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Research / Organic Growers

The fastest-growing RIAs in Wisconsin.

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.

#FirmAssets, end of 2023 → 2025GrowthAdvisory staffNet advisors, 12 moHow they grewMain custodianScore
1Gateway Wealth Partners, LLC
APPLETON
$891.6M → $2.28B2.56×
1.9× typical
51 → 83+19
Organic or recruited
LPL Financial96.2
2Drake & Associates, LLC
WAUKESHA
$313.1M → $607.3M1.94×
1.4× typical
6 → 15+1
Organic or recruited
Schwab91.7
3Operose Advisors LLC
MILWAUKEE
$1.25B → $2.06B1.65×
1.2× typical
7 → 11+2
Organic or recruited
Schwab88.4
4Atlatl Advisers
MADISON
$123.1M → $392.7M3.19×
2.4× typical
6 → 7+1
Organic
Schwab86.4
5Walkner Condon Financial Advisors LLC
VERONA
$633.5M → $1.03B1.63×
1.2× typical
9 → 16+1
Organic or recruited
Schwab86.2
6Oarsman Capital, Inc
MILWAUKEE
$703.3M → $1.17B1.66×
1.2× typical
10 → 13+1
Organic
Schwab82.8
7Fortress Planning Group
PEWAUKEE
$226.3M → $345.3M1.53×
1.1× typical
3 → 5+1
Organic or recruited
–81.9
8Kerberrose Wealth Management, LLC
SHAWANO
$752.3M → $1.16B1.54×
1.1× typical
12 → 13+2
Organic or recruited
Schwab77.4
9Avaii Wealth Management, LLC
APPLETON
$409.6M → $602.8M1.47×
1.1× typical
7 → 10+1
Organic or recruited
Fidelity77.4
10Blackhawk Capital Partners, LLC
THIENSVILLE
$244.1M → $452M1.85×
1.4× typical
6 → 6+3
Organic or recruited
Schwab74.2

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.

How we ranked