57 wealth management firms in Wisconsin grew their assets faster than the typical RIA nationally (1.34×) from the end of 2023 to the end of 2025. Here are the top 10, ranked by asset growth, advisory staff growth and net advisors gained.
| # | Firm | Assets, end of 2023 → 2025 | Growth | Advisory staff | Net advisors, 12 mo | How they grew | Main custodian | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | Gateway Wealth Partners, LLC APPLETON | $891.6M → $2.28B | 2.56× 1.9× typical | 51 → 83 | +19 | Organic or recruited | LPL Financial | 96.2 |
| 2 | Drake & Associates, LLC WAUKESHA | $313.1M → $607.3M | 1.94× 1.4× typical | 6 → 15 | +1 | Organic or recruited | Schwab | 91.7 |
| 3 | Operose Advisors LLC MILWAUKEE | $1.25B → $2.06B | 1.65× 1.2× typical | 7 → 11 | +2 | Organic or recruited | Schwab | 88.4 |
| 4 | Atlatl Advisers MADISON | $123.1M → $392.7M | 3.19× 2.4× typical | 6 → 7 | +1 | Organic | Schwab | 86.4 |
| 5 | Walkner Condon Financial Advisors LLC VERONA | $633.5M → $1.03B | 1.63× 1.2× typical | 9 → 16 | +1 | Organic or recruited | Schwab | 86.2 |
| 6 | Oarsman Capital, Inc MILWAUKEE | $703.3M → $1.17B | 1.66× 1.2× typical | 10 → 13 | +1 | Organic | Schwab | 82.8 |
| 7 | Fortress Planning Group PEWAUKEE | $226.3M → $345.3M | 1.53× 1.1× typical | 3 → 5 | +1 | Organic or recruited | – | 81.9 |
| 8 | Kerberrose Wealth Management, LLC SHAWANO | $752.3M → $1.16B | 1.54× 1.1× typical | 12 → 13 | +2 | Organic or recruited | Schwab | 77.4 |
| 9 | Avaii Wealth Management, LLC APPLETON | $409.6M → $602.8M | 1.47× 1.1× typical | 7 → 10 | +1 | Organic or recruited | Fidelity | 77.4 |
| 10 | Blackhawk Capital Partners, LLC THIENSVILLE | $244.1M → $452M | 1.85× 1.4× typical | 6 → 6 | +3 | Organic or recruited | Schwab | 74.2 |
Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.