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.

Financial Service Group Inc is a small investment advisory firm based out of Mount Pleasant, WI. With one office location, they cater to a diverse clientele seeking expert financial guidance. The firm employs a total of nine professionals, with four dedicated to providing top-notch investment advisory services. With an average of $73,910,000 in assets under management per investment advisor, Financial Service Group Inc demonstrates solid performance, aligning closely with industry standards. Financial Service Group Inc's compensation structure offers various options, including hourly charges and fixed fees, ensuring flexibility for clients. Notably, approximately half of their assets under management come from employer 401Ks or individuals, reflecting their substantial expertise in this space. Moreover, the firm manages all of its assets—100%—discretionarily, enabling them to make independent investment decisions aligned with their clients' goals. Targeting high-net-worth individuals, Financial Service Group Inc skillfully manages a significant portfolio. They boast a roster of over 170 individual clients, with a combined $295,621,000 in assets under management. The firm takes pride in the experience and longevity of their advisors, with notable professionals such as Michael Haubrich, Justin Moilanen, and Justus Morgan among their ranks. Financial Service Group Inc distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive financial planning and investment management solutions. With their talented team, diverse compensation options, and extensive experience in employer 401Ks and individual assets, they stand out in the competitive financial services landscape.

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.

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.

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.

Blackhawk Capital Partners, LLC, a local investment advisory firm based in Thiensville, WI, is dedicated to providing exceptional investment advisory services. With a team of 8 highly skilled professionals, they deliver expert guidance to a diverse clientele of over 130 individual clients. Blackhawk Capital Partners manages a substantial portfolio of assets, totaling over $208,704,000 in assets under management. Their average assets under management per investment advisor, which stands at approximately $79,670,000, is on par with the industry average. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients receive personalized services tailored to their unique needs. Blackhawk Capital Partners specializes in managing assets for high net worth individuals, with the majority of their portfolio catering to this segment. While they primarily focus on discretionary management, they possess the capability to effectively oversee employer funds. Moreover, they extend their expertise as a registered representative of a broker-dealer, insurance broker, or agent. With two office locations, Blackhawk Capital Partners is committed to providing local accessibility and personalized support to their valued clients. The firm boasts a team of experienced advisors, including Christopher Nei, Donald Tendick, and Kevin Perlberg, who have demonstrated long-standing commitment and expertise within the industry. Blackhawk Capital Partners, LLC stands out as a trusted partner in the field of investment advisory services, offering comprehensive solutions to help clients achieve their financial goals.

Spectrum Investment Advisors, Inc. is a leading local investment advisory firm headquartered in Mequon, WI, and boasting a single office. With a team of 22 highly skilled professionals, the majority of whom specialize in investment advisory services, Spectrum Investment Advisors, Inc. has established a reputation for excellence within the financial industry. The firm prides itself on its extensive experience and impressive track record of managing assets under management, which average approximately $34,720,000 per investment advisor. Spectrum Investment Advisors, Inc. employs a diverse compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with clients' unique needs. While Spectrum Investment Advisors, Inc. primarily focuses on managing individual client accounts, including 401Ks, they possess the expertise to effectively oversee employer funds as well. An overwhelming majority, 99% of the assets they manage, are under their discretion, allowing them to exercise sound judgment and implement personalized strategies that align with clients' financial goals. With an extensive client base, Spectrum Investment Advisors, Inc. serves over 200 individual clients, expertly managing their combined assets under management, which exceeds an impressive $590,280,000. The firm's long-standing success can be attributed to the expertise and dedication of their highly experienced advisors. Notably, some of the most tenured and respected advisors at Spectrum Investment Advisors, Inc. include Brian White, Manuel Rosado, and James Marshall. Spectrum Investment Advisors, Inc. is committed to providing exceptional financial advice, tailored investment strategies, and superior client service to help individuals and businesses navigate the complexities of the ever-changing financial landscape.

Denali Wealth Management, Inc. is a reputable investment advisory firm located in Mequon, WI, operating from two offices. With a team of eight dedicated professionals, six of whom specialize in investment advisory services, Denali Wealth Management, Inc. has established itself as a trusted partner in wealth management. Their impressive track record is evident through an average of $35,030,000 in assets under management per investment advisor. Committed to delivering exceptional service, Denali Wealth Management, Inc. offers a flexible compensation structure that includes various options such as a percentage of assets under management and fixed fees. While their expertise extends to managing employer funds, they primarily focus on discretionary assets, with 96% of the assets they manage falling under this category. With over 160 individual clients, Denali Wealth Management, Inc. oversees an impressive portfolio of assets under management, totaling more than $210,184,000. The firm takes pride in its experienced team, with notable long-tenured advisors like Mark Wierichs, Jeffrey Rochon, and Carl Valimont contributing to their success. Denali Wealth Management, Inc. distinguishes itself by prioritizing personalized investment strategies tailored to each client's unique financial goals and risk tolerance. Their comprehensive approach ensures that clients receive the utmost attention and expertise necessary for building and preserving wealth. As a local firm, Denali Wealth Management, Inc. is deeply rooted in the community, maintaining a strong commitment to providing exceptional financial guidance and investment solutions to individuals and businesses alike.

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.

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.

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.