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Fastest Growing RIAs
in Wisconsin

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Johnson Wealth Inc.
Milwaukee, 
WI
3 Year Grow Rate:
219%
AUM (MM):
$7,322

#

Paladin Partners
Milwaukee, 
WI
3 Year Grow Rate:
96%
AUM (MM):
$53

#

Shakespeare Wealth Management, Inc.
Pewaukee, 
WI
3 Year Grow Rate:
91%
AUM (MM):
$274

#

Copper Harbor Investment Advisors, LLC
Appleton, 
WI
3 Year Grow Rate:
79%
AUM (MM):
$360

#

Financial Solutions, LLC
Waukesha, 
WI
3 Year Grow Rate:
76%
AUM (MM):
$651

#

Boardwalk Financial Strategies LLC
Delafield, 
WI
3 Year Grow Rate:
63%
AUM (MM):
$66

#

Musser Capital Advisors, LLC
Madison, 
WI
3 Year Grow Rate:
62%
AUM (MM):
$28

#

Arcataur Capital Management LLC
Milwaukee, 
WI
3 Year Grow Rate:
52%
AUM (MM):
$209

#

Capital Investment Services of America Inc
Milwaukee, 
WI
3 Year Grow Rate:
52%
AUM (MM):
$992

#

Crawford Asset Management, LLC
Milwaukee, 
WI
3 Year Grow Rate:
47%
AUM (MM):
$23

#

Schaper Benz & Wise Investment Counsel Inc
Neenah, 
WI
3 Year Grow Rate:
46%
AUM (MM):
$1,048

#

Richardson Capital Management, LLC
Menomonee Falls, 
WI
3 Year Grow Rate:
41%
AUM (MM):
$285

#

SJA Financial Advisory, LLC
Milwaukee, 
WI
3 Year Grow Rate:
39%
AUM (MM):
$439

#

Diversified Management Inc
Milwaukee, 
WI
3 Year Grow Rate:
39%
AUM (MM):
$1,252

#

Michael A. Dubis Financial Planning, LLC
Middleton, 
WI
3 Year Grow Rate:
35%
AUM (MM):
$160

#

McCarthy Grittinger Financial Group, LLC
Milwaukee, 
WI
3 Year Grow Rate:
35%
AUM (MM):
$308

#

Vestura, LLC
Sister Bay, 
WI
3 Year Grow Rate:
33%
AUM (MM):
$157

#

Warden Wealth Management, LLC
Milwaukee, 
WI
3 Year Grow Rate:
33%
AUM (MM):
$22

#

Isthmus Partners, LLC
Madison, 
WI
3 Year Grow Rate:
31%
AUM (MM):
$696

#

Sadoff Investment Management LLC
Milwaukee, 
WI
3 Year Grow Rate:
30%
AUM (MM):
$1,460

#

Voit & Company, LLC
Brookfield, 
WI
3 Year Grow Rate:
29%
AUM (MM):
$253

#

Friedlander & Co Inc
Milwaukee, 
WI
3 Year Grow Rate:
23%
AUM (MM):
$400

#

Kult Wealth Management Group, LLC
Brookfield, 
WI
3 Year Grow Rate:
21%
AUM (MM):
$76

#

Arete Financial Planning, LLC
Port Washington, 
WI
3 Year Grow Rate:
18%
AUM (MM):
$32

#

Allison & Company Financial Counselors, LLC
Milwaukee, 
WI
3 Year Grow Rate:
14%
AUM (MM):
$33
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