RIAs in Middleton, Wisconsin
Explore 5 RIAs headquartered in Middleton, with $3.6B in combined reported AUM.
RIAs5Headquartered here
Total AUM$3.6BReported regulatory AUM
Total Employees52Reported by these RIAs
% of Total State AUM0.3%% Of total State AUM Reported
All RIAs in Middleton
5 RIAsShowing 1–5 of 5 RIAs
Canopy Wealth Management
MIDDLETON, WIReported AUM$1.2B
Employees12
32.1% of city AUMView RIA ↗
Milestone Investment Advisors, LLC
MIDDLETON, WIReported AUM$877.6M
Employees7
24.4% of city AUMView RIA ↗
Jacobson & Schmitt Advisors, LLC
MIDDLETON, WIReported AUM$676.4M
Employees15
18.8% of city AUMView RIA ↗
Googins Advisors, Inc.
MIDDLETON, WIReported AUM$565.5M
Employees8
15.7% of city AUMView RIA ↗
Sentinel Advisory Group, LLC
MIDDLETON, WIReported AUM$320.8M
Employees10
8.9% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.