City
Independent RIAs in Middleton, Wisconsin
As of October 2, 2026, 11 independent wealth management RIAs with their main office in Middleton, Wisconsin reported $3.3 billion in regulatory assets under management; the largest by assets was Canopy Wealth Management, with $1.2 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 11
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $300.5 million
- SEC-registered, of those listed
- 4 of 11 (36.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Canopy Wealth Management | SEC | $1.2 billion | 2,608 |
| 2 | Milestone Investment Advisors, LLC | SEC | $877.6 million | 1,264 |
| 3 | Jacobson & Schmitt Advisors, LLC | SEC | $676.4 million | 1,292 |
| 4 | Sentinel Advisory Group, LLC | SEC | $320.8 million | 1,089 |
| 5 | Trinity Financial Planning | State | $102.9 million | 277 |
| 6 | Wegner Asset Management, LLC | State | $74.0 million | 198 |
| 7 | Apex Fiduciary Advisors LLC | State | $47.8 million | 162 |
| 8 | Prism Wealth Management | State | $46.0 million | 68 |
| 9 | Nelson Financial Services | State | $5.8 million | 39 |
| 10 | Blackhorn Partners | State | $0 | 0 |
| 11 | Shellcrest Financial 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.