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.

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.

Winch Financial, a reputable investment advisory firm, operates out of Appleton, WI, serving a diverse clientele of over 710 individual clients. With a remarkable $333,928,000 in assets under management, they have established themselves as a trusted financial partner. With two offices strategically located in the area, Winch Financial offers personalized and comprehensive investment advisory services to individuals and employer 401Ks alike. As pioneers in the financial industry, Winch Financial boasts extensive expertise in managing employer 401Ks and individual assets, making them well-equipped to navigate the intricacies of these markets. Their commitment to discretion is evident, as they manage 100% of their clients' assets on a discretionary basis. The firm's compensation structure reflects their dedication to transparency and flexibility, offering a range of options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the arrangement that best suits their needs. With a team of 19 dedicated professionals, including 17 investment advisors, Winch Financial delivers exceptional service to their valued clients. Each investment advisor, on average, manages an impressive portfolio worth approximately $19,640,000. Notably, the firm takes pride in its experienced advisors, with Samuel Winch, Christina Winch, and Frederic Hubley among the longest tenured and highly regarded members of their team. Winch Financial's unwavering commitment to excellence, comprehensive range of services, and seasoned advisory team make them a top choice for individuals and businesses seeking reliable and personalized financial guidance in the Appleton, WI area.

Capital Wealth Advisors, Ltd. is a small, yet highly successful, investment advisory firm based out of West Bend, WI. With a total of two dedicated employees, they specialize in providing exceptional investment advisory services to their esteemed clients. Capital Wealth Advisors, Ltd. sets themselves apart from the competition by maintaining an impressive average of approximately $533,730,000 in assets under management per investment advisor, which significantly exceeds the industry average. Their compensation structure is designed to cater to diverse client needs, offering various options such as a percentage of assets under management, fixed fees, and performance-based fees. This flexibility ensures that clients receive tailored solutions that align with their financial goals and objectives. Capital Wealth Advisors, Ltd. has garnered a loyal client base, boasting over 180 individual clients who entrust them with more than $103,344,000 in assets under management. A notable portion of their assets under management is derived from employer 401Ks and individuals, an area in which they possess extensive expertise and experience. The firm prides itself on its discretionary approach, as they manage 100% of the assets entrusted to them with the utmost care and responsibility. Operating from a single office, Capital Wealth Advisors, Ltd. has established a strong presence within the West Bend community. David Lake, one of the firm's longest-tenured registered advisors, has been an invaluable asset to Capital Wealth Advisors, Ltd. since 2012. With his wealth of knowledge and expertise, David Lake plays a crucial role in providing reliable and comprehensive financial advice to their valued clientele. Capital Wealth Advisors, Ltd. continues to thrive in the competitive landscape of the investment advisory industry, offering top-tier services and personalized solutions that consistently exceed client expectations.

AVAIi Wealth Management, LLC is a reputable investment advisory firm headquartered in Appleton, WI, providing comprehensive financial services to clients. With one office location, AVAIi Wealth Management has built a strong team of 12 dedicated professionals, 7 of whom specialize in investment advisory services. The firm boasts an impressive average of $43,380,000 in assets under management per investment advisor. With a client-centric approach, AVAIi Wealth Management offers a diverse range of compensation structures tailored to individual needs. These include a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm's expertise lies in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. They have demonstrated considerable proficiency in this particular sector. An impressive 97% of the assets managed by AVAIi Wealth Management are discretionary, further highlighting their commitment to providing personalized and strategic investment solutions. Additionally, the firm offers various ancillary services such as being a registered representative of a broker-dealer, insurance broker or agent, as well as an accountant or accounting firm. With a substantial client base of over 510 individuals, AVAIi Wealth Management oversees an impressive $303,682,000 in assets under management. The firm takes pride in its long-tenured advisors, including notable professionals such as Mark Truettner, Joel Blattner, and Jeffrey Rainer. These experienced advisors bring their extensive knowledge and expertise to serve the diverse financial needs of their valued clients. Overall, AVAIi Wealth Management, LLC is a trusted and reliable partner in helping individuals and businesses achieve their financial goals.

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.

Aegis Financial is a small investment advisory firm based out of Oshkosh, WI, with three offices. With a total of 14 employees, four of whom provide investment advisory services, Aegis Financial is dedicated to offering expert financial guidance and managing assets for individuals and employer 401Ks. They possess extensive experience in this space and have successfully built a client base of over 480 individuals, with assets under management exceeding $306,196,000. Aegis Financial prides itself on its knowledgeable team of advisors, including some of the longest-tenured professionals in the firm such as Brian Rogers, Michael Donnan, and Kristie Hennes. Their expertise and commitment to client satisfaction ensure that every client receives personalized financial solutions tailored to their unique goals and circumstances. The firm's compensation structure is diverse, offering various types including a percentage of assets under management and fixed fees. As an average performer within the industry, Aegis Financial manages an average of approximately $62,050,000 in assets per investment advisor. With a 100% discretionary management approach, Aegis Financial places the utmost importance on maintaining the trust and confidence of their clients. Through transparent communication, diligent research, and strategic planning, they aim to protect and grow their clients' investments while providing exceptional service. Aegis Financial's unwavering dedication to their clients' financial success has positioned them as a trusted partner in the world of investment advisory services. Their commitment to excellence and their extensive experience make them a reliable choice for individuals and businesses seeking expert financial guidance.

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.

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.

ETF Model Solutions, LLC is a reputable investment advisory firm located in Appleton, WI. With two well-established offices, this local firm boasts a team of 12 highly skilled professionals, with 8 dedicated to providing top-notch investment advisory services. With an average of $1,550,000 in assets under management per investment advisor, ETF Model Solutions demonstrates their commitment to delivering exceptional financial guidance. The firm's compensation structure is diversified, offering various types including a percentage of assets under management. Notably, approximately half of their assets under management originate from employer 401Ks and individual investors, showcasing their expertise in this particular domain. ETF Model Solutions, LLC exclusively manages discretionary assets, giving clients the confidence that their investment decisions are in capable hands. Impressively, the firm serves over 90 individual clients, overseeing a substantial $12,409,000 in assets under management. With a proven track record of success, ETF Model Solutions consistently demonstrates their ability to navigate the complexities of the financial markets and provide tailored solutions that align with their clients' goals. Combining their extensive industry experience, commitment to excellence, and a client-centric approach, ETF Model Solutions, LLC has earned a strong reputation as a trusted partner for individuals and employers alike seeking expert investment advice. Whether it's optimizing retirement portfolios or strategically managing personal wealth, this firm stands as a reliable resource for comprehensive and effective financial solutions.

CWP Private Wealth Management is a small investment advisory firm based out of West Bend, WI. With a single office, the firm is comprised of three dedicated employees who specialize in providing comprehensive investment advisory services. Each advisor at CWP Private Wealth Management manages an average of $64,890,000 in assets under management, which aligns with the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients. CWP Private Wealth Management demonstrates expertise in managing employer 401Ks and individual portfolios, as these sources account for roughly half of their assets under management. Furthermore, the firm exclusively operates under discretionary management, providing clients with the peace of mind that their investments are being handled with utmost care. CWP Private Wealth Management boasts an extensive client base of over 400 individuals, collectively entrusting the firm with more than $194,667,000 in assets under management. Among the dedicated registered advisors, David Rosenow stands out as one of the longest tenured professionals, having been with the firm since 2021. With a commitment to delivering personalized and strategic investment guidance, CWP Private Wealth Management strives to help clients achieve their financial goals and secure a prosperous future.