Research Report · 2026-06-30
Institutional Registered Investment Advisers in Wisconsin
SEC-registered investment advisers in Wisconsin ranked by reported institutional client assets.
Firms
143
Total AUM
$1.21T
Median AUM
$641.9M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | MILWAUKEE | 307865 | $323.08B | 246 | 2026-05-31 | → |
| 2 | ROBERT W. BAIRD & CO. INCORPORATED | MILWAUKEE | 8158 | $394.07B | 4,322 | 2026-04-30 | → |
| 3 | MEMBERS CAPITAL ADVISORS, INC. | MADISON | 105960 | $39.46B | 62 | 2026-03-31 | → |
| 4 | ARTISAN PARTNERS LIMITED PARTNERSHIP | MILWAUKEE | 150114 | $183.62B | 496 | 2026-03-31 | → |
| 5 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | MILWAUKEE | 307169 | $16.25B | 38 | 2026-05-31 | → |
| 6 | HECK CAPITAL ADVISORS, LLC | RHINELANDER | 143848 | $11.31B | 30 | 2026-03-31 | → |
| 7 | MADISON INVESTMENT ADVISORS, LLC | MADISON | 110297 | $13.84B | 92 | 2026-03-31 | → |
| 8 | JOHNSON WEALTH INC. | MILWAUKEE | 125557 | $10.35B | 142 | 2026-03-31 | → |
| 9 | BAKER TILLY WEALTH MANAGEMENT, LLC | MADISON | 167811 | $4.60B | 32 | 2026-01-31 | → |
| 10 | DANA INVESTMENT ADVISORS INC | WAUKESHA | 105879 | $6.08B | 60 | 2026-03-31 | → |
| 11 | FIDUCIARY MANAGEMENT, INC. | MILWAUKEE | 109149 | $11.36B | 25 | 2026-06-30 | → |
| 12 | ORGEL WEALTH MANAGEMENT, LLC | ALTOONA | 168219 | $9.55B | 79 | 2026-03-31 | → |
| 13 | GENEVA CAPITAL MANAGEMENT LLC | MILWAUKEE | 105432 | $5.60B | 20 | 2026-03-31 | → |
| 14 | KELLOGG ASSET MANAGEMENT, LLC | GREEN BAY | 150031 | $2.86B | 9 | 2026-03-31 | → |
| 15 | REINHART PARTNERS, LLC | MEQUON | 106432 | $2.47B | 16 | 2026-05-31 | → |
| 16 | NICOLET ADVISORY SERVICES, LLC | GREEN BAY | 283940 | $4.29B | 75 | 2026-03-31 | → |
| 17 | 1834 INVESTMENT ADVISORS CO. | MILWAUKEE | 105435 | $2.20B | 45 | 2026-04-30 | → |
| 18 | PROVIDENT TRUST COMPANY | WAUKESHA | 110118 | $6.86B | 12 | 2026-04-30 | → |
| 19 | ALPHA INVESTMENT CONSULTING GROUP, LLC | MILWAUKEE | 139721 | $713.6M | 8 | 2026-03-31 | → |
| 20 | SPECTRUM INVESTMENT ADVISORS, INC. | MEQUON | 108669 | $1.06B | 27 | 2026-03-31 | → |
| 21 | KERBERROSE WEALTH MANAGEMENT, LLC | SHAWANO | 168787 | $1.16B | 13 | 2026-03-31 | → |
| 22 | ANNEX ADVISORY SERVICES, LLC | BROOKFIELD | 127987 | $8.05B | 151 | 2026-04-30 | → |
| 23 | WEA FINANCIAL ADVISORS, INC. | MADISON | 144919 | $507.8M | 4 | 2026-04-30 | → |
| 24 | ECIO, INC. | MADISON | 301432 | $395.6M | 8 | 2026-06-30 | → |
| 25 | OPEROSE ADVISORS LLC | MILWAUKEE | 287465 | $2.04B | 20 | 2026-03-31 | → |
| 26 | PARK CAPITAL MANAGEMENT, LLC | MADISON | 158965 | $868.0M | 9 | 2026-03-31 | → |
| 27 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | MILWAUKEE | 107003 | $1.44B | 9 | 2026-03-31 | → |
| 28 | HARBOUR INVESTMENTS, INC. | MADISON | 19258 | $9.60B | 232 | 2026-06-30 | → |
| 29 | INVESTMENT PROFESSIONALS, LLC | WAUNAKEE | 282495 | $311.0M | 4 | 2026-03-31 | → |
| 30 | NORTH STAR ASSET MANAGEMENT INC | NEENAH | 106489 | $3.35B | 19 | 2026-05-31 | → |
| 31 | CAPITAL INVESTMENT SERVICES OF AMERICA INC | MILWAUKEE | 110639 | $1.31B | 9 | 2025-12-31 | → |
| 32 | MBE WEALTH MANAGEMENT, LLC | TOMAH | 165516 | $977.1M | 18 | 2026-02-28 | → |
| 33 | RIVERWATER PARTNERS LLC | MILWAUKEE | 283540 | $660.9M | 11 | 2026-06-30 | → |
| 34 | THOMPSON INVESTMENT MANAGEMENT, INC. | MADISON | 129609 | $3.08B | 17 | 2026-03-31 | → |
| 35 | ISTHMUS PARTNERS, LLC | MADISON | 171279 | $1.44B | 17 | 2026-01-31 | → |
| 36 | ESTATE COUNSELORS, LLC | THIENSVILLE | 123452 | $1.35B | 7 | 2026-03-31 | → |
| 37 | DIVERSIFIED MANAGEMENT INC | MILWAUKEE | 106680 | $1.87B | 8 | 2026-03-31 | → |
| 38 | 1492 CAPITAL MANAGEMENT, LLC | MILWAUKEE | 148566 | $274.6M | 5 | 2026-03-31 | → |
| 39 | TIDAL INVESTMENTS LLC | MILWAUKEE | 164201 | $45.83B | 207 | 2026-03-31 | → |
| 40 | UNIPLAN INVESTMENT COUNSEL, INC. | MILWAUKEE | 154718 | $330.5M | 11 | 2026-05-31 | → |
| 41 | HEARTLAND ADVISORS, INC. | MILWAUKEE | 29433 | $1.92B | 26 | 2026-02-28 | → |
| 42 | MILESTONE INVESTMENT ADVISORS, LLC | MIDDLETON | 168429 | $877.6M | 7 | 2026-05-31 | → |
| 43 | JACOBSON & SCHMITT ADVISORS, LLC | MIDDLETON | 140431 | $676.4M | 15 | 2026-05-31 | → |
| 44 | KLCM ADVISORS, INC. | MILWAUKEE | 107847 | $1.88B | 11 | 2026-03-31 | → |
| 45 | RESONANT CAPITAL ADVISORS, LLC | MADISON | 298451 | $2.96B | 25 | 2026-06-30 | → |
| 46 | ASSET MANAGEMENT FOR PROFESSIONALS INC | WHITEFISH BAY | 108712 | $220.4M | 3 | 2025-05-31 | → |
| 47 | STERLING CAPITAL MANAGEMENT INC | BROOKFIELD | 106822 | $296.9M | 3 | 2026-03-31 | → |
| 48 | SYCAMORE INVESTMENT CONSULTING SERVICES, LLC | MADISON | 125081 | $159.6M | 2 | 2025-12-31 | → |
| 49 | MARIETTA INVESTMENT PARTNERS, LLC | MILWAUKEE | 108479 | $683.7M | 8 | 2026-03-31 | → |
| 50 | FORM WEALTH ADVISORS, LLC | LAKE GENEVA | 326519 | $1.06B | 16 | 2026-03-31 | → |
| 51 | HOFF BROTHERS, LLC | WAUSAU | 301001 | $177.5M | 3 | 2026-05-31 | → |
| 52 | COPPER HARBOR INVESTMENT ADVISORS, LLC | APPLETON | 169978 | $805.0M | 6 | 2026-03-31 | → |
| 53 | ARCATAUR CAPITAL MANAGEMENT LLC | MILWAUKEE | 124663 | $469.5M | 9 | 2026-03-31 | → |
| 54 | ATLATL ADVISERS LLC | MADISON | 284036 | $392.7M | 10 | 2026-05-31 | → |
| 55 | GATEWAY WEALTH PARTNERS, LLC | APPLETON | 322789 | $2.28B | 83 | 2026-06-30 | → |
| 56 | RMG WEALTH MANAGEMENT, LLC | PLATTEVILLE | 310363 | $914.0M | 23 | 2026-04-30 | → |
| 57 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC | NEENAH | 107630 | $1.76B | 15 | 2026-03-31 | → |
| 58 | BLACKHAWK CAPITAL PARTNERS, LLC | THIENSVILLE | 158020 | $452.0M | 6 | 2026-06-30 | → |
| 59 | FRIEDLANDER & CO INC | MILWAUKEE | 105150 | $564.8M | 1 | 2026-02-28 | → |
| 60 | JOHN F SUBY WEALTH MANAGEMENT LLC | MADISON | 150824 | $464.9M | 3 | 2026-04-30 | → |
| 61 | WINDWARD WEALTH STRATEGIES, INC. | OSHKOSH | 175126 | $251.2M | 3 | 2026-03-31 | → |
| 62 | BERNICKE WEALTH MANAGEMENT, LTD. | ALTOONA | 335431 | $887.4M | 26 | 2026-05-31 | → |
| 63 | MADISON WEALTH PARTNERS, INC. | MADISON | 305824 | $1.30B | 17 | 2026-06-30 | → |
| 64 | WISCONSIN CAPITAL MANAGEMENT, LLC | MADISON | 110394 | $256.6M | 5 | 2025-08-31 | → |
| 65 | P. J. SCHMIDT INVESTMENT MANAGEMENT, INC | CEDARBURG | 104701 | $852.0M | 18 | 2026-03-31 | → |
| 66 | BKM WEALTH MANAGEMENT, LLC | BROOKFIELD | 323928 | $651.8M | 9 | 2026-02-28 | → |
| 67 | PORTFOLIO DESIGN SERVICES, LLC | RIVER FALLS | 131506 | $149.7M | 4 | 2026-03-31 | → |
| 68 | GLOBAL VALUE INVESTMENT CORPORATION | MILWAUKEE | 144260 | $225.6M | 11 | 2026-03-31 | → |
| 69 | NICHOLAS CO INC | MILWAUKEE | 108347 | $6.08B | 16 | 2026-01-31 | → |
| 70 | MCGLONE SUTTNER WEALTH MANAGEMENT, INC. | APPLETON | 149830 | $1.01B | 14 | 2026-02-28 | → |
| 71 | CONCEPTUAL FINANCIAL ADVISORS, LLC | APPLETON | 167513 | $189.9M | 4 | 2026-01-31 | → |
| 72 | MIDWEST PROFESSIONAL PLANNERS, LTD. | WAUSAU | 112995 | $649.3M | 29 | 2026-05-31 | → |
| 73 | POEHLING CAPITAL MANAGEMENT, INC. | MADISON | 131668 | $591.3M | 6 | 2026-02-28 | → |
| 74 | AMERICAN INVESTMENT ADVISORS INC | MADISON | 104579 | $137.9M | 2 | 2026-03-31 | → |
| 75 | IAG WEALTH PARTNERS, LLC | WAUKESHA | 109721 | $1.87B | 15 | 2026-03-31 | → |
| 76 | MADISON ASSET MANAGEMENT, LLC | MADISON | 130874 | $4.86B | 92 | 2026-03-31 | → |
| 77 | DENALI WEALTH MANAGEMENT, INC. | MEQUON | 153323 | $226.1M | 6 | 2026-03-31 | → |
| 78 | AVAII WEALTH MANAGEMENT, LLC | APPLETON | 298165 | $602.8M | 18 | 2026-03-31 | → |
| 79 | ENTASIS ASSET MANAGEMENT LLC | BROOKFIELD | 282711 | $197.9M | 5 | 2026-03-31 | → |
| 80 | ANEW ADVISORS, LLC | WAUWATOSA | 316462 | $67.8M | 4 | 2025-05-31 | → |
| 81 | PACKERLAND BROKERAGE SERVICES, INC. | GREEN BAY | 37031 | $1.36B | 318 | 2026-04-30 | → |
| 82 | BEADELL A D INVESTMENT COUNSEL INC | MEQUON | 106946 | $250.0M | 2 | 2026-02-28 | → |
| 83 | WINCH ADVISORY SERVICES, LLC | APPLETON | 110194 | $580.2M | 18 | 2026-03-31 | → |
| 84 | JANSEN WEALTH MANAGEMENT LLC | ALTOONA | 317824 | $132.3M | 4 | 2026-03-31 | → |
| 85 | ERN FINANCIAL, LLC | MIDDLETON | 297717 | $1.15B | 12 | 2026-04-30 | → |
| 86 | BOWMAN & COMPANY S.C. | OSHKOSH | 305030 | $419.0M | 13 | 2025-12-31 | → |
| 87 | GENEVA PARTNERS, LLC | LAKE GENEVA | 130768 | $423.6M | 9 | 2026-04-30 | → |
| 88 | CLF ASSET MANAGEMENT, INC. | MADISON | 284060 | $146.9M | 5 | 2026-03-31 | → |
| 89 | GOLDSTEIN ADVISORS, LLC | MADISON | 323125 | $1.08B | 19 | 2026-02-28 | → |
| 90 | SKYLANDS CAPITAL, LLC | MILWAUKEE | 131183 | $746.5M | 9 | 2026-05-31 | → |
| 91 | ENDOWMENT WEALTH MANAGEMENT, INC. | APPLETON | 108652 | $609.2M | 14 | 2026-03-31 | → |
| 92 | LANDAAS & COMPANY, LLC | MILWAUKEE | 47487 | $1.93B | 27 | 2026-03-31 | → |
| 93 | COLLAR CAPITAL MANAGEMENT, LLC | APPLETON | 152325 | $176.3M | 3 | 2026-02-28 | → |
| 94 | GLOBAL VIEW CAPITAL MANAGEMENT LLC | WAUKESHA | 158292 | $775.2M | 122 | 2026-05-31 | → |
| 95 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC | LA CROSSE | 319298 | $236.4M | 7 | 2026-03-31 | → |
| 96 | RICHMOND INVESTMENT SERVICES LLC | MEQUON | 327451 | $453.2M | 14 | 2026-06-30 | → |
| 97 | OMNI FINANCIAL LLC | MADISON | 314670 | $116.9M | 2 | 2026-01-31 | → |
| 98 | MENDOTA FINANCIAL GROUP, LLC | MADISON | 136294 | $254.2M | 5 | 2026-03-31 | → |
| 99 | CAPITAL INNOVATIONS, LLC | WAUKESHA | 145329 | $806.7M | 4 | 2026-03-31 | → |
| 100 | OARSMAN CAPITAL, INC | MILWAUKEE | 109993 | $1.17B | 21 | 2026-05-31 | → |
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