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
Plan Confidence Corporation	Very High 859	859	1	3
Breakthru Advisory Services, LLC	Very High 568	568	1	2
Jackson Financial Services, LLC	Very High 551	551	1	3
Arta Finance	Very High 522	1,043	2	68
CWP Private Wealth Management	Very High 511	511	1	5
B.A. Roberts Financial Services, Inc.	Very High 448	1,344	3	8
Pento Portfolio Strategies, LLC	Very High 437	874	2	3
Conceptual Financial Advisors, LLC	Very High 419	419	1	4
JMR Financial Group	Very High 418	835	2	4
Kramer Investment Services, LLC	Very High 396	396	1	3
R2 Wealth Management Partners	Very High 369	737	2	8
GreenPortfolio Inc.	Very High 346	346	1	6
Valley Wealth Management	Very High 345	345	1	3
Retirement Income Strategies, LLC	Very High 339	339	1	4
Webb Financial Group	Very High 337	673	2	8
RPC Private Wealth, LLC	Very High 326	326	1	1
McAlvany Wealth Management, LLC	Very High 325	650	2	5
FFP Wealth Management, LLC	Very High 316	316	1	8
Spreng Capital Management, Inc.	Very High 309	927	3	4
SavvyFi	Very High 307	307	1	15
Its Asset Management, L.P.	Very High 293	586	2	9
S&A Financial Services, Inc.	Very High 290	1,160	4	7
Ironwood Investment Management, LLC	Very High 288	288	1	8
Southwest Investment Advisors, Inc.	Very High 287	1,149	4	5
GTG Wealth Management, LLC	Very High 282	564	2	2
CMG Capital Management Group, Inc.	Very High 268	536	2	10
Titletown Wealth Management, LLC	Very High 230	459	2	2
Wisco Investment Management LLC	Very High 224	448	2	2
Dorval & Chorne Financial Advisors	Very High 221	663	3	7
Camelot Portfolios, LLC	Very High 221	662	3	7
TFP Management, LLC	Very High 220	660	3	4
Acumen Financial Advisors, LLC	Very High 220	220	1	5
Palouse Capital Management, Inc.	Very High 219	877	4	4
Elite Wealth Management, Inc.	Very High 218	871	4	5
Maner Wealth	Very High 217	650	3	4
Duell Financial Strategies	Very High 212	848	4	4
Significant Wealth Partners LLC	Very High 211	845	4	8
Underdog Wealth Management, LLC	Very High 201	402	2	3
Axiom Investment Management LLC	Very High 201	201	1	10
Virtus Financial Partners	Very High 201	602	3	6
Adirondack Financial Services Corp	Very High 199	596	3	16
Bates Financial Advisors, Inc.	Very High 199	397	2	5
Windward Wealth Strategies, Inc.	Very High 197	394	2	3
Lester Financial Group, LLC	Very High 196	784	4	5
Demeter Tactical Investments Corp.	Very High 195	390	2	10
Mueller Wealth	Very High 194	388	2	5
Spyrnal Financial Group	Very High 194	387	2	4
Accelerated Wealth Advisors LLC	Very High 189	568	3	10
Tuttle Wealth Partners LLC	Very High 188	565	3	5
Crosby Advisory Group, LLC	Very High 178	533	3	4
Real Wealth Advisors LLC	Very High 175	175	1	7
Stride Investments, LLC	Very High 175	524	3	8
Cornerstone Financial Consulting, LLC	Very High 171	512	3	3
Sterling Capital Management Inc	Very High 167	333	2	3
Financial Strategies Group	Very High 165	659	4	10
Paladin Financial	Very High 165	494	3	7
Retirement Income Planning llc	Very High 163	163	1	6
Phase III Advisory Services, LTD	Very High 161	483	3	3
Burrus	Very High 161	322	2	5
MarketRiders	Very High 159	477	3	6
Central Wealth Management LLC	Very High 158	158	1	4
Luedtke & Associates	Very High 157	470	3	5
Brook Capital	Very High 157	626	4	5
Gineris Wealth Management	Very High 156	312	2	2
North Compass Financial Advisors, LLC	Very High 154	308	2	4
B&E Investment Advisers, Inc.	Very High 154	462	3	7
Morgan Dempsey Capital Management LLC	Very High 151	454	3	6
Secured Retirement Advisors, LLC	Very High 151	602	4	6
Smith Securities LLC	Very High 150	450	3	3
von Adelung Wealth Management	Very High 148	296	2	5
Masus Financial Group, Ltd.	Very High 148	296	2	4
Vital Wealth Management, LLC	Very High 148	296	2	2
D & G Advisory Group, L.L.C.	Very High 147	293	2	3
Kachkovsky & Fisher, Inc.	Very High 146	439	3	6
Wilkerson Advisory Group LLC	Very High 146	582	4	10
R2 Wealth Management Partners	Very High 143	430	3	3
Sky Alpha Asset Advisors	Very High 143	286	2	3
Midwest Financial Associates, Inc.	Very High 143	286	2	4
Northern Edge Wealth Management	Very High 138	550	4	6
Prophet Wealth Management	Very High 137	274	2	5
Perkins Capital Management Inc	Very High 137	137	1	9
LDN Wealth, LLC	Very High 136	271	2	5
Enspyre Wealth Advisors, Inc.	Very High 133	133	1	3
Advisifi LLC	Very High 133	133	1	6
Nicholson Meyer Capital Management, Inc.	Very High 131	261	2	6
Plus Group Wealth Advisors, LLC	Very High 129	514	4	4
Woodfield Financial Advisors, Inc.	Very High 128	383	3	3
Leslie Global Wealth, LLC	Very High 127	380	3	6
M&M Wealth Management, LLC	Very High 126	251	2	2
Granite Financial Group	Very High 125	250	2	2
Legacy Financial Advisors Corporation	Very High 123	245	2	6
Warnke/Nichols Ltd.	Very High 121	241	2	2
Keystone Financial	Very High 120	239	2	3
Liberty Financial Group, Inc.	Very High 119	238	2	5
UAK Diversified Wealth Advisors	Very High 117	233	2	3
Kahn Brothers Advisors LLC	Very High 114	342	3	6
Jansen Wealth Management LLC	Very High 113	226	2	4
American Community Wealth Management, LLC	Very High 112	449	4	5
Pack Private Wealth, LLC	Very High 111	222	2	3
Tranquilli Financial Advisor, LLC	Very High 111	221	2	2
T. Anton Investment House, Inc.	Very High 109	328	3	6
Sicart Associates, LLC	Very High 109	109	1	3
Daus Financial Group, LLC	Very High 109	327	3	8
Morgan Kenwood Advisors, LLC	Very High 109	218	2	2
Chambers Financial Group, LLC.	Very High 108	215	2	2
Ulland Investment Advisors, LLC	Very High 106	211	2	5
North Shore Capital Group Investment Advisors, Inc	Very High 105	316	3	3
Stonehaven Wealth & Tax Solutions	High 103	310	3	3
FamilyWealth Asset Management	High 103	413	4	4
Logan Park Wealth Management	High 102	408	4	6
Cornerstone Financial Planning, Inc.	High 101	101	1	3
Big Sky Wealth Advisors, LLC	High 101	201	2	2
Dickmeyer Boyce Financial Management, Inc	High 101	402	4	8
Cushing Capital Partners, LLC	High 100	199	2	2
Pitzl Financial	High 99	394	4	8
Integrated Financial Solutions, PLLC	High 96	289	3	4
Portfolio Strategies Inc	High 96	289	3	5
VCP Financial LLC	High 96	385	4	5
Capstone Wealth Management Corp.	High 95	286	3	5
Wisconsin Wealth Advisors, LLC	High 95	284	3	3
Paramount Associates Wealth Management	High 95	189	2	3
Northland Capital Management	High 94	281	3	6
True Vision Financial Advisors	High 92	367	4	9
John F Suby Wealth Management LLC	High 92	183	2	3
Charter Capital Management, Inc	High 91	362	4	5
A to Z Financial Planning LLC	High 91	181	2	2
TJT Capital Group, LLC	High 91	181	2	4
Transcend Advisor Group, LLC	High 90	360	4	4
Beadell A D Investment Counsel Inc	High 90	90	1	2
Snider Advisors	High 89	357	4	4
Milborn Advisors, ltd	High 89	178	2	2
Prosperifi LLC	High 88	88	1	4
Perk Planning	High 88	175	2	2
Unique Investment Advisors, LLC	High 88	175	2	2
Copperwood Financial	High 87	262	3	3
Regal Bay Investment Group, LLC	High 87	262	3	3
H. C. Denison Co.	High 86	343	4	4
Kowalski Financial Inc.	High 83	166	2	7
GEN Financial Management Inc.	High 82	246	3	3
Anew Advisors, LLC	High 82	164	2	5
Barrett Wealth Connection LLC	High 82	163	2	2
Investable	High 81	81	1	4
Summit Investment Management, Ltd.	High 81	162	2	5
McKinley Money, LLC	High 81	162	2	3
Releve Financial Group	High 80	321	4	7
Alliance Investment Management, LLC	High 80	160	2	6
Access Financial Services, Inc.	High 80	318	4	10
Macco Financial Group, Inc.	High 79	317	4	8
Pivotal Wealth and Tax	High 79	314	4	4
IQVestment, LLC	High 78	235	3	5
Morgan-Aly Wealth Management, LLC	High 78	156	2	3
Whealthy Empowerment Network	High 78	156	2	3
Griffin Financial Advisors, LLC	High 78	155	2	2
Freedom Financial Partners LLC	High 77	308	4	8
Tealwood Asset Management	High 77	230	3	7
Lakeshore Capital Group, Inc.	High 77	230	3	3
Trihelix Wealth Collective	High 77	153	2	2
Dunnavan & Co.	High 76	228	3	6
Holos Integrated Wealth	High 75	225	3	5
Stone Island Financial Planning	High 74	147	2	4
Leach, Bickmore & Weiss Wealth Management, LLC	High 73	291	4	6
Paradigm, Strategies in Wealth Management, LLC	High 73	218	3	5
Ares Financial Consulting LLC	High 72	289	4	5
Prairieview Wealth & Tax Advisors	High 72	288	4	9
Hanseatic Management Services Inc	High 72	216	3	4
Chicago Wealth Management, Inc.	High 72	288	4	6
Intrinsic Wealth Counsel, Inc.	High 72	216	3	7
Wall Investment Group, Inc.	High 70	140	2	2
Lang & Becker, Inc.	High 69	138	2	2
Jordan Financial Life Planning	High 68	204	3	3
RossJohnson & Associates, LLC	High 68	272	4	4
Quarry Hill Advisors	High 68	203	3	5
The Sherry Group, Inc.	High 68	203	3	6
Sugar Maple Asset Management, LLC	High 67	202	3	3
Archway Wealth Management, LLC	High 67	200	3	4
Financial Strategies, Inc.	High 66	199	3	6
Life Wise Planning Group LLC	High 66	131	2	2
Neuenschwander Asset Management, LLC	High 65	196	3	5
Calculated Wealth	High 65	194	3	5
Advisors on Call	High 65	129	2	2
Financial Service Group Inc	High 64	192	3	8
Birchcreek Wealth Management, LLC	High 64	191	3	5
Portfolio Design Services, LLC	Typical 63	253	4	4
Retirement Wealth Solutions LLC	Typical 63	188	3	4
The Nestegg Group, Inc.	Typical 62	187	3	3
CTS Financial Planning, Inc.	Typical 62	249	4	9
American Financial Management, Ltd.	Typical 62	124	2	2
Atlantis Wealth Advisors LLC	Typical 62	248	4	4
Oak Wealth Advisors LLC	Typical 61	182	3	7
Oceanside Advisors LLC	Typical 60	240	4	5
Arbor Financial Services, LLC	Typical 60	240	4	5
Denali Wealth Management, Inc.	Typical 59	236	4	6
Taverik Capital, LLC	Typical 59	117	2	10
Mench Financial Inc	Typical 58	175	3	4
Athena Advisor Services, LLC	Typical 58	174	3	3
YFP Wealth	Typical 58	230	4	7
Review Services Inc	Typical 57	171	3	3
Trumix Advisors	Typical 57	170	3	6
Wealth Advisors of Tampa Bay	Typical 56	225	4	8
Harbour Financial Resources, Ltd	Typical 56	112	2	3
American Wealth Administration Group LLC	Typical 56	167	3	3
Professional Financial Management, Inc.	Typical 55	164	3	5
Bannerman Wealth	Typical 54	163	3	5
Optima Capital Management	Typical 54	215	4	4
Shrier Wealth Management, LLC	Typical 53	158	3	5
Toptier Wealth Management	Typical 53	105	2	2
Intrinsic Investors LLC	Typical 52	156	3	4
Portside Investment Advisors, LLC	Typical 52	104	2	2
Tower View Wealth Management LLC	Typical 52	206	4	6
Hoff Private Wealth	Typical 51	154	3	3
Fuhrmann Capital	Typical 51	102	2	2
TOR Wealth Advisors, LLC	Typical 51	51	1	4
American Trust Investment Services Advisory, Inc.	Typical 51	51	1	5
Cambridge Financial Advisors, LLC	Typical 49	197	4	4
MKT and Associates LLC	Typical 49	146	3	6
Diversified Capital Wealth Management, LLC	Typical 49	97	2	2
Direct Financial Care	Typical 49	97	2	2
Insight Investment Advisers LLC	Typical 48	145	3	5
Grant Koehler & Levin Ltd.	Typical 48	191	4	4
All Terrain Financial Advisors	Typical 48	190	4	4
Kenora Financial, LLC	Typical 48	190	4	7
Pathfinder Advisory, Inc.	Typical 47	142	3	5
Winslow Financial LLC	Typical 47	189	4	4
Stone Pillars Wealth Management	Typical 47	47	1	3
Three Sixty Wealth Management, LLC	Typical 47	186	4	6
Ridgeline Private Wealth	Typical 46	185	4	6
Exceed Advisory LLC	Typical 46	91	2	3
Merited Wealth, LLC	Typical 46	182	4	8
Stockbridge Private Wealth Management, LLC	Typical 45	90	2	2
LFN Advisors Inc.	Typical 45	179	4	4
Guide Financial Planning	Typical 44	132	3	6
Twin Cities Retirement Group	Typical 44	87	2	3
Global Value Investment Corporation	Typical 44	174	4	11
Wiser Advisor Group	Typical 43	130	3	3
Pavlic Investment Advisors, Inc.	Typical 43	86	2	2
Persimmon Capital Management	Typical 43	85	2	3
Schwantes Financial, LLC	Typical 42	84	2	2
Modern Wealth LLC	Typical 42	125	3	3
Lyon Capital Management, LLC	Typical 41	82	2	3
Compound Wealth, Advisory and Tax LLC	Typical 41	81	2	5
Apex Fiduciary Advisors LLC	Low 40	80	2	2
White Pine Capital LLC	Low 40	79	2	7
One Wild Life Advisors LLC	Low 39	77	2	2
Datalign	Low 38	38	1	20
Prism Planning Partners	Low 38	151	4	4
T/R Financial Management Group, LLC	Low 38	75	2	2
Wealth Planning Advisors LLC	Low 37	112	3	3
Wisconsin Capital Management, LLC	Low 37	74	2	5
Evergreen Wealth Advisors	Low 36	142	4	18
Bannerstone Capital	Low 35	106	3	3
Integrated Planning & Wealth Management, LLC	Low 34	136	4	7
Rocket Capital Management, L.L.C.	Low 33	66	2	3
Aegis Wealth Advisors. LLC	Low 33	65	2	2
Virtue Asset Management LLC	Low 32	97	3	3
Round Table Investment Strategies, LLC	Low 32	97	3	4
Yahara Wealth Management LLC	Low 32	63	2	2
Envision Financial LLC	Low 31	125	4	5
Walleye Partners LLC	Low 31	93	3	5
Collar Capital Management, LLC	Low 31	123	4	4
The Kieckhefer Group	Low 31	61	2	3
Trinity Financial Planning	Low 30	60	2	3
Copia Wealth Management Advisors, Inc.	Low 29	86	3	4
Boardwalk Financial Strategies LLC	Low 28	85	3	6
1492 Capital Management, LLC	Low 28	85	3	5
Elevated Private Wealth	Low 28	112	4	4
Kabat Advisory Group, LLC	Low 27	81	3	3
Paladin Partners	Low 27	53	2	2
Aurora Investment Counsel	Low 27	53	2	3
Gallatin Financial Advisors, LLC	Low 26	79	3	3
Taursas Investments	Low 26	52	2	2
Windermere Wealth Advisors, LLC	Low 26	51	2	2
Cubic Advisors, LLC	Low 25	49	2	2
Highview Capital Management, LLC	Low 24	97	4	5
Ascension Financial	Low 24	97	4	4
Vestura, LLC	Low 24	72	3	4
Wold Financial Group	Low 24	72	3	3
Tilden Loucks & Woodnorth LLC	Low 23	45	2	4
Pelion Investment Advisors, Inc.	Very Low 21	41	2	3
Behl Wealth Management	Very Low 20	59	3	3
Sycamore Investment Consulting Services, LLC	Very Low 19	37	2	2
Innovation Partners LLC	Very Low 13	26	2	305
Hohensee Financial Services, Inc.	Very Low 13	38	3	3
Carl M. Hennig, Inc.	Very Low 12	24	2	2
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
Endurance Financial Group	Very Low 11	21	2	2
Bruce Wood Capital, LLC	Very Low 10	20	2	2
National Accounting and Business Solutions, SC	Very Low 10	10	1	4
Vogel Consulting, LLC	Very Low 10	19	2	5
Franson Financial LLC	Very Low 10	19	2	2
Oldenburg Investment Professionals	Very Low 10	19	2	2
Buttonwood Partners, Inc.	Very Low 9	28	3	3
2nd Market Capital Advisory Corp.	Very Low 9	35	4	4
Borger Capital Management LLC	Very Low 9	26	3	3
Wullschleger Group	Very Low 8	15	2	2
Marketocracy Masters Capital Management LLC	Very Low 6	18	3	7
Sumnicht & Associates, LLC	Very Low 5	10	2	3
Paladin Capital	Very Low 5	18	4	5
Zacks Intelligence LLC	Very Low 1	1	1	7

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