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Top 3 financial advisor firms in Altoona

3 SEC-registered financial advisor firms are headquartered in Altoona, WI, with $10.6B in combined regulatory assets under management. The largest by assets are Orgel Wealth Management ($9.55B), Bernicke Wealth Management ($887M) and Jansen Wealth Management ($132M).

3
Financial advisor firms
$10.6B
Their combined AUM
$887M
Median firm AUM
5,081
Clients of the top 3

The 3 largest by assets

  1. 1
    Orgel Wealth Management

    RIA

    $9.55B

  2. 2
    Bernicke Wealth Management

    RIA

    $887M

  3. 3
    Jansen Wealth Management

    RIA

    $132M

Profiles of the top 3

No. 1 · RIA

Orgel Wealth Management

Orgel Wealth Management is an investment adviser based in Altoona, WI, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $9.55 billion, as filed on 25 March 2026.

Orgel Wealth Management charges 0.10%–0.75% a year for its Investment Management Fee.

Regulatory AUM
$9.55B
Clients
3,976
Advisory staff
31
Fee schedule
0.10% to 0.75% a year
Custodians
Pershing
Headquarters
2420 Rivers Edge Drive, Altoona, WI 54720
Phone
715-835-6525
Website
orgelwealth.com

No. 2 · RIA

Bernicke Wealth Management

Bernicke Wealth Management is an investment adviser based in Altoona, WI, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $887 million, as filed on 26 May 2026.

Bernicke Wealth Management charges up to 1.75% a year for its Investment management services.

Regulatory AUM
$887M
Clients
868
Advisory staff
6
Founded
2025
Fee schedule
Up to 1.75% a year
Custodians
Charles Schwab
Headquarters
1565 Bluestem BLVD., Altoona, WI 54720
Phone
715-832-1173
Website
bernicke.com

No. 3 · RIA

Jansen Wealth Management

Jansen Wealth Management is an investment adviser based in Altoona, WI, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $132 million, as filed on 9 March 2026.

Jansen Wealth Management charges 0.50%–1.75% a year for its Investment Management Services.

Regulatory AUM
$132M
Clients
237
Advisory staff
2
Fee schedule
0.50% to 1.75% a year
Custodians
SEI Private Trust
Headquarters
1476 Blazing Star BLVD, Ste 3, Altoona, WI 54720
Phone
715-481-0499
Website
jansenwealth.com

Questions about financial advisors in Altoona

How many financial advisor firms are headquartered in Altoona?

3 SEC-registered financial advisor firms report their principal office in Altoona, WI, managing $10.6B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Altoona?

Orgel Wealth Management, with $9.55B in regulatory assets under management on its latest Form ADV. The next largest are Bernicke Wealth Management ($887M) and Jansen Wealth Management ($132M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Altoona?

The median firm manages $887M in regulatory assets. That is the midpoint of the 3 firms headquartered in Altoona.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Altoona charge?

Of the 3 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.75% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Altoona?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Altoona has 3 financial advisor firms; see every adviser in the city →

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