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.

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.

IAG Wealth Partners, LLC is a reputable investment advisory firm based in Waukesha, WI, boasting three well-established offices. With a team of 14 skilled professionals, IAG Wealth Partners provides comprehensive investment advisory services to a diverse range of clients. The firm manages an impressive average of $78.7 million in assets under management per investment advisor, aligning closely with industry standards. The compensation structure at IAG Wealth Partners incorporates various approaches, such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately 50% of their assets under management stem from employer 401Ks or individual investors, indicating their expertise and strong presence in this sector. All of the assets under their management are handled with discretionary authority, offering clients peace of mind and the flexibility to meet their financial goals effectively. In addition to investment advisory services, IAG Wealth Partners serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. This diversified approach allows the firm to offer a comprehensive suite of financial solutions tailored to meet their clients' unique needs. With an extensive client base of over 1,580 individuals and an impressive $1,101,832,000 in assets under management, IAG Wealth Partners has established itself as a trusted and reliable partner in wealth management. The firm takes pride in their experienced team, which includes long-tenured advisors like Anne Sapienza, Christopher Mitchell, and Susan Kuhlenbeck. These seasoned professionals bring a wealth of knowledge and expertise to provide personalized and strategic financial guidance to their valued clients.

Pegasus Partners is a local investment advisory firm based out of Mequon, WI, with 21 employees and one office. With a strong focus on investment advisory services, 12 employees are dedicated to providing expert advice to their clients. The firm boasts an impressive average of $204,370,000 in assets under management per investment advisor, which exceeds the industry average. Pegasus Partners has built a solid reputation by offering a variety of compensation structures, including a percentage of assets under management. As a result, the firm manages approximately 78% of their assets on a discretionary basis, demonstrating their expertise in making informed investment decisions. Specializing in high net worth individuals, Pegasus Partners currently manages assets totaling over $2,452,420,000 for more than 180 individual clients. The firm's success can be attributed to their personalized approach and commitment to delivering tailored investment strategies that align with their clients' financial goals. Notably, Pegasus Partners takes pride in its team of experienced advisors, with several longstanding members such as Matthew Haas, Jolie Keller, and Katherine Wohlt. Their extensive knowledge and dedication contribute to the firm's ability to provide top-notch financial guidance and achieve superior results for their clients. With their deep expertise, impressive asset management figures, and commitment to client satisfaction, Pegasus Partners continues to be a trusted partner for individuals seeking comprehensive and personalized investment advice in the Mequon area and beyond.

Campbell Newman Asset Management Inc, based out of Milwaukee, WI, is a small investment advisory firm with a strong reputation in the industry. With 8 dedicated employees, including 4 providing investment advisory services, they offer a personalized approach to wealth management. Their compensation structure encompasses various types, ensuring alignment with client goals. Specializing in employer 401Ks and individual accounts, Campbell Newman Asset Management Inc has amassed an impressive client base of over 1,020 individuals. Their assets under management exceed $1,079,978,000, reflecting the trust placed in their expertise. Notably, all the assets they manage are discretionary, empowering the firm to make strategic decisions in the best interest of their clients. Operating from a single office location, Campbell Newman Asset Management Inc emphasizes the value of long-term client relationships. Their team comprises seasoned advisors, including Mary Brown, Rimas Milaitis, and Thomas Bolgert, who bring extensive experience and expertise to the firm. By understanding clients' financial aspirations and risk tolerances, Campbell Newman Asset Management Inc develops tailored investment strategies. With a commitment to transparency, integrity, and delivering superior results, they strive to enhance their clients' financial well-being.

Drake & Associates, LLC, headquartered in Waukesha, WI, is a reputable investment advisory firm catering to a diverse client base. With over 700 individual clients and $227,172,000 in assets under management, they possess a solid track record in the financial industry. Drake & Associates, LLC operates from two strategically located offices, enabling them to serve clients efficiently and effectively. The firm specializes in managing employer 401K plans and individual investments, with over 80% of their assets under management falling into these categories. Drake & Associates, LLC boasts an impressive level of expertise in handling 401K plans, providing invaluable guidance to employers and employees alike. With an unwavering commitment to their clients' financial well-being, Drake & Associates, LLC ensures that 100% of the assets they manage are discretionary, granting them the freedom to make informed investment decisions on behalf of their clients. The firm employs a team of nine dedicated professionals, four of whom are experienced investment advisors. These advisors have an average of $56,790,000 in assets under management each, aligning with the industry average. Notably, the firm prides itself on the longevity of its advisory team, with accomplished professionals like Thomas Neumann, Anthony Drake, and Bradley Allen among its most tenured members. Drake & Associates, LLC offers various compensation structures tailored to their clients' needs, including a percentage of assets under management and hourly charges. This flexible approach ensures that clients receive personalized and cost-effective investment services. In summary, Drake & Associates, LLC stands as a trusted investment advisory firm with a proven track record, providing expert financial guidance and sound investment management to a diverse clientele.

ANNEX WEALTH MANAGEMENT, LLC: Delivering Expert Financial Advisory in Elm Grove, WI Annex Wealth Management, LLC is a highly reputable regional investment advisory firm, with its headquarters located in Elm Grove, WI. With an impressive track record, Annex Wealth Management, LLC has garnered a loyal client base of over 5,430 individuals, entrusting them with their wealth management needs. The firm boasts an impressive $4,204,034,000 in assets under management, with 96% of these assets being managed on a discretionary basis. Catering primarily to high-net-worth individuals, Annex Wealth Management, LLC has positioned itself as a trusted partner in financial planning and investment strategies. With a comprehensive range of services, they go beyond investment advice and extend their expertise as insurance brokers or agents and offer accounting services as well. Having eight strategically located offices, Annex Wealth Management, LLC ensures convenient accessibility for their clients. They possess the capabilities to handle various types of accounts, including 401(k) and individual accounts, and also have the expertise to manage employer funds. With a total of 114 dedicated employees, Annex Wealth Management, LLC emphasizes a personalized approach to client service. Fifty-six of these professionals specialize in investment advisory services, ensuring that clients receive the highest level of expertise and attention. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. At Annex Wealth Management, LLC, experienced advisors are an invaluable asset. Notable veterans at the firm include Kenneth Symes, Derek Felske, and Mark Beck, whose extensive industry knowledge and dedication have contributed to the firm's continued success. With an average of approximately $75,070,000 in assets under management per investment advisor, Annex Wealth Management, LLC consistently meets industry standards, positioning itself as a reliable choice for comprehensive wealth management services.

Richardson Capital Management, LLC, a local investment advisory firm based out of Menomonee Falls, WI, boasts a strong presence in the financial industry. With over 80 individual clients and an impressive $402,984,000 in assets under management, they have established themselves as a trusted partner for their clients' financial needs. While Richardson Capital Management primarily focuses on managing discretionary assets, which constitute a substantial 80% of their portfolio, they also possess the expertise to handle employer funds. High net worth individuals comprise the majority of their client base, demonstrating the firm's ability to cater to sophisticated investors. The compensation structure at Richardson Capital Management is flexible and diverse. They offer various fee options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring a customized approach tailored to each client's preferences. With a team of six dedicated employees, all providing comprehensive investment advisory services, Richardson Capital Management maintains a commitment to delivering personalized and attentive support. Their investment advisors possess a wealth of experience, and several long-tenured advisors, such as Nathan Corroy, Michael Richardson, and Scott Richardson, contribute to the firm's continued success. On average, each investment advisor at Richardson Capital Management oversees approximately $67,160,000 in assets under management, which aligns with the industry standard. This proficiency, combined with their deep knowledge and commitment to client satisfaction, positions Richardson Capital Management as a reputable and reliable choice for individuals seeking professional investment guidance.

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.

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.

Landaas & Company, headquartered in Milwaukee, WI, is a leading local investment advisory firm with over 25 years of experience in the financial industry. With a team of 29 dedicated professionals, including 19 experienced investment advisors, they offer comprehensive and personalized financial services to a diverse clientele. As an established firm, Landaas & Company manages a substantial amount of assets, averaging approximately $77,920,000 per investment advisor. While this falls within the industry average, their track record of success and commitment to delivering exceptional results set them apart. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment of interests with their clients. Catering primarily to high-net-worth individuals, Landaas & Company boasts an impressive portfolio of over 1,020 individual clients, with assets under management exceeding $1,334,078,000. The firm's expertise lies in discretionary asset management, as 93% of the assets they oversee are managed under their discretion. In addition to their investment advisory services, Landaas & Company also serves as an insurance broker or agent, providing comprehensive risk management solutions to complement their clients' investment strategies. With a focus on building long-term relationships, Landaas & Company prides itself on its team of experienced advisors. Notable individuals include Alexis Brown, Linda Hager, and Christine Crawley, who have demonstrated exceptional expertise and dedication over their lengthy tenures with the firm. Operating from a single office, Landaas & Company is deeply committed to serving the financial needs of the local community, providing personalized and reliable guidance to help clients achieve their financial goals.