# 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/7

## 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 7 of 9, 301 to 350 of 416, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Perk Planning](https://advisorcensus.com/firm/perk-planning-madison-wi-166369) ([md](https://advisorcensus.com/firm/perk-planning-madison-wi-166369.md)) | 166369 | Madison, WI | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [PJS Investment Management](https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701) ([md](https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701.md)) | 104701 | Cedarburg, WI | SEC-registered investment adviser | $500 million to $1 billion | 44 | % of assets, Fixed fee |
| [Plus Group Wealth Advisors, LLC](https://advisorcensus.com/firm/plus-group-wealth-advisors-llc-belgium-wi-300714) ([md](https://advisorcensus.com/firm/plus-group-wealth-advisors-llc-belgium-wi-300714.md)) | 300714 | Belgium, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Other |
| [PMMSF Partners, LLC](https://advisorcensus.com/firm/pmmsf-partners-llc-madison-wi-310316) ([md](https://advisorcensus.com/firm/pmmsf-partners-llc-madison-wi-310316.md)) | 310316 | Madison, WI | State-registered investment adviser | Under $25 million | 6 | % of assets, Performance fee |
| [Poehling Capital Management, Inc.](https://advisorcensus.com/firm/poehling-capital-management-inc-madison-wi-131668) ([md](https://advisorcensus.com/firm/poehling-capital-management-inc-madison-wi-131668.md)) | 131668 | Madison, WI | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Commissions |
| [Point Wealth, LLC](https://advisorcensus.com/firm/point-wealth-llc-wausau-wi-315625) ([md](https://advisorcensus.com/firm/point-wealth-llc-wausau-wi-315625.md)) | 315625 | Wausau, WI | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Portfolio Design Services, LLC](https://advisorcensus.com/firm/portfolio-design-services-llc-river-falls-wi-131506) ([md](https://advisorcensus.com/firm/portfolio-design-services-llc-river-falls-wi-131506.md)) | 131506 | River Falls, WI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Portside Investment Advisors, LLC](https://advisorcensus.com/firm/portside-investment-advisors-llc-port-washington-wi-294494) ([md](https://advisorcensus.com/firm/portside-investment-advisors-llc-port-washington-wi-294494.md)) | 294494 | Port Washington, WI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Performance fee |
| [Precision Capital Planning LLC](https://advisorcensus.com/firm/precision-capital-planning-llc-342875) ([md](https://advisorcensus.com/firm/precision-capital-planning-llc-342875.md)) | 342875 | Not reported, Not reported | State-registered investment adviser | Not reported | 0 | % of assets, Hourly, Fixed fee |
| [Premium Alpha Capital, LLC](https://advisorcensus.com/firm/premium-alpha-capital-llc-338140) ([md](https://advisorcensus.com/firm/premium-alpha-capital-llc-338140.md)) | 338140 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Prescient Capital Management, LLC](https://advisorcensus.com/firm/prescient-capital-management-llc-delafield-wi-309243) ([md](https://advisorcensus.com/firm/prescient-capital-management-llc-delafield-wi-309243.md)) | 309243 | Delafield, WI | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Prism Wealth Management](https://advisorcensus.com/firm/prism-wealth-management-middleton-wi-281702) ([md](https://advisorcensus.com/firm/prism-wealth-management-middleton-wi-281702.md)) | 281702 | Middleton, WI | State-registered investment adviser | $25 million to $100 million | 10 | % of assets |
| [Professional Financial Management, Inc.](https://advisorcensus.com/firm/professional-financial-management-inc-appleton-wi-154016) ([md](https://advisorcensus.com/firm/professional-financial-management-inc-appleton-wi-154016.md)) | 154016 | Appleton, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Prophet Wealth Management](https://advisorcensus.com/firm/prophet-wealth-management-kenosha-wi-113481) ([md](https://advisorcensus.com/firm/prophet-wealth-management-kenosha-wi-113481.md)) | 113481 | Kenosha, WI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [Prosperilux LLC](https://advisorcensus.com/firm/prosperilux-llc-334864) ([md](https://advisorcensus.com/firm/prosperilux-llc-334864.md)) | 334864 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Provident Trust Company](https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118) ([md](https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118.md)) | 110118 | Waukesha, WI | SEC-registered investment adviser | Over $5 billion | 25 | % of assets |
| [Quantamentals Management Group, LLC](https://advisorcensus.com/firm/quantamentals-management-group-llc-milwaukee-wi-170119) ([md](https://advisorcensus.com/firm/quantamentals-management-group-llc-milwaukee-wi-170119.md)) | 170119 | Milwaukee, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Quintessence Wealth Collective LLC](https://advisorcensus.com/firm/quintessence-wealth-collective-llc-milwaukee-wi-342821) ([md](https://advisorcensus.com/firm/quintessence-wealth-collective-llc-milwaukee-wi-342821.md)) | 342821 | Milwaukee, WI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Racon Capital](https://advisorcensus.com/firm/racon-capital-milwaukee-wi-166508) ([md](https://advisorcensus.com/firm/racon-capital-milwaukee-wi-166508.md)) | 166508 | Milwaukee, WI | Exempt reporting adviser | Not reported | 8 | Not reported |
| [RB Investment Management Inc.](https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967) ([md](https://advisorcensus.com/firm/rb-investment-management-inc-little-suamico-wi-318967.md)) | 318967 | Little Suamico, WI | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Real Wealth Advisors LLC](https://advisorcensus.com/firm/real-wealth-advisors-llc-brookfield-wi-318143) ([md](https://advisorcensus.com/firm/real-wealth-advisors-llc-brookfield-wi-318143.md)) | 318143 | Brookfield, WI | State-registered investment adviser | Not reported | 3 | Fixed fee, Other |
| [Red Granite Wealth Management](https://advisorcensus.com/firm/red-granite-wealth-management-manitowoc-wi-330066) ([md](https://advisorcensus.com/firm/red-granite-wealth-management-manitowoc-wi-330066.md)) | 330066 | Manitowoc, WI | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly |
| [Regal Bay Investment Group, LLC](https://advisorcensus.com/firm/regal-bay-investment-group-llc-milwaukee-wi-121829) ([md](https://advisorcensus.com/firm/regal-bay-investment-group-llc-milwaukee-wi-121829.md)) | 121829 | Milwaukee, WI | State-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee, Commissions |
| [Reinhart Partners, LLC](https://advisorcensus.com/firm/reinhart-partners-llc-mequon-wi-106432) ([md](https://advisorcensus.com/firm/reinhart-partners-llc-mequon-wi-106432.md)) | 106432 | Mequon, WI | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Performance fee |
| [Resonant Capital Advisors, LLC](https://advisorcensus.com/firm/resonant-capital-advisors-llc-madison-wi-298451) ([md](https://advisorcensus.com/firm/resonant-capital-advisors-llc-madison-wi-298451.md)) | 298451 | Madison, WI | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Retirement Income Planning LLC](https://advisorcensus.com/firm/retirement-income-planning-llc-madison-wi-330113) ([md](https://advisorcensus.com/firm/retirement-income-planning-llc-madison-wi-330113.md)) | 330113 | Madison, WI | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Retirement Income Strategies, LLC](https://advisorcensus.com/firm/retirement-income-strategies-llc-evansville-wi-318052) ([md](https://advisorcensus.com/firm/retirement-income-strategies-llc-evansville-wi-318052.md)) | 318052 | Evansville, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Subscription |
| [Retirement Wealth Solutions LLC](https://advisorcensus.com/firm/retirement-wealth-solutions-llc-marshfield-wi-317253) ([md](https://advisorcensus.com/firm/retirement-wealth-solutions-llc-marshfield-wi-317253.md)) | 317253 | Marshfield, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Review Services Inc](https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277) ([md](https://advisorcensus.com/firm/review-services-inc-brookfield-wi-110277.md)) | 110277 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Revise Capital LLC](https://advisorcensus.com/firm/revise-capital-llc-327778) ([md](https://advisorcensus.com/firm/revise-capital-llc-327778.md)) | 327778 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets |
| [REX Leigh Jones](https://advisorcensus.com/firm/rex-leigh-jones-madison-wi-113117) ([md](https://advisorcensus.com/firm/rex-leigh-jones-madison-wi-113117.md)) | 113117 | Madison, WI | State-registered investment adviser | $25 million to $100 million | 30 | % of assets |
| [Richardson Capital Management, LLC](https://advisorcensus.com/firm/richardson-capital-management-llc-menomonee-falls-wi-130985) ([md](https://advisorcensus.com/firm/richardson-capital-management-llc-menomonee-falls-wi-130985.md)) | 130985 | Menomonee Falls, WI | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Richmond Investment Services LLC](https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451) ([md](https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451.md)) | 327451 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [RIVER1 Asset Management LLC](https://advisorcensus.com/firm/river1-asset-management-llc-milwaukee-wi-329230) ([md](https://advisorcensus.com/firm/river1-asset-management-llc-milwaukee-wi-329230.md)) | 329230 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Riverwater Partners LLC](https://advisorcensus.com/firm/riverwater-partners-llc-milwaukee-wi-283540) ([md](https://advisorcensus.com/firm/riverwater-partners-llc-milwaukee-wi-283540.md)) | 283540 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly |
| [RJ Hill's Financial Services, LLC](https://advisorcensus.com/firm/rj-hill-s-financial-services-llc-eau-claire-wi-164682) ([md](https://advisorcensus.com/firm/rj-hill-s-financial-services-llc-eau-claire-wi-164682.md)) | 164682 | Eau Claire, WI | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Roalstad Capital LLC](https://advisorcensus.com/firm/roalstad-capital-llc-hudson-wi-332666) ([md](https://advisorcensus.com/firm/roalstad-capital-llc-hudson-wi-332666.md)) | 332666 | Hudson, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Robert W. Baird & Co. Incorporated](https://advisorcensus.com/firm/robert-w-baird-and-co-incorporated-milwaukee-wi-8158) ([md](https://advisorcensus.com/firm/robert-w-baird-and-co-incorporated-milwaukee-wi-8158.md)) | 8158 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Hourly, Fixed fee, Commissions, Performance fee, Other |
| [Rock River Capital Partners, LLC](https://advisorcensus.com/firm/rock-river-capital-partners-llc-madison-wi-306103) ([md](https://advisorcensus.com/firm/rock-river-capital-partners-llc-madison-wi-306103.md)) | 306103 | Madison, WI | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Ronald L Perkins DBA Perkins Financial](https://advisorcensus.com/firm/ronald-l-perkins-dba-perkins-financial-madison-wi-304422) ([md](https://advisorcensus.com/firm/ronald-l-perkins-dba-perkins-financial-madison-wi-304422.md)) | 304422 | Madison, WI | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Rosales Wealth Management LLC](https://advisorcensus.com/firm/rosales-wealth-management-llc-324172) ([md](https://advisorcensus.com/firm/rosales-wealth-management-llc-324172.md)) | 324172 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Rosemeyer Management Group](https://advisorcensus.com/firm/rosemeyer-management-group-platteville-wi-310363) ([md](https://advisorcensus.com/firm/rosemeyer-management-group-platteville-wi-310363.md)) | 310363 | Platteville, WI | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee |
| [RRA Wealth, LLC](https://advisorcensus.com/firm/rra-wealth-llc-milwaukee-wi-305212) ([md](https://advisorcensus.com/firm/rra-wealth-llc-milwaukee-wi-305212.md)) | 305212 | Milwaukee, WI | State-registered investment adviser | Not reported | 6 | Other |
| [Ruthless for Good, LLC](https://advisorcensus.com/firm/ruthless-for-good-llc-madison-wi-332935) ([md](https://advisorcensus.com/firm/ruthless-for-good-llc-madison-wi-332935.md)) | 332935 | Madison, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [RWH Asset Management](https://advisorcensus.com/firm/rwh-asset-management-kenosha-wi-168983) ([md](https://advisorcensus.com/firm/rwh-asset-management-kenosha-wi-168983.md)) | 168983 | Kenosha, WI | State-registered investment adviser | Under $25 million | 12 | % of assets |
| [Schamberger, Greylak & Utterback Wealth Management, LLC](https://advisorcensus.com/firm/schamberger-greylak-and-utterback-wealth-management-llc-la-crosse-wi-319298) ([md](https://advisorcensus.com/firm/schamberger-greylak-and-utterback-wealth-management-llc-la-crosse-wi-319298.md)) | 319298 | La Crosse, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Commissions |
| [Schaper Benz & Wise Investment Counsel Inc](https://advisorcensus.com/firm/schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630) ([md](https://advisorcensus.com/firm/schaper-benz-and-wise-investment-counsel-inc-neenah-wi-107630.md)) | 107630 | Neenah, WI | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Selerski Asset Management, LLC](https://advisorcensus.com/firm/selerski-asset-management-llc-328913) ([md](https://advisorcensus.com/firm/selerski-asset-management-llc-328913.md)) | 328913 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Sentinel Advisory Group, LLC](https://advisorcensus.com/firm/sentinel-advisory-group-llc-middleton-wi-338121) ([md](https://advisorcensus.com/firm/sentinel-advisory-group-llc-middleton-wi-338121.md)) | 338121 | Middleton, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Sentry Investment Management, L.L.C.](https://advisorcensus.com/firm/sentry-investment-management-l-l-c-stevens-point-wi-105176) ([md](https://advisorcensus.com/firm/sentry-investment-management-l-l-c-stevens-point-wi-105176.md)) | 105176 | Stevens Point, WI | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets |

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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.