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Market Standing · 2026
Wausau

This market is not yet large enough to award a market rank — Fidelon names a leader once a market has at least 20 scored firms, enough of a field for the ranking to mean something. Every firm scored here is listed below on the same standard; recognition opens as coverage grows.

Current standings · top 9 of 9
1IA-only$46M91A
2IA-only$539M88B+
3IA-only$4.5M86.9B+
4
Whalen Capital
CRD 130016
IA-only$75.1M86.4B+
5
Point Wealth
CRD 315625
IA-only$32.3M86.2B+
6IA-only$177M85.3B+
7
Myfamilycfo
CRD 159400
IA-only81.6B+
8IA-only78.6B
9IA-only$649M60.1C

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.