City
Independent RIAs in Elm Grove, Wisconsin
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Elm Grove, Wisconsin reported $315.5 million in regulatory assets under management; the largest by assets was Liberty Financial Group, Inc., with $194.3 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $315.5 million
- Average per firm
- $63.1 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Liberty Financial Group, Inc. | SEC | $194.3 million | 766 |
| 2 | Windermere Wealth Advisors, LLC | State | $84.2 million | 173 |
| 3 | Geder Investment Management, Inc. | State | $27.0 million | 59 |
| 4 | Family Investment Planning, LLC | State | $10.0 million | 12 |
| 5 | GTG Wealth Management, LLC | State | $0 | 0 |
Independent RIAs 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.