{
  "path": "/advisors/wi",
  "url": "https://advisorcensus.com/advisors/wi/page/7",
  "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": 7,
  "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": 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": 104701,
      "name": "PJS Investment Management",
      "name_as_filed": "PJS INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701",
      "city": "Cedarburg",
      "state": "WI",
      "years_registered": 44,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "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": 310316,
      "name": "PMMSF Partners, LLC",
      "name_as_filed": "PMMSF PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/pmmsf-partners-llc-madison-wi-310316",
      "city": "Madison",
      "state": "WI",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 294494,
      "name": "Portside Investment Advisors, LLC",
      "name_as_filed": "PORTSIDE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/portside-investment-advisors-llc-port-washington-wi-294494",
      "city": "Port Washington",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 338140,
      "name": "Premium Alpha Capital, LLC",
      "name_as_filed": "PREMIUM ALPHA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/premium-alpha-capital-llc-338140",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309243,
      "name": "Prescient Capital Management, LLC",
      "name_as_filed": "PRESCIENT CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/prescient-capital-management-llc-delafield-wi-309243",
      "city": "Delafield",
      "state": "WI",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 281702,
      "name": "Prism Wealth Management",
      "name_as_filed": "PRISM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/prism-wealth-management-middleton-wi-281702",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 110118,
      "name": "Provident Trust Company",
      "name_as_filed": "PROVIDENT TRUST COMPANY",
      "url": "https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118",
      "city": "Waukesha",
      "state": "WI",
      "years_registered": 25,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170119,
      "name": "Quantamentals Management Group, LLC",
      "name_as_filed": "QUANTAMENTALS MANAGEMENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/quantamentals-management-group-llc-milwaukee-wi-170119",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 166508,
      "name": "Racon Capital",
      "name_as_filed": "RACON CAPITAL",
      "url": "https://advisorcensus.com/firm/racon-capital-milwaukee-wi-166508",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 318143,
      "name": "Real Wealth Advisors LLC",
      "name_as_filed": "REAL WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/real-wealth-advisors-llc-brookfield-wi-318143",
      "city": "Brookfield",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "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": 106432,
      "name": "Reinhart Partners, LLC",
      "name_as_filed": "REINHART PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/reinhart-partners-llc-mequon-wi-106432",
      "city": "Mequon",
      "state": "WI",
      "years_registered": 34,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 330113,
      "name": "Retirement Income Planning LLC",
      "name_as_filed": "RETIREMENT INCOME PLANNING LLC",
      "url": "https://advisorcensus.com/firm/retirement-income-planning-llc-madison-wi-330113",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "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": 327778,
      "name": "Revise Capital LLC",
      "name_as_filed": "REVISE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/revise-capital-llc-327778",
      "city": null,
      "state": null,
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 113117,
      "name": "REX Leigh Jones",
      "name_as_filed": "REX LEIGH JONES",
      "url": "https://advisorcensus.com/firm/rex-leigh-jones-madison-wi-113117",
      "city": "Madison",
      "state": "WI",
      "years_registered": 30,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 329230,
      "name": "RIVER1 Asset Management LLC",
      "name_as_filed": "RIVER1 ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/river1-asset-management-llc-milwaukee-wi-329230",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 164682,
      "name": "RJ Hill's Financial Services, LLC",
      "name_as_filed": "RJ HILL'S FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/rj-hill-s-financial-services-llc-eau-claire-wi-164682",
      "city": "Eau Claire",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332666,
      "name": "Roalstad Capital LLC",
      "name_as_filed": "ROALSTAD CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/roalstad-capital-llc-hudson-wi-332666",
      "city": "Hudson",
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    },
    {
      "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",
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    {
      "crd_number": 306103,
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      "name_as_filed": "ROCK RIVER CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/rock-river-capital-partners-llc-madison-wi-306103",
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      "state": "WI",
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      "raum_band": "not_reported",
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    },
    {
      "crd_number": 304422,
      "name": "Ronald L Perkins DBA Perkins Financial",
      "name_as_filed": "RONALD L PERKINS DBA PERKINS FINANCIAL",
      "url": "https://advisorcensus.com/firm/ronald-l-perkins-dba-perkins-financial-madison-wi-304422",
      "city": "Madison",
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      "raum_band": "under_25m",
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    },
    {
      "crd_number": 324172,
      "name": "Rosales Wealth Management LLC",
      "name_as_filed": "ROSALES WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/rosales-wealth-management-llc-324172",
      "city": null,
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    {
      "crd_number": 310363,
      "name": "Rosemeyer Management Group",
      "name_as_filed": "ROSEMEYER MANAGEMENT GROUP",
      "url": "https://advisorcensus.com/firm/rosemeyer-management-group-platteville-wi-310363",
      "city": "Platteville",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "500m_1b",
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    },
    {
      "crd_number": 305212,
      "name": "RRA Wealth, LLC",
      "name_as_filed": "RRA WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/rra-wealth-llc-milwaukee-wi-305212",
      "city": "Milwaukee",
      "state": "WI",
      "years_registered": 6,
      "raum_band": "not_reported",
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    },
    {
      "crd_number": 332935,
      "name": "Ruthless for Good, LLC",
      "name_as_filed": "RUTHLESS FOR GOOD, LLC",
      "url": "https://advisorcensus.com/firm/ruthless-for-good-llc-madison-wi-332935",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
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    },
    {
      "crd_number": 168983,
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      "name_as_filed": "RWH ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/rwh-asset-management-kenosha-wi-168983",
      "city": "Kenosha",
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    },
    {
      "crd_number": 319298,
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      "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,
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    },
    {
      "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",
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    {
      "crd_number": 328913,
      "name": "Selerski Asset Management, LLC",
      "name_as_filed": "SELERSKI ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/selerski-asset-management-llc-328913",
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    },
    {
      "crd_number": 338121,
      "name": "Sentinel Advisory Group, LLC",
      "name_as_filed": "SENTINEL ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/sentinel-advisory-group-llc-middleton-wi-338121",
      "city": "Middleton",
      "state": "WI",
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    },
    {
      "crd_number": 105176,
      "name": "Sentry Investment Management, L.L.C.",
      "name_as_filed": "SENTRY INVESTMENT MANAGEMENT, L.L.C.",
      "url": "https://advisorcensus.com/firm/sentry-investment-management-l-l-c-stevens-point-wi-105176",
      "city": "Stevens Point",
      "state": "WI",
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      "raum_band": "1b_5b",
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  ],
  "states": [],
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      "path": "/advisors/wi/milwaukee",
      "name": "Milwaukee",
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      "firm_count": 160
    },
    {
      "path": "/advisors/wi/madison",
      "name": "Madison",
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    },
    {
      "path": "/advisors/wi/appleton",
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    },
    {
      "path": "/advisors/wi/green-bay",
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    },
    {
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    {
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    },
    {
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    },
    {
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      "firm_count": 5
    },
    {
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    },
    {
      "path": "/advisors/wi/sheboygan",
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      "msa_name": "Sheboygan, WI",
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    },
    {
      "path": "/advisors/wi/janesville",
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      "msa_name": "Janesville-Beloit, WI",
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      "firm_count": 2
    },
    {
      "path": "/advisors/wi/racine",
      "name": "Racine",
      "msa_name": "Racine-Mount Pleasant, WI",
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      "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"
  }
}