# Financial advisors in Wisconsin

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wi/page/2

## At a glance

- Investment advisory firms: 416
- Registration: SEC-registered investment adviser: 196, State-registered investment adviser: 180, Exempt reporting adviser: 40
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 156 (41%); Percentage of assets 349 (93%); Hourly charges 171 (45%); Subscription fees (newsletter or periodical) 3 (1%); Fixed fees 208 (55%); Commissions 14 (4%); Performance-based fees 32 (9%); Other 49 (13%); No compensation arrangements reported 40
- Regulatory assets under management (Item 5.F): Under $25 million 96 (23%); $25 million to $100 million 64 (15%); $100 million to $500 million 98 (24%); $500 million to $1 billion 34 (8%); $1 billion to $5 billion 36 (9%); Over $5 billion 19 (5%); Not reported 69 (17%)
- Years registered: Under 5 years 152 (37%); 5 to 9 years 79 (19%); 10 to 19 years 100 (24%); 20 years or more 82 (20%); Not reported 3 (1%)

## Firms (page 2 of 9, 51 to 100 of 416, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Blackhorn Partners](https://advisorcensus.com/firm/blackhorn-partners-middleton-wi-342294) ([md](https://advisorcensus.com/firm/blackhorn-partners-middleton-wi-342294.md)) | 342294 | Middleton, WI | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Bleidorn Tax & Investment Services, LLC](https://advisorcensus.com/firm/bleidorn-tax-and-investment-services-llc-149544) ([md](https://advisorcensus.com/firm/bleidorn-tax-and-investment-services-llc-149544.md)) | 149544 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 17 | % of assets, Hourly, Fixed fee |
| [Bluemound Asset Management, LLC](https://advisorcensus.com/firm/bluemound-asset-management-llc-muskego-wi-153995) ([md](https://advisorcensus.com/firm/bluemound-asset-management-llc-muskego-wi-153995.md)) | 153995 | Muskego, WI | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Boardwalk Financial Strategies LLC](https://advisorcensus.com/firm/boardwalk-financial-strategies-llc-hartland-wi-165048) ([md](https://advisorcensus.com/firm/boardwalk-financial-strategies-llc-hartland-wi-165048.md)) | 165048 | Hartland, WI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Bogenschneider, Ryan](https://advisorcensus.com/firm/bogenschneider-ryan-elm-grove-wi-322779) ([md](https://advisorcensus.com/firm/bogenschneider-ryan-elm-grove-wi-322779.md)) | 322779 | Elm Grove, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Borger Capital Management LLC](https://advisorcensus.com/firm/borger-capital-management-llc-wausau-wi-323065) ([md](https://advisorcensus.com/firm/borger-capital-management-llc-wausau-wi-323065.md)) | 323065 | Wausau, WI | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [Borges Financial](https://advisorcensus.com/firm/borges-financial-311906) ([md](https://advisorcensus.com/firm/borges-financial-311906.md)) | 311906 | Not reported, Not reported | State-registered investment adviser | Not reported | 5 | Hourly, Fixed fee |
| [Breakthru Advisory Services, LLC](https://advisorcensus.com/firm/breakthru-advisory-services-llc-muskego-wi-332173) ([md](https://advisorcensus.com/firm/breakthru-advisory-services-llc-muskego-wi-332173.md)) | 332173 | Muskego, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Bridgeport Asset Management, LLC.](https://advisorcensus.com/firm/bridgeport-asset-management-llc-madison-wi-290939) ([md](https://advisorcensus.com/firm/bridgeport-asset-management-llc-madison-wi-290939.md)) | 290939 | Madison, WI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly |
| [Broadview Financial Management, LLC](https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550) ([md](https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550.md)) | 143550 | Wauwatosa, WI | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly |
| [Brook Capital](https://advisorcensus.com/firm/brook-capital-brookfield-wi-130919) ([md](https://advisorcensus.com/firm/brook-capital-brookfield-wi-130919.md)) | 130919 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Bruce Wood Capital, LLC](https://advisorcensus.com/firm/bruce-wood-capital-llc-mequon-wi-331360) ([md](https://advisorcensus.com/firm/bruce-wood-capital-llc-mequon-wi-331360.md)) | 331360 | Mequon, WI | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Performance fee |
| [BT REI Manager, LLC](https://advisorcensus.com/firm/bt-rei-manager-llc-madison-wi-334654) ([md](https://advisorcensus.com/firm/bt-rei-manager-llc-madison-wi-334654.md)) | 334654 | Madison, WI | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Buena Vista Investment Management LLC](https://advisorcensus.com/firm/buena-vista-investment-management-llc-wisconsin-rapids-wi-123252) ([md](https://advisorcensus.com/firm/buena-vista-investment-management-llc-wisconsin-rapids-wi-123252.md)) | 123252 | Wisconsin Rapids, WI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Bultman Investment Management, Inc.](https://advisorcensus.com/firm/bultman-investment-management-inc-brookfield-wi-106283) ([md](https://advisorcensus.com/firm/bultman-investment-management-inc-brookfield-wi-106283.md)) | 106283 | Brookfield, WI | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Fixed fee |
| [Buska Wealth Management, LLC](https://advisorcensus.com/firm/buska-wealth-management-llc-wausau-wi-170627) ([md](https://advisorcensus.com/firm/buska-wealth-management-llc-wausau-wi-170627.md)) | 170627 | Wausau, WI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [Buttonwood Partners, Inc.](https://advisorcensus.com/firm/buttonwood-partners-inc-madison-wi-27108) ([md](https://advisorcensus.com/firm/buttonwood-partners-inc-madison-wi-27108.md)) | 27108 | Madison, WI | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [C.R. Haupt LLC](https://advisorcensus.com/firm/c-r-haupt-llc-eau-claire-wi-157149) ([md](https://advisorcensus.com/firm/c-r-haupt-llc-eau-claire-wi-157149.md)) | 157149 | Eau Claire, WI | State-registered investment adviser | Under $25 million | 14 | % of assets, Hourly, Fixed fee |
| [Calculated Wealth](https://advisorcensus.com/firm/calculated-wealth-madison-wi-318985) ([md](https://advisorcensus.com/firm/calculated-wealth-madison-wi-318985.md)) | 318985 | Madison, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Campbell Newman Asset Management Inc](https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003) ([md](https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003.md)) | 107003 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets, Fixed fee, Other |
| [Canopy Wealth Management](https://advisorcensus.com/firm/canopy-wealth-management-middleton-wi-297717) ([md](https://advisorcensus.com/firm/canopy-wealth-management-middleton-wi-297717.md)) | 297717 | Middleton, WI | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly |
| [Capital Coordinators Company](https://advisorcensus.com/firm/capital-coordinators-company-eau-claire-wi-113068) ([md](https://advisorcensus.com/firm/capital-coordinators-company-eau-claire-wi-113068.md)) | 113068 | Eau Claire, WI | State-registered investment adviser | Not reported | 42 | Hourly |
| [Capital Innovations, LLC](https://advisorcensus.com/firm/capital-innovations-llc-waukesha-wi-145329) ([md](https://advisorcensus.com/firm/capital-innovations-llc-waukesha-wi-145329.md)) | 145329 | Waukesha, WI | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Fixed fee |
| [Capital Investment Services of America Inc](https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639) ([md](https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639.md)) | 110639 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 46 | % of assets |
| [Capital Management Investor Services, Inc.](https://advisorcensus.com/firm/capital-management-investor-services-inc-126173) ([md](https://advisorcensus.com/firm/capital-management-investor-services-inc-126173.md)) | 126173 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Other |
| [Capital Midwest Advisors II, LLC](https://advisorcensus.com/firm/capital-midwest-advisors-ii-llc-mequon-wi-164385) ([md](https://advisorcensus.com/firm/capital-midwest-advisors-ii-llc-mequon-wi-164385.md)) | 164385 | Mequon, WI | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Capital Midwest Advisors III](https://advisorcensus.com/firm/capital-midwest-advisors-iii-mequon-wi-282974) ([md](https://advisorcensus.com/firm/capital-midwest-advisors-iii-mequon-wi-282974.md)) | 282974 | Mequon, WI | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Capital Wealth Advisors, Ltd.](https://advisorcensus.com/firm/capital-wealth-advisors-ltd-west-bend-wi-155263) ([md](https://advisorcensus.com/firm/capital-wealth-advisors-ltd-west-bend-wi-155263.md)) | 155263 | West Bend, WI | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Carl M. Hennig, Inc.](https://advisorcensus.com/firm/carl-m-hennig-inc-oshkosh-wi-140) ([md](https://advisorcensus.com/firm/carl-m-hennig-inc-oshkosh-wi-140.md)) | 140 | Oshkosh, WI | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Castle Financial](https://advisorcensus.com/firm/castle-financial-338962) ([md](https://advisorcensus.com/firm/castle-financial-338962.md)) | 338962 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Cedar Road Capital LLC](https://advisorcensus.com/firm/cedar-road-capital-llc-314426) ([md](https://advisorcensus.com/firm/cedar-road-capital-llc-314426.md)) | 314426 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Central Wealth Management LLC](https://advisorcensus.com/firm/central-wealth-management-llc-madison-wi-293172) ([md](https://advisorcensus.com/firm/central-wealth-management-llc-madison-wi-293172.md)) | 293172 | Madison, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Chambers Financial Group, LLC.](https://advisorcensus.com/firm/chambers-financial-group-llc-green-bay-wi-293191) ([md](https://advisorcensus.com/firm/chambers-financial-group-llc-green-bay-wi-293191.md)) | 293191 | Green Bay, WI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Character Capital LLC](https://advisorcensus.com/firm/character-capital-llc-milwaukee-wi-313823) ([md](https://advisorcensus.com/firm/character-capital-llc-milwaukee-wi-313823.md)) | 313823 | Milwaukee, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Charter Capital Management, Inc](https://advisorcensus.com/firm/charter-capital-management-inc-brookfield-wi-35919) ([md](https://advisorcensus.com/firm/charter-capital-management-inc-brookfield-wi-35919.md)) | 35919 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 45 | % of assets |
| [Christiansen Asset Management LLC](https://advisorcensus.com/firm/christiansen-asset-management-llc-mequon-wi-111280) ([md](https://advisorcensus.com/firm/christiansen-asset-management-llc-mequon-wi-111280.md)) | 111280 | Mequon, WI | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [Circle R Wealth LLC](https://advisorcensus.com/firm/circle-r-wealth-llc-crivitz-wi-135993) ([md](https://advisorcensus.com/firm/circle-r-wealth-llc-crivitz-wi-135993.md)) | 135993 | Crivitz, WI | State-registered investment adviser | Under $25 million | 21 | % of assets, Fixed fee, Other |
| [Clarke Financial Counsel, LLC](https://advisorcensus.com/firm/clarke-financial-counsel-llc-325122) ([md](https://advisorcensus.com/firm/clarke-financial-counsel-llc-325122.md)) | 325122 | Not reported, Not reported | State-registered investment adviser | Not reported | 3 | Hourly, Fixed fee |
| [CLF Asset Management, Inc.](https://advisorcensus.com/firm/clf-asset-management-inc-madison-wi-284060) ([md](https://advisorcensus.com/firm/clf-asset-management-inc-madison-wi-284060.md)) | 284060 | Madison, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Client First Investment Management LLC](https://advisorcensus.com/firm/client-first-investment-management-llc-west-bend-wi-282600) ([md](https://advisorcensus.com/firm/client-first-investment-management-llc-west-bend-wi-282600.md)) | 282600 | West Bend, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [CMG Wealth Advisors LLC](https://advisorcensus.com/firm/cmg-wealth-advisors-llc-madison-wi-340600) ([md](https://advisorcensus.com/firm/cmg-wealth-advisors-llc-madison-wi-340600.md)) | 340600 | Madison, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Coast Advisory LLC](https://advisorcensus.com/firm/coast-advisory-llc-east-troy-wi-340229) ([md](https://advisorcensus.com/firm/coast-advisory-llc-east-troy-wi-340229.md)) | 340229 | East Troy, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Collar Capital Management, LLC](https://advisorcensus.com/firm/collar-capital-management-llc-appleton-wi-152325) ([md](https://advisorcensus.com/firm/collar-capital-management-llc-appleton-wi-152325.md)) | 152325 | Appleton, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Compound Wealth, Advisory and Tax LLC](https://advisorcensus.com/firm/compound-wealth-advisory-and-tax-llc-waunakee-wi-337358) ([md](https://advisorcensus.com/firm/compound-wealth-advisory-and-tax-llc-waunakee-wi-337358.md)) | 337358 | Waunakee, WI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Conceptual Financial Advisors, LLC](https://advisorcensus.com/firm/conceptual-financial-advisors-llc-appleton-wi-167513) ([md](https://advisorcensus.com/firm/conceptual-financial-advisors-llc-appleton-wi-167513.md)) | 167513 | Appleton, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Coordinated Capital Securities, Inc.](https://advisorcensus.com/firm/coordinated-capital-securities-inc-fort-atkinson-wi-14762) ([md](https://advisorcensus.com/firm/coordinated-capital-securities-inc-fort-atkinson-wi-14762.md)) | 14762 | Fort Atkinson, WI | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Copper Harbor Investment Advisors, LLC](https://advisorcensus.com/firm/copper-harbor-investment-advisors-llc-appleton-wi-169978) ([md](https://advisorcensus.com/firm/copper-harbor-investment-advisors-llc-appleton-wi-169978.md)) | 169978 | Appleton, WI | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly |
| [Cornerstone Financial Consulting, LLC](https://advisorcensus.com/firm/cornerstone-financial-consulting-llc-depere-wi-317183) ([md](https://advisorcensus.com/firm/cornerstone-financial-consulting-llc-depere-wi-317183.md)) | 317183 | Depere, WI | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Cornerstone Financial Group](https://advisorcensus.com/firm/cornerstone-financial-group-appleton-wi-324255) ([md](https://advisorcensus.com/firm/cornerstone-financial-group-appleton-wi-324255.md)) | 324255 | Appleton, WI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Cornerstone Financial Planning, Inc.](https://advisorcensus.com/firm/cornerstone-financial-planning-inc-appleton-wi-151866) ([md](https://advisorcensus.com/firm/cornerstone-financial-planning-inc-appleton-wi-151866.md)) | 151866 | Appleton, WI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Commissions |

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## Questions people ask

**How many financial advisory firms are there in Wisconsin?**
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.

**How many fee-only financial advisors are in Wisconsin?**
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.

**How many financial advisors in Wisconsin offer financial planning?**
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.

**Are the financial advisors in Wisconsin fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

## Related pages

- [Financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi) (https://advisorcensus.com/advisors/wi.md)
- [Fee-only financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi/fee-only) (https://advisorcensus.com/advisors/wi/fee-only.md)
- [Flat-fee financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi/flat-fee) (https://advisorcensus.com/advisors/wi/flat-fee.md)
- [Hourly financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi/hourly) (https://advisorcensus.com/advisors/wi/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/wi.csv

Cite as: AdvisorCensus. Financial advisors in Wisconsin: 416 firms from Form ADV filings as of October 2026.