Clients per advisor for Supported firms serving clients in Wisconsin

In Wisconsin, supported financial advisor firms tend to serve notably more clients per advisor compared to the broader market. With 269 firms operating in this category, the median number of clients per advisor is 84, significantly higher than the national median of 47. This suggests that Wisconsin’s supported firms often adopt more scalable, process-driven models, allowing advisors to manage larger client bases efficiently. For consumers, this could mean access to firms that balance personalized service with operational efficiency, potentially offering a wider range of services or lower minimums. Understanding this dynamic can help clients choose advisors whose service style aligns with their preferences.

Supported firms nationally 6,970 firms

Very Low 7-21 per advisor

Low 21-40

Typical 40-64

High 64-105

Very High 105-209

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

Median: 51

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
Paladin Capital	Very Low 5	18	4	5
Sumnicht & Associates, LLC	Very Low 5	10	2	3
Marketocracy Masters Capital Management LLC	Very Low 6	18	3	7
Wullschleger Group	Very Low 8	15	2	2
Borger Capital Management LLC	Very Low 9	26	3	3
2nd Market Capital Advisory Corp.	Very Low 9	35	4	4
Buttonwood Partners, Inc.	Very Low 9	28	3	3
Oldenburg Investment Professionals	Very Low 10	19	2	2
Franson Financial LLC	Very Low 10	19	2	2
Vogel Consulting, LLC	Very Low 10	19	2	5
National Accounting and Business Solutions, SC	Very Low 10	10	1	4
Bruce Wood Capital, LLC	Very Low 10	20	2	2
Endurance Financial Group	Very Low 11	21	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Carl M. Hennig, Inc.	Very Low 12	24	2	2
Hohensee Financial Services, Inc.	Very Low 13	38	3	3
Innovation Partners LLC	Very Low 13	26	2	305
Sycamore Investment Consulting Services, LLC	Very Low 19	37	2	2
Behl Wealth Management	Low 20	59	3	3
Pelion Investment Advisors, Inc.	Low 21	41	2	3
Tilden Loucks & Woodnorth LLC	Low 23	45	2	4
Wold Financial Group	Low 24	72	3	3
Vestura, LLC	Low 24	72	3	4
Highview Capital Management, LLC	Very Low 24	97	4	5
Ascension Financial	Very Low 24	97	4	4
Cubic Advisors, LLC	Low 25	49	2	2
Windermere Wealth Advisors, LLC	Low 26	51	2	2
Taursas Investments	Low 26	52	2	2
Gallatin Financial Advisors, LLC	Low 26	79	3	3
Paladin Partners	Low 27	53	2	2
Aurora Investment Counsel	Low 27	53	2	3
Kabat Advisory Group, LLC	Low 27	81	3	3
Elevated Private Wealth	Very Low 28	112	4	4
Boardwalk Financial Strategies LLC	Low 28	85	3	6
1492 Capital Management, LLC	Low 28	85	3	5
Copia Wealth Management Advisors, Inc.	Low 29	86	3	4
Trinity Financial Planning	Low 30	60	2	3
The Kieckhefer Group	Low 31	61	2	3
Collar Capital Management, LLC	Low 31	123	4	4
Walleye Partners LLC	Low 31	93	3	5
Envision Financial LLC	Low 31	125	4	5
Yahara Wealth Management LLC	Low 32	63	2	2
Virtue Asset Management LLC	Low 32	97	3	3
Round Table Investment Strategies, LLC	Low 32	97	3	4
Aegis Wealth Advisors. LLC	Low 33	65	2	2
Rocket Capital Management, L.L.C.	Low 33	66	2	3
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Bannerstone Capital	Low 35	106	3	3
Evergreen Wealth Advisors	Low 36	142	4	18
Wisconsin Capital Management, LLC	Low 37	74	2	5
Wealth Planning Advisors LLC	Low 37	112	3	3
T/R Financial Management Group, LLC	Low 38	75	2	2
Prism Planning Partners	Low 38	151	4	4
Datalign	Low 38	38	1	20
One Wild Life Advisors LLC	Typical 39	77	2	2
White Pine Capital LLC	Typical 40	79	2	7
Apex Fiduciary Advisors LLC	Typical 40	80	2	2
Compound Wealth, Advisory and Tax LLC	Typical 41	81	2	5
Lyon Capital Management, LLC	Typical 41	82	2	3
Modern Wealth LLC	Typical 42	125	3	3
Schwantes Financial, LLC	Typical 42	84	2	2
Persimmon Capital Management	Typical 43	85	2	3
Pavlic Investment Advisors, Inc.	Typical 43	86	2	2
Wiser Advisor Group	Typical 43	130	3	3
Global Value Investment Corporation	Low 44	174	4	11
Twin Cities Retirement Group	Typical 44	87	2	3
Guide Financial Planning	Typical 44	132	3	6
LFN Advisors Inc.	Low 45	179	4	4
Stockbridge Private Wealth Management, LLC	Typical 45	90	2	2
Exceed Advisory LLC	Typical 46	91	2	3
Merited Wealth, LLC	Low 46	182	4	8
Ridgeline Private Wealth	Low 46	185	4	6
Three Sixty Wealth Management, LLC	Low 47	186	4	6
Stone Pillars Wealth Management	Typical 47	47	1	3
Winslow Financial LLC	Low 47	189	4	4
Pathfinder Advisory, Inc.	Typical 47	142	3	5
All Terrain Financial Advisors	Low 48	190	4	4
Kenora Financial, LLC	Low 48	190	4	7
Grant Koehler & Levin Ltd.	Typical 48	191	4	4
Insight Investment Advisers LLC	Typical 48	145	3	5
Diversified Capital Wealth Management, LLC	Typical 49	97	2	2
Direct Financial Care	Typical 49	97	2	2
MKT and Associates LLC	Typical 49	146	3	6
Cambridge Financial Advisors, LLC	Typical 49	197	4	4
American Trust Investment Services Advisory, Inc.	Typical 51	51	1	5
Fuhrmann Capital	Typical 51	102	2	2
TOR Wealth Advisors, LLC	Typical 51	51	1	4
Hoff Private Wealth	Typical 51	154	3	3
Tower View Wealth Management LLC	Typical 52	206	4	6
Intrinsic Investors LLC	Typical 52	156	3	4
Portside Investment Advisors, LLC	Typical 52	104	2	2
Toptier Wealth Management	Typical 53	105	2	2
Shrier Wealth Management, LLC	Typical 53	158	3	5
Optima Capital Management	Typical 54	215	4	4
Bannerman Wealth	Typical 54	163	3	5
Professional Financial Management, Inc.	Typical 55	164	3	5
American Wealth Administration Group LLC	Typical 56	167	3	3
Harbour Financial Resources, Ltd	Typical 56	112	2	3
Wealth Advisors of Tampa Bay	Typical 56	225	4	8
Trumix Advisors	Typical 57	170	3	6
Review Services Inc	Typical 57	171	3	3
YFP Wealth	Typical 58	230	4	7
Athena Advisor Services, LLC	Typical 58	174	3	3
Mench Financial Inc	Typical 58	175	3	4
Taverik Capital, LLC	Typical 59	117	2	10
Denali Wealth Management, Inc.	Typical 59	236	4	6
Oceanside Advisors LLC	Typical 60	240	4	5
Arbor Financial Services, LLC	Typical 60	240	4	5
Oak Wealth Advisors LLC	Typical 61	182	3	7
Atlantis Wealth Advisors LLC	Typical 62	248	4	4
American Financial Management, Ltd.	Typical 62	124	2	2
CTS Financial Planning, Inc.	Typical 62	249	4	9
The Nestegg Group, Inc.	Typical 62	187	3	3
Retirement Wealth Solutions LLC	Typical 63	188	3	4
Portfolio Design Services, LLC	Typical 63	253	4	4
Birchcreek Wealth Management, LLC	High 64	191	3	5
Financial Service Group Inc	High 64	192	3	8
Advisors on Call	High 65	129	2	2
Calculated Wealth	High 65	194	3	5
Neuenschwander Asset Management, LLC	High 65	196	3	5
Life Wise Planning Group LLC	High 66	131	2	2
Financial Strategies, Inc.	High 66	199	3	6
Archway Wealth Management, LLC	High 67	200	3	4
Sugar Maple Asset Management, LLC	High 67	202	3	3
The Sherry Group, Inc.	High 68	203	3	6
Quarry Hill Advisors	High 68	203	3	5
Jordan Financial Life Planning	High 68	204	3	3
RossJohnson & Associates, LLC	Typical 68	272	4	4
Lang & Becker, Inc.	High 69	138	2	2
Wall Investment Group, Inc.	High 70	140	2	2
Prairieview Wealth & Tax Advisors	High 72	288	4	9
Hanseatic Management Services Inc	High 72	216	3	4
Intrinsic Wealth Counsel, Inc.	High 72	216	3	7
Chicago Wealth Management, Inc.	High 72	288	4	6
Ares Financial Consulting LLC	High 72	289	4	5
Paradigm, Strategies in Wealth Management, LLC	High 73	218	3	5
Leach, Bickmore & Weiss Wealth Management, LLC	High 73	291	4	6
Stone Island Financial Planning	High 74	147	2	4
Holos Integrated Wealth	High 75	225	3	5
Dunnavan & Co.	High 76	228	3	6
Trihelix Wealth Collective	High 77	153	2	2
Lakeshore Capital Group, Inc.	High 77	230	3	3
Tealwood Asset Management	High 77	230	3	7
Freedom Financial Partners LLC	High 77	308	4	8
Griffin Financial Advisors, LLC	High 78	155	2	2
Whealthy Empowerment Network	High 78	156	2	3
Morgan-Aly Wealth Management, LLC	High 78	156	2	3
IQVestment, LLC	High 78	235	3	5
Pivotal Wealth and Tax	High 79	314	4	4
Macco Financial Group, Inc.	High 79	317	4	8
Access Financial Services, Inc.	High 80	318	4	10
Alliance Investment Management, LLC	High 80	160	2	6
Releve Financial Group	High 80	321	4	7
Investable	High 81	81	1	4
Summit Investment Management, Ltd.	High 81	162	2	5
McKinley Money, LLC	High 81	162	2	3
Barrett Wealth Connection LLC	High 82	163	2	2
Anew Advisors, LLC	High 82	164	2	5
GEN Financial Management Inc.	High 82	246	3	3
Kowalski Financial Inc.	High 83	166	2	7
H. C. Denison Co.	High 86	343	4	4
Regal Bay Investment Group, LLC	High 87	262	3	3
Copperwood Financial	High 87	262	3	3
Unique Investment Advisors, LLC	High 88	175	2	2
Perk Planning	High 88	175	2	2
Prosperifi LLC	High 88	88	1	4
Milborn Advisors, ltd	High 89	178	2	2
Snider Advisors	High 89	357	4	4
Transcend Advisor Group, LLC	High 90	360	4	4
Beadell A D Investment Counsel Inc	High 90	90	1	2
TJT Capital Group, LLC	High 91	181	2	4
Charter Capital Management, Inc	High 91	362	4	5
A to Z Financial Planning LLC	High 91	181	2	2
John F Suby Wealth Management LLC	High 92	183	2	3
True Vision Financial Advisors	High 92	367	4	9
Northland Capital Management	High 94	281	3	6
Paramount Associates Wealth Management	High 95	189	2	3
Wisconsin Wealth Advisors, LLC	High 95	284	3	3
Capstone Wealth Management Corp.	High 95	286	3	5
VCP Financial LLC	High 96	385	4	5
Portfolio Strategies Inc	High 96	289	3	5
Integrated Financial Solutions, PLLC	High 96	289	3	4
Pitzl Financial	High 99	394	4	8
Cushing Capital Partners, LLC	High 100	199	2	2
Big Sky Wealth Advisors, LLC	High 101	201	2	2
Dickmeyer Boyce Financial Management, Inc	High 101	402	4	8
Cornerstone Financial Planning, Inc.	High 101	101	1	3
Logan Park Wealth Management	High 102	408	4	6
FamilyWealth Asset Management	High 103	413	4	4
Stonehaven Wealth & Tax Solutions	High 103	310	3	3
North Shore Capital Group Investment Advisors, Inc	High 105	316	3	3
Ulland Investment Advisors, LLC	High 106	211	2	5
Chambers Financial Group, LLC.	Very High 108	215	2	2
Morgan Kenwood Advisors, LLC	Very High 109	218	2	2
Sicart Associates, LLC	Very High 109	109	1	3
Daus Financial Group, LLC	Very High 109	327	3	8
T. Anton Investment House, Inc.	Very High 109	328	3	6
Tranquilli Financial Advisor, LLC	Very High 111	221	2	2
Pack Private Wealth, LLC	Very High 111	222	2	3
American Community Wealth Management, LLC	Very High 112	449	4	5
Jansen Wealth Management LLC	Very High 113	226	2	4
Kahn Brothers Advisors LLC	Very High 114	342	3	6
UAK Diversified Wealth Advisors	Very High 117	233	2	3
Liberty Financial Group, Inc.	Very High 119	238	2	5
MarketRiders	Very High 119	477	3	6
Keystone Financial	Very High 120	239	2	3
Warnke/Nichols Ltd.	Very High 121	241	2	2
Legacy Financial Advisors Corporation	Very High 123	245	2	6
Granite Financial Group	Very High 125	250	2	2
M&M Wealth Management, LLC	Very High 126	251	2	2
Leslie Global Wealth, LLC	Very High 127	380	3	6
Woodfield Financial Advisors, Inc.	Very High 128	383	3	3
Plus Group Wealth Advisors, LLC	Very High 129	514	4	4
Nicholson Meyer Capital Management, Inc.	Very High 131	261	2	6
Enspyre Wealth Advisors, Inc.	Very High 133	133	1	3
Advisifi LLC	Very High 133	133	1	6
LDN Wealth, LLC	Very High 136	271	2	5
Perkins Capital Management Inc	Very High 137	137	1	9
Prophet Wealth Management	Very High 137	274	2	5
Northern Edge Wealth Management	Very High 138	550	4	6
Sky Alpha Asset Advisors	Very High 143	286	2	3
Midwest Financial Associates, Inc.	Very High 143	286	2	4
R2 Wealth Management Partners	Very High 143	430	3	3
Wilkerson Advisory Group LLC	Very High 146	582	4	10
Kachkovsky & Fisher, Inc.	Very High 146	439	3	6
D & G Advisory Group, L.L.C.	Very High 147	293	2	3
von Adelung Wealth Management	Very High 148	296	2	5
Vital Wealth Management, LLC	Very High 148	296	2	2
Masus Financial Group, Ltd.	Very High 148	296	2	4
Smith Securities LLC	Very High 150	450	3	3
Secured Retirement Advisors, LLC	Very High 151	602	4	6
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
North Compass Financial Advisors, LLC	Very High 154	308	2	4
B&E Investment Advisers, Inc.	Very High 154	462	3	7
Gineris Wealth Management	Very High 156	312	2	2
Brook Capital	Very High 157	626	4	5
Luedtke & Associates	Very High 157	470	3	5
Central Wealth Management LLC	Very High 158	158	1	4
Burrus	Very High 161	322	2	5
Phase III Advisory Services, LTD	Very High 161	483	3	3
Retirement Income Planning llc	Very High 163	163	1	6
Paladin Financial	Very High 165	494	3	7
Financial Strategies Group	Very High 165	659	4	10
Sterling Capital Management Inc	Very High 167	333	2	3
Cornerstone Financial Consulting, LLC	Very High 171	512	3	3
Stride Investments, LLC	Very High 175	524	3	8
Real Wealth Advisors LLC	Very High 175	175	1	7
Crosby Advisory Group, LLC	Very High 178	533	3	4
Tuttle Wealth Partners LLC	Very High 188	565	3	5
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Spyrnal Financial Group	Very High 194	387	2	4
Mueller Wealth	Very High 194	388	2	5
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Lester Financial Group, LLC	Very High 196	784	4	5
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Adirondack Financial Services Corp	Very High 199	596	3	16
Virtus Financial Partners	Very High 201	602	3	6
Underdog Wealth Management, LLC	Very High 201	402	2	3
Axiom Investment Management LLC	Very High 201	201	1	10
Significant Wealth Partners LLC	Very High 211	845	4	8
Duell Financial Strategies	Very High 212	848	4	4
Maner Wealth	Very High 217	650	3	4
Elite Wealth Management, Inc.	Very High 218	871	4	5
Palouse Capital Management, Inc.	Very High 219	877	4	4
Acumen Financial Advisors, LLC	Very High 220	220	1	5
TFP Management, LLC	Very High 220	660	3	4
Camelot Portfolios, LLC	Very High 221	662	3	7
Dorval & Chorne Financial Advisors	Very High 221	663	3	7
Wisco Investment Management LLC	Very High 224	448	2	2
Titletown Wealth Management, LLC	Very High 230	459	2	2
CMG Capital Management Group, Inc.	Very High 268	536	2	10
GTG Wealth Management, LLC	Very High 282	564	2	2
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
Ironwood Investment Management, LLC	Very High 288	288	1	8
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Its Asset Management, L.P.	Very High 293	586	2	9
SavvyFi	Very High 307	307	1	15
Spreng Capital Management, Inc.	Very High 309	927	3	4
FFP Wealth Management, LLC	Very High 316	316	1	8
McAlvany Wealth Management, LLC	Very High 325	650	2	5
RPC Private Wealth, LLC	Very High 326	326	1	1
Webb Financial Group	Very High 337	673	2	8
Retirement Income Strategies, LLC	Very High 339	339	1	4
Valley Wealth Management	Very High 345	345	1	3
GreenPortfolio Inc.	Very High 346	346	1	6
R2 Wealth Management Partners	Very High 369	737	2	8
Kramer Investment Services, LLC	Very High 396	396	1	3
JMR Financial Group	Very High 418	835	2	4
Conceptual Financial Advisors, LLC	Very High 419	419	1	4
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
B.A. Roberts Financial Services, Inc.	Very High 448	1,344	3	8
CWP Private Wealth Management	Very High 511	511	1	5
Arta Finance	Very High 522	1,043	2	68
Jackson Financial Services, LLC	Very High 551	551	1	3
Breakthru Advisory Services, LLC	Very High 568	568	1	2
Plan Confidence Corporation	Very High 859	859	1	3

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