Wipfli Financial Advisors
Wipfli Financial Advisors is a privately held, Milwaukee-based registered investment advisor founded in 1999 that provides financial and investment advice to individual investors, families, and small businesses, scaling its AUM through acquisitions of established RIA firms.
- Company typePrivate
- Founded1999
- HeadquartersMilwaukee, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Wipfli Financial Advisors does
Wipfli Financial Advisors is a privately held registered investment advisor headquartered in Milwaukee, Wisconsin, founded in 1999. The firm provides financial and investment advice to individual investors, families, and small businesses, operating in the mid-market RIA segment with a reported headcount of 101-250 employees. Its distribution model is relationship-driven and local, anchored in the Milwaukee market and extending into additional geographies through inorganic growth.
The firm's growth strategy is explicitly acquisition-led. In November 2021, Wipfli Financial Advisors announced the acquisition of Redwood Wealth Management, a Georgia-based RIA managing over $300 million in assets, with the transaction expected to close on December 31, 2021. The stated objective is to expand assets under management and client base by absorbing established RIA firms with existing client relationships and operational infrastructure. Beyond this acquisition, no further product launches, funding events, partnerships, or leadership changes are disclosed in the source data beyond Jandy Rowe holding the Principal & Chief Operations Officer role.
The business model relies on recurring AUM-based advisory fees generated from managed client portfolios, supplemented by services tied to financial planning, investment management, and related advisory work for the individual and small-business segments. Pricing, fee schedule, AUM, and revenue are not publicly disclosed. The broader input set contains substantial detail on a separate, far larger entity (Creative Planning); only data points directly supported by sources referencing Wipfli Financial Advisors are reflected in this assessment.
Wipfli Financial Advisors firmographics
Firmographics- Name
- Wipfli Financial Advisors
- Legal name
- Wipfli Financial Advisors
- Website
- https://wipflifinancial.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Wipfli Financial Advisors is a privately held, Milwaukee-based registered investment advisor founded in 1999 that provides financial and investment advice to individual investors, families, and small businesses, scaling its AUM through acquisitions of established RIA firms.
- Ownership category
- akta.pro rank
Wipfli Financial Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Wipfli Financial Advisors is headquartered
LocationHeadquarters
- HQ city
- Milwaukee
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Wipfli Financial Advisors business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Advisory Fees: Creative Planning generates revenue primarily through AUM-based advisory fees charged to clients for comprehensive wealth management services, supplemented by professional service fees for tax, audit, accounting, and business consulting services.
- Family Office Services: Family office services are provided to ultra-high-net-worth clients with assets over $10 million, generating recurring advisory fees for comprehensive financial oversight and planning.
- Professional Services: Tax preparation and planning services, audit and attest services through affiliated CPA firm BerganKDV, business valuation services, and M&A consulting generate fee-based professional services revenue.
- Asset Management Acquisition: Acquisition of established RIA firms allows Wipfli Financial Advisors to expand assets under management and generate additional recurring advisory fee revenue from inherited client relationships.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard Wealth Management - Minimum $500,000 investable assets |
| Subscription | Annual | High-Net-Worth - $5M to $10M investable assets |
| Subscription | Annual | Ultra-Affluent/Family Office - Over $10M investable assets |
| Subscription | Annual | Retirement & Foundations - Corporate retirement plans |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Wipfli Financial Advisors product offering
Product offeringCore offering
Wipfli Financial Advisors provides financial and investment advice to individual investors, families, and small businesses, operating as a wealth management advisory firm. The firm reaches high-net-worth and ultra-affluent clients through established RIA channels and field sales, expanding its assets under management via acquisition of established registered investment advisor firms such as the December 2021 acquisition of Redwood Wealth Management, a Georgia-based RIA managing over $300 million in assets.
Product overview
No product or service information for Wipfli Financial Advisors is available in the source data. The provided sources contain only a news announcement regarding an acquisition agreement.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial and Investment Advisory Services Financial and investment advice delivered to individual investors, families, and small businesses. Includes wealth management services for high-net-worth and ultra-affluent clients reached through established RIA channels and field sales, with assets under management expanded via acquisition of established registered investment advisor firms.
Quantifiable outcome
- Over $710 billion in combined assets under management or advisement as of December 31, 2025
- +3 more outcomes
Companies that use Wipfli Financial Advisors
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles3 records
Wipfli Financial Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Wipfli Financial Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Redwood Wealth ManagementcoreWipfli Financial Advisors announced an agreement to acquire Redwood Wealth Management, a Georgia-based registered investment advisor managing over $300 million in assets. The transaction was expected to close on December 31, 2021. This acquisition represents a strategic expansion of Wipfli's assets under management and presence in the Georgia market.
- BerganKDVcoreCreative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services to clients. This partnership allows Creative Planning to offer comprehensive accounting and audit services while maintaining independence between advisory and CPA functions.
Scale indicators7 records
Recent moves2 records
Expansion highlights2 records
Wipfli Financial Advisors competitors and assessment
Company assessmentOthers
- Wipfli LLP: The parent professional services firm (accounting, tax, consulting) that shares the Wipfli brand and is a primary source of cross-referrals into Wipfli Financial Advisors' wealth management practice.
- Focus Financial Partners: Partner-owned RIA aggregator that partners with high-quality independent wealth management firms; competes for acquisition targets and advisor recruitment in the same RIA consolidation space as Wipfli Financial Advisors.
- LPL Financial: Largest independent broker-dealer and RIA custodian/platform, providing technology, compliance, and practice management services to thousands of independent advisors—a key infrastructure and competitor for firms like Wipfli Financial Advisors.
Broad incumbents
- Creative Planning: Large, multi-state RIA offering comprehensive wealth management, family office, and business services to HNW and UHNW clients—a much larger incumbent operating in the same advisory category as Wipfli Financial Advisors.
- Mariner Wealth Advisors: National RIA providing wealth advisory, tax, estate, and retirement plan services to HNW individuals and families; an active acquirer competing for the same advisor and client pool as Wipfli Financial Advisors.
- Carson Group: Large RIA and coaching platform serving advisors and their HNW clients with integrated wealth management, business consulting, and tax services—directly comparable in service breadth to Wipfli Financial Advisors.
- Mercer Advisors: National RIA focused on HNW and UHNW clients, with integrated investment management, tax, estate, and financial planning services; competes for the same personal-finance client segment Wipfli Financial Advisors serves.
- Edelman Financial Engines: Large national RIA providing investment advisory, financial planning, and retirement plan services to individuals and families; a scaled competitor in the same wealth management category.
- Cetera Financial Group: Network of independent RIAs and broker-dealer firms providing wealth management and financial planning to individuals; competes with Wipfli Financial Advisors for both advisor affiliation and retail HNW client relationships.
Direct peers
- Moneta Group: Mid-sized RIA providing comprehensive wealth management, financial planning, and family office services to HNW individuals and families—an acquisition-active firm closely comparable to Wipfli Financial Advisors in size and service mix.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Wipfli Financial Advisors social profiles
Digital presenceWipfli Financial Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Wipfli Financial Advisors leadership team
Management profileNumber of profiles
Profiles1 record
Wipfli Financial Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Wipfli Financial Advisors M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Wipfli Financial Advisors
What does Wipfli Financial Advisors do?
Wipfli Financial Advisors provides financial and investment advice to individual investors, families, and small businesses, operating as a wealth management advisory firm. The firm reaches high-net-worth and ultra-affluent clients through established RIA channels and field sales, expanding its assets under management via acquisition of established registered investment advisor firms such as the December 2021 acquisition of Redwood Wealth Management, a Georgia-based RIA managing over $300 million in assets.
Is Wipfli Financial Advisors a public or private company?
Wipfli Financial Advisors is a private company. It is classified as unknown and is currently operating.
When was Wipfli Financial Advisors founded?
Wipfli Financial Advisors was founded in 1999. It employs 101 to 250 people.
Where is Wipfli Financial Advisors based?
Wipfli Financial Advisors is headquartered in Milwaukee, United States, in the North America region.
How does Wipfli Financial Advisors make money?
Four revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are family Office Services, professional Services and asset Management Acquisition.
Who are Wipfli Financial Advisors's main competitors?
Others on record are Wipfli LLP, Focus Financial Partners and LPL Financial. Broad incumbents are Creative Planning, Mariner Wealth Advisors, Carson Group, Mercer Advisors, Edelman Financial Engines and Cetera Financial Group. Moneta Group is listed as a direct peer.
Does Wipfli Financial Advisors have an API?
No public API is recorded for Wipfli Financial Advisors.
What industry is Wipfli Financial Advisors in?
Wipfli Financial Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.