RIA Intel›Advisers›Wisconsin›TOP SHELF ADVISORS

TOP SHELF ADVISORS

Advisory

WI

Data as of Mar 7, 2026 · Source: SEC Form ADV

Average account

$78K

across 31 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 7, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WI

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

WIARA INVESTMENT MANAGEMENT, LLC

$2M

FRANSON FINANCIAL LLC

$2M

MAGIS PRIVATE WEALTH MANAGEMENT, LLC

$2M

RONALD L PERKINS DBA PERKINSFINANCAIL

$3M

MAGIS MANAGEMENT, LLC

$3M

BAIRD CAPITAL PARTNERS ASIA MANAGEMENT I LIMITED PARTNERSHIP

$2M

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