AUM per client for Supported firms serving clients in Wisconsin

Supported firms active in Wisconsin 159 firms

Very Low $150K-$370K

Low $370K-$530K

Typical $530K-$840K

High $840K-$1.3M

Very High $1.3M-$2.7M

5th 20th 40th 60th 80th 95th

Median: $660K

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Firm	AUM/client	AUM	Clients	HNW client %
CWP Private Wealth Management	Typical $540K	$280M	511	14%
Kramer Investment Services, LLC	Very Low $120K	$63M	507	0%
Pento Portfolio Strategies, LLC	Very Low $270K	$240M	874	88%
Conceptual Financial Advisors, LLC	Low $390K	$160M	419	17%
JMR Financial Group	Very Low $82K	$68M	835	5%
Valley Wealth Management	Very Low $320K	$110M	345	6%
Retirement Income Strategies, LLC	Low $470K	$160M	339	9%
GTG Wealth Management, LLC	—	—	564	0%
Titletown Wealth Management, LLC	Very Low $320K	$150M	459	34%
Wisco Investment Management LLC	Very Low $210K	$92M	448	33%
Acumen Financial Advisors, LLC	Very High $2.1M	$470M	220	61%
Elite Wealth Management, Inc.	Very Low $190K	$160M	871	4%
Duell Financial Strategies	—	—	848	0%
Underdog Wealth Management, LLC	Very Low $260K	$110M	402	13%
Bates Financial Advisors, Inc.	High $1.1M	$440M	397	33%
Windward Wealth Strategies, Inc.	Low $510K	$200M	394	25%
Mueller Wealth	Low $370K	$140M	388	14%
Spyrnal Financial Group	Very Low $370K	$140M	387	9%
Crosby Advisory Group, LLC	Very Low $150K	$81M	533	2%
Real Wealth Advisors LLC	—	—	175	34%
Cornerstone Financial Consulting, LLC	Very Low $100K	$51M	512	5%
Retirement Income Planning llc	Very Low $370K	$62M	167	7%
Sterling Capital Management Inc	Typical $680K	$230M	333	37%
Burrus	Typical $750K	$240M	322	25%
Central Wealth Management LLC	Typical $830K	$130M	158	31%
Luedtke & Associates	Low $470K	$220M	470	12%
Brook Capital	Low $450K	$280M	626	11%
Gineris Wealth Management	Very Low $280K	$89M	312	10%
B&E Investment Advisers, Inc.	—	—	462	0%
North Compass Financial Advisors, LLC	Low $440K	$140M	308	13%
Morgan Dempsey Capital Management LLC	Low $470K	$210M	454	100%
Smith Securities LLC	Very Low $0	$2	450	0%
von Adelung Wealth Management	Very Low $280K	$84M	296	4%
D & G Advisory Group, L.L.C.	Typical $650K	$190M	293	31%
Midwest Financial Associates, Inc.	Low $400K	$110M	286	9%
Prophet Wealth Management	Very Low $290K	$80M	274	11%
Regal Bay Investment Group, LLC	Low $440K	$110M	262	18%
Plus Group Wealth Advisors, LLC	Very Low $300K	$150M	514	5%
M&M Wealth Management, LLC	Very Low $330K	$83M	251	25%
Granite Financial Group	Typical $720K	$180M	250	20%
Keystone Financial	Very Low $210K	$51M	239	1%
Liberty Financial Group, Inc.	Typical $820K	$190M	238	12%
Jansen Wealth Management LLC	Typical $530K	$120M	226	17%
American Community Wealth Management, LLC	Low $400K	$180M	449	54%
T. Anton Investment House, Inc.	High $1.1M	$370M	328	38%
Morgan Kenwood Advisors, LLC	Low $440K	$97M	218	7%
Chambers Financial Group, LLC.	Very Low $260K	$56M	215	6%
North Shore Capital Group Investment Advisors, Inc	Very Low $120K	$38M	316	5%
Stonehaven Wealth & Tax Solutions	Typical $540K	$170M	310	14%
Freedom Financial Partners LLC	High $1.2M	$380M	308	33%
Cornerstone Financial Planning, Inc.	Low $420K	$43M	101	11%
Dickmeyer Boyce Financial Management, Inc	High $1M	$410M	402	31%
Cushing Capital Partners, LLC	Very High $1.4M	$270M	199	49%
Integrated Financial Solutions, PLLC	Very Low $290K	$85M	289	24%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Capstone Wealth Management Corp.	Low $380K	$110M	286	8%
Wisconsin Wealth Advisors, LLC	Typical $540K	$150M	284	8%
John F Suby Wealth Management LLC	Very High $2.3M	$420M	183	33%
A to Z Financial Planning LLC	Very Low $270K	$49M	181	7%
Charter Capital Management, Inc	High $1.3M	$460M	362	38%
Beadell A D Investment Counsel Inc	Very High $2.6M	$240M	90	72%
Transcend Advisor Group, LLC	Typical $700K	$250M	360	17%
Milborn Advisors, ltd	Typical $600K	$110M	178	10%
Prosperifi LLC	High $840K	$74M	88	44%
Perk Planning	—	—	175	0%
Unique Investment Advisors, LLC	—	—	175	0%
Pavlic Investment Advisors, Inc.	High $1.2M	$110M	86	33%
H. C. Denison Co.	High $900K	$310M	343	27%
Anew Advisors, LLC	Low $380K	$62M	164	4%
McKinley Money, LLC	High $1M	$160M	162	48%
Summit Investment Management, Ltd.	Low $520K	$84M	162	4%
Alliance Investment Management, LLC	High $1.1M	$180M	160	26%
Macco Financial Group, Inc.	High $870K	$280M	317	26%
Pivotal Wealth and Tax	Very Low $53K	$17M	314	2%
Morgan-Aly Wealth Management, LLC	Typical $670K	$100M	156	13%
Griffin Financial Advisors, LLC	Low $420K	$66M	155	13%
Trihelix Wealth Collective	Very Low $160K	$25M	153	0%
Ares Financial Consulting LLC	High $840K	$240M	289	16%
Hanseatic Management Services Inc	Low $470K	$100M	216	35%
Wall Investment Group, Inc.	Typical $600K	$85M	140	20%
Lang & Becker, Inc.	High $890K	$120M	138	64%
Jordan Financial Life Planning	Low $520K	$110M	204	17%
Sugar Maple Asset Management, LLC	Very High $1.4M	$280M	202	21%
Archway Wealth Management, LLC	Very High $1.7M	$350M	200	45%
Financial Strategies, Inc.	Typical $750K	$150M	199	10%
Life Wise Planning Group LLC	Low $400K	$52M	131	11%
Neuenschwander Asset Management, LLC	High $880K	$170M	196	18%
Calculated Wealth	High $1M	$200M	194	21%
Advisors on Call	Very Low $370K	$48M	129	7%
Financial Service Group Inc	High $1.1M	$210M	192	39%
Grant Koehler & Levin Ltd.	Very High $1.5M	$280M	191	62%
Portfolio Design Services, LLC	Low $460K	$120M	253	8%
Retirement Wealth Solutions LLC	High $1.2M	$230M	188	40%
Atlantis Wealth Advisors LLC	Typical $560K	$140M	248	10%
Oak Wealth Advisors LLC	Very High $2M	$370M	182	63%
Denali Wealth Management, Inc.	High $880K	$210M	236	40%
Athena Advisor Services, LLC	Low $480K	$84M	174	18%
Review Services Inc	Very High $1.3M	$230M	173	54%
Trumix Advisors	High $990K	$170M	170	29%
Professional Financial Management, Inc.	Typical $700K	$120M	164	23%
Toptier Wealth Management	Very High $1.7M	$170M	105	50%
Intrinsic Investors LLC	Typical $830K	$130M	156	22%
Portside Investment Advisors, LLC	Typical $590K	$61M	104	39%
Tower View Wealth Management LLC	Very High $1.5M	$300M	206	34%
Hoff Private Wealth	Typical $770K	$120M	154	19%
Fuhrmann Capital	Typical $590K	$61M	102	35%
TOR Wealth Advisors, LLC	High $1.3M	$65M	51	29%
Cambridge Financial Advisors, LLC	Very Low $0	$0	197	22%
Direct Financial Care	Very High $2.3M	$220M	97	71%
Diversified Capital Wealth Management, LLC	Very Low $210K	$21M	97	12%
Insight Investment Advisers LLC	Low $490K	$72M	145	23%
Pathfinder Advisory, Inc.	Typical $840K	$120M	142	33%
Winslow Financial LLC	Low $520K	$98M	189	29%
Retire Agile	Very High $2.3M	$430M	188	56%
Stone Pillars Wealth Management	High $1.3M	$59M	47	32%
Ridgeline Private Wealth	High $930K	$170M	185	32%
Exceed Advisory LLC	High $1.1M	$99M	91	33%
Stockbridge Private Wealth Management, LLC	Typical $580K	$52M	90	24%
Guide Financial Planning	Typical $530K	$70M	132	20%
Global Value Investment Corporation	High $1.1M	$190M	174	31%
Schwantes Financial, LLC	Typical $600K	$50M	84	14%
Modern Wealth LLC	Very Low $170K	$21M	125	2%
Compound Wealth, Advisory and Tax LLC	Typical $530K	$43M	81	15%
Apex Fiduciary Advisors LLC	Typical $600K	$48M	80	28%
One Wild Life Advisors LLC	Low $520K	$40M	77	25%
T/R Financial Management Group, LLC	Very Low $350K	$26M	75	21%
Wealth Planning Advisors LLC	Low $370K	$42M	112	10%
Wisconsin Capital Management, LLC	Very High $1.6M	$120M	74	51%
Bannerstone Capital	Very High $1.5M	$160M	106	26%
Rocket Capital Management, L.L.C.	Low $400K	$27M	66	20%
Aegis Wealth Advisors. LLC	Low $430K	$28M	65	0%
Round Table Investment Strategies, LLC	High $910K	$88M	97	36%
Paladin Partners	Very High $2.8M	$180M	64	84%
Yahara Wealth Management LLC	Very High $1.8M	$110M	63	76%
Envision Financial LLC	Very High $2.8M	$350M	125	100%
Walleye Partners LLC	Very High $3M	$280M	93	55%
Collar Capital Management, LLC	Very High $1.4M	$170M	123	41%
The Kieckhefer Group	Very High $3.9M	$240M	61	48%
Trinity Financial Planning	Very High $1.7M	$100M	60	53%
Copia Wealth Management Advisors, Inc.	Very Low $230K	$20M	86	2%
1492 Capital Management, LLC	Very High $1.9M	$160M	85	87%
Boardwalk Financial Strategies LLC	Very High $2.3M	$200M	85	79%
Elevated Private Wealth	High $1.1M	$120M	112	36%
Kabat Advisory Group, LLC	—	—	81	0%
Gallatin Financial Advisors, LLC	Typical $600K	$48M	79	82%
Taursas Investments	Typical $730K	$38M	52	27%
Windermere Wealth Advisors, LLC	Very High $1.6M	$79M	51	53%
Cubic Advisors, LLC	High $950K	$47M	49	43%
Ascension Financial	High $910K	$88M	97	26%
Vestura, LLC	Very High $4.7M	$330M	72	85%
Breakthru Advisory Services, LLC	Very High $6M	$130M	21	71%
Pelion Investment Advisors, Inc.	Very High $1.5M	$61M	41	71%
Behl Wealth Management	Typical $820K	$48M	59	47%
Sycamore Investment Consulting Services, LLC	Very High $2.6M	$95M	37	73%
Hohensee Financial Services, Inc.	Low $500K	$19M	38	0%
Endurance Financial Group	High $850K	$18M	21	29%
Bruce Wood Capital, LLC	Low $520K	$10M	20	100%
Carl M. Hennig, Inc.	High $920K	$28M	30	0%
National Accounting and Business Solutions, SC	—	—	10	0%
Franson Financial LLC	Very Low $120K	$2.2M	19	0%
Oldenburg Investment Professionals	Very Low $240K	$4.5M	19	53%
Vogel Consulting, LLC	—	—	19	0%
Buttonwood Partners, Inc.	Typical $580K	$16M	28	100%
2nd Market Capital Advisory Corp.	High $1.3M	$45M	35	23%
Borger Capital Management LLC	Very Low $170K	$4.5M	26	0%
Wullschleger Group	Typical $540K	$8.1M	15	40%
Sumnicht & Associates, LLC	Very High $11M	$110M	10	100%
Alliance Wealth Management Milwaukee, Inc.	—	$0	—	—
Bertram Financial Advisor Services	—	—	—	—
Cruz Investments & Wealth Management	—	—	—	—
Veritas Financial Services, LLC	—	—	—	—

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