Registered investment advisers in Wisconsin

AUM: $394.1B
Per adviser: $124M
Advisers: 3,170

Northwestern Mutual Investment Management Company, LLC

Milwaukee, WI · Est. 2020

NationalInternational

AUM: $323.1B
Per adviser: $1.5B
Advisers: 213

Artisan Partners Limited Partnership

Milwaukee, WI · Est. 2009

NationalInternational

AUM: $183.6B
Per adviser: $1.6B
Advisers: 114

No reported disclosures

Tidal Investments LLC

Milwaukee, WI · Est. 2012

AUM: $45.8B
Per adviser: $917M
Advisers: 50

No reported disclosures

Trustage Investment Management

Madison, WI · Est. 1983

AUM: $39.5B
Per adviser: $962M
Advisers: 41

No reported disclosures

Mason Street Advisors, LLC

Milwaukee, WI · Est. 2001

AUM: $39.1B
Per adviser: $3.0B
Advisers: 13

National Investment Services Of America, LLC

Milwaukee, WI · Est. 2020

AUM: $16.3B
Per adviser: $1.0B
Advisers: 16

No reported disclosures

Madison Investment Advisors, LLC

Madison, WI · Est. 1996

AUM: $13.8B
Per adviser: $315M
Advisers: 44

No reported disclosures

Fiduciary Management, INC.

Milwaukee, WI · Est. 1980

AUM: $11.4B
Per adviser: $668M
Advisers: 17

No reported disclosures

Heck Capital Advisors, LLC

Rhinelander, WI · Est. 2007

AUM: $11.3B
Per adviser: $471M
Advisers: 24

No reported disclosures

Johnson Wealth INC.

Milwaukee, WI · Est. 2003

AUM: $10.3B
Per adviser: $146M
Advisers: 71

No reported disclosures

Harbour Investments, INC.

Madison, WI · Est. 1987

AUM: $9.6B
Per adviser: $45M
Advisers: 213

Orgel Wealth Management, LLC

Altoona, WI · Est. 2013

AUM: $9.5B
Per adviser: $308M
Advisers: 31

No reported disclosures

Annex Wealth Management, LLC

Brookfield, WI · Est. 2004

AUM: $8.1B
Per adviser: $109M
Advisers: 74

No reported disclosures

Provident Trust Company

Waukesha, WI · Est. 2000

AUM: $6.9B
Per adviser: $3.4B
Advisers: 2

No reported disclosures

Nicholas Co INC

Milwaukee, WI · Est. 1968

AUM: $6.1B
Per adviser: $868M
Advisers: 7

No reported disclosures

Dana Investment Advisors INC

Waukesha, WI · Est. 1979

AUM: $6.1B
Per adviser: $217M
Advisers: 28

No reported disclosures

Geneva Capital Management LLC

Milwaukee, WI · Est. 1986

AUM: $5.6B
Per adviser: $623M
Advisers: 9

No reported disclosures

Madison Asset Management

Madison, WI · Est. 2004

AUM: $4.9B
Per adviser: $111M
Advisers: 44

No reported disclosures

Baker Tilly Wealth Management, LLC

Madison, WI · Est. 2020

AUM: $4.6B
Per adviser: $219M
Advisers: 21

No reported disclosures

Nicolet Wealth Management

Green Bay, WI · Est. 2016

AUM: $4.3B
Per adviser: $95M
Advisers: 45

No reported disclosures

North Star Asset Management INC

Neenah, WI · Est. 1996

AUM: $3.4B
Per adviser: $176M
Advisers: 19

No reported disclosures

Thompson Investment Management, INC.

Madison, WI · Est. 2003

AUM: $3.1B
Per adviser: $514M
Advisers: 6

No reported disclosures

Resonant Capital Advisors, LLC

Madison, WI · Est. 2018

AUM: $3.0B
Per adviser: $211M
Advisers: 14

No reported disclosures

Kellogg Asset Management, LLC

Green Bay, WI · Est. 2009

AUM: $2.9B
Per adviser: $318M
Advisers: 9

No reported disclosures

Reinhart Partners, LLC

Mequon, WI · Est. 1991

AUM: $2.5B
Per adviser: $412M
Advisers: 6

No reported disclosures

Gateway Wealth Partners, LLC

Appleton, WI · Est. 2022

AUM: $2.3B
Per adviser: $27M
Advisers: 83

No reported disclosures

1834 Investment Advisors Co.

Milwaukee, WI · Est. 1976

AUM: $2.2B
Per adviser: $73M
Advisers: 30

No reported disclosures

Ellenbecker Investment Group

Waukesha, WI · Est. 2014

AUM: $2.1B
Per adviser: $159M
Advisers: 13

No reported disclosures

Operose Advisors LLC

Milwaukee, WI · Est. 2020

AUM: $2.0B
Per adviser: $185M
Advisers: 11

No reported disclosures

Hammes Realty Advisors, LLC

Milwaukee, WI · Est. 2013

AUM: $2.0B
Per adviser: $51M
Advisers: 40

No reported disclosures

Landaas & Company

Milwaukee, WI · Est. 1993

AUM: $1.9B
Per adviser: $92M
Advisers: 21

No reported disclosures

Heartland Advisors, INC.

Milwaukee, WI · Est. 1983

AUM: $1.9B
Per adviser: $192M
Advisers: 10

Klcm Advisors, INC.

Milwaukee, WI · Est. 1993

AUM: $1.9B
Per adviser: $375M
Advisers: 5

No reported disclosures

Iag Wealth Partners, LLC

Waukesha, WI · Est. 2009

AUM: $1.9B
Per adviser: $125M
Advisers: 15

No reported disclosures

Diversified Management INC

Milwaukee, WI · Est. 1994

AUM: $1.9B
Per adviser: $311M
Advisers: 6

No reported disclosures

Schaper Benz & Wise Investment Counsel INC

Neenah, WI · Est. 1992

AUM: $1.8B
Per adviser: $160M
Advisers: 11

No reported disclosures

N.E.W. Advisory Services, LLC

De Pere, WI · Est. 2017

AUM: $1.6B
Per adviser: $133M
Advisers: 12

No reported disclosures

Campbell Newman Asset Management INC

Milwaukee, WI · Est. 1972

AUM: $1.4B
Per adviser: $361M
Advisers: 4

No reported disclosures

Isthmus Partners, LLC

Madison, WI · Est. 2014

AUM: $1.4B
Per adviser: $180M
Advisers: 8

No reported disclosures

Sentry Investment Management, L.L.C.

Stevens Point, WI · Est. 1971

AUM: $1.4B
Per adviser: $179M
Advisers: 8

No reported disclosures

Mason Wells, INC.

Milwaukee, WI · Est. 2014

AUM: $1.4B
Per adviser: $71M
Advisers: 20

No reported disclosures

Packerland Brokerage Services, INC.

Green Bay, WI · Est. 2012

AUM: $1.4B
Per adviser: $8M
Advisers: 165

The Milwaukee Company

Thiensville, WI · Est. 2004

AUM: $1.3B
Per adviser: $336M
Advisers: 4

No reported disclosures

Capital Investment Services Of America INC

Milwaukee, WI · Est. 1980

AUM: $1.3B
Per adviser: $146M
Advisers: 9

No reported disclosures

Madison Partners

Madison, WI · Est. 2020

AUM: $1.3B
Per adviser: $77M
Advisers: 17

No reported disclosures

Associated Investment Services, INC.

Green Bay, WI · Est. 2010

AUM: $1.2B
Per adviser: $43M
Advisers: 27

Oarsman Capital, INC

Milwaukee, WI · Est. 2002

AUM: $1.2B
Per adviser: $90M
Advisers: 13

No reported disclosures

Kerberrose Wealth Management, LLC

Shawano, WI · Est. 2020

AUM: $1.2B
Per adviser: $89M
Advisers: 13

No reported disclosures

Canopy Wealth Management

Middleton, WI · Est. 2018

AUM: $1.2B
Per adviser: $165M
Advisers: 7

No reported disclosures

Goldstein Advisors, LLC

Madison, WI · Est. 2022

AUM: $1.1B
Per adviser: $108M
Advisers: 10

No reported disclosures

Spectrum Investment Advisors, INC.

Mequon, WI · Est. 1999

AUM: $1.1B
Per adviser: $53M
Advisers: 20

No reported disclosures

Form Wealth Advisors, LLC

Lake Geneva, WI · Est. 2024

AUM: $1.1B
Per adviser: $132M
Advisers: 8

No reported disclosures

Walkner Condon Financial Advisors LLC

Verona, WI · Est. 2019

AUM: $1.0B
Per adviser: $64M
Advisers: 16

No reported disclosures

Mcglone Suttner Wealth Management, INC.

Appleton, WI · Est. 2018

AUM: $1.0B
Per adviser: $126M
Advisers: 8

No reported disclosures

Mbe Wealth Management, LLC

Tomah, WI · Est. 2017

AUM: $977M
Per adviser: $98M
Advisers: 10

No reported disclosures

Rosemeyer Management Group

Platteville, WI · Est. 2020

AUM: $914M
Per adviser: $102M
Advisers: 9

No reported disclosures

Bernicke Wealth Management

Altoona, WI · Est. 2025

AUM: $887M
Per adviser: $148M
Advisers: 6

No reported disclosures

Milestone Investment Advisors, LLC

Middleton, WI · Est. 2013

AUM: $878M
Per adviser: $125M
Advisers: 7

No reported disclosures

Park Capital Management, LLC

Madison, WI · Est. 2019

AUM: $868M
Per adviser: $174M
Advisers: 5

No reported disclosures

Pjs Investment Management

Cedarburg, WI · Est. 1982

AUM: $852M
Per adviser: $142M
Advisers: 6

No reported disclosures

Advisors Management Group INC

La Crosse, WI · Est. 1989

AUM: $820M
Per adviser: $68M
Advisers: 12

No reported disclosures

Capital Innovations, LLC

Waukesha, WI · Est. 2011

AUM: $807M
Per adviser: $202M
Advisers: 4

No reported disclosures

Copper Harbor Investment Advisors, LLC

Appleton, WI · Est. 2015

AUM: $805M
Per adviser: $134M
Advisers: 6

No reported disclosures

Global View Capital Management LLC

Waukesha, WI · Est. 2011

AUM: $775M
Per adviser: $7M
Advisers: 107

No reported disclosures

Skylands Capital, LLC

Milwaukee, WI · Est. 2010

AUM: $747M
Per adviser: $187M
Advisers: 4

No reported disclosures

Baird Capital Management Company, LLC

Milwaukee, WI · Est. 2022

AUM: $738M
Per adviser: $246M
Advisers: 3

No reported disclosures

Alpha Investment Consulting Group, LLC

Milwaukee, WI · Est. 2006

AUM: $714M
Per adviser: $238M
Advisers: 3

No reported disclosures

Broadview Financial Management, LLC

Wauwatosa, WI · Est. 2013

AUM: $699M
Per adviser: $100M
Advisers: 7

No reported disclosures

Marietta Investment Partners, LLC

Milwaukee, WI · Est. 2000

AUM: $684M
Per adviser: $171M
Advisers: 4

No reported disclosures

Leverty Financial Group, LLC

Hudson, WI · Est. 2020

AUM: $677M
Per adviser: $113M
Advisers: 6

No reported disclosures

Jacobson & Schmitt Advisors, LLC

Middleton, WI · Est. 2006

AUM: $676M
Per adviser: $56M
Advisers: 12

No reported disclosures

Riverwater Partners LLC

Milwaukee, WI · Est. 2019

AUM: $661M
Per adviser: $83M
Advisers: 8

No reported disclosures

Bkm Wealth Management

Brookfield, WI · Est. 2022

AUM: $652M
Per adviser: $130M
Advisers: 5

No reported disclosures

Midwest Professional Planners, Ltd.

Wausau, WI · Est. 2011

AUM: $649M
Per adviser: $43M
Advisers: 15

No reported disclosures

Shakespeare Wealth Management, LLC

Pewaukee, WI · Est. 2015

AUM: $642M
Per adviser: $107M
Advisers: 6

No reported disclosures

Endowment Wealth Management, INC.

Appleton, WI · Est. 2018

AUM: $609M
Per adviser: $61M
Advisers: 10

No reported disclosures

Drake & Associates, LLC

Waukesha, WI · Est. 2019

AUM: $607M
Per adviser: $43M
Advisers: 14

No reported disclosures

Avaii Wealth Management, LLC

Appleton, WI · Est. 2018

AUM: $603M
Per adviser: $60M
Advisers: 10

No reported disclosures

Poehling Capital Management, INC.

Madison, WI · Est. 2004

AUM: $591M
Per adviser: $99M
Advisers: 6

No reported disclosures

Richardson Capital Management, LLC

Menomonee Falls, WI · Est. 2004

AUM: $582M
Per adviser: $83M
Advisers: 7

No reported disclosures

Winch Financial

Appleton, WI · Est. 1998

AUM: $580M
Per adviser: $34M
Advisers: 17

No reported disclosures

Friedlander & Co INC

Milwaukee, WI · Est. 1982

AUM: $565M
Per adviser: $565M
Advisers: 1

No reported disclosures

Enrich Financial Partners LLC

Madison, WI · Est. 2015

AUM: $557M
Per adviser: $139M
Advisers: 4

No reported disclosures

Affiliated Financial Advisors INC

Milwaukee, WI · Est. 2000

AUM: $541M
Per adviser: $135M
Advisers: 4

No reported disclosures

Buska Wealth Management, LLC

Wausau, WI · Est. 2021

AUM: $539M
Per adviser: $67M
Advisers: 8

No reported disclosures

Uncommon Cents Investing

Janesville, WI · Est. 2017

AUM: $520M
Per adviser: $173M
Advisers: 3

No reported disclosures

Wea Financial Advisors, INC.

Madison, WI · Est. 2020

AUM: $508M
Per adviser: $127M
Advisers: 4

No reported disclosures

Googins Advisors, INC.

Middleton, WI · Est. 2007

AUM: $501M
Per adviser: $125M
Advisers: 4

No reported disclosures

The Milwealth Group, LLC

Milwaukee, WI · Est. 1999

AUM: $497M
Per adviser: $99M
Advisers: 5

No reported disclosures

Arcataur Capital Management LLC

Milwaukee, WI · Est. 2015

AUM: $470M
Per adviser: $67M
Advisers: 7

No reported disclosures

John F Suby Wealth Management LLC

Madison, WI · Est. 2009

AUM: $465M
Per adviser: $155M
Advisers: 3

No reported disclosures

Charter Capital Management, INC

Brookfield, WI · Est. 1981

AUM: $462M
Per adviser: $116M
Advisers: 4

No reported disclosures

Richmond Investment Services LLC

Mequon, WI · Est. 2024

AUM: $453M
Per adviser: $32M
Advisers: 14

No reported disclosures

Blackhawk Capital Partners, LLC

Thiensville, WI · Est. 2015

AUM: $452M
Per adviser: $75M
Advisers: 6

No reported disclosures

Geneva Partners, LLC

Lake Geneva, WI · Est. 2016

AUM: $424M
Per adviser: $47M
Advisers: 9

No reported disclosures

Kom Wealth Management Group, LLC

Appleton, WI · Est. 2007

AUM: $408M
Per adviser: $58M
Advisers: 7

No reported disclosures

Ecio, INC.

Madison, WI · Est. 2024

AUM: $396M
Per adviser: $99M
Advisers: 4

No reported disclosures

Atlatl Advisers

Madison, WI · Est. 2024

AUM: $393M
Per adviser: $56M
Advisers: 7

No reported disclosures

Evexia Wealth, LLC

Stevens Point, WI · Est. 2022

AUM: $386M
Per adviser: $48M
Advisers: 8

No reported disclosures

T. Anton Investment House, INC.

Madison, WI · Est. 2017

AUM: $367M
Per adviser: $122M
Advisers: 3

No reported disclosures

Black Maple Capital Management LP

Milwaukee, WI · Est. 2013

AUM: $353M
Per adviser: $44M
Advisers: 8

No reported disclosures

Envision Financial LLC

Brookfield, WI · Est. 2021

AUM: $353M
Per adviser: $88M
Advisers: 4

No reported disclosures

Fortress Planning Group

Pewaukee, WI · Est. 2023

AUM: $345M
Per adviser: $69M
Advisers: 5

No reported disclosures

Vestura, LLC

Hobart, WI · Est. 2014

AUM: $337M
Per adviser: $112M
Advisers: 3

No reported disclosures

Uniplan Investment Counsel, INC.

Milwaukee, WI · Est. 2010

AUM: $330M
Per adviser: $33M
Advisers: 10

No reported disclosures

Sentinel Advisory Group, LLC

Middleton, WI · Est. 2025

AUM: $321M
Per adviser: $40M
Advisers: 8

No reported disclosures

401k Investment Professionals

Waunakee, WI · Est. 2019

AUM: $311M
Per adviser: $78M
Advisers: 4

No reported disclosures

H. C. Denison Co.

Sheboygan, WI · Est. 2024

AUM: $310M
Per adviser: $78M
Advisers: 4

Sterling Capital Management INC

Brookfield, WI · Est. 1997

AUM: $297M
Per adviser: $99M
Advisers: 3

No reported disclosures

Sugar Maple Asset Management, LLC

Sister Bay, WI · Est. 2022

AUM: $292M
Per adviser: $97M
Advisers: 3

No reported disclosures

Brook Capital

Brookfield, WI · Est. 2007

AUM: $283M
Per adviser: $71M
Advisers: 4

No reported disclosures

Macco Financial Group, INC.

Green Bay, WI · Est. 2025

AUM: $278M
Per adviser: $69M
Advisers: 4

No reported disclosures

Walleye Partners LLC

Madison, WI · Est. 2024

AUM: $277M
Per adviser: $92M
Advisers: 3

No reported disclosures

Cwp Private Wealth Management

West Bend, WI · Est. 2021

AUM: $276M
Per adviser: $92M
Advisers: 3

Cushing Capital Partners, LLC

Delafield, WI · Est. 2021

AUM: $275M
Per adviser: $137M
Advisers: 2

No reported disclosures

1492 Capital Management, LLC

Milwaukee, WI · Est. 2009

AUM: $275M
Per adviser: $55M
Advisers: 5

No reported disclosures

Client First Investment Management LLC

West Bend, WI · Est. 2022

AUM: $272M
Per adviser: $45M
Advisers: 6

No reported disclosures

Wisconsin Capital Management, LLC

Madison, WI · Est. 1997

AUM: $257M
Per adviser: $128M
Advisers: 2

No reported disclosures

Mendota Financial Group, LLC

Madison, WI · Est. 2007

AUM: $254M
Per adviser: $51M
Advisers: 5

No reported disclosures

Transcend Advisor Group, LLC

Milwaukee, WI · Est. 2021

AUM: $253M
Per adviser: $63M
Advisers: 4

No reported disclosures

Morgan Dempsey Capital Management LLC

Milwaukee, WI · Est. 1994

AUM: $252M
Per adviser: $84M
Advisers: 3

No reported disclosures

Baird Venture Partners Management Company IV, LLC

Milwaukee, WI · Est. 2013

AUM: $252M
Per adviser: $126M
Advisers: 2

No reported disclosures

Windward Wealth Strategies, INC.

Oshkosh, WI · Est. 2015

AUM: $251M
Per adviser: $126M
Advisers: 2

No reported disclosures

Beadell A D Investment Counsel INC

Mequon, WI · Est. 1975

AUM: $250M
Per adviser: $125M
Advisers: 2

No reported disclosures

The Kieckhefer Group

Mequon, WI · Est. 2024

AUM: $241M
Per adviser: $120M
Advisers: 2

No reported disclosures

Schamberger, Greylak & Utterback Wealth Management, LLC

La Crosse, WI · Est. 2022

AUM: $236M
Per adviser: $47M
Advisers: 5

No reported disclosures

Review Services INC

Brookfield, WI · Est. 1991

AUM: $227M
Per adviser: $76M
Advisers: 3

No reported disclosures

Retirement Wealth Solutions LLC

Marshfield, WI · Est. 2024

AUM: $227M
Per adviser: $76M
Advisers: 3

No reported disclosures

Denali Wealth Management, INC.

Mequon, WI · Est. 2010

AUM: $226M
Per adviser: $57M
Advisers: 4

No reported disclosures

Global Value Investment Corporation

Milwaukee, WI · Est. 2021

AUM: $226M
Per adviser: $32M
Advisers: 7

No reported disclosures

Cornerstone Financial Group

Appleton, WI · Est. 2023

AUM: $220M
Per adviser: $44M
Advisers: 5

No reported disclosures

Financial Service Group INC

Mount Pleasant, WI · Est. 1992

AUM: $215M
Per adviser: $72M
Advisers: 3

No reported disclosures

Kcd Financial, INC.

Green Bay, WI · Est. 2017

AUM: $202M
Per adviser: $7M
Advisers: 27

Calculated Wealth

Madison, WI · Est. 2025

AUM: $201M
Per adviser: $50M
Advisers: 4

No reported disclosures

Entasis Asset Management LLC

Brookfield, WI · Est. 2021

AUM: $198M
Per adviser: $40M
Advisers: 5

No reported disclosures

Boardwalk Financial Strategies LLC

Hartland, WI · Est. 2023

AUM: $198M
Per adviser: $66M
Advisers: 3

No reported disclosures

Baird Venture Partners Management Company V, LLC

Milwaukee, WI · Est. 2018

AUM: $195M
Per adviser: $98M
Advisers: 2

No reported disclosures

Liberty Financial Group, INC.

Elm Grove, WI · Est. 2022

AUM: $194M
Per adviser: $194M
Advisers: 1

No reported disclosures

Conceptual Financial Advisors, LLC

Appleton, WI · Est. 2022

AUM: $190M
Per adviser: $190M
Advisers: 1

No reported disclosures

Granite Financial Group

Brookfield, WI · Est. 2019

AUM: $186M
Per adviser: $93M
Advisers: 2

No reported disclosures

Hoff Private Wealth

Wausau, WI · Est. 2024

AUM: $177M
Per adviser: $59M
Advisers: 3

No reported disclosures

Collar Capital Management, LLC

Appleton, WI · Est. 2024

AUM: $176M
Per adviser: $59M
Advisers: 3

No reported disclosures

Fiduciary Financial Planning Network

Onalaska, WI · Est. 2026

AUM: $176M
Per adviser: $35M
Advisers: 5

No reported disclosures

Neuenschwander Asset Management, LLC

Mcfarland, WI · Est. 2022

AUM: $174M
Per adviser: $58M
Advisers: 3

No reported disclosures

Elite Retirement Group

Plover, WI · Est. 2024

AUM: $168M
Per adviser: $42M
Advisers: 4

No reported disclosures

Stonehaven Wealth & Tax Solutions

Appleton, WI · Est. 2024

AUM: $168M
Per adviser: $56M
Advisers: 3

No reported disclosures

Mckinley Money, LLC

Eau-Claire, WI · Est. 2025

AUM: $164M
Per adviser: $82M
Advisers: 2

No reported disclosures

Elite Wealth Management, INC.

Plover, WI · Est. 2025

AUM: $161M
Per adviser: $40M
Advisers: 4

No reported disclosures

Warnke/Nichols Ltd.

Delafield, WI · Est. 2014

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

Sycamore Investment Consulting Services, LLC

Madison, WI · Est. 2025

AUM: $160M
Per adviser: $80M
Advisers: 2

No reported disclosures

Retirement Income Strategies, LLC

Evansville, WI · Est. 2022

AUM: $159M
Per adviser: $80M
Advisers: 2

No reported disclosures

Plus Group Wealth Advisors, LLC

Belgium, WI · Est. 2025

AUM: $159M
Per adviser: $40M
Advisers: 4

No reported disclosures

Wisconsin Wealth Advisors, LLC

Sun Prairie, WI · Est. 2025

AUM: $158M
Per adviser: $53M
Advisers: 3

No reported disclosures

Titletown Wealth Management, LLC

Green Bay, WI · Est. 2021

AUM: $150M
Per adviser: $75M
Advisers: 2

No reported disclosures

Financial Strategies, INC.

Brookfield, WI · Est. 2022

AUM: $150M
Per adviser: $50M
Advisers: 3

No reported disclosures

Portfolio Design Services, LLC

River Falls, WI · Est. 2014

AUM: $150M
Per adviser: $37M
Advisers: 4

No reported disclosures

Mueller Wealth

Mishicot, WI · Est. 2025

AUM: $148M
Per adviser: $74M
Advisers: 2

No reported disclosures

Clf Asset Management, INC.

Madison, WI · Est. 2024

AUM: $147M
Per adviser: $29M
Advisers: 5

No reported disclosures

Mlg Fund Manager LLC

Brookfield, WI · Est. 2025

AUM: $144M
Per adviser: $5M
Advisers: 29

No reported disclosures

Verus Wealth Management

De Pere, WI · Est. 2025

AUM: $143M
Per adviser: $143M
Advisers: 1

No reported disclosures

American Investment Advisors INC

Madison, WI · Est. 2024

AUM: $138M
Per adviser: $69M
Advisers: 2

No reported disclosures

Coordinated Capital Securities, INC.

Fort Atkinson, WI · Est. 2017

AUM: $137M
Per adviser: $9M
Advisers: 15

Central Wealth Management LLC

Madison, WI · Est. 2025

AUM: $137M
Per adviser: $137M
Advisers: 1

No reported disclosures

Kult Wealth Management Group, LLC

Brookfield, WI · Est. 2022

AUM: $135M
Per adviser: $135M
Advisers: 1

No reported disclosures

Lasalle Investment Advisors, INC.

Pewaukee, WI · Est. 2026

AUM: $134M
Per adviser: $27M
Advisers: 5

No reported disclosures

Jansen Wealth Management LLC

Altoona, WI · Est. 2025

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Intrinsic Investors LLC

Wauwatosa, WI · Est. 2019

AUM: $129M
Per adviser: $43M
Advisers: 3

No reported disclosures

Capital Wealth Advisors, Ltd.

West Bend, WI · Est. 2014

AUM: $126M
Per adviser: $63M
Advisers: 2

No reported disclosures

Breakthru Advisory Services, LLC

Muskego, WI · Est. 2024

AUM: $126M
Per adviser: $126M
Advisers: 1

No reported disclosures

Coast Advisory LLC

East Troy, WI · Est. 2026

AUM: $122M
Per adviser: $61M
Advisers: 2

No reported disclosures

Omni Financial LLC

Madison, WI · Est. 2024

AUM: $117M
Per adviser: $117M
Advisers: 1

No reported disclosures

Professional Financial Management, INC.

Appleton, WI · Est. 2026

AUM: $116M
Per adviser: $39M
Advisers: 3

No reported disclosures

Leach, Bickmore & Weiss Wealth Management, LLC

Madison, WI · Est. 2026

AUM: $115M
Per adviser: $115M
Advisers: 1

No reported disclosures

Yahara Wealth Management LLC

Madison, WI · Est. 2026

AUM: $112M
Per adviser: $56M
Advisers: 2

No reported disclosures

Sullivan Investment Management LLC

Wisconsin Rapids, WI · Est. 2026

AUM: $112M
Per adviser: $112M
Advisers: 1

No reported disclosures

Valley Wealth Management

Oshkosh, WI · Est. 2026

AUM: $112M
Per adviser: $112M
Advisers: 1

No reported disclosures

Pavlic Investment Advisors, INC.

Delafield, WI · Est. 2026

AUM: $109M
Per adviser: $54M
Advisers: 2

No reported disclosures

Sumnicht & Associates, LLC

Appleton, WI · Est. 2001

AUM: $108M
Per adviser: $36M
Advisers: 3

No reported disclosures

River1 Asset Management LLC

Milwaukee, WI · Est. 2024

AUM: $108M
Per adviser: $54M
Advisers: 2

No reported disclosures

Milborn Advisors, Ltd

Milwaukee, WI · Est. 2026

AUM: $108M
Per adviser: $54M
Advisers: 2

No reported disclosures

Jordan Financial Life Planning

Kenosha, WI · Est. 2026

AUM: $107M
Per adviser: $36M
Advisers: 3

No reported disclosures

Morgan-Aly Wealth Management, LLC

Waukesha, WI · Est. 2026

AUM: $105M
Per adviser: $53M
Advisers: 2

No reported disclosures

Baird Principal Group Management Company, LLC

Milwaukee, WI · Est. 2023

AUM: $84M
Per adviser: $42M
Advisers: 2

No reported disclosures

Baird Principal Group Management Company II, LLC

Milwaukee, WI · Est. 2018

AUM: $82M
Per adviser: $41M
Advisers: 2

No reported disclosures

Sims Capital Management LLC

Milwaukee, WI · Est. 2007

AUM: $56M
Per adviser: $28M
Advisers: 2

No reported disclosures

Anthony Capital Management, LLC

De Pere, WI · Est. 2021

AUM: $38M
Per adviser: $38M
Advisers: 1

No reported disclosures

Baird Principal Group Management Company I, LLC

Milwaukee, WI · Est. 2015

AUM: $22M
Per adviser: $11M
Advisers: 2

No reported disclosures

Etf Model Solutions, LLC

Appleton, WI · Est. 2015

AUM: $18M
Per adviser: $2M
Advisers: 10

No reported disclosures

Significance Capital Management LLC

Milwaukee, WI · Est. 2026

AUM: $4M
Per adviser: $2M
Advisers: 2

No reported disclosures

Baird Venture Partners Management Company III, LLC

Milwaukee, WI · Est. 2007

AUM: $1M
Per adviser: $662,000
Advisers: 2

No reported disclosures

Isectors, LLC

Appleton, WI · Est. 2008

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Francis LLC

Brookfield, WI · Est. 2004

AUM: —
Per adviser: —
Advisers: 20

No reported disclosures

Cmg Wealth Advisors LLC

Madison, WI · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Northwestern Mutual Investment Services,LLC

Milwaukee, WI · Est. 1971