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Top 3 financial advisor firms in Wausau

3 SEC-registered financial advisor firms are headquartered in Wausau, WI, with $1.37B in combined regulatory assets under management. The largest by assets are Midwest Professional Planners ($649M), Buska Wealth Management ($539M) and Hoff Brothers ($177M).

3
Financial advisor firms
$1.37B
Their combined AUM
$539M
Median firm AUM
2,712
Clients of the top 3

The 3 largest by assets

  1. 1
    Midwest Professional Planners

    RIA

    $649M

  2. 2
    Buska Wealth Management

    RIA

    $539M

  3. 3
    Hoff Brothers

    RIA

    $177M

Profiles of the top 3

No. 1 · RIA

Midwest Professional Planners

Midwest Professional Planners is an investment adviser based in Wausau, WI, registered with the SEC since 2011. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $649 million, as filed on 20 July 2026.

Midwest Professional Planners charges up to 2.50% for its Asset Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM
$649M
Clients
837
Advisory staff
15
Founded
1990
Fee schedule
Up to 2.50%
Custodians
Fidelity
Headquarters
2610 Stewart Avenue, Suite 100, Wausau, WI 54401
Phone
715-848-3474
Website
mpplfinancial.com

No. 2 · RIA

Buska Wealth Management

Buska Wealth Management is an investment adviser based in Wausau, WI, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $539 million, as filed on 9 June 2026.

Buska Wealth Management charges 1.00% a year for its Asset Management.

Regulatory AUM
$539M
Clients
1,698
Advisory staff
8
Fee schedule
1.00% to 1.00% a year
Custodians
Lincoln Financial, Charles Schwab
Headquarters
510 N. 17th Avenue, Suite A, Wausau, WI 54401
Phone
715-355-4445
Website
retirewithbuska.com

No. 3 · RIA

Hoff Brothers

Hoff Brothers is an investment adviser based in Wausau, WI, registered with the SEC since 2024. 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 $177 million, as filed on 11 May 2026.

Hoff Brothers charges 0.15%–1.00% a year for its Portfolio Management Fees.

Regulatory AUM
$177M
Clients
177
Advisory staff
3
Fee schedule
0.15% to 1.00% a year
Custodians
Charles Schwab
Headquarters
505 S 24th Ave, Suite 102, Wausau, WI 54401
Phone
715-841-0405
Website
hoffwealth.com

Questions about financial advisors in Wausau

How many financial advisor firms are headquartered in Wausau?

3 SEC-registered financial advisor firms report their principal office in Wausau, WI, managing $1.37B 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 Wausau?

Midwest Professional Planners, with $649M in regulatory assets under management on its latest Form ADV. The next largest are Buska Wealth Management ($539M) and Hoff Brothers ($177M).

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

How large is a typical financial advisor firm in Wausau?

The median firm manages $539M in regulatory assets. That is the midpoint of the 3 firms headquartered in Wausau.

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

How much do financial advisors in Wausau 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 1.00% to 2.50% 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 Wausau?

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

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