Benchmarks · Wisconsin · Under $100M AUM
What is an RIA under $100M worth in Wisconsin?
2 RIAs serving individuals in Wisconsin have Under $100M of AUM on file.
At the smallest size the Sica Fletcher SCF Index publishes (about $100M of AUM, $3M of revenue or $1M of EBITDA), practices have traded at 0.9–1.3% of AUM, 2.5–3.0× revenue and 4.8–5.7× EBITDA. Firms in this tier are smaller than the smallest size the index publishes.
Too few firms for percentiles. See all Under $100M firms.
Retirement plans in Wisconsin
For advisors who serve plans.
Defined-contribution plans' Form 5500 filings, filing year 2024. A percentile is a position in this group of plans, never a judgement on any one plan's fees.
Plan filings
2,090
Nationally 93,209
Median participants
158
Nationally 121
Median service-provider pay
$65K
Schedule C, 1,220 plans reported it
Nationally $57K
Form 5500 via 5500mcp.ai · refreshed 3 Sep 2026
Wisconsin at other sizes
- $100M–$250M in Wisconsin55 firms
- $250M–$500M in Wisconsin35 firms
- $500M–$1B in Wisconsin33 firms
- $1B–$5B in Wisconsin31 firms
- $5B and up in Wisconsin16 firms
Under $100M next door
- Under $100M in Illinois10 firms
- Under $100M in Michigan6 firms
- Under $100M in Minnesota5 firms
- Under $100M in Iowa0 firms
Get your firm's number in Claude.
Seven methods on your own figures, with the range and the source of every input.
Sources: U.S. SEC Form ADV, via advmcp.ai, as of 3 Nov 2026 · U.S. Department of Labor Form 5500, via 5500mcp.ai, refreshed 3 Sep 2026 · Sica Fletcher, RIA Valuation Multiples (SCF Index), 2024 edition · CT Acquisitions — RIA and Wealth Management M&A Multiples 2026, Jul 2026