Investment advisers in Middleton, WI

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in WI

Firm	Assets	Employees	Disclosures
Canopy Wealth Management	$1.15 billion	12	0
Milestone Investment Advisors, LLC	$877.6 million	7	0
Jacobson & Schmitt Advisors, LLC	$676.4 million	15	0
Googins Advisors, Inc.	$501.0 million	8	0
Sentinel Advisory Group, LLC	$320.8 million	10	0