epiphany Health & Wealth, city: Green Bay, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341524/; rank: 21, crd: 342294, firm: Blackhorn Partners, city: Middleton, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342294/; rank: 21, crd: 342821, firm: Quintessence Wealth Collective LLC, city: Milwaukee, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342821/; rank: 21, crd: 342875, firm: Precision Capital Planning LLC, city: Oregon, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342875/; rank: 21, crd: 343011, firm: Longevity Wealth Advisory LLC, city: Sparta, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343011/; rank: 21, crd: 343529, firm: Iron Horse Asset Management LLC, city: Neenah, state: WI, value: 0, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343529/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [RIA market data for Wisconsin](https://advisoriq.com/ria/states/wisconsin/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/wisconsin/

License: https://advisoriq.com/license/