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Investment advisers in Wisconsin

196 SEC-registered advisers with a main office in Wisconsin, ordered by regulatory AUM.
FirmCityReg. AUMFunds
Members Capital Advisors, Inc.Madison$37.25B6
Mason Street Advisors, LLCMilwaukee$35.04B
Tidal Investments LLCMilwaukee$27.26B
Fiduciary Management, Inc.Milwaukee$14.98B
Madison Investment Advisors, LLCMadison$13.35B
National Investment Services of America, LLCMilwaukee$12.91B11
Heck Capital Advisors, LLCRhinelander$9.67B
Johnson Wealth Inc.Milwaukee$9.11B
Orgel Wealth Management, LLCAltoona$8.06B
Harbour Investments, Inc.Madison$7.57B
Annex Advisory Services, LLCBrookfield$6.95B
Provident Trust CompanyWaukesha$6.62B
Nicholas Co IncMilwaukee$6.32B
Geneva Capital Management LLCMilwaukee$6.2B
Dana Investment Advisors IncWaukesha$5.76B
Madison Asset Management, LLCMadison$5.18B
Baker Tilly Wealth Management, LLCMadison$4.6B
Nicolet Advisory Services, LLCGreen Bay$3.85B
North Star Asset Management IncNeenah$3.08B
Thompson Investment Management, Inc.Madison$2.66B
Kellogg Asset Management, LLCGreen Bay$2.65B
Resonant Capital Advisors, LLCMadison$2.22B
Mason Wells, Inc.Milwaukee$1.93B4
Reinhart Partners, LLCMequon$1.91B
Heartland Advisors, Inc.Milwaukee$1.89B
Hammes Realty Advisors, LLCMilwaukee$1.81B5
Ellenbecker Investment Group, Inc.Waukesha$1.73B
Landaas & Company, LLCMilwaukee$1.72B
Diversified Management IncMilwaukee$1.69B
Operose Advisors LLCMilwaukee$1.6B1
Iag Wealth Partners, LLCWaukesha$1.59B
Schaper Benz & Wise Investment Counsel IncNeenah$1.57B
Ern Financial, LLCMiddleton$1.47B
Klcm Advisors, Inc.Milwaukee$1.46B
Sentry Investment Management, L.L.C.Stevens Point$1.4B
N.e.w. Advisory Services, LLCDe Pere$1.34B
Capital Investment Services of America IncMilwaukee$1.31B
Isthmus Partners, LLCMadison$1.3B
Campbell Newman Asset Management IncMilwaukee$1.29B
Gateway Wealth Partners, LLCAppleton$1.25B
Estate Counselors, LLCThiensville$1.14B
Uniplan Investment Counsel, Inc.Milwaukee$1.12B
Madison Wealth Partners, Inc.Madison$1.09B
1834 Investment Advisors Co.Milwaukee$1.03B
Associated Investment Services, Inc.Green Bay$1B
Goldstein Advisors, LLCMadison$943.4M
Form Wealth Advisors, LLCLake Geneva$932.3M
Oarsman Capital, IncMilwaukee$926.8M
Kerberrose Wealth Management, LLCShawano$909.8M
Packerland Brokerage Services, Inc.Green Bay$909.5M
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