{
  "path": "/advisors/wi",
  "url": "https://advisorcensus.com/advisors/wi",
  "page_type": "state",
  "title": "Financial advisors in Wisconsin",
  "filters": {},
  "scope_total": 416,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Wisconsin?",
      "a": "AdvisorCensus lists 416 investment advisory firms with a principal office in Wisconsin, from Form ADV filings as of October 2026: 196 SEC-registered, 180 state-registered, and 40 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Wisconsin?",
      "a": "156 of the 416 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Wisconsin offer financial planning?",
      "a": "253 of the 376 firms in Wisconsin that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Wisconsin fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 156 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 416 investment advisory firms with a principal office in Wisconsin, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Wisconsin: 416 firms from Form ADV filings as of October 2026.",
  "total_firms": 416,
  "page": 1,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 196,
    "state": 180,
    "exempt": 40
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 156
    },
    {
      "code": "percentage_of_aum",
      "count": 349
    },
    {
      "code": "hourly",
      "count": 171
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 208
    },
    {
      "code": "commissions",
      "count": 14
    },
    {
      "code": "performance_based",
      "count": 32
    },
    {
      "code": "other",
      "count": 49
    },
    {
      "code": "not_reported",
      "count": 40
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 152
    },
    {
      "code": "5_to_9",
      "count": 79
    },
    {
      "code": "10_to_19",
      "count": 100
    },
    {
      "code": "20_plus",
      "count": 82
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 96
    },
    {
      "code": "25m_100m",
      "count": 64
    },
    {
      "code": "100m_500m",
      "count": 98
    },
    {
      "code": "500m_1b",
      "count": 34
    },
    {
      "code": "1b_5b",
      "count": 36
    },
    {
      "code": "over_5b",
      "count": 19
    },
    {
      "code": "not_reported",
      "count": 69
    }
  ],
  "firms": [
    {
      "crd_number": 302092,
      "name": "1208 Capital Management, LLC",
      "name_as_filed": "1208 CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/1208-capital-management-llc-madison-wi-302092",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 148566,
      "name": "1492 Capital Management, LLC",
      "name_as_filed": "1492 CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/1492-capital-management-llc-milwaukee-wi-148566",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105435,
      "name": "1834 Investment Advisors Co.",
      "name_as_filed": "1834 INVESTMENT ADVISORS CO.",
      "url": "https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 50,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111562,
      "name": "2nd Market Capital Advisory Corp.",
      "name_as_filed": "2ND MARKET CAPITAL ADVISORY CORP.",
      "url": "https://advisorcensus.com/firm/2nd-market-capital-advisory-corp-madison-wi-111562",
      "city": "Madison",
      "state": "WI",
      "years_registered": 34,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282495,
      "name": "401K Investment Professionals",
      "name_as_filed": "401K INVESTMENT PROFESSIONALS",
      "url": "https://advisorcensus.com/firm/401k-investment-professionals-waunakee-wi-282495",
      "city": "Waunakee",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283455,
      "name": "4387 Capital Management LLC",
      "name_as_filed": "4387 CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/4387-capital-management-llc-mequon-wi-283455",
      "city": "Mequon",
      "state": "WI",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 146960,
      "name": "A to Z Financial Planning LLC",
      "name_as_filed": "A TO Z FINANCIAL PLANNING LLC",
      "url": "https://advisorcensus.com/firm/a-to-z-financial-planning-llc-oak-creek-wi-146960",
      "city": "Oak Creek",
      "state": "WI",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310978,
      "name": "Adler Financial",
      "name_as_filed": "ADLER FINANCIAL",
      "url": "https://advisorcensus.com/firm/adler-financial-310978",
      "city": null,
      "state": null,
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113020,
      "name": "Advisors Management Group Inc",
      "name_as_filed": "ADVISORS MANAGEMENT GROUP INC",
      "url": "https://advisorcensus.com/firm/advisors-management-group-inc-la-crosse-wi-113020",
      "city": "La Crosse",
      "state": "WI",
      "years_registered": 37,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136815,
      "name": "Aegis Wealth Advisors. LLC",
      "name_as_filed": "AEGIS WEALTH ADVISORS. LLC",
      "url": "https://advisorcensus.com/firm/aegis-wealth-advisors-llc-hartland-wi-136815",
      "city": "Hartland",
      "state": "WI",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108154,
      "name": "Affiliated Financial Advisors Inc",
      "name_as_filed": "AFFILIATED FINANCIAL ADVISORS INC",
      "url": "https://advisorcensus.com/firm/affiliated-financial-advisors-inc-milwaukee-wi-108154",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 26,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143387,
      "name": "Alliance Wealth Management Milwaukee, Inc.",
      "name_as_filed": "ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.",
      "url": "https://advisorcensus.com/firm/alliance-wealth-management-milwaukee-inc-milwaukee-wi-143387",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129665,
      "name": "Allison & Company Financial Counselors, LLC",
      "name_as_filed": "ALLISON & COMPANY FINANCIAL COUNSELORS, LLC",
      "url": "https://advisorcensus.com/firm/allison-and-company-financial-counselors-llc-milwaukee-wi-129665",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 22,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139721,
      "name": "Alpha Investment Consulting Group, LLC",
      "name_as_filed": "ALPHA INVESTMENT CONSULTING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/alpha-investment-consulting-group-llc-milwaukee-wi-139721",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305055,
      "name": "American Family Ventures",
      "name_as_filed": "AMERICAN FAMILY VENTURES",
      "url": "https://advisorcensus.com/firm/american-family-ventures-madison-wi-305055",
      "city": "Madison",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 104579,
      "name": "American Investment Advisors Inc",
      "name_as_filed": "AMERICAN INVESTMENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/american-investment-advisors-inc-madison-wi-104579",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111235,
      "name": "Analytical Investment Services",
      "name_as_filed": "ANALYTICAL INVESTMENT SERVICES",
      "url": "https://advisorcensus.com/firm/analytical-investment-services-la-crosse-wi-111235",
      "city": "La Crosse",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277134,
      "name": "Andrae Financial Services LLC",
      "name_as_filed": "ANDRAE FINANCIAL SERVICES LLC",
      "url": "https://advisorcensus.com/firm/andrae-financial-services-llc-277134",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316462,
      "name": "Anew Advisors, LLC",
      "name_as_filed": "ANEW ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/anew-advisors-llc-wauwatosa-wi-316462",
      "city": "Wauwatosa",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127987,
      "name": "Annex Wealth Management, LLC",
      "name_as_filed": "ANNEX WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/annex-wealth-management-llc-brookfield-wi-127987",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312256,
      "name": "Anthony Capital Management, LLC",
      "name_as_filed": "ANTHONY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/anthony-capital-management-llc-de-pere-wi-312256",
      "city": "De Pere",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313555,
      "name": "Apex Fiduciary Advisors LLC",
      "name_as_filed": "APEX FIDUCIARY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/apex-fiduciary-advisors-llc-middleton-wi-313555",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113576,
      "name": "Appleton Investment Management Inc.",
      "name_as_filed": "APPLETON INVESTMENT MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/appleton-investment-management-inc-hortonville-wi-113576",
      "city": "Hortonville",
      "state": "WI",
      "years_registered": 38,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322168,
      "name": "ARB Energy LLC",
      "name_as_filed": "ARB ENERGY LLC",
      "url": "https://advisorcensus.com/firm/arb-energy-llc-madison-wi-322168",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 124663,
      "name": "Arcataur Capital Management LLC",
      "name_as_filed": "ARCATAUR CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/arcataur-capital-management-llc-milwaukee-wi-124663",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150114,
      "name": "Artisan Partners Limited Partnership",
      "name_as_filed": "ARTISAN PARTNERS LIMITED PARTNERSHIP",
      "url": "https://advisorcensus.com/firm/artisan-partners-limited-partnership-milwaukee-wi-150114",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 220516,
      "name": "ASC 401(K) Management",
      "name_as_filed": "ASC 401(K) MANAGEMENT",
      "url": "https://advisorcensus.com/firm/asc-401-k-management-appleton-wi-220516",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 1464,
      "name": "Associated Investment Services, Inc.",
      "name_as_filed": "ASSOCIATED INVESTMENT SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/associated-investment-services-inc-green-bay-wi-1464",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146922,
      "name": "Associated Retirement Planners, Inc.",
      "name_as_filed": "ASSOCIATED RETIREMENT PLANNERS, INC.",
      "url": "https://advisorcensus.com/firm/associated-retirement-planners-inc-wausau-wi-146922",
      "city": "Wausau",
      "state": "WI",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284036,
      "name": "Atlatl Advisers",
      "name_as_filed": "ATLATL ADVISERS",
      "url": "https://advisorcensus.com/firm/atlatl-advisers-madison-wi-284036",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336580,
      "name": "Aurea Investments LLC",
      "name_as_filed": "AUREA INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/aurea-investments-llc-milwaukee-wi-336580",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298165,
      "name": "Avaii Wealth Management, LLC",
      "name_as_filed": "AVAII WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/avaii-wealth-management-llc-appleton-wi-298165",
      "city": "Appleton",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323309,
      "name": "Baird Capital Management Company, LLC",
      "name_as_filed": "BAIRD CAPITAL MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/baird-capital-management-company-llc-milwaukee-wi-323309",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269982,
      "name": "Baird Principal Group Management Company I, LLC",
      "name_as_filed": "BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC",
      "url": "https://advisorcensus.com/firm/baird-principal-group-management-company-i-llc-milwaukee-wi-269982",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 292786,
      "name": "Baird Principal Group Management Company II, LLC",
      "name_as_filed": "BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC",
      "url": "https://advisorcensus.com/firm/baird-principal-group-management-company-ii-llc-milwaukee-wi-292786",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326646,
      "name": "Baird Principal Group Management Company, LLC",
      "name_as_filed": "BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC",
      "url": "https://advisorcensus.com/firm/baird-principal-group-management-company-llc-milwaukee-wi-326646",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "25m_100m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 145166,
      "name": "Baird Venture Partners Management Company III, LLC",
      "name_as_filed": "BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC",
      "url": "https://advisorcensus.com/firm/baird-venture-partners-management-company-iii-llc-milwaukee-wi-145166",
      "city": "Milwaukee",
      "state": "WI",
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    },
    {
      "crd_number": 168956,
      "name": "Baird Venture Partners Management Company IV, LLC",
      "name_as_filed": "BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC",
      "url": "https://advisorcensus.com/firm/baird-venture-partners-management-company-iv-llc-milwaukee-wi-168956",
      "city": "Milwaukee",
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      "years_registered": 12,
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    },
    {
      "crd_number": 298155,
      "name": "Baird Venture Partners Management Company V, LLC",
      "name_as_filed": "BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC",
      "url": "https://advisorcensus.com/firm/baird-venture-partners-management-company-v-llc-milwaukee-wi-298155",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 7,
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    },
    {
      "crd_number": 167811,
      "name": "Baker Tilly Wealth Management, LLC",
      "name_as_filed": "BAKER TILLY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/baker-tilly-wealth-management-llc-madison-wi-167811",
      "city": "Madison",
      "state": "WI",
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      "raum_band": "over_5b",
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    },
    {
      "crd_number": 282826,
      "name": "Barington Capital Management, LLC",
      "name_as_filed": "BARINGTON CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/barington-capital-management-llc-green-bay-wi-282826",
      "city": "Green Bay",
      "state": "WI",
      "years_registered": 10,
      "raum_band": "25m_100m",
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    },
    {
      "crd_number": 106946,
      "name": "Beadell a D Investment Counsel Inc",
      "name_as_filed": "BEADELL A D INVESTMENT COUNSEL INC",
      "url": "https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 51,
      "raum_band": "100m_500m",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 300281,
      "name": "Behl Wealth Management",
      "name_as_filed": "BEHL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281",
      "city": "Delafield",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "25m_100m",
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      ],
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    },
    {
      "crd_number": 299170,
      "name": "Benevest & Associates, Inc.",
      "name_as_filed": "BENEVEST & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/benevest-and-associates-inc-brookfield-wi-299170",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "not_reported",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 335431,
      "name": "Bernicke Wealth Management",
      "name_as_filed": "BERNICKE WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bernicke-wealth-management-altoona-wi-335431",
      "city": "Altoona",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "500m_1b",
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        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147987,
      "name": "Bertram Financial Advisor Services",
      "name_as_filed": "BERTRAM FINANCIAL ADVISOR SERVICES",
      "url": "https://advisorcensus.com/firm/bertram-financial-advisor-services-mineral-point-wi-147987",
      "city": "Mineral Point",
      "state": "WI",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
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        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323928,
      "name": "BKM Wealth Management",
      "name_as_filed": "BKM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/bkm-wealth-management-brookfield-wi-323928",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "500m_1b",
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      ],
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    },
    {
      "crd_number": 130844,
      "name": "Black & White Investment Management LLC",
      "name_as_filed": "BLACK & WHITE INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/black-and-white-investment-management-llc-130844",
      "city": null,
      "state": null,
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      "enhanced": false
    },
    {
      "crd_number": 168385,
      "name": "Black Maple Capital Management LP",
      "name_as_filed": "BLACK MAPLE CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/black-maple-capital-management-lp-milwaukee-wi-168385",
      "city": "Milwaukee",
      "state": "WI",
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      "raum_band": "100m_500m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 158020,
      "name": "Blackhawk Capital Partners, LLC",
      "name_as_filed": "BLACKHAWK CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/blackhawk-capital-partners-llc-thiensville-wi-158020",
      "city": "Thiensville",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
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  ],
  "states": [],
  "metros": [
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      "path": "/advisors/wi/milwaukee",
      "name": "Milwaukee",
      "msa_name": "Milwaukee-Waukesha, WI",
      "state_code": "WI",
      "firm_count": 160
    },
    {
      "path": "/advisors/wi/madison",
      "name": "Madison",
      "msa_name": "Madison, WI",
      "state_code": "WI",
      "firm_count": 77
    },
    {
      "path": "/advisors/wi/appleton",
      "name": "Appleton",
      "msa_name": "Appleton, WI",
      "state_code": "WI",
      "firm_count": 25
    },
    {
      "path": "/advisors/wi/green-bay",
      "name": "Green Bay",
      "msa_name": "Green Bay, WI",
      "state_code": "WI",
      "firm_count": 22
    },
    {
      "path": "/advisors/wi/oshkosh",
      "name": "Oshkosh",
      "msa_name": "Oshkosh-Neenah, WI",
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    },
    {
      "path": "/advisors/wi/eau-claire",
      "name": "Eau Claire",
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      "firm_count": 9
    },
    {
      "path": "/advisors/wi/wausau",
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      "firm_count": 7
    },
    {
      "path": "/advisors/wi/la-crosse",
      "name": "La Crosse",
      "msa_name": "La Crosse-Onalaska, WI-MN",
      "state_code": "WI",
      "firm_count": 5
    },
    {
      "path": "/advisors/wi/kenosha",
      "name": "Kenosha",
      "msa_name": "Kenosha, WI",
      "state_code": "WI",
      "firm_count": 4
    },
    {
      "path": "/advisors/wi/sheboygan",
      "name": "Sheboygan",
      "msa_name": "Sheboygan, WI",
      "state_code": "WI",
      "firm_count": 3
    },
    {
      "path": "/advisors/wi/janesville",
      "name": "Janesville",
      "msa_name": "Janesville-Beloit, WI",
      "state_code": "WI",
      "firm_count": 2
    },
    {
      "path": "/advisors/wi/racine",
      "name": "Racine",
      "msa_name": "Racine-Mount Pleasant, WI",
      "state_code": "WI",
      "firm_count": 2
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/wi",
      "label": "Financial advisors in Wisconsin"
    },
    "fee_pages": [
      {
        "path": "/advisors/wi/fee-only",
        "label": "Fee-only financial advisors in Wisconsin",
        "firm_count": 156
      },
      {
        "path": "/advisors/wi/flat-fee",
        "label": "Flat-fee financial advisors in Wisconsin",
        "firm_count": 208
      },
      {
        "path": "/advisors/wi/hourly",
        "label": "Hourly financial advisors in Wisconsin",
        "firm_count": 171
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/wi.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}