City
Wealth management firms in Middleton, Wisconsin
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, with their main office in Middleton, Wisconsin reported $3.9 billion in regulatory assets under management; the largest by assets was Canopy Wealth Management, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 12
- Regulatory assets under management
- $3.9 billion
- Average per firm
- $322.6 million
- SEC-registered, of those listed
- 5 of 12 (41.7%)
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 | Googins Advisors, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $565.5 million | 1,667 |
| 5 | Sentinel Advisory Group, LLC | SEC | $320.8 million | 1,089 |
| 6 | Trinity Financial Planning | State | $102.9 million | 277 |
| 7 | Wegner Asset Management, LLC | State | $74.0 million | 198 |
| 8 | Apex Fiduciary Advisors LLC | State | $47.8 million | 162 |
| 9 | Prism Wealth Management | State | $46.0 million | 68 |
| 10 | Nelson Financial Services | State | $5.8 million | 39 |
| 11 | Blackhorn Partners | State | $0 | 0 |
| 12 | Shellcrest Financial LLC | 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.