{ "path": "/advisors/wi/hourly", "url": "https://advisorcensus.com/advisors/wi/hourly/page/3", "page_type": "state_fee", "title": "Hourly financial advisors in Wisconsin", "filters": {}, "scope_total": 171, "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 171 investment advisory firms with a principal office in Wisconsin that report hourly charges among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Hourly financial advisors in Wisconsin: 171 firms from Form ADV filings as of October 2026.", "total_firms": 171, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 88, "state": 83, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 59 }, { "code": "percentage_of_aum", "count": 155 }, { "code": "hourly", "count": 171 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 129 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 6 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 55 }, { "code": "5_to_9", "count": 37 }, { "code": "10_to_19", "count": 48 }, { "code": "20_plus", "count": 31 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 36 }, { "code": "25m_100m", "count": 30 }, { "code": "100m_500m", "count": 49 }, { "code": "500m_1b", "count": 21 }, { "code": "1b_5b", "count": 13 }, { "code": "over_5b", "count": 5 }, { "code": "not_reported", "count": 17 } ], "firms": [ { "crd_number": 281302, "name": "Leach, Bickmore & Weiss Wealth Management, LLC", "name_as_filed": "LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/leach-bickmore-and-weiss-wealth-management-llc-madison-wi-281302", "city": "Madison", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 310258, "name": "Leverty Financial Group, LLC", "name_as_filed": "LEVERTY FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/leverty-financial-group-llc-hudson-wi-310258", "city": "Hudson", "state": "WI", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111272, "name": "Liberty Financial Group, Inc.", "name_as_filed": "LIBERTY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/liberty-financial-group-inc-elm-grove-wi-111272", "city": "Elm Grove", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127889, "name": "Magis Private Wealth Management, LLC", "name_as_filed": "MAGIS PRIVATE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/magis-private-wealth-management-llc-127889", "city": null, "state": null, "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339767, "name": "Marchi Investments LLC", "name_as_filed": "MARCHI INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/marchi-investments-llc-339767", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165516, "name": "MBE Wealth Management, LLC", "name_as_filed": "MBE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mbe-wealth-management-llc-tomah-wi-165516", "city": "Tomah", "state": "WI", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 149830, "name": "McGlone Suttner Wealth Management, Inc.", "name_as_filed": "MCGLONE SUTTNER WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mcglone-suttner-wealth-management-inc-appleton-wi-149830", "city": "Appleton", "state": "WI", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145571, "name": "McKinley Money, LLC", "name_as_filed": "MCKINLEY MONEY, LLC", "url": "https://advisorcensus.com/firm/mckinley-money-llc-eau-claire-wi-145571", "city": "Eau-Claire", "state": "WI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322662, "name": "Medvest Wealth Management, LLC", "name_as_filed": "MEDVEST WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/medvest-wealth-management-llc-322662", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113282, "name": "Midwest Asset Management, Inc.", "name_as_filed": "MIDWEST ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/midwest-asset-management-inc-113282", "city": null, "state": null, "years_registered": 39, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112995, "name": "Midwest Professional Planners, Ltd.", "name_as_filed": "MIDWEST PROFESSIONAL PLANNERS, LTD.", "url": "https://advisorcensus.com/firm/midwest-professional-planners-ltd-wausau-wi-112995", "city": "Wausau", "state": "WI", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 291528, "name": "Midwest Wealth Solutions LLC", "name_as_filed": "MIDWEST WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/midwest-wealth-solutions-llc-brookfield-wi-291528", "city": "Brookfield", "state": "WI", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168429, "name": "Milestone Investment Advisors, LLC", "name_as_filed": "MILESTONE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/milestone-investment-advisors-llc-middleton-wi-168429", "city": "Middleton", "state": "WI", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128322, "name": "Morgan Kenwood Advisors, LLC", "name_as_filed": "MORGAN KENWOOD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/morgan-kenwood-advisors-llc-greendale-wi-128322", "city": "Greendale", "state": "WI", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306943, "name": "Mueller Wealth", "name_as_filed": "MUELLER WEALTH", "url": "https://advisorcensus.com/firm/mueller-wealth-mishicot-wi-306943", "city": "Mishicot", "state": "WI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 159400, "name": "Myfamilycfo, Inc.", "name_as_filed": "MYFAMILYCFO, INC.", "url": "https://advisorcensus.com/firm/myfamilycfo-inc-wausau-wi-159400", "city": "Wausau", "state": "WI", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 168208, "name": "North Shore Investment Advisors, LLC", "name_as_filed": "NORTH SHORE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/north-shore-investment-advisors-llc-neenah-wi-168208", "city": "Neenah", "state": "WI", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 314670, "name": "Omni Financial LLC", "name_as_filed": "OMNI FINANCIAL LLC", "url": "https://advisorcensus.com/firm/omni-financial-llc-madison-wi-314670", "city": "Madison", "state": "WI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 37031, "name": "Packerland Brokerage Services, Inc.", "name_as_filed": "PACKERLAND BROKERAGE SERVICES, INC.", "url": "https://advisorcensus.com/firm/packerland-brokerage-services-inc-green-bay-wi-37031", "city": "Green Bay", "state": "WI", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132024, "name": "Paladin Partners", "name_as_filed": "PALADIN PARTNERS", "url": "https://advisorcensus.com/firm/paladin-partners-hartland-wi-132024", "city": "Hartland", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158965, "name": "Park Capital Management, LLC", "name_as_filed": "PARK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/park-capital-management-llc-madison-wi-158965", "city": "Madison", "state": "WI", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166369, "name": "Perk Planning", "name_as_filed": "PERK PLANNING", "url": "https://advisorcensus.com/firm/perk-planning-madison-wi-166369", "city": "Madison", "state": "WI", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300714, "name": "Plus Group Wealth Advisors, LLC", "name_as_filed": "PLUS GROUP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/plus-group-wealth-advisors-llc-belgium-wi-300714", "city": "Belgium", "state": "WI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 131668, "name": "Poehling Capital Management, Inc.", "name_as_filed": "POEHLING CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/poehling-capital-management-inc-madison-wi-131668", "city": "Madison", "state": "WI", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 315625, "name": "Point Wealth, LLC", "name_as_filed": "POINT WEALTH, LLC", "url": "https://advisorcensus.com/firm/point-wealth-llc-wausau-wi-315625", "city": "Wausau", "state": "WI", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131506, "name": "Portfolio Design Services, LLC", "name_as_filed": "PORTFOLIO DESIGN SERVICES, LLC", "url": "https://advisorcensus.com/firm/portfolio-design-services-llc-river-falls-wi-131506", "city": "River Falls", "state": "WI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342875, "name": "Precision Capital Planning LLC", "name_as_filed": "PRECISION CAPITAL PLANNING LLC", "url": "https://advisorcensus.com/firm/precision-capital-planning-llc-342875", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154016, "name": "Professional Financial Management, Inc.", "name_as_filed": "PROFESSIONAL FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/professional-financial-management-inc-appleton-wi-154016", "city": "Appleton", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113481, "name": "Prophet Wealth Management", "name_as_filed": "PROPHET WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/prophet-wealth-management-kenosha-wi-113481", "city": "Kenosha", "state": "WI", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334864, "name": "Prosperilux LLC", "name_as_filed": "PROSPERILUX LLC", "url": "https://advisorcensus.com/firm/prosperilux-llc-334864", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342821, "name": "Quintessence Wealth Collective LLC", "name_as_filed": "QUINTESSENCE WEALTH COLLECTIVE LLC", "url": "https://advisorcensus.com/firm/quintessence-wealth-collective-llc-milwaukee-wi-342821", "city": "Milwaukee", "state": "WI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318967, "name": "RB Investment Management Inc.", "name_as_filed": "RB INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967", "city": "Little Suamico", "state": "WI", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330066, "name": "Red Granite Wealth Management", "name_as_filed": "RED GRANITE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/red-granite-wealth-management-manitowoc-wi-330066", "city": "Manitowoc", "state": "WI", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121829, "name": "Regal Bay Investment Group, LLC", "name_as_filed": "REGAL BAY INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/regal-bay-investment-group-llc-milwaukee-wi-121829", "city": "Milwaukee", "state": "WI", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 298451, "name": "Resonant Capital Advisors, LLC", "name_as_filed": "RESONANT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/resonant-capital-advisors-llc-madison-wi-298451", "city": "Madison", "state": "WI", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318052, "name": "Retirement Income Strategies, LLC", "name_as_filed": "RETIREMENT INCOME STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/retirement-income-strategies-llc-evansville-wi-318052", "city": "Evansville", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription" ], "enhanced": false }, { "crd_number": 317253, "name": "Retirement Wealth Solutions LLC", "name_as_filed": "RETIREMENT WEALTH SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/retirement-wealth-solutions-llc-marshfield-wi-317253", "city": "Marshfield", "state": "WI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110277, "name": "Review Services Inc", "name_as_filed": "REVIEW SERVICES INC", "url": "https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277", "city": "Brookfield", "state": "WI", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130985, "name": "Richardson Capital Management, LLC", "name_as_filed": "RICHARDSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/richardson-capital-management-llc-menomonee-falls-wi-130985", "city": "Menomonee Falls", "state": "WI", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327451, "name": "Richmond Investment Services LLC", "name_as_filed": "RICHMOND INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451", "city": "Mequon", "state": "WI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283540, "name": "Riverwater Partners LLC", "name_as_filed": "RIVERWATER PARTNERS LLC", "url": "https://advisorcensus.com/firm/riverwater-partners-llc-milwaukee-wi-283540", "city": "Milwaukee", "state": "WI", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 8158, "name": "Robert W. Baird & Co. Incorporated", "name_as_filed": "ROBERT W. BAIRD & CO. INCORPORATED", "url": "https://advisorcensus.com/firm/robert-w-baird-and-co-incorporated-milwaukee-wi-8158", "city": "Milwaukee", "state": "WI", "years_registered": 55, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based", "other" ], "enhanced": false }, { "crd_number": 319298, "name": "Schamberger, Greylak & Utterback Wealth Management, LLC", "name_as_filed": "SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/schamberger-greylak-and-utterback-wealth-management-llc-la-crosse-wi-319298", "city": "La Crosse", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 107630, "name": "Schaper Benz & Wise Investment Counsel Inc", "name_as_filed": "SCHAPER BENZ & WISE INVESTMENT COUNSEL INC", "url": "https://advisorcensus.com/firm/schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630", "city": "Neenah", "state": "WI", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340316, "name": "Shellcrest Financial LLC", "name_as_filed": "SHELLCREST FINANCIAL LLC", "url": "https://advisorcensus.com/firm/shellcrest-financial-llc-middleton-wi-340316", "city": "Middleton", "state": "WI", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108669, "name": "Spectrum Investment Advisors, Inc.", "name_as_filed": "SPECTRUM INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/spectrum-investment-advisors-inc-mequon-wi-108669", "city": "Mequon", "state": "WI", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 334549, "name": "Spruce Hill Capital", "name_as_filed": "SPRUCE HILL CAPITAL", "url": "https://advisorcensus.com/firm/spruce-hill-capital-334549", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 106822, "name": "Sterling Capital Management Inc", "name_as_filed": "STERLING CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/sterling-capital-management-inc-brookfield-wi-106822", "city": "Brookfield", "state": "WI", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 282632, "name": "Sugar Maple Asset Management, LLC", "name_as_filed": "SUGAR MAPLE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sugar-maple-asset-management-llc-sister-bay-wi-282632", "city": "Sister Bay", "state": 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