| Goldstein Advisors, LLC | Madison | $1.08B | — |
| Spectrum Investment Advisors, Inc. | Mequon | $1.06B | — |
| Form Wealth Advisors, LLC | Lake Geneva | $1.06B | — |
| Walkner Condon Financial Advisors LLC | Verona | $1.03B | — |
| McGlone Suttner Wealth Management, Inc. | Appleton | $1.01B | — |
| Mbe Wealth Management, LLC | Tomah | $977.1M | — |
| Rmg Wealth Management, LLC | Platteville | $914M | — |
| Bernicke Wealth Management, Ltd. | Altoona | $887.4M | — |
| Milestone Investment Advisors, LLC | Middleton | $877.6M | — |
| Park Capital Management, LLC | Madison | $868M | — |
| P. J. Schmidt Investment Management, Inc | Cedarburg | $852M | — |
| Advisors Management Group Inc | La Crosse | $819.6M | — |
| Capital Innovations, LLC | Waukesha | $806.7M | — |
| Copper Harbor Investment Advisors, LLC | Appleton | $805M | — |
| Global View Capital Management LLC | Waukesha | $775.2M | — |
| Skylands Capital, LLC | Milwaukee | $746.5M | 4 |
| Richmond Investment Services LLC | Mequon | $742M | — |
| Baird Capital Management Company, LLC | Milwaukee | $737.9M | 11 |
| Alpha Investment Consulting Group, LLC | Milwaukee | $713.6M | — |
| Broadview Financial Management, LLC | Wauwatosa | $699.2M | — |
| Marietta Investment Partners, LLC | Milwaukee | $683.7M | — |
| Leverty Financial Group, LLC | Hudson | $676.8M | — |
| Jacobson & Schmitt Advisors, LLC | Middleton | $676.4M | — |
| Riverwater Partners LLC | Milwaukee | $660.9M | — |
| Bkm Wealth Management, LLC | Brookfield | $651.8M | — |
| Midwest Professional Planners, Ltd. | Wausau | $649.3M | — |
| Shakespeare Wealth Management, LLC | Pewaukee | $641.9M | — |
| Endowment Wealth Management, Inc. | Appleton | $609.2M | 11 |
| Drake & Associates, LLC | Waukesha | $607.3M | — |
| Avaii Wealth Management, LLC | Appleton | $602.8M | — |
| Poehling Capital Management, Inc. | Madison | $591.3M | — |
| Richardson Capital Management, LLC | Menomonee Falls | $582.2M | — |
| Winch Advisory Services, LLC | Appleton | $580.2M | — |
| Googins Advisors, Inc. | Middleton | $565.5M | — |
| Friedlander & Co Inc | Milwaukee | $564.8M | — |
| Enrich Financial Partners LLC | Madison | $556.8M | — |
| Affiliated Financial Advisors Inc | Milwaukee | $541.5M | — |
| Buska Wealth Management, LLC | Wausau | $538.7M | — |
| Uncommon Cents Investing, Inc | Janesville | $519.6M | — |
| Wea Financial Advisors, Inc. | Madison | $507.8M | — |
| The Milwealth Group, LLC | Milwaukee | $496.9M | — |
| Arcataur Capital Management LLC | Milwaukee | $469.5M | — |
| John F Suby Wealth Management LLC | Madison | $464.9M | — |
| Charter Capital Management, LLC | Brookfield | $462.2M | — |
| Blackhawk Capital Partners, LLC | Thiensville | $452M | — |
| Geneva Partners, LLC | Lake Geneva | $423.6M | — |
| Kom Wealth Management Group, LLC | Appleton | $407.8M | — |
| Ecio, Inc. | Madison | $395.6M | — |
| Atlatl Advisers LLC | Madison | $392.7M | — |
| Evexia Wealth, LLC | Stevens Point | $386.1M | — |