Harbour Investments, Inc. is a renowned regional investment advisory firm headquartered in Madison, WI, boasting an extensive network of 161 offices. With a team of 219 dedicated professionals, 194 of whom specialize in investment advisory services, Harbour Investments, Inc. provides expert financial guidance to a diverse client base. Their advisors, on average, manage an impressive $23,040,000 in assets under management, demonstrating their proficiency in wealth management. The compensation structure at Harbour Investments, Inc. encompasses various models, including a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Notably, their expertise shines in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. With a strong track record in this space, Harbour Investments, Inc. has earned a reputation for delivering effective solutions tailored to the unique needs of both corporate and individual clients. Beyond investment advisory services, Harbour Investments, Inc. also serves as an insurance broker or agent, further expanding their range of offerings. The firm prides itself on maintaining discretionary control over a substantial portion of the assets they manage, with 76% falling under their expertise. Boasting an impressive clientele of over 16,580 individuals, Harbour Investments, Inc. manages a staggering $4,468,812,000 in assets. The firm's success is underscored by the contributions of its longest tenured advisors, including Beverly Hicks, Randall Schmitz, and Steven Crispigna, who bring a wealth of experience and insight to the table. Overall, Harbour Investments, Inc. stands as a trusted partner for individuals and organizations seeking comprehensive investment advisory services and insurance solutions, leveraging their expertise, vast network, and commitment to client success.

Voyager Capital Management, LLC, headquartered in Lake Geneva, WI, is a reputable investment advisory firm with a proven track record in the industry. With two offices, the firm operates with a dedicated team of four skilled professionals, two of whom specialize in providing expert investment advisory services. They manage a substantial average of approximately $92,340,000 in assets under management per investment advisor, aligning well with the industry average. Voyager Capital Management, LLC adopts a comprehensive compensation structure that caters to diverse client needs, including a percentage of assets under management, hourly charges, and fixed fees. A significant portion of their assets under management is derived from employer 401Ks and individual investors, showcasing their extensive expertise and experience in this particular area. Notably, the firm exercises discretionary control over an impressive 98% of the assets they manage, further solidifying their commitment to delivering tailored investment strategies. With over 210 individual clients and a remarkable $184,689,000 in assets under management, Voyager Capital Management, LLC has cultivated strong relationships built on trust and reliable financial stewardship. The firm boasts a team of highly tenured advisors, such as Rachael Nickelsen, Robert Anderson, and Darwin Logterman, who contribute their wealth of knowledge and expertise to clients' investment success. As a small investment advisory firm, Voyager Capital Management, LLC distinguishes itself by delivering personalized financial solutions while maintaining the highest standards of professionalism and integrity. With a steadfast commitment to helping clients achieve their financial goals, the firm continues to build a reputation for excellence within the Lake Geneva community and beyond.

Sugar Maple Asset Management, LLC is a highly reputable investment advisory firm based in Sister Bay, WI. With a team of three experienced professionals, they specialize in providing top-notch investment advisory services to a diverse clientele. Demonstrating their expertise, Sugar Maple Asset Management boasts an impressive average of approximately $181,060,000 in assets under management per investment advisor, surpassing the industry average. The company's compensation structure is flexible and tailored to meet their clients' needs. It includes various types such as a percentage of assets under management, fixed fees, performance-based fees, and hourly charges. This ensures that clients have options that align with their specific financial goals. Sugar Maple Asset Management caters primarily to high-net-worth individuals, managing over $198,800,000 in assets across their portfolio. Impressively, 96% of the assets they handle are discretionary, reflecting their clients' trust in their expertise and decision-making capabilities. Operating out of two offices, Sugar Maple Asset Management has established itself as a trusted presence in the financial advisory industry. Their team comprises seasoned professionals, including long-tenured advisors Amy Zellner, Terrence Jack, and Jeremy Schwab, who bring a wealth of experience and insight to their clients' investment strategies. With their commitment to personalized service and a track record of success, Sugar Maple Asset Management, LLC continues to excel in guiding their clients towards their financial objectives, solidifying their reputation as a leading investment advisory firm in the region.

Financial Service Group Inc is a small investment advisory firm based out of Mount Pleasant, WI. With one office location, they cater to a diverse clientele seeking expert financial guidance. The firm employs a total of nine professionals, with four dedicated to providing top-notch investment advisory services. With an average of $73,910,000 in assets under management per investment advisor, Financial Service Group Inc demonstrates solid performance, aligning closely with industry standards. Financial Service Group Inc's compensation structure offers various options, including hourly charges and fixed fees, ensuring flexibility for clients. Notably, approximately half of their assets under management come from employer 401Ks or individuals, reflecting their substantial expertise in this space. Moreover, the firm manages all of its assets—100%—discretionarily, enabling them to make independent investment decisions aligned with their clients' goals. Targeting high-net-worth individuals, Financial Service Group Inc skillfully manages a significant portfolio. They boast a roster of over 170 individual clients, with a combined $295,621,000 in assets under management. The firm takes pride in the experience and longevity of their advisors, with notable professionals such as Michael Haubrich, Justin Moilanen, and Justus Morgan among their ranks. Financial Service Group Inc distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive financial planning and investment management solutions. With their talented team, diverse compensation options, and extensive experience in employer 401Ks and individual assets, they stand out in the competitive financial services landscape.

HECK CAPITAL ADVISORS, LLC is a reputable local investment advisory firm headquartered in Rhinelander, WI. With three offices strategically located, the company serves a wide range of clients seeking expert financial guidance. Comprised of a dedicated team of 21 professionals, HECK CAPITAL ADVISORS, LLC excels in delivering comprehensive investment advisory services. Seventeen of their highly skilled employees are focused on providing tailored investment advice, helping clients navigate the complexities of the financial markets. With an average of $72,660,000 in assets under management per investment advisor, HECK CAPITAL ADVISORS, LLC maintains an industry-average position in terms of asset management efficiency. The firm's compensation structure is designed to accommodate various client needs, offering options such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients receive the most suitable and transparent fee arrangement for their unique investment objectives. With an impressive client base exceeding 630 individuals, HECK CAPITAL ADVISORS, LLC manages assets valued at over $5,620,331,000. A noteworthy 24% of these assets fall under the firm's discretionary management, reflecting the trust and confidence clients have in their expertise. HECK CAPITAL ADVISORS, LLC takes pride in its experienced team, including esteemed advisors such as John Reinthaler, Pamela Bishop, and Donna Blamberg, who boast some of the longest tenures within the firm. These seasoned professionals bring a wealth of knowledge and expertise to ensure clients' financial goals are met effectively and efficiently. Whether clients seek wealth management, retirement planning, or investment strategies, HECK CAPITAL ADVISORS, LLC is committed to delivering top-notch advisory services, tailored to individual needs, with a focus on building lasting client relationships.

Kerberrose Wealth Management, LLC, a local investment advisory firm based in Shawano, WI, is dedicated to providing comprehensive financial solutions to its clients. With over 1,120 individual clients and a substantial $592,830,000 in assets under management, they have established a reputation for delivering exceptional service. Operating from five offices, Kerberrose Wealth Management, LLC offers a range of services to meet the diverse needs of their clientele. They serve as a registered representative of a broker-dealer, an insurance broker or agent, and an accountant or accounting firm. While they excel in managing employer funds, they also handle 401K and individual accounts, which account for less than 30% of their total assets under management. With 74% of their managed assets being discretionary, clients trust Kerberrose Wealth Management, LLC's expertise and judgment in making investment decisions. Their compensation structure encompasses various methods, including a percentage of assets under management, hourly charges, fixed fees, and commissions. The firm boasts a dedicated team of nine employees, all of whom are experienced investment advisors committed to providing top-notch service. On average, each investment advisor oversees approximately $65,870,000 in assets under management, aligning with the industry average. Notably, Kerberrose Wealth Management, LLC has a few long-tenured advisors, including Michael Rudolf, Scott Schewe, and Daniel Wotruba, who bring extensive knowledge and experience to the firm. Their collective expertise ensures that clients receive sound advice and personalized strategies tailored to their financial goals.

Uniplan Investment Counsel, Inc. is a highly regarded local investment advisory firm headquartered in Union Grove, WI, boasting two well-established offices. With a team of 11 dedicated professionals, the firm prides itself on providing exceptional investment advisory services to a diverse clientele. Nine of their employees specialize in offering comprehensive investment advice, ensuring that clients receive expert guidance tailored to their unique financial goals. An impressive statistic that sets Uniplan Investment Counsel, Inc. apart from its peers is the average assets under management per investment advisor, which stands at approximately $161,140,000. This figure surpasses the industry average, highlighting the firm's ability to attract and retain substantial client assets. Uniplan Investment Counsel, Inc.'s compensation structure is designed to align the interests of its advisors with those of their clients. It includes various types of compensation, such as a percentage of assets under management. The firm's expertise shines particularly in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Their proven track record in this area speaks to their proficiency in navigating the complexities of retirement planning and individual wealth management. Notably, 43% of the assets they manage are under discretionary management, demonstrating clients' confidence in Uniplan Investment Counsel, Inc.'s ability to make informed investment decisions on their behalf. With a substantial client base of over 3,820 individuals, Uniplan Investment Counsel, Inc. oversees an impressive $1,450,300,000 in assets under management. This success can be attributed in part to the tenure and expertise of registered advisors Kris Jamison and Richard Imperiale, who have been instrumental in the firm's growth and reputation. As a local investment advisory firm committed to excellence, Uniplan Investment Counsel, Inc. stands as a trusted partner, providing comprehensive investment advisory services to help clients achieve their financial objectives with confidence.

Client First Investment Management LLC, based out of West Bend, WI, is a well-established local investment advisory firm dedicated to putting the needs of their clients first. With over 460 individual clients and more than $128,200,000 in assets under management, they have earned a solid reputation for delivering personalized financial solutions. Operating from three offices, Client First Investment Management LLC offers comprehensive investment advisory services to a diverse clientele. Their expertise lies in managing assets derived from employer 401Ks and individuals, accounting for approximately half of their total assets under management. They possess extensive experience in this space, enabling them to provide tailored strategies and guidance to help clients achieve their financial goals. With a commitment to transparency and trust, Client First Investment Management LLC ensures that 100% of the assets they manage are discretionary. Their compensation structure is designed to align with their clients' best interests, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. The firm boasts a talented team of 16 employees, with nine dedicated to providing exceptional investment advisory services. Each investment advisor at Client First Investment Management LLC manages an average of approximately $14,240,000 in assets, reflecting their ability to handle substantial portfolios effectively. Notably, the firm takes pride in its experienced advisors, including industry veterans Paul Zarling, David Zarling, and Justin Krueger. Their long-standing commitment to delivering quality financial guidance has contributed to the firm's success and reputation in the industry. Client First Investment Management LLC stands as a reliable partner for individuals and employers seeking expert investment advisory services that prioritize their unique needs and financial aspirations.

PJS Investment Management, headquartered in Cedarburg, WI, is a reputable investment advisory firm providing comprehensive financial solutions to a diverse clientele. With a team of 15 talented professionals, including 6 dedicated investment advisors, PJS Investment Management offers expert guidance tailored to each client's unique needs. Backed by extensive industry knowledge, the firm boasts an impressive average of approximately $285,820,000 in assets under management per investment advisor, surpassing the industry standard. PJS Investment Management prides itself on its diverse compensation structure, which includes various methods such as a percentage of assets under management. Their client base consists of over 230 individuals, with assets under management exceeding $637,530,000. While the firm primarily serves high net worth individuals, they also possess the capacity to manage employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. With an emphasis on discretionary management, PJS Investment Management holds the trust of their clients, as 96% of the assets they manage are discretionary. Their local presence and commitment to personalized service make them a trusted partner in the Cedarburg community. The firm operates from a single office, and it boasts a team of seasoned advisors, including Patrick Sommerfield, Jason Lacey, and Kelly Mesarich, who have long been dedicated to the success of their clients' financial objectives. PJS Investment Management combines experience, expertise, and personalized attention to deliver exceptional investment advisory services, ensuring clients receive the tailored strategies and results they deserve.

Blackhawk Capital Partners, LLC, a local investment advisory firm based in Thiensville, WI, is dedicated to providing exceptional investment advisory services. With a team of 8 highly skilled professionals, they deliver expert guidance to a diverse clientele of over 130 individual clients. Blackhawk Capital Partners manages a substantial portfolio of assets, totaling over $208,704,000 in assets under management. Their average assets under management per investment advisor, which stands at approximately $79,670,000, is on par with the industry average. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients receive personalized services tailored to their unique needs. Blackhawk Capital Partners specializes in managing assets for high net worth individuals, with the majority of their portfolio catering to this segment. While they primarily focus on discretionary management, they possess the capability to effectively oversee employer funds. Moreover, they extend their expertise as a registered representative of a broker-dealer, insurance broker, or agent. With two office locations, Blackhawk Capital Partners is committed to providing local accessibility and personalized support to their valued clients. The firm boasts a team of experienced advisors, including Christopher Nei, Donald Tendick, and Kevin Perlberg, who have demonstrated long-standing commitment and expertise within the industry. Blackhawk Capital Partners, LLC stands out as a trusted partner in the field of investment advisory services, offering comprehensive solutions to help clients achieve their financial goals.

Retirement Income Strategies, LLC, a small investment advisory firm based out of Evansville, WI, is dedicated to helping individuals and employers effectively manage their retirement assets. With over 380 individual clients and a substantial $98,523,000 in assets under management, they have established a strong reputation in the industry. The firm operates from four offices, strategically positioned to serve their clients' needs efficiently. Specializing in retirement planning, Retirement Income Strategies, LLC offers comprehensive services that include managing employer 401(k) plans and individual retirement portfolios. Their expertise and experience make them highly qualified to handle complex retirement income strategies for both employers and employees. All of the assets they manage, totaling 100%, are discretionary, providing clients with peace of mind and trust in their financial decisions. Retirement Income Strategies, LLC offers various compensation structures to meet the diverse needs of their clients. These structures include a percentage of assets under management, hourly charges, and subscription fees, allowing clients to choose a payment method that aligns with their preferences. With a team of five dedicated employees, including two experienced investment advisors, Retirement Income Strategies, LLC ensures personalized and attentive service to each client. On average, each investment advisor manages approximately $49,260,000 in assets under management, which is consistent with the industry average. The firm takes pride in its knowledgeable team, including Kristian Finfrock, one of the longest-tenured registered advisors, who has been with the company since 2022. With their extensive expertise and commitment to clients' financial success, Retirement Income Strategies, LLC is a trusted partner for retirement planning and investment management.