Reported as registered
REINHART PARTNERS, LLC
CRD 106432 · SEC 801-40278
MEQUON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
211 sourced firms · query 56 ms
Reported as registered
RESONANT CAPITAL ADVISORS, LLC
CRD 298451 · SEC 801-114001
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RETIREMENT INCOME STRATEGIES, LLC
CRD 318052 · SEC 801-123370
EVANSVILLE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RETIREMENT WEALTH SOLUTIONS LLC
CRD 317253 · SEC 801-129528
MARSHFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
REVIEW SERVICES INC
CRD 110277 · SEC 801-39487
BROOKFIELD, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985 · SEC 801-63149
MENOMONEE FALLS, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RICHMOND INVESTMENT SERVICES LLC
CRD 327451 · SEC 801-129477
MEQUON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RIVER1 ASSET MANAGEMENT LLC
CRD 329230 · SEC 801-129274
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
RIVERWATER PARTNERS LLC
CRD 283540 · SEC 801-117635
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ROBERT W. BAIRD & CO. INCORPORATED
CRD 8158 · SEC 801-7571
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Exempt Reporting Adviser
ROCK RIVER CAPITAL PARTNERS, LLC
CRD 306103 · SEC 802-117729
MADISON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ROSEMEYER MANAGEMENT GROUP
CRD 310363 · SEC 801-119774
PLATTEVILLE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298 · SEC 801-124799
LA CROSSE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
CRD 107630 · SEC 801-39679
NEENAH, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SENTINEL ADVISORY GROUP, LLC
CRD 338121 · SEC 801-134809
MIDDLETON, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD 105176 · SEC 801-7942
STEVENS POINT, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SHAKESPEARE WEALTH MANAGEMENT, LLC
CRD 111950 · SEC 801-92171
PEWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SIGNIFICANCE CAPITAL MANAGEMENT LLC
CRD 331940 · SEC 801-136290
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SIMS CAPITAL MANAGEMENT LLC
CRD 129398 · SEC 801-67455
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
SKYLANDS CAPITAL, LLC
CRD 131183 · SEC 801-71522
MILWAUKEE, WI
Source release August 3, 2026 · retrieved August 18, 2026