Clients per advisor for Independent firms in Wisconsin

In Wisconsin, independent financial advisors tend to serve more clients per advisor than the typical national independent firm. With 174 firms in the state, the median client count per advisor is 40, notably higher than the national median of 26 for this category. This suggests that Wisconsin’s independent advisors may be balancing personalized service with a somewhat larger client base, potentially reflecting a mix of advisors who are beyond the initial startup phase but still maintaining manageable client loads. For clients, this could mean access to advisors who offer a blend of relationship-driven attention without the very low client counts seen elsewhere.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Prosperilux LLC	Very Low 1	1	1	1
Greiber Capital Management	Very Low 1	1	1	1
Johnson, Marshall, Lee	Very Low 2	2	1	1
Capital Coordinators Company	Very Low 2	2	1	1
Dylan Lund Financial, LLC	Very Low 2	2	1	1
Threshold Compass Strategies, Inc.	Very Low 2	2	1	1
Revise Capital LLC	Very Low 2	2	1	1
The Olympia Group LLC	Very Low 3	3	1	1
Garbett Investments	Very Low 4	0	1	1
Eclipse Asset Management LLC	Very Low 4	4	1	1
Navigant Consulting	Very Low 4	4	1	1
Legacy Wealth Management, Inc.	Very Low 4	4	1	1
Circle R Wealth LLC	Very Low 4	4	1	1
Castle Financial	Very Low 4	4	1	1
Aurea Investments LLC	Very Low 4	4	1	1
C.R. Haupt LLC	Very Low 6	6	1	1
Future First Finance, LLC	Very Low 6	6	1	1
Black & White Investment Management LLC	Very Low 6	6	1	1
Fifth Point Advisors LLC	Very Low 6	6	1	1
Big Cedar Investment Advisors	Very Low 6	6	1	1
Diamond Wealth Partners	Very Low 7	7	1	1
Dream Lake Financial LLC	Very Low 7	7	1	1
Life's Sanctuary Financial Planning, LLC	Very Low 7	7	1	1
Concurrent Wealth Management	Very Low 7	7	1	1
Design Life's Journey, LLC	Very Low 8	8	1	1
808 Investments	Very Low 8	8	1	1
Jones Financial Consulting, LLC	Very Low 9	9	1	1
J Kaiser Management, LLC	Very Low 9	9	1	1
Thomas Financial Planning, LLC	Very Low 9	9	1	1
Financial Planning Center	Very Low 9	9	1	1
Jeske Asset Management, LLC	Low 10	10	1	1
Erenda Capital	Low 10	10	1	1
Omelina Group Wealth Management Inc.	Low 10	10	1	1
Pinecrest Advisors	Low 10	10	1	1
Crossover Capital Trading LLC	Low 10	10	1	1
TCP Investments LLC	Low 10	10	1	1
Cowling Bay Wealth Management, LLC	Low 10	10	1	1
Prepared Financial Planning	Low 11	11	1	1
Kopp Financial	Low 11	11	1	1
Financial Advisory Group, Inc.	Low 12	12	1	1
Arete Financial Planning, LLC	Low 13	13	1	1
Entirement Financial Planning LLC	Low 13	13	1	1
Lindenwood Financial LLC	Low 14	14	1	1
McDevitt & Bird Investment Management Co	Low 14	14	1	1
Great Lakes Financial Strategies, LLC	Low 14	14	1	1
Cedar Road Capital LLC	Low 14	14	1	1
Family Investment Planning, LLC	Low 15	15	1	1
Sperka Investment Management, LLC	Low 15	15	1	1
Lemley Yarling Management Co	Low 15	15	1	1
SKP Wealth	Low 15	15	1	1
Rosales Wealth Management LLC	Low 16	16	1	1
Christiansen Asset Management LLC	Low 16	16	1	1
SIMS Capital Management LLC	Low 16	16	1	2
Road Maps Financial Group, LLC	Low 18	18	1	1
Magis Management, LLC	Low 18	18	1	1
JBY Financial Planning	Low 19	19	1	1
Kardinal Financial	Low 19	19	1	1
MyFamilyCFO, Inc.	Low 19	19	1	1
Pro Advisors, Ltd. dba R J Pickle Financial Services	Low 19	19	1	1
Top Shelf Advisors	Low 19	19	1	1
OneLegacy Advisors, LLC	Low 19	19	1	1
RWH Asset Management	Low 20	20	1	1
Off-Trail Works LLC	Typical 21	21	1	1
Allison & Company Financial Counselors, LLC	Typical 21	21	1	1
Valkyrie Financial	Typical 22	22	1	1
Tone Financial Advisors, LLC	Typical 22	22	1	1
Wealth Transitions	Typical 24	24	1	1
RB Investment Management Inc.	Typical 24	24	1	1
Interlake Capital Management, LLC	Typical 25	25	1	1
Nelson Financial Services	Typical 25	25	1	1
Andrae Financial Services LLC	Typical 25	25	1	1
Silver Lake Advisors, LLC	Typical 26	26	1	1
Kindness Financial Planning	Typical 26	26	1	1
East Valley Wealth LLC	Typical 26	26	1	2
West Loop Financial LLC	Typical 27	27	1	1
Pamela Otten LLC	Typical 27	27	1	1
Denarius Wealth Management	Typical 28	28	1	1
Barington Capital Management, LLC	Typical 29	29	1	1
Denny, Barry T.	Typical 30	30	1	1
Adler Financial	Typical 31	31	1	1
Geder Investment Management, Inc.	Typical 32	32	1	1
Direction Financial Management, LLC	Typical 32	32	1	1
Harvest Horizon Wealth Strategies	Typical 33	33	1	1
RJ Hill's Financial Services, LLC	Typical 34	34	1	1
Analytical Investment Services	Typical 34	34	1	1
Warden Wealth Management, LLC	Typical 34	34	1	1
Harmony Wealth	High 37	37	1	1
Valor Wealth Management LLC	High 40	40	1	1
Transform Retirement	High 41	41	1	1
Borges Financial	High 42	42	1	1
Kolash Wealth Strategies, LLC	High 42	42	1	1
FiduciaOne	High 42	42	1	1
Bluemound Asset Management, LLC	High 43	43	1	1
Red Granite Wealth Management	High 45	45	1	1
Lotzer & Co.,Inc.	High 45	45	1	1
Midwest Wealth Solutions LLC	High 45	45	1	1
Disciplined Financial Services, Inc.	High 45	45	1	1
Cedarline Capital	High 47	47	1	1
Bleidorn Tax & Investment Services, LLC	High 47	47	1	1
Pathway Investments, LLC	High 49	49	1	1
Selerski Asset Management, LLC	High 51	51	1	1
Blue Chip Financial Planning, LLC	High 51	51	1	1
Wegner Asset Management, LLC	High 51	51	1	1
Northlake Capital Management, LLC	High 53	53	1	2
Harris Financial Services, Inc.	High 54	54	1	2
AWR Investment Management, LLC	High 54	54	1	2
Clarke Financial Counsel, LLC	High 54	54	1	1
The Meridian Business Group, Ltd	High 58	58	1	1
Verus Wealth Management	High 59	59	1	1
Lewis Capital Management	High 60	60	1	1
A-Team Advisors	High 60	60	1	2
Cove Financial Planning, LLC	High 60	60	1	1
Bultman Investment Management, Inc.	High 61	61	1	1
Point Wealth, LLC	High 62	62	1	1
Triumph Private Wealth	High 63	63	1	1
Retirement Planning Solutions, LLC	High 65	65	1	1
WisMed Financial, Inc.	High 66	66	1	1
Freedom Wealth LLC	High 66	66	1	1
Hilltop Financial Advisors	High 66	66	1	1
Prism Wealth Management	Very High 68	68	1	1
Kult Wealth Management Group, LLC	Very High 69	69	1	2
Drost Financial	Very High 70	70	1	2
Prevail Financial Partners, LLC	Very High 70	70	1	1
Financial Justus	Very High 70	70	1	1
Evolution Financial LLC	Very High 73	73	1	1
Investments By Design, Inc	Very High 75	75	1	1
Fiduciary Insight, LLC	Very High 75	75	1	1
EBH Financial, Inc.	Very High 75	75	1	1
Buena Vista Investment Management LLC	Very High 77	77	1	1
Simplicity Financial, LLC	Very High 79	79	1	1
Summit Financial Management LLC	Very High 80	80	1	1
Melotte Financial Advisors	Very High 83	83	1	1
Vision Financial Services LLC	Very High 84	84	1	2
Fiscal Fitness, LLC	Very High 85	85	1	1
Bullseye Investment Group	Very High 89	89	1	1
Simplified Financial Partners	Very High 89	89	1	2
Financial Services of Northeast Wisconsin, Inc.	Very High 92	92	1	1
Wilkinson Capital Management, LLC	Very High 98	98	1	2
Trac Asset Management LLC	Very High 99	99	1	1
Larson Wealth Management, LLC	Very High 100	100	1	1
Portico Financial Group, LLC	Very High 101	101	1	1
Virtual Investment Planning LLC	Very High 102	102	1	2
Korbitz Financial Planning LLC	Very High 110	110	1	1
GoalBridge Wealth Management, LLC	Very High 117	117	1	2
Monroe Financial Inc.	Very High 118	118	1	1
Karpinski Financial, LLC	Very High 119	119	1	1
Superior Financial, LLC	Very High 120	120	1	1
Rex Leigh Jones	Very High 122	122	1	1
O'Connor Portfolio Management LLC	Very High 123	123	1	2
Bluprint Financial, LLC	Very High 127	127	1	1
Trueman Brown	Very High 128	128	1	2
Thompson Financial Transitions Inc.	Very High 129	129	1	1
LNB Financial LLC	Very High 131	131	1	1
ASC 401(k) Management	Very High 132	132	1	1
Domo Capital Management, LLC	Very High 137	137	1	1
VIP Financial Associates	Very High 142	142	1	1
Sullivan Investment Management LLC	Very High 151	151	1	1
Crawford Asset Management, LLC	Very High 154	154	1	1
Forward Investment Advisors, Inc.	Very High 156	156	1	1
Quantum Financial Planning LLC	Very High 159	159	1	1
Intrepid Wealth Partners, LLC	Very High 160	160	1	1
Bridgeport Asset Management, LLC.	Very High 163	163	1	1
A. Gile & Co.	Very High 173	173	1	1
Capital Wealth Advisors, Ltd.	Very High 185	185	1	2
Thoughtful Money LLC	Very High 187	187	1	1
FIAT LUX Capital Management	Very High 227	227	1	1
Solidity Financial LLC	Very High 252	252	1	2
MJT & Associates Financial Advisory Group, Inc.	Very High 306	306	1	2
Premier Choice Wealth Advisors, LLC	Very High 313	313	1	1
Flight Line Financial, LLC	Very High 393	393	1	1
Skloff Financial Group	Very High 444	444	1	1
Omni Financial LLC	Very High 526	526	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in Wisconsin