Investment adviser firms in Wisconsin
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
196 firms · Source months shown: July 2026 and August 2026
- 1492 CAPITAL MANAGEMENT, LLCCRD 148566 · MILWAUKEE, WI$274,626,922.00Regulatory AUM · August 2026
- 1834 INVESTMENT ADVISORS CO.CRD 105435 · MILWAUKEE, WI$2,196,582,334.00Regulatory AUM · August 2026
- ADVISORS MANAGEMENT GROUP INCCRD 113020 · LA CROSSE, WI$819,632,981.00Regulatory AUM · August 2026
- AFFILIATED FINANCIAL ADVISORS INCCRD 108154 · MILWAUKEE, WI$541,478,694.00Regulatory AUM · August 2026
- ALPHA INVESTMENT CONSULTING GROUP, LLCCRD 139721 · MILWAUKEE, WI$713,594,230.00Regulatory AUM · August 2026
- AMERICAN INVESTMENT ADVISORS INCCRD 104579 · MADISON, WI$137,877,247.00Regulatory AUM · August 2026
- ANNEX ADVISORY SERVICES, LLCCRD 127987 · BROOKFIELD, WI$8,050,023,961.00Regulatory AUM · August 2026
- ANTHONY CAPITAL MANAGEMENT, LLCCRD 312256 · DE PERE, WI$37,892,938.00Regulatory AUM · August 2026
- ARCATAUR CAPITAL MANAGEMENT LLCCRD 124663 · MILWAUKEE, WI$469,535,872.00Regulatory AUM · August 2026
- ARTISAN PARTNERS LIMITED PARTNERSHIPCRD 150114 · MILWAUKEE, WI$183,619,365,456.00Regulatory AUM · August 2026
- ASSOCIATED INVESTMENT SERVICES, INC.CRD 1464 · GREEN BAY, WI$1,169,239,099.00Regulatory AUM · August 2026
- ATLATL ADVISERS LLCCRD 284036 · MADISON, WI$392,672,491.00Regulatory AUM · August 2026
- AVAII WEALTH MANAGEMENT, LLCCRD 298165 · APPLETON, WI$602,750,772.00Regulatory AUM · August 2026
- BAIRD CAPITAL MANAGEMENT COMPANY, LLCCRD 323309 · MILWAUKEE, WI$737,854,000.00Regulatory AUM · August 2026
- BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLCCRD 269982 · MILWAUKEE, WI$22,409,000.00Regulatory AUM · August 2026
- BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLCCRD 292786 · MILWAUKEE, WI$81,729,000.00Regulatory AUM · August 2026
- BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLCCRD 326646 · MILWAUKEE, WI$83,749,000.00Regulatory AUM · August 2026
- BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLCCRD 145166 · MILWAUKEE, WI$1,324,000.00Regulatory AUM · August 2026
- BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLCCRD 168956 · MILWAUKEE, WI$252,060,000.00Regulatory AUM · August 2026
- BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLCCRD 298155 · MILWAUKEE, WI$195,158,000.00Regulatory AUM · August 2026
- BAKER TILLY WEALTH MANAGEMENT, LLCCRD 167811 · MADISON, WI$4,601,242,128.00Regulatory AUM · August 2026
- BEADELL A D INVESTMENT COUNSEL INCCRD 106946 · MEQUON, WI$250,005,853.00Regulatory AUM · August 2026
- BERNICKE WEALTH MANAGEMENT, LTD.CRD 335431 · ALTOONA, WI$887,394,335.00Regulatory AUM · August 2026
- BKM WEALTH MANAGEMENT, LLCCRD 323928 · BROOKFIELD, WI$651,842,387.00Regulatory AUM · August 2026
- BLACK MAPLE CAPITAL MANAGEMENT LPCRD 168385 · MILWAUKEE, WI$352,928,715.00Regulatory AUM · August 2026
- BLACKHAWK CAPITAL PARTNERS, LLCCRD 158020 · THIENSVILLE, WI$452,024,625.00Regulatory AUM · August 2026
- BOARDWALK FINANCIAL STRATEGIES LLCCRD 165048 · HARTLAND, WI$197,600,000.00Regulatory AUM · August 2026
- BREAKTHRU ADVISORY SERVICES, LLCCRD 332173 · MUSKEGO, WI$125,740,000.00Regulatory AUM · August 2026
- BROADVIEW FINANCIAL MANAGEMENT, LLCCRD 143550 · WAUWATOSA, WI$699,241,680.00Regulatory AUM · August 2026
- BUSKA WEALTH MANAGEMENT, LLCCRD 170627 · WAUSAU, WI$538,727,785.00Regulatory AUM · August 2026
- CALCULATED WEALTH LLCCRD 318985 · MADISON, WI$200,778,956.00Regulatory AUM · August 2026
- CAMPBELL NEWMAN ASSET MANAGEMENT INCCRD 107003 · MILWAUKEE, WI$1,442,362,896.00Regulatory AUM · August 2026
- CAPITAL INNOVATIONS, LLCCRD 145329 · WAUKESHA, WI$806,657,637.00Regulatory AUM · August 2026
- CAPITAL INVESTMENT SERVICES OF AMERICA INCCRD 110639 · MILWAUKEE, WI$1,314,238,097.00Regulatory AUM · August 2026
- CAPITAL WEALTH ADVISORS, LTD.CRD 155263 · WEST BEND, WI$126,107,540.00Regulatory AUM · August 2026
- CENTRAL WEALTH MANAGEMENT LLCCRD 293172 · MADISON, WI$136,834,321.00Regulatory AUM · August 2026
- CHARTER CAPITAL MANAGEMENT, LLCCRD 35919 · BROOKFIELD, WI$462,184,711.00Regulatory AUM · August 2026
- CLF ASSET MANAGEMENT, INC.CRD 284060 · MADISON, WI$146,884,969.00Regulatory AUM · August 2026
- CLIENT FIRST INVESTMENT MANAGEMENT LLCCRD 282600 · WEST BEND, WI$271,935,662.00Regulatory AUM · August 2026
- CMG WEALTH ADVISORS LLCCRD 340600 · MADISON, WINot availableRegulatory AUM · August 2026
- COAST ADVISORY LLCCRD 340229 · EAST TROY, WI$122,463,362.00Regulatory AUM · August 2026
- COLLAR CAPITAL MANAGEMENT, LLCCRD 152325 · APPLETON, WI$176,262,609.00Regulatory AUM · August 2026
- CONCEPTUAL FINANCIAL ADVISORS, LLCCRD 167513 · APPLETON, WI$189,909,772.00Regulatory AUM · August 2026
- COORDINATED CAPITAL SECURITIES, INC.CRD 14762 · FORT ATKINSON, WI$136,837,741.00Regulatory AUM · August 2026
- COPPER HARBOR INVESTMENT ADVISORS, LLCCRD 169978 · APPLETON, WI$805,000,000.00Regulatory AUM · August 2026
- CORNERSTONE ENTERPRISES, LLCCRD 324255 · APPLETON, WI$220,180,000.00Regulatory AUM · August 2026
- CUSHING CAPITAL PARTNERS, LLCCRD 313497 · DELAFIELD, WI$274,702,787.00Regulatory AUM · August 2026
- DANA INVESTMENT ADVISORS INCCRD 105879 · WAUKESHA, WI$6,076,522,387.00Regulatory AUM · August 2026
- DENALI WEALTH MANAGEMENT, INC.CRD 153323 · MEQUON, WI$226,122,000.00Regulatory AUM · August 2026
- DIVERSIFIED MANAGEMENT INCCRD 106680 · MILWAUKEE, WI$1,866,259,879.00Regulatory AUM · August 2026
- DRAKE & ASSOCIATES, LLCCRD 154854 · WAUKESHA, WI$607,255,901.00Regulatory AUM · August 2026
- ECIO, INC.CRD 301432 · MADISON, WI$395,623,696.00Regulatory AUM · August 2026
- ELITE RETIREMENT GROUP, INC.CRD 312178 · PLOVER, WI$168,368,263.00Regulatory AUM · July 2026
- ELITE WEALTH MANAGEMENT, INC.CRD 333159 · PLOVER, WI$161,422,447.00Regulatory AUM · August 2026
- ELLENBECKER INVESTMENT GROUP, INC.CRD 173851 · WAUKESHA, WI$2,062,688,555.00Regulatory AUM · August 2026
- ENDOWMENT WEALTH MANAGEMENT, INC.CRD 108652 · APPLETON, WI$609,222,636.00Regulatory AUM · August 2026
- ENRICH FINANCIAL PARTNERS LLCCRD 111234 · MADISON, WI$556,812,040.00Regulatory AUM · August 2026
- ENTASIS ASSET MANAGEMENT LLCCRD 282711 · BROOKFIELD, WI$197,878,899.00Regulatory AUM · August 2026
- ENVISION FINANCIAL LLCCRD 314365 · BROOKFIELD, WI$352,921,514.00Regulatory AUM · August 2026
- ERN FINANCIAL, LLCCRD 297717 · MIDDLETON, WI$1,153,857,864.00Regulatory AUM · August 2026
- ESTATE COUNSELORS, LLCCRD 123452 · THIENSVILLE, WI$1,345,777,922.00Regulatory AUM · August 2026
- ETF MODEL SOLUTIONS, LLCCRD 168410 · APPLETON, WI$18,115,702.00Regulatory AUM · August 2026
- EVEXIA WEALTH, LLCCRD 323788 · STEVENS POINT, WI$386,112,934.00Regulatory AUM · August 2026
- FIDUCIARY MANAGEMENT, INC.CRD 109149 · MILWAUKEE, WI$11,359,924,535.00Regulatory AUM · August 2026
- FINANCIAL SERVICE GROUP INCCRD 107893 · MOUNT PLEASANT, WI$214,995,359.00Regulatory AUM · August 2026
- FINANCIAL STRATEGIES, INC.CRD 113097 · BROOKFIELD, WI$149,831,208.00Regulatory AUM · August 2026
- FORM WEALTH ADVISORS, LLCCRD 326519 · LAKE GENEVA, WI$1,055,571,284.00Regulatory AUM · August 2026
- FORTRESS PLANNING GROUP, LLCCRD 157900 · PEWAUKEE, WI$345,296,879.00Regulatory AUM · August 2026
- FRANCIS LLCCRD 130687 · BROOKFIELD, WINot availableRegulatory AUM · August 2026
- FRIEDLANDER & CO INCCRD 105150 · MILWAUKEE, WI$564,847,487.00Regulatory AUM · August 2026
- GATEWAY WEALTH PARTNERS, LLCCRD 322789 · APPLETON, WI$2,278,835,584.00Regulatory AUM · August 2026
- GENEVA CAPITAL MANAGEMENT LLCCRD 105432 · MILWAUKEE, WI$5,604,553,098.00Regulatory AUM · August 2026
- GENEVA PARTNERS, LLCCRD 130768 · LAKE GENEVA, WI$423,600,853.00Regulatory AUM · August 2026
- GLOBAL VALUE INVESTMENT CORPORATIONCRD 144260 · MILWAUKEE, WI$225,627,462.00Regulatory AUM · August 2026
- GLOBAL VIEW CAPITAL MANAGEMENT LLCCRD 158292 · WAUKESHA, WI$775,151,544.00Regulatory AUM · August 2026
- GOLDSTEIN ADVISORS, LLCCRD 323125 · MADISON, WI$1,079,309,444.00Regulatory AUM · August 2026
- GOOGINS ADVISORS, INC.CRD 13985 · MIDDLETON, WI$501,043,111.00Regulatory AUM · August 2026
- GRANITE FINANCIAL GROUP, LLCCRD 168675 · BROOKFIELD, WI$186,200,000.00Regulatory AUM · August 2026
- H. C. DENISON CO.CRD 1628 · SHEBOYGAN, WI$310,044,598.00Regulatory AUM · August 2026
- HAMMES REALTY ADVISORS, LLCCRD 165693 · MILWAUKEE, WI$2,020,277,795.00Regulatory AUM · August 2026
- HARBOUR INVESTMENTS, INC.CRD 19258 · MADISON, WI$9,599,102,688.00Regulatory AUM · August 2026
- HEARTLAND ADVISORS, INC.CRD 29433 · MILWAUKEE, WI$1,920,597,980.00Regulatory AUM · August 2026
- HECK CAPITAL ADVISORS, LLCCRD 143848 · RHINELANDER, WI$11,311,723,809.00Regulatory AUM · August 2026
- HOFF BROTHERS, LLCCRD 301001 · WAUSAU, WI$177,496,508.00Regulatory AUM · August 2026
- IAG WEALTH PARTNERS, LLCCRD 109721 · WAUKESHA, WI$1,868,964,951.00Regulatory AUM · August 2026
- INDEPENDENT WEALTH MANAGEMENT LLCCRD 146633 · KENOSHA, WI$107,087,243.00Regulatory AUM · August 2026
- INTRINSIC INVESTORS LLCCRD 111968 · WAUWATOSA, WI$129,418,311.00Regulatory AUM · August 2026
- INVESTMENT PROFESSIONALS, LLCCRD 282495 · WAUNAKEE, WI$311,000,000.00Regulatory AUM · August 2026
- ISECTORS, LLCCRD 147589 · APPLETON, WINot availableRegulatory AUM · August 2026
- ISTHMUS PARTNERS, LLCCRD 171279 · MADISON, WI$1,438,537,516.00Regulatory AUM · August 2026
- JACOBSON & SCHMITT ADVISORS, LLCCRD 140431 · MIDDLETON, WI$676,435,703.00Regulatory AUM · August 2026
- JANSEN WEALTH MANAGEMENT LLCCRD 317824 · ALTOONA, WI$132,294,100.00Regulatory AUM · August 2026
- JOHN F SUBY WEALTH MANAGEMENT LLCCRD 150824 · MADISON, WI$464,881,240.00Regulatory AUM · August 2026
- JOHNSON WEALTH INC.CRD 125557 · MILWAUKEE, WI$10,348,426,272.00Regulatory AUM · August 2026
- KCD FINANCIAL, INC.CRD 127473 · GREEN BAY, WI$202,092,404.00Regulatory AUM · August 2026
- KELLOGG ASSET MANAGEMENT, LLCCRD 150031 · GREEN BAY, WI$2,858,584,767.00Regulatory AUM · August 2026
- KERBERROSE WEALTH MANAGEMENT, LLCCRD 168787 · SHAWANO, WI$1,155,164,256.00Regulatory AUM · August 2026
- KLCM ADVISORS, INC.CRD 107847 · MILWAUKEE, WI$1,876,936,306.00Regulatory AUM · August 2026
- KOM WEALTH MANAGEMENT GROUP, LLCCRD 142682 · APPLETON, WI$407,783,808.00Regulatory AUM · August 2026
- KULT WEALTH MANAGEMENT GROUP, LLCCRD 126740 · BROOKFIELD, WI$135,083,000.00Regulatory AUM · August 2026