Wipfli Financial Advisors Revenue, Growth & Competitor Profile

DBA HEWINS FINANCIAL ADVISORS, LLC

Company Profile & Annual Report for Wipfli Financial Advisors

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Wipfli Financial Advisors Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	10000 Innovation Drive Ste 250 Milwaukee, WI 53226

Note: Revenues for privately held companies are statistical evaluations.


Wipfli Financial Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Wipfli Financial Advisors's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Wipfli Financial Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Wipfli Financial Advisors Annual Revenue and Growth Rate

Wipfli Financial Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Wipfli Financial Advisors's revenues are gauged from an analysis of company filings.

Wipfli Financial Advisors's Income Statement (based on Industry Averages)

Wipfli Financial Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Wipfli Financial Advisors is developing and marketing. Wipfli Financial Advisors doesn't have any recent trademark applications, indicating Wipfli Financial Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
HEWINS FINANCIAL ADVISORS Financial advisory and consultancy services; Financial planning and investment advisory services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Franchising services, namely, providing financial information and advice regarding the establishment and/or operation of wealth management services; Insurance and financial information and consultancy services; Investment advice; Investment advisory services	11/04/2013
CUE WEALTH MANAGEMENT SOLUTIONS Franchising services, namely, providing financial information and advice regarding the establishment and/or operation of wealth management services; Investment advisory services; Strategic corporate financial advisory services; Strategic financial advisory services	05/31/2013
KEY ACCESS SERVICES POWERED BY HEWINS FINANCIAL Investment advisory services	10/29/2012

See all trademarks and details in the Full Report.

Market Share of Wipfli Financial Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Wipfli Financial Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Wipfli Financial Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ROBERT W. BAIRD	Milwaukee, WI	100
ARTISAN PARTNERS	Milwaukee, WI	27
GREENFIN HOSPITALITY LLC D/B/A FRESHFIN	Milwaukee, WI	3
CRABEL CAPITAL MANAGEMENT	Milwaukee, WI	2
WIPFLI FINANCIAL ADVISORS	Milwaukee, WI	1
KIC GROUP	Shorewood, WI	1

Future Competition: Wipfli Financial Advisors's Fastest Growing Competitors

These companies are in the same general field as Wipfli Financial Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)