RIA IntelAdvisersWisconsinLNB FINANCIAL LLC

LNB FINANCIAL LLC

Advisory

WI

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in WI
#344
of 354 advisers by AUM
Average account
$281K
across 132 accounts
AUM per adviser
$37M
1 advisers

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM
$37M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients132
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

ANTHONY CAPITAL MANAGEMENT, LLC
DE PERE, WI
$38M
-61.1% 1Y
HOVDE CAPITAL ADVISORS LLC
MADISON, WI
$36M
-88.1% 1Y
MAIN STREET INVESTMENT MANAGEMENT, LLC
SHEBOYGAN, WI
$38M
0.0% 1Y
GVR INVESTMENT MANAGEMENT, INC.
TWO RIVERS, WI
$36M
0.0% 1Y
BLUE CHIP FINANCIAL PLANNING, LLC
$36M
LAWTON RETIREMENT PLAN CONSULTANTS, LLC
$39M

Get the full picture on LNB FINANCIAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LNB FINANCIAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans