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.

Windward Wealth Strategies, Inc. is a small investment advisory firm based out of Oshkosh, WI. With a team of three dedicated professionals, they specialize in providing comprehensive wealth management services to a diverse clientele. Two of their experienced advisors, Gregory Pierce and Kim Molitor, have been with the firm for many years, ensuring continuity and expertise. With an impressive track record, Windward Wealth Strategies manages an average of $1,177,250,000 in assets per investment advisor, significantly surpassing the industry average. Their compensation structure offers flexibility, including options such as a percentage of assets under management, fixed fees, performance-based fees, and hourly charges. Boasting over 50 individual clients and a total of $166,455,000 in assets under management, Windward Wealth Strategies predominantly caters to high-net-worth individuals. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm also possesses the capability to effectively manage employer funds. All assets managed by Windward Wealth Strategies are done so on a discretionary basis, highlighting their clients' trust in the firm's expertise and decision-making abilities. The firm's dedication to maintaining a high level of service is evident in their attention to detail and tailored approach. Located in Oshkosh, WI, Windward Wealth Strategies operates from a single office, providing a personal touch and fostering strong relationships with their clients. By combining their knowledge, experience, and commitment, the team at Windward Wealth Strategies strives to help clients navigate the complexities of wealth management and achieve their financial goals.

Harbor Wealth Management, LLC is a reputable investment advisory firm located in Green Bay, WI. With one office, they serve a diverse clientele with over 260 individual clients and manage more than $294,359,000 in assets. The firm has six highly skilled employees, five of whom specialize in providing comprehensive investment advisory services to their clients. Harbor Wealth Management, LLC adopts a balanced compensation structure, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. Their average assets under management per investment advisor amount to approximately $58,870,000, aligning with the industry average. While their core focus is managing assets for high net worth individuals, Harbor Wealth Management, LLC possesses the capability to oversee employer funds. The assets they manage are entirely discretionary, giving clients the confidence that their investments are in capable hands. In addition to their investment advisory services, Harbor Wealth Management, LLC offers a range of valuable financial solutions. They serve as registered representatives of a broker-dealer, as well as insurance brokers or agents. This comprehensive approach ensures that clients receive holistic advice tailored to their unique financial goals and objectives. Harbor Wealth Management, LLC boasts a team of experienced advisors, including the highly tenured professionals Brent Polzin, Eric Heus, and Cheryl Moss. Their extensive expertise and commitment to delivering exceptional client experiences have established the firm's strong reputation in the industry.

Walkner Condon Financial Advisors LLC, based out of Madison, WI, is a local investment advisory firm specializing in providing comprehensive financial planning and investment management services. With 11 dedicated employees, they have established themselves as a trusted resource within the financial industry. Nine of their experienced professionals offer investment advisory services, collectively managing an average of $65,510,000 in assets under management per advisor. As an industry-average performer, Walkner Condon Financial Advisors LLC maintains a diverse compensation structure. Their advisors earn a percentage of the assets under management and are incentivized through performance-based fees. The firm boasts an impressive client base, serving over 330 individuals and managing assets worth more than $486,677,000. While their primary focus is on high net worth individuals, Walkner Condon Financial Advisors LLC possesses the expertise to manage employer funds. Although 401(k) and individual accounts account for less than 30% of their assets under management, the firm offers comprehensive solutions for both corporate and individual clients. With 91% of their managed assets operating under a discretionary model, clients trust Walkner Condon Financial Advisors LLC to make informed investment decisions on their behalf. The firm's success can be attributed to its talented team, including highly tenured advisors such as Clinton Walkner, Mitchell Dewitt, and Nathan Condon. Located in Madison, WI, Walkner Condon Financial Advisors LLC operates from a single office, allowing them to provide personalized, hands-on service to their esteemed clientele.

GENEVA PARTNERS, LLC is a distinguished investment advisory firm based in Lake Geneva, WI. With over 470 individual clients and an impressive $290,355,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Catering to high net worth individuals primarily, Geneva Partners manages 100% of their assets on a discretionary basis, ensuring a personalized and tailored approach to each client's financial goals. Although 401K and individual accounts make up less than 30% of their total assets under management, Geneva Partners possesses the expertise and capability to efficiently manage employer funds as well. Their commitment to providing comprehensive investment advisory services is reflected in the composition of their 8-member team, with each employee actively engaged in assisting clients. Geneva Partners' compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' success. With an average of approximately $36,290,000 in assets under management per investment advisor, their team possesses a deep understanding of the financial markets and a wealth of experience. Notably, Geneva Partners takes pride in its long-tenured advisors, including Dean Schwefel, Mark McCurry, and Steven Schwefel, who have played a pivotal role in the firm's growth and success. Their expertise and dedication have further solidified Geneva Partners' reputation as a trusted and reliable investment advisory firm. With a commitment to excellence, personalized services, and a focus on achieving optimal financial outcomes, Geneva Partners, LLC continues to be a leading force in the Lake Geneva, WI area and beyond.

Transcend Advisor Group, LLC is a reputable investment advisory firm based in Milwaukee, WI. With a team of four dedicated employees, all of whom specialize in investment advisory services, the firm offers a high level of expertise and personalized attention to their clients. Impressively, Transcend Advisor Group, LLC manages an average of $271,580,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a fair and aligned partnership with their clients. The firm boasts a substantial client base, serving over 570 individual clients and overseeing more than $169,963,000 in assets under management. Approximately half of these assets come from employer 401Ks or individuals, reflecting Transcend Advisor Group's solid experience and proficiency in this area. Operating on a discretionary basis, Transcend Advisor Group takes full responsibility for managing 100% of the assets entrusted to them. This approach empowers clients with confidence in the firm's ability to make informed and strategic investment decisions on their behalf. Located in Milwaukee, WI, Transcend Advisor Group, LLC operates from a single office. The firm takes pride in its seasoned advisors, including Blair Jamieson, Philip Nybroten, and Charles Eichner, who have demonstrated long-standing commitment and expertise in the industry. As a small investment advisory firm, Transcend Advisor Group, LLC delivers tailored investment strategies and personalized financial solutions to help clients achieve their long-term financial goals. Their dedication to excellence and experience in managing employer 401Ks and individual accounts make them a trusted partner in wealth management.

Park Capital Management, LLC is a reputable investment advisory firm headquartered in Madison, WI. With over 360 individual clients and more than $305,552,000 in assets under management, they have established themselves as a trusted partner in the financial industry. Serving both employer 401Ks and individuals, Park Capital Management excels in this space due to their extensive experience and expertise. As a registered representative of a broker-dealer, insurance broker, or agent, Park Capital Management offers a comprehensive range of financial services. Their portfolio management approach is highly effective, as 98% of the assets they manage are discretionary. This ensures that their clients' investments are actively monitored and adjusted to align with their financial goals. The firm's compensation structure is diverse, providing clients with flexibility. They offer various options, including a percentage of assets under management, hourly charges, and fixed fees. This enables clients to choose the arrangement that best suits their needs and preferences. With a dedicated team of nine employees, including five investment advisors, Park Capital Management is equipped to deliver personalized and knowledgeable service to their clients. The firm's investment advisors have an average of approximately $61,110,000 in assets under management per advisor, aligning closely with the industry average. Park Capital Management boasts a roster of highly experienced advisors, including Alyssa Thompson, Daniel Spellman, and John Friar, who have been with the firm for a significant period of time. Their tenure reflects the firm's commitment to fostering long-term client relationships and providing consistent quality service. Overall, Park Capital Management, LLC is a trusted local investment advisory firm with a strong presence in Madison, WI. Their extensive client base, impressive assets under management, and experienced team position them as a reliable partner for individuals and employer 401Ks seeking expert financial guidance.

Copper Harbor Investment Advisors, LLC, headquartered in Appleton, WI, is a reputable and established investment advisory firm catering to a diverse clientele. With a remarkable track record, the firm manages over $465,000,000 in assets for more than 50 individual clients. Primarily focused on high net worth individuals, Copper Harbor Investment Advisors, LLC offers a comprehensive range of investment advisory services. With an emphasis on personalized financial strategies, the firm's team of four experienced professionals provides expert guidance and support to their clients. Their compensation structure encompasses various models, including a percentage of assets under management and hourly charges, ensuring flexibility and alignment with client needs. Copper Harbor Investment Advisors, LLC differentiates itself through its discretionary management approach, with an impressive 83% of the assets they oversee falling under this category. This discretionary authority empowers the firm to make investment decisions on behalf of their clients, allowing for swift and proactive adjustments to market conditions. Notably, Copper Harbor Investment Advisors, LLC maintains an average of $116,250,000 in assets under management per investment advisor, in line with the industry average. The firm takes pride in the tenure and expertise of its advisors, with key individuals like Amy Sitter, Ramon Garrido Mateos, and Jesse Nelson being among the longest-serving members of their team. In summary, Copper Harbor Investment Advisors, LLC is a respected and client-centric investment advisory firm headquartered in Appleton, WI. Their commitment to delivering exceptional service and tailored investment strategies has earned them a solid reputation in the industry.

Titletown Wealth Management, LLC is a prominent investment advisory firm based out of Green Bay, WI. With two well-established offices, the company boasts a team of three highly skilled professionals, all dedicated to providing top-notch investment advisory services. With an impressive average of approximately $31,330,000 in assets under management per investment advisor, Titletown Wealth Management, LLC has earned a solid reputation for delivering exceptional results. In terms of compensation structure, Titletown Wealth Management, LLC offers a variety of options to suit their clients' needs. These include a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts constitute less than 30% of their total assets under management, the firm is fully equipped to manage employer funds, showcasing their versatility and comprehensive approach. A notable aspect of Titletown Wealth Management, LLC's expertise lies in their discretionary management of 100% of the assets they oversee. This signifies the firm's deep understanding of their clients' financial goals and their ability to make strategic investment decisions on their behalf. Specializing in catering to high net worth individuals, Titletown Wealth Management, LLC proudly serves over 460 individual clients, skillfully managing more than $94,005,000 in assets. With a steadfast commitment to providing personalized and tailored financial solutions, Titletown Wealth Management, LLC continues to thrive in the competitive landscape of wealth management. Their exceptional track record, comprehensive range of services, and client-centric approach make them a trusted partner for individuals seeking expert guidance in achieving their financial goals.

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.

Kowal Investment Group, LLC is a prominent investment advisory firm headquartered in Waukesha, WI, offering comprehensive financial solutions to individuals and organizations. With a dedicated team of 26 professionals, including 12 experienced investment advisors, they provide expert guidance tailored to their clients' unique financial goals. The firm boasts an impressive average of $75,540,000 in assets under management per investment advisor, aligning with the industry's standard. Kowal Investment Group, LLC's compensation structure encompasses various types, such as a percentage of assets under management, ensuring a client-centric approach to their services. With a vast client base of over 860 individuals, Kowal Investment Group, LLC manages a substantial $934,771,000 in assets. Notably, nearly half of these assets are derived from employer 401Ks and individuals, showcasing the firm's extensive expertise in this specialized area. Importantly, all the assets under their management are handled with full discretion, underscoring their commitment to providing personalized and confidential service. Operating from five offices, Kowal Investment Group, LLC prides itself on being deeply rooted in the local community. The firm's long-standing reputation is bolstered by the tenure of their esteemed advisors, including Aaron Spitzner, Joseph Still, and John White, who have played pivotal roles in the firm's success. Kowal Investment Group, LLC sets itself apart through its unwavering dedication to delivering exceptional financial advice and building long-term relationships with clients. With their comprehensive expertise and client-focused approach, they strive to help individuals and organizations achieve their financial objectives efficiently and effectively.