RIA Intel›Advisers›Wisconsin›FORWARD INVESTMENT ADVISORS, INC.

FORWARD INVESTMENT ADVISORS, INC.

Advisory

MADISON, WI

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in WI
#308
of 354 advisers by AUM
AUM change, 1 year
-29.8%
11th percentile in WI
AUM CAGR, 3 year
-1.5%
compound annual growth
Average account
$138K
across 442 accounts
AUM per adviser
$61M
1 advisers
Filing history
3
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$61M
1-Year AUM Growth
-29.8%
3-Year CAGR
-1.5%
Employees
1
Assets Under Management
Total AUM$61M
Discretionary AUM$61M
Non-Discretionary AUM$299K
Discretionary %99.5%
Total Clients158
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record3
First FilingFeb 13, 2001
Latest FilingMar 17, 2026
Full AUM trend chart and 3 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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