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.

Dibenedetto & Associates Ltd is a reputable investment advisory firm headquartered in Loves Park, IL. With a single office location, the firm specializes in providing comprehensive investment advisory services to a diverse clientele. Their team consists of three experienced professionals dedicated to delivering personalized financial solutions. With an average assets under management (AUM) of approximately $76,490,000 per investment advisor, Dibenedetto & Associates Ltd maintains a competitive standing within the industry. Their compensation structure encompasses various models, including a percentage of AUM, hourly charges, and fixed fees, ensuring flexibility and alignment with clients' needs. While their AUM from 401K and individual accounts accounts for less than 30% of their portfolio, Dibenedetto & Associates Ltd possesses the expertise and capability to effectively manage employer funds. A significant portion, 93% of the assets they oversee, are managed on a discretionary basis, reflecting the trust clients place in their expertise. In addition to their investment advisory services, Dibenedetto & Associates Ltd extends its offerings to insurance brokerage and agent services. Catering to over 180 individual clients, they manage an impressive portfolio of assets totaling over $229,456,000. The firm boasts a team of seasoned advisors, with notable individuals like Jeffrey Dibenedetto, Alex Dibenedetto, and Charles Dibenedetto, who have contributed to its long-standing success. Their extensive experience and dedication ensure that clients receive expert guidance and effective strategies tailored to their unique financial objectives. Dibenedetto & Associates Ltd continues to uphold its commitment to excellence, providing trusted financial advice and delivering tangible results to its valued clients.

Beacon Wealth Advisors, LLC, a small investment advisory firm based in McHenry, IL, is dedicated to providing comprehensive wealth management solutions to their clients. With over 540 individual clients and a remarkable $136,800,000 in assets under management, Beacon Wealth Advisors offers personalized financial planning and investment strategies tailored to meet each client's unique needs. As an established player in the investment advisory industry, Beacon Wealth Advisors excels in managing both employer 401Ks and individual portfolios, leveraging their extensive experience in this space. All of the firm's assets under management, which are valued at 100% discretion, are handled by their team of highly skilled investment advisors. Beacon Wealth Advisors' compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of four dedicated employees, all of whom are committed to delivering top-notch investment advisory services, the firm ensures that each client receives personalized attention and guidance throughout their financial journey. Notably, Beacon Wealth Advisors takes pride in their team's expertise and experience. Among the firm's longest-tenured advisors are Mark Wolter, Joshua Pratt, and Chris Morgan, who have played instrumental roles in maintaining the firm's reputation for excellence. In summary, Beacon Wealth Advisors, LLC is a trusted partner for individuals and businesses seeking professional guidance in managing their wealth. With their extensive client base, impressive assets under management, and a team of experienced advisors, they remain committed to delivering exceptional financial solutions to help clients achieve their long-term 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.

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.

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.

Klaas Financial Asset Advisors, LLC. is a reputable investment advisory firm located in Loves Park, IL, with two offices serving the local community. With a team of 13 highly skilled professionals, nearly all of whom specialize in investment advisory services, Klaas Financial Asset Advisors offers comprehensive financial guidance to individuals and organizations. On average, each investment advisor manages approximately $39,860,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. Notably, Klaas Financial Asset Advisors excels in managing employer 401Ks and individual investments, with approximately half of their assets under management coming from these sources. Their extensive experience in this space enables them to deliver effective strategies and maximize returns. Klaas Financial Asset Advisors, LLC. operates exclusively with discretionary authority, meaning they have full discretion to make investment decisions on behalf of their clients. This approach allows for swift and decisive actions in response to market conditions, enhancing the firm's ability to navigate changing investment landscapes successfully. With a robust client base of over 900 individuals, Klaas Financial Asset Advisors manages an impressive $478,281,000 in assets. The firm takes pride in its experienced team, including long-tenured advisors such as Kyle Kite, Craig Klaas, and Maleeah Wernsing-Cuevas, who contribute their wealth of knowledge and expertise to the firm's continued success. Klaas Financial Asset Advisors, LLC. is dedicated to providing exceptional investment advisory services, helping clients achieve their financial goals and secure their financial future.

Brook Capital, headquartered in Brookfield, WI, is a reputable investment advisory firm catering to a diverse clientele. With over 520 individual clients and $183,602,000 in assets under management, they provide comprehensive financial solutions to meet their clients' needs. As a small firm, Brook Capital operates out of a single office, serving clients with integrity and professionalism. Their range of services includes acting as a registered representative of a broker-dealer, as well as an insurance broker or agent. They have developed substantial expertise in managing employer 401Ks and individual investments, representing approximately half of their assets under management. One key aspect that sets Brook Capital apart is their focus on discretionary asset management, with 75% of their assets falling under this category. This approach allows them to proactively make investment decisions on behalf of their clients, aiming to maximize returns while mitigating risks. With a team of five dedicated employees, four of whom provide investment advisory services, Brook Capital ensures personalized attention and tailored strategies for each client. Their compensation structure is flexible, offering various options such as a percentage of assets under management, hourly charges, fixed fees, and commissions. Notably, Brook Capital boasts an average of $45,900,000 in assets under management per investment advisor, aligning closely with the industry average. The firm takes pride in its experienced advisors, including Daena Ramiah, Jason Visner, and Ramu Ramiah, who have demonstrated their commitment to the company over the long term. In summary, Brook Capital is a trusted partner for individuals and businesses seeking expert financial guidance. With a solid track record, personalized service, and a focus on discretionary asset management, they continue to deliver value and build enduring relationships with their clients.

Ellenbecker Investment Group, based out of Pewaukee, WI, is a renowned local investment advisory firm with a strong presence in the financial industry. With over 1,520 individual clients and an impressive $1,250,836,000 in assets under management, they have established themselves as a trusted partner for individuals and businesses seeking financial guidance. The firm's success can be attributed to their comprehensive range of services. In addition to investment advisory, they also excel as insurance brokers or agents and provide top-notch accounting services. Ellenbecker Investment Group operates from three offices, strategically located to cater to their diverse clientele. Employer 401K plans and individuals constitute nearly half of the assets under their management, showcasing their expertise in this specialized area. Impressively, 99% of the assets they handle are under discretionary management, emphasizing their commitment to personalized, tailored financial strategies. The compensation structure at Ellenbecker Investment Group is flexible, offering various options including a percentage of assets under management and fixed fees. With a team of 34 employees, including 11 dedicated investment advisors, they possess the necessary resources to deliver exceptional service. Notably, Ellenbecker Investment Group's investment advisors boast an average of approximately $113,710,000 in assets under management per advisor, aligning well with industry standards. Their team includes highly experienced professionals, such as Jean Range, Karen Ellenbecker, and Julie Ellenbecker-Lipsky, who have consistently contributed to the firm's long-standing reputation. With their strong client base, extensive expertise, and commitment to personalized financial solutions, Ellenbecker Investment Group continues to be a leading force in the investment advisory industry, helping individuals and businesses achieve their financial goals.

Financial Solutions, LLC is a prominent investment advisory firm headquartered in Waukesha, WI, with three strategically located offices. With a team of 12 dedicated professionals, half of whom specialize in investment advisory services, the firm delivers exceptional financial solutions to its clients. Renowned for their expertise, the investment advisors at Financial Solutions, LLC manage an impressive average of $142,070,000 in assets per advisor, surpassing the industry norm. The firm offers a diverse compensation structure, tailoring their fees to meet individual client needs. These options include a percentage of assets under management, hourly charges, fixed fees, and commissions. While a majority of their assets under management are derived from discretionary portfolios, the company possesses the necessary expertise to effectively manage employer funds, although 401(k) and individual accounts comprise less than 30% of their assets. In addition to their comprehensive investment advisory services, Financial Solutions, LLC serves as a registered representative of a broker-dealer and also operates as an insurance broker or agent. This multi-faceted approach allows them to address a wide range of financial needs. With an extensive client base of over 290 individuals, Financial Solutions, LLC oversees an impressive $852,406,000 in assets under management. The firm takes pride in its longstanding team of advisors, including esteemed professionals such as William Kenton, Kenneth Stuckert, and Jeffrey Stuckert, who have played integral roles in the firm's success. Financial Solutions, LLC remains dedicated to providing top-tier financial solutions, empowering their clients to achieve their investment goals and secure their financial future.

Savant Wealth Management, a regional investment advisory firm headquartered in Rockford, IL, is dedicated to providing comprehensive financial planning and wealth management services. With a team of 333 professionals, including 116 experienced investment advisors, Savant offers expertise and personalized solutions to over 5,630 individual clients. Their assets under management exceed $13,426,998,000, primarily serving high net worth individuals. One of Savant's distinguishing features is their compensation structure, which encompasses various methods such as a percentage of assets under management and fixed fees. Their investment advisors, averaging approximately $107,610,000 in assets per advisor, deliver tailored strategies aligned with clients' financial goals and risk tolerance. The firm's broad reach extends to 26 offices, ensuring accessibility to clients throughout the region. Savant's commitment to excellence is exemplified by their team of seasoned professionals, including Tracy Beard, Richard Bennett, and Brent Brodeski, who have contributed their expertise and insights to the firm's success over many years. Savant's discretionary approach to managing 100% of the assets they oversee showcases their deep understanding of clients' needs and a dedication to providing seamless investment solutions. Although the majority of their assets are managed for high net worth individuals, Savant also possesses the capability to effectively handle employer funds, though 401K and individual accounts represent a smaller proportion of their overall assets under management. With their client-centric philosophy, extensive industry knowledge, and a track record of delivering tailored financial strategies, Savant Wealth Management remains a trusted partner for individuals seeking comprehensive wealth management solutions in the Rockford area and beyond.