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.

Vantage Financial Partners, LLC, a local investment advisory firm headquartered in Elm Grove, WI, is committed to delivering comprehensive financial solutions to a wide range of clients. With over 1,200 individual clients and an impressive $431,280,000 in assets under management, Vantage Financial Partners has established itself as a trusted partner in managing clients' wealth. Operating from five offices, the firm maintains a local presence and is well-positioned to serve clients in Elm Grove and beyond. Vantage Financial Partners boasts a team of 20 employees, with nine dedicated to providing investment advisory services. This enables the firm to offer personalized attention and expertise to their clients. The investment advisors at Vantage Financial Partners average approximately $48,750,000 in assets under management per advisor, aligning with industry standards. Their extensive experience and knowledge contribute to their ability to manage portfolios effectively and create tailored investment strategies. Vantage Financial Partners' compensation structure is diverse, including a percentage of assets under management and fixed fees. This ensures flexibility and transparency in their fee arrangements, allowing for a fair and aligned relationship with their clients. Approximately half of their assets under management are derived from employer 401Ks and individual accounts, indicating their expertise in this space. The firm has gained valuable experience in managing these types of assets, providing clients with tailored solutions and effective portfolio management. With a strong team of advisors, including Matthew Niederbaumer, Andrew Meyer, and Jeremy Gardner, who have demonstrated long-term commitment to the firm, Vantage Financial Partners continues to uphold their reputation for excellence and dedication to their clients' financial success.

Vestura, LLC, a small investment advisory firm headquartered in Hobart, WI, is dedicated to providing personalized financial services to its clients. With a team of four employees, three of whom specialize in investment advisory services, the firm ensures focused attention and expertise for each client. They manage an average of approximately $61,500,000 in assets per investment advisor, aligning with industry standards. The firm's compensation structure offers various options, including a percentage of assets under management and fixed fees. This flexible approach allows clients to choose the compensation model that best suits their needs and preferences. Vestura, LLC serves over 10 individual clients, managing a total of $205,922,000 in assets. The majority of these assets belong to high-net-worth individuals, demonstrating the firm's proficiency in serving affluent clients. All assets managed by Vestura are handled on a discretionary basis, ensuring a trusted and proactive approach to investments. With two offices, Vestura, LLC provides convenient access to their services for clients in the Hobart, WI area. The firm benefits from the expertise and experience of David Counihan, Jared Bowers, and Jason Perkins, who are some of the longest-tenured advisors at the firm. They contribute their extensive knowledge and dedication to delivering exceptional guidance and support to their valued clients. Vestura, LLC remains committed to building lasting relationships with clients, providing comprehensive financial solutions tailored to their unique goals and aspirations. Through their expertise, personalized service, and strategic approach, Vestura aims to assist clients in securing their financial future.

Robert W. Baird & Co. Incorporated is a national investment advisory firm headquartered in Milwaukee, WI, boasting a vast network of 162 offices. With a total of 4,071 employees, including 2,975 dedicated to investment advisory services, they possess a wealth of expertise in the financial industry. Each investment advisor manages an average of approximately $83,290,000 in assets under management, aligning with the industry average. The compensation structure at Robert W. Baird & Co. Incorporated encompasses various methods, such as a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. While their assets under management in 401K and individual accounts represent less than 30%, the firm possesses the capability to effectively manage employer funds. Notably, 71% of the assets they oversee are managed on a discretionary basis, allowing for flexible decision-making. In addition to their core investment advisory services, Robert W. Baird & Co. Incorporated extends their expertise to other financial domains. They offer services as a commodity pool operator or commodity trading advisor, regardless of whether they are registered or exempt from registration. Furthermore, the firm serves as a registered municipal advisor. With an impressive client base exceeding 141,620 individuals, Robert W. Baird & Co. Incorporated manages a substantial $247,790,348,000 in assets. The firm takes pride in its long-serving advisors, including notable professionals like James Vermillion, Patrick Lawton, and Erik Dahlberg. These seasoned experts contribute to the firm's reputation for providing top-tier financial guidance and investment solutions to their discerning clientele.

Googins Advisors, Inc. is a reputable investment advisory firm located in Middleton, WI. With its single office, the firm offers comprehensive financial guidance to clients seeking expert investment advice. With a dedicated team of eight professionals, three of whom specialize in investment advisory services, Googins Advisors, Inc. caters to a diverse clientele. With an average of $107,060,000 in assets under management per investment advisor, the firm maintains a competitive standing within the industry. Their compensation structure is flexible, accommodating various models such as a percentage of assets under management, fixed fees, commissions, and hourly charges. Googins Advisors, Inc. excels in managing assets from employer 401Ks and individual portfolios, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space ensures clients receive tailored solutions to achieve their financial goals effectively. In addition to investment advisory services, Googins Advisors, Inc. also operates as an insurance broker or agent, expanding their range of offerings to meet diverse client needs. With a substantial client base of over 650 individuals, the firm effectively manages more than $321,171,000 in assets. The firm boasts a team of seasoned advisors, including Richard Martin, Lynne Goldsmith, and Louise Googins, who have demonstrated long-term commitment and expertise in the field. Googins Advisors, Inc. prides itself on delivering personalized, professional, and reliable financial guidance to its valued clients.

Cushing Capital Partners, LLC is a respected and client-focused investment advisory firm based in Delafield, WI. With a single office location, they cater to a diverse clientele seeking personalized financial solutions. Cushing Capital Partners, LLC boasts a substantial client base of over 120 individuals, entrusting the firm with a total of more than $186,806,000 in assets under management. Specializing in serving high-net-worth individuals, the firm successfully manages a majority of assets for this demographic. Although 401K and individual accounts account for less than 30% of their assets under management, Cushing Capital Partners, LLC possesses the expertise and capability to effectively handle employer funds. An impressive 87% of the assets they manage are under their discretionary control, highlighting their ability to make informed investment decisions on behalf of their clients. Their compensation structure is designed to align with their clients' interests and includes various types such as a percentage of assets under management and fixed fees. Cushing Capital Partners, LLC prides itself on a team of five dedicated employees, with three of them specializing in investment advisory services. Each investment advisor manages an average of approximately $62,270,000 in assets, which aligns with industry averages. The firm's success is attributed, in part, to the expertise and commitment of their longest-tenured advisors, including Jacob Mayer, Matthew Ottusch, and Jacqueline Speth. These experienced professionals contribute their extensive knowledge and skill to the firm's overall success. Cushing Capital Partners, LLC offers comprehensive financial services, including investment management, retirement planning, and estate planning. They prioritize building long-lasting client relationships based on trust, transparency, and a commitment to helping their clients achieve their financial goals.

The Milwaukee Company, headquartered in Thiensville, WI, is a prominent local investment advisory firm with a solid track record in the industry. Boasting a team of seven highly skilled professionals, they are dedicated to providing exceptional investment advisory services. With an average of $78,560,000 in assets under management per investment advisor, their expertise aligns with the industry average. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. The Milwaukee Company manages an impressive portfolio, currently overseeing over $936,013,000 in assets for more than 10 individual clients. Their specialized focus lies in catering to high net worth individuals, reflecting their proficiency in handling substantial financial resources. Notably, all of the assets entrusted to The Milwaukee Company are managed on a discretionary basis, showcasing the firm's ability to make autonomous investment decisions in line with client goals and risk tolerances. With two offices, The Milwaukee Company maintains a strong local presence within the Thiensville community. The firm takes pride in its experienced team, with notable long-tenured advisors such as Jacob Willms, Shrey Patel, and Andrew Willms. These individuals bring extensive industry knowledge and expertise, further reinforcing the firm's reputation for delivering exceptional investment advisory services. Overall, The Milwaukee Company distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive investment guidance, capitalizing on their local roots and experienced team to deliver superior results for their clients.

Schaper Benz & Wise Investment Counsel Inc, based out of Neenah, WI, is a prominent local investment advisory firm with a strong reputation in the industry. With a total of 13 employees, 10 of whom provide investment advisory services, they offer a personalized approach to wealth management. The firm boasts an impressive average of approximately $396,370,000 in assets under management per investment advisor, surpassing the industry average. They primarily cater to high net worth individuals, managing over $1,199,956,000 in assets for more than 110 individual clients. Remarkably, 99% of the assets they oversee are discretionary, allowing the firm to make investment decisions on behalf of their clients with a high level of autonomy. Schaper Benz & Wise Investment Counsel Inc operates with a diverse compensation structure, including a percentage of assets under management. This approach aligns their interests with those of their clients, ensuring a commitment to delivering optimal results. With a single office in Neenah, the firm has established a strong presence in the local community. Notably, several of the firm's advisors, such as Kimberly Petersen, Thomas Rippl, and Laura Guy, have demonstrated long tenures, contributing to the stability and expertise of the team. Overall, Schaper Benz & Wise Investment Counsel Inc stands out for its exceptional asset management capabilities, personalized service, and commitment to delivering superior investment advice.

WFA Asset Management Corp is a small investment advisory firm based out of Whitefish Bay, WI. With one office, the company operates with a team of seven dedicated professionals, three of whom specialize in providing investment advisory services. On average, each investment advisor manages approximately $104,400,000 in assets, which aligns with the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges. The firm manages a diverse portfolio, with around half of their assets under management coming from employer 401Ks or individuals. Their extensive experience in this area has solidified their reputation. WFA Asset Management Corp primarily focuses on discretionary management, with 95% of the assets they oversee falling under this category. With a strong emphasis on personalized service, the firm caters to over 380 individual clients who entrust them with a substantial $313,186,000 in assets under management. At WFA Asset Management Corp, clients benefit from the expertise and dedication of their seasoned advisors. Marilou Davido, Nhi Duong, and Nicholas Enea, some of the longest-tenured advisors at the firm, contribute to its success and commitment to delivering exceptional financial solutions. With their location in Whitefish Bay, WI, WFA Asset Management Corp is well-positioned to serve a diverse range of clients, providing comprehensive investment advisory services tailored to their unique needs. The firm's track record and expertise make them a trusted partner in achieving financial goals and securing long-term prosperity.

John F Suby Wealth Management LLC is a reputable investment advisory firm based in Madison, WI, serving clients with their financial needs. With two offices strategically located in the area, they provide convenient access to their services. Committed to excellence, John F Suby Wealth Management LLC comprises a dedicated team of five professionals, four of whom specialize in delivering top-notch investment advisory services. Their impressive average of approximately $437,730,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing clients' portfolios. As a client-focused firm, they offer various compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, tailored to meet individual needs. With a discretionary approach, 98% of the assets managed by John F Suby Wealth Management LLC are entrusted to their experienced team, granting them the freedom to make informed investment decisions aligned with clients' goals and risk tolerance. The firm boasts a substantial client base, catering to over 130 individual clients with a total of more than $1,750,917,000 in assets under management. The long-standing success of John F Suby Wealth Management LLC can be attributed, in part, to the expertise of their seasoned advisors. Noteworthy among them are Amy Butrymowicz, Matthew Suby, and John Suby, who have demonstrated their dedication and commitment to their clients' financial well-being. John F Suby Wealth Management LLC strives to provide exceptional service, combining personalized attention with industry knowledge to help clients achieve their financial objectives.

Gateway Wealth Partners, LLC is a highly regarded regional investment advisory firm based out of Appleton, WI. With a dedicated team of 38 skilled professionals, they specialize in providing comprehensive investment advisory services. Gateway Wealth Partners offers various compensation structures, including a percentage of assets under management, ensuring alignment with their clients' financial goals. Having amassed an impressive portfolio, Gateway Wealth Partners manages over $1,151,846,000 in assets under management. Their clientele comprises over 4,000 individual investors, a significant portion of which includes employer 401Ks and individual accounts. Notably, their extensive experience in handling these types of assets positions them as industry leaders in this space. With an outstanding track record, Gateway Wealth Partners expertly manages 91% of the assets they oversee on a discretionary basis. This discretionary approach allows them to exercise their financial expertise and make informed investment decisions that align with their clients' objectives. Gateway Wealth Partners operates through a network of 24 offices, strategically located throughout the region. The firm takes pride in its team of highly experienced advisors, many of whom have been with the company for a considerable time. Notable among these dedicated professionals are Kurtis Hagemann, Andrew Klein, and Justin Zoromski, who bring their expertise and extensive industry knowledge to every client engagement. Overall, Gateway Wealth Partners, LLC is a reputable and client-focused investment advisory firm, catering to the diverse financial needs of its extensive clientele base. Through their personalized approach and commitment to excellence, they continue to make a significant impact on the financial well-being of their clients.

Mendota Financial Group, Llc has 6 total employees with 4 of them providing investment advisory services. They average approximately $16,790,000 in assets under management per investment advisor. Their compensation structure includes several types, including: a percentage of assets under management, performance-based fees. Mendota Financial Group, Llc has over 110 individual clients with over $326,347,000 in assets under management. The majority of the assets managed are for high networth individuals.While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 97% of the assets they manage are discretionary. Mendota Financial Group, Llc is a small investment advisory firm based out Madison, WI with 1 offices.