NewRiaPulse: records in Wisconsin
18 newRiaPulse: records in Wisconsin are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-02 to 2026-08-14; the most frequent is Paladin Partners with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
18 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2025-12-02 to 2026-08-14. Most frequent: Paladin Partners (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
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- Paladin Partners (1)
- Valley Wealth Management (1)
- Pavlic Investment Advisors, INC. (1)
- Milborn Advisors, LTD (1)
- Sullivan Investment Management LLC (1)
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What are the top newRiaPulse: records in Wisconsin right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Paladin Partners | $198,517,308 | 45 | Hartland |
| Valley Wealth Management | $111,533,034 | 513 | Oshkosh |
| Pavlic Investment Advisors, INC. | $108,843,269 | 195 | Delafield |
| Milborn Advisors, LTD | $107,692,612 | 659 | Milwaukee |
| Sullivan Investment Management LLC | $111,800,000 | 141 | Wisconsin Rapids |
| Leach, Bickmore & Weiss Wealth Management, LLC | $115,343,421 | 608 | Madison |
| Fiduciary Financial Planning Network | $175,656,748 | 1147 | Onalaska |
| Cmg Wealth Advisors LLC | $138,350,338 | 1747 | Madison |
| Morgan-Aly Wealth Management, LLC | $105,268,201 | 390 | Waukesha |
| Coast Advisory LLC | $122,463,362 | 869 | East Troy |
| Professional Financial Management, INC. | $115,520,555 | 659 | Appleton |
| Yahara Wealth Management LLC | $112,048,767 | 283 | Madison |
| Central Wealth Management LLC | $136,834,321 | 443 | Madison |
| Sentinel Advisory Group, LLC | $320,751,824 | 1089 | Middleton |
| Lasalle Investment Advisors, INC. | $133,609,468 | 233 | Pewaukee |
| Sycamore Investment Consulting Services, LLC | 🔒 Unlock all 18 records → | ||
| Iron Horse Asset Management LLC | 🔒 Unlock all 18 records → | ||
| Significance Capital Management LLC | 🔒 Unlock all 18 records → | ||
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Frequently asked questions
How many newRiaPulse: records in Wisconsin are listed?
18 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-08-14.
Can I get alerts for Wisconsin?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records