City
Wealth management firms in Verona, Wisconsin
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Verona, Wisconsin reported $1.0 billion in regulatory assets under management; the largest by assets was Walkner Condon Financial Advisors LLC, with $1.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.0 billion
- Average per firm
- $208.3 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Walkner Condon Financial Advisors LLC | SEC | $1.0 billion | 3,164 |
| 2 | Kardinal Financial | State | $9.0 million | 20 |
| 3 | Castle Financial | State | $1.1 million | 4 |
| 4 | Fiscal Fitness, LLC | State | $0 | 0 |
| 5 | Midwest Asset Management, Inc. | 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.