Wipfli Financial Advisors LLC

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CAFR Data
Wipfli Financial Advisors LLC
CRD #109983
SEC #801-56865
CIK #
AUM $3.2 BB (79% Disc, 100% US, 2020-02-17)
Employees82 (91% Investors, 5% Brokers)
Phone414-431-9300
Address10000 Innovation Drive
Milwaukee, WI 53226
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
5.04.03.02.01.00.01999200620132021
Comparable Firms State AUM ($BB)
Douglass Winthrop Advisors LLC
NY 3.3
Anchor Capital Advisors LLC
MA 3.3
TIAA-CREF Trust Company FSB
MO 3.3
BKD Wealth Advisors LLC
MO 3.2
Aspen Grove Capital LLC
CO 3.2
Gryphon International Investment Corporation
3.2
US Trust Company of Florida Savings Bank
FL 3.2
Badgley Phelps and Bell Inc
WA 3.2
BPS Capital Management Inc
MN 3.2
Riverfront Investment Group LLC
VA 3.2
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