- [Home](/) › - [NewRiaPulse](/v/newriapulse) › - [Hubs](/hub/newriapulse) › - Wisconsin # 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation Download all 18 newRiaPulse: records in Wisconsin (CSV) — $4.99 → Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe [Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=WI) 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). **Search, filter and export NewRiaPulse records** [Run instant live search with these filters](/v/newriapulse?state=WI&channel=pseo#vt-out) [Download free 3-row sample CSV](/v1/verticals/newriapulse/records.csv?state=WI) Unlock the full CSV for these filters — $4.99 → ✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days ## Get new NewRiaPulse records by email (free, weekly) We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email. Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe. [See this week's digest](/digest/newriapulse) Records 18 Most frequent - Paladin Partners (1) - Valley Wealth Management (1) - Pavlic Investment Advisors, INC. (1) - Milborn Advisors, LTD (1) - Sullivan Investment Management LLC (1) ## How do I get new newRiaPulse: records in Wisconsin by email? Search, filter and export these records, or get alerts when new ones appear. [Search and filter](/v/newriapulse?state=WI) [Watch this exact filter](/v/newriapulse?state=WI#more-ways) [See alert plans](/v/newriapulse#pricing) ## 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 | Included in the full CSV with every column 🔒 Unlock all 18 records → | | Iron Horse Asset Management LLC | Included in the full CSV with every column 🔒 Unlock all 18 records → | | Significance Capital Management LLC | Included in the full CSV with every column 🔒 Unlock all 18 records → | Browse 3 more matching record reports - [Sycamore Investment Consulting Services, LLC](/report/newriapulse/sycamore-investment-consulting-services-llc-madison-wi--ria-125081) - [Iron Horse Asset Management LLC](/report/newriapulse/iron-horse-asset-management-llc-neenah-wi--ria-343529) - [Significance Capital Management LLC](/report/newriapulse/significance-capital-management-llc-milwaukee-wi--ria-331940) [Browse all NewRiaPulse record reports](/hub/newriapulse/records) ## Which related categories and locations should I check? ### Browse by assets under management [$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000) ### Browse by state [New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Minnesota (13)](/hub/newriapulse/state/mn) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy) ### Browse by registration status [Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending) ## More Wisconsin public-record feeds [Bank Branch Openings, Closings & Mergers by State in Wisconsin](/hub/bankbranchchangepulse/state/wi) [SEC 8-K Corporate Trigger Events in Wisconsin](/hub/sec8ktriggerpulse/state/wi) [Newly CLIA-Certified Laboratories by State & Certificate in Wisconsin](/hub/clialabpulse/state/wi) [Excluded Health Care Business Search (OIG LEIE) in Wisconsin](/hub/samexclusionspulse/state/wi) [New NIH Research Awards by Organization in Wisconsin](/hub/nihbiotechgrantpulse/state/wi) [New NSF Research Awards by Institution in Wisconsin](/hub/nsfawardpulse/state/wi) [Nursing Home Inspection Deficiencies by State & Severity in Wisconsin](/hub/nursinghomedeficiencypulse/state/wi) [CMS HAC Reduction & Readmissions Penalties by Hospital in Wisconsin](/hub/hospitalpenaltypulse/state/wi) ## 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](/feed/newriapulse.xml) ## Often used together - [FormDPulse](/formdpulse) - [IpoFilingPulse](/v/ipofilingpulse) - [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse) - [EvChargerProgramAudit](/evchargerprogramaudit) - [AccessPulse](/accesspulse) - [OidcConfigAudit](/oidcconfigaudit)