# 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/3

## 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 3 of 9, 101 to 150 of 416, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Coveredbridge](https://advisorcensus.com/firm/coveredbridge-milwaukee-wi-304069) ([md](https://advisorcensus.com/firm/coveredbridge-milwaukee-wi-304069.md)) | 304069 | Milwaukee, WI | State-registered investment adviser | Not reported | 4 | Other |
| [Cowling Bay Wealth Management, LLC](https://advisorcensus.com/firm/cowling-bay-wealth-management-llc-305685) ([md](https://advisorcensus.com/firm/cowling-bay-wealth-management-llc-305685.md)) | 305685 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Crawford Asset Management, LLC](https://advisorcensus.com/firm/crawford-asset-management-llc-141475) ([md](https://advisorcensus.com/firm/crawford-asset-management-llc-141475.md)) | 141475 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly |
| [Crossover Capital Trading LLC](https://advisorcensus.com/firm/crossover-capital-trading-llc-328655) ([md](https://advisorcensus.com/firm/crossover-capital-trading-llc-328655.md)) | 328655 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee |
| [Cushing Capital Partners, LLC](https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497) ([md](https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497.md)) | 313497 | Delafield, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Cuvm, LLC](https://advisorcensus.com/firm/cuvm-llc-mequon-wi-319710) ([md](https://advisorcensus.com/firm/cuvm-llc-mequon-wi-319710.md)) | 319710 | Mequon, WI | Exempt reporting adviser | Not reported | 4 | Not reported |
| [CVC Manager, LLC](https://advisorcensus.com/firm/cvc-manager-llc-milwaukee-wi-305012) ([md](https://advisorcensus.com/firm/cvc-manager-llc-milwaukee-wi-305012.md)) | 305012 | Milwaukee, WI | Exempt reporting adviser | Not reported | 7 | Not reported |
| [CWP Private Wealth Management](https://advisorcensus.com/firm/cwp-private-wealth-management-west-bend-wi-281520) ([md](https://advisorcensus.com/firm/cwp-private-wealth-management-west-bend-wi-281520.md)) | 281520 | West Bend, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [D/B/A Financial Awareness Institute](https://advisorcensus.com/firm/d-b-a-financial-awareness-institute-sharon-wi-122763) ([md](https://advisorcensus.com/firm/d-b-a-financial-awareness-institute-sharon-wi-122763.md)) | 122763 | Sharon, WI | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Dana Investment Advisors Inc](https://advisorcensus.com/firm/dana-investment-advisors-inc-waukesha-wi-105879) ([md](https://advisorcensus.com/firm/dana-investment-advisors-inc-waukesha-wi-105879.md)) | 105879 | Waukesha, WI | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Fixed fee, Performance fee |
| [Debuey, LLC](https://advisorcensus.com/firm/debuey-llc-mequon-wi-286154) ([md](https://advisorcensus.com/firm/debuey-llc-mequon-wi-286154.md)) | 286154 | Mequon, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Denali Wealth Management, Inc.](https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323) ([md](https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323.md)) | 153323 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Denarius Wealth Management](https://advisorcensus.com/firm/denarius-wealth-management-appleton-wi-168989) ([md](https://advisorcensus.com/firm/denarius-wealth-management-appleton-wi-168989.md)) | 168989 | Appleton, WI | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee |
| [Denny, Barry T.](https://advisorcensus.com/firm/denny-barry-t-304512) ([md](https://advisorcensus.com/firm/denny-barry-t-304512.md)) | 304512 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Diamond Wealth Partners](https://advisorcensus.com/firm/diamond-wealth-partners-321866) ([md](https://advisorcensus.com/firm/diamond-wealth-partners-321866.md)) | 321866 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Direction Financial Management, LLC](https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985) ([md](https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985.md)) | 165985 | Germantown, WI | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Diversified Capital Wealth Management, LLC](https://advisorcensus.com/firm/diversified-capital-wealth-management-llc-mequon-wi-168428) ([md](https://advisorcensus.com/firm/diversified-capital-wealth-management-llc-mequon-wi-168428.md)) | 168428 | Mequon, WI | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly |
| [Diversified Management Inc](https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680) ([md](https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680.md)) | 106680 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [DJT, LLC](https://advisorcensus.com/firm/djt-llc-madison-wi-286490) ([md](https://advisorcensus.com/firm/djt-llc-madison-wi-286490.md)) | 286490 | Madison, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Drake & Associates, LLC](https://advisorcensus.com/firm/drake-and-associates-llc-waukesha-wi-154854) ([md](https://advisorcensus.com/firm/drake-and-associates-llc-waukesha-wi-154854.md)) | 154854 | Waukesha, WI | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [Dream Bigger Financial, LLC](https://advisorcensus.com/firm/dream-bigger-financial-llc-323117) ([md](https://advisorcensus.com/firm/dream-bigger-financial-llc-323117.md)) | 323117 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Dream Lake Financial LLC](https://advisorcensus.com/firm/dream-lake-financial-llc-329789) ([md](https://advisorcensus.com/firm/dream-lake-financial-llc-329789.md)) | 329789 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Duell Financial Strategies](https://advisorcensus.com/firm/duell-financial-strategies-appleton-wi-140283) ([md](https://advisorcensus.com/firm/duell-financial-strategies-appleton-wi-140283.md)) | 140283 | Appleton, WI | State-registered investment adviser | $100 million to $500 million | 20 | % of assets, Fixed fee |
| [Ecio, Inc.](https://advisorcensus.com/firm/ecio-inc-madison-wi-301432) ([md](https://advisorcensus.com/firm/ecio-inc-madison-wi-301432.md)) | 301432 | Madison, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Eclipse Asset Management LLC](https://advisorcensus.com/firm/eclipse-asset-management-llc-137734) ([md](https://advisorcensus.com/firm/eclipse-asset-management-llc-137734.md)) | 137734 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 20 | % of assets, Fixed fee |
| [Elite Wealth Management, Inc.](https://advisorcensus.com/firm/elite-wealth-management-inc-plover-wi-333159) ([md](https://advisorcensus.com/firm/elite-wealth-management-inc-plover-wi-333159.md)) | 333159 | Plover, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Ellenbecker Investment Group](https://advisorcensus.com/firm/ellenbecker-investment-group-waukesha-wi-173851) ([md](https://advisorcensus.com/firm/ellenbecker-investment-group-waukesha-wi-173851.md)) | 173851 | Waukesha, WI | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Other |
| [Endowment Wealth Management, Inc.](https://advisorcensus.com/firm/endowment-wealth-management-inc-appleton-wi-108652) ([md](https://advisorcensus.com/firm/endowment-wealth-management-inc-appleton-wi-108652.md)) | 108652 | Appleton, WI | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Hourly, Fixed fee, Performance fee |
| [Enrich Financial Partners LLC](https://advisorcensus.com/firm/enrich-financial-partners-llc-madison-wi-111234) ([md](https://advisorcensus.com/firm/enrich-financial-partners-llc-madison-wi-111234.md)) | 111234 | Madison, WI | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Entasis Asset Management LLC](https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711) ([md](https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711.md)) | 282711 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Entirement Financial Planning LLC](https://advisorcensus.com/firm/entirement-financial-planning-llc-watertown-wi-330359) ([md](https://advisorcensus.com/firm/entirement-financial-planning-llc-watertown-wi-330359.md)) | 330359 | Watertown, WI | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Envest Microfinance Cooperative](https://advisorcensus.com/firm/envest-microfinance-cooperative-madison-wi-162186) ([md](https://advisorcensus.com/firm/envest-microfinance-cooperative-madison-wi-162186.md)) | 162186 | Madison, WI | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [Envision Financial LLC](https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365) ([md](https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365.md)) | 314365 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Epiphany Health & Wealth](https://advisorcensus.com/firm/epiphany-health-and-wealth-341524) ([md](https://advisorcensus.com/firm/epiphany-health-and-wealth-341524.md)) | 341524 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [ETF Model Solutions, LLC](https://advisorcensus.com/firm/etf-model-solutions-llc-appleton-wi-168410) ([md](https://advisorcensus.com/firm/etf-model-solutions-llc-appleton-wi-168410.md)) | 168410 | Appleton, WI | SEC-registered investment adviser | Under $25 million | 11 | % of assets, Other |
| [Evergreen Computation LLC](https://advisorcensus.com/firm/evergreen-computation-llc-hudson-wi-306057) ([md](https://advisorcensus.com/firm/evergreen-computation-llc-hudson-wi-306057.md)) | 306057 | Hudson, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Evexia Wealth, LLC](https://advisorcensus.com/firm/evexia-wealth-llc-stevens-point-wi-323788) ([md](https://advisorcensus.com/firm/evexia-wealth-llc-stevens-point-wi-323788.md)) | 323788 | Stevens Point, WI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Evolution Financial LLC](https://advisorcensus.com/firm/evolution-financial-llc-madison-wi-289745) ([md](https://advisorcensus.com/firm/evolution-financial-llc-madison-wi-289745.md)) | 289745 | Madison, WI | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee, Other |
| [Fahey Retirement Partners](https://advisorcensus.com/firm/fahey-retirement-partners-342341) ([md](https://advisorcensus.com/firm/fahey-retirement-partners-342341.md)) | 342341 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Family Investment Planning, LLC](https://advisorcensus.com/firm/family-investment-planning-llc-elm-grove-wi-156132) ([md](https://advisorcensus.com/firm/family-investment-planning-llc-elm-grove-wi-156132.md)) | 156132 | Elm Grove, WI | State-registered investment adviser | Under $25 million | 15 | Hourly, Fixed fee |
| [Fiat Lux Capital Management](https://advisorcensus.com/firm/fiat-lux-capital-management-waterford-wi-334615) ([md](https://advisorcensus.com/firm/fiat-lux-capital-management-waterford-wi-334615.md)) | 334615 | Waterford, WI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Fiduciaone](https://advisorcensus.com/firm/fiduciaone-pewaukee-wi-327737) ([md](https://advisorcensus.com/firm/fiduciaone-pewaukee-wi-327737.md)) | 327737 | Pewaukee, WI | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [Fiduciary Financial Planning Network](https://advisorcensus.com/firm/fiduciary-financial-planning-network-onalaska-wi-313361) ([md](https://advisorcensus.com/firm/fiduciary-financial-planning-network-onalaska-wi-313361.md)) | 313361 | Onalaska, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Fiduciary Insight, LLC](https://advisorcensus.com/firm/fiduciary-insight-llc-312125) ([md](https://advisorcensus.com/firm/fiduciary-insight-llc-312125.md)) | 312125 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Fiduciary Management, Inc.](https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149) ([md](https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149.md)) | 109149 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 46 | % of assets |
| [Fifth Point Advisors LLC](https://advisorcensus.com/firm/fifth-point-advisors-llc-282146) ([md](https://advisorcensus.com/firm/fifth-point-advisors-llc-282146.md)) | 282146 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Performance fee |
| [Financial Advisory Group, Inc.](https://advisorcensus.com/firm/financial-advisory-group-inc-appleton-wi-337686) ([md](https://advisorcensus.com/firm/financial-advisory-group-inc-appleton-wi-337686.md)) | 337686 | Appleton, WI | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Financial Planning Center](https://advisorcensus.com/firm/financial-planning-center-167957) ([md](https://advisorcensus.com/firm/financial-planning-center-167957.md)) | 167957 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Financial Service Group Inc](https://advisorcensus.com/firm/financial-service-group-inc-mount-pleasant-wi-107893) ([md](https://advisorcensus.com/firm/financial-service-group-inc-mount-pleasant-wi-107893.md)) | 107893 | Mount Pleasant, WI | SEC-registered investment adviser | $100 million to $500 million | 34 | Hourly, Fixed fee, Other |
| [Financial Services of Northeast Wisconsin, Inc.](https://advisorcensus.com/firm/financial-services-of-northeast-wisconsin-inc-hortonville-wi-105422) ([md](https://advisorcensus.com/firm/financial-services-of-northeast-wisconsin-inc-hortonville-wi-105422.md)) | 105422 | Hortonville, WI | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |

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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.