City
Wealth management firms in Eau Claire, Wisconsin
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Eau Claire, Wisconsin reported $230.8 million in regulatory assets under management; the largest by assets was McKinley Money, LLC, with $163.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $230.8 million
- Average per firm
- $28.8 million
- SEC-registered, of those listed
- 1 of 8 (12.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | McKinley Money, LLC | SEC | $163.7 million | 574 |
| 2 | Keystone Financial | State | $51.2 million | 547 |
| 3 | Jones Financial Consulting, LLC | State | $5.9 million | 15 |
| 4 | RJ Hill's Financial Services, LLC | State | $4.4 million | 45 |
| 5 | Top Shelf Advisors | State | $2.4 million | 31 |
| 6 | C.R. Haupt LLC | State | $1.9 million | 10 |
| 7 | Jeske Asset Management, LLC | State | $1.2 million | 18 |
| 8 | Capital Coordinators Company | State | $0 | 0 |
Wealth management firms in Wisconsin, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.