Investment adviser firms in Wisconsin · Page 2
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
- LA CROSSE FINANCIAL PLANNING INC.CRD 313361 · ONALASKA, WI$175,656,748.00Regulatory AUM · August 2026
- LANDAAS & COMPANY, LLCCRD 47487 · MILWAUKEE, WI$1,926,588,387.00Regulatory AUM · August 2026
- LASALLE INVESTMENT ADVISORS, INC.CRD 109303 · PEWAUKEE, WI$133,609,468.00Regulatory AUM · August 2026
- LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLCCRD 281302 · MADISON, WI$115,343,421.00Regulatory AUM · August 2026
- LEVERTY FINANCIAL GROUP, LLCCRD 310258 · HUDSON, WI$676,836,895.00Regulatory AUM · August 2026
- LIBERTY FINANCIAL GROUP, INC.CRD 111272 · ELM GROVE, WI$194,317,321.00Regulatory AUM · August 2026
- MACCO FINANCIAL GROUP, INC.CRD 337398 · GREEN BAY, WI$277,794,920.00Regulatory AUM · August 2026
- MADISON ASSET MANAGEMENT, LLCCRD 130874 · MADISON, WI$4,862,471,814.00Regulatory AUM · August 2026
- MADISON INVESTMENT ADVISORS, LLCCRD 110297 · MADISON, WI$13,839,469,496.00Regulatory AUM · August 2026
- MADISON WEALTH PARTNERS, INC.CRD 305824 · MADISON, WI$1,303,110,029.00Regulatory AUM · August 2026
- MARIETTA INVESTMENT PARTNERS, LLCCRD 108479 · MILWAUKEE, WI$683,744,825.00Regulatory AUM · August 2026
- MASON STREET ADVISORS, LLCCRD 114085 · MILWAUKEE, WI$39,079,170,300.00Regulatory AUM · August 2026
- MASON WELLS, INC.CRD 173069 · MILWAUKEE, WI$1,420,286,011.00Regulatory AUM · August 2026
- MBE WEALTH MANAGEMENT, LLCCRD 165516 · TOMAH, WI$977,101,000.00Regulatory AUM · August 2026
- MCGLONE SUTTNER WEALTH MANAGEMENT, INC.CRD 149830 · APPLETON, WI$1,005,855,882.00Regulatory AUM · August 2026
- MCKINLEY MONEY, LLCCRD 145571 · EAU-CLAIRE, WI$163,729,560.00Regulatory AUM · August 2026
- MEMBERS CAPITAL ADVISORS, INC.CRD 105960 · MADISON, WI$39,459,580,809.00Regulatory AUM · August 2026
- MENDOTA FINANCIAL GROUP, LLCCRD 136294 · MADISON, WI$254,196,000.00Regulatory AUM · August 2026
- MIDWEST PROFESSIONAL PLANNERS, LTD.CRD 112995 · WAUSAU, WI$649,341,666.00Regulatory AUM · August 2026
- MILBORN ADVISORS, LTDCRD 291305 · MILWAUKEE, WI$107,692,612.00Regulatory AUM · August 2026
- MILESTONE INVESTMENT ADVISORS, LLCCRD 168429 · MIDDLETON, WI$877,604,545.00Regulatory AUM · August 2026
- MLG FUND MANAGER LLCCRD 335692 · BROOKFIELD, WI$143,562,286.00Regulatory AUM · August 2026
- MORGAN DEMPSEY CAPITAL MANAGEMENT LLCCRD 106288 · MILWAUKEE, WI$252,255,333.00Regulatory AUM · August 2026
- MORGAN-ALY WEALTH MANAGEMENT, LLCCRD 328483 · WAUKESHA, WI$105,268,201.00Regulatory AUM · August 2026
- MUELLER WEALTH, LLCCRD 306943 · MISHICOT, WI$148,102,768.00Regulatory AUM · August 2026
- N.E.W. ADVISORY SERVICES, LLCCRD 290405 · DE PERE, WI$1,601,996,307.00Regulatory AUM · August 2026
- NATIONAL INVESTMENT SERVICES OF AMERICA, LLCCRD 307169 · MILWAUKEE, WI$16,252,169,000.00Regulatory AUM · August 2026
- NEUENSCHWANDER ASSET MANAGEMENT, LLCCRD 125179 · MCFARLAND, WI$173,511,055.00Regulatory AUM · August 2026
- NICHOLAS CO INCCRD 108347 · MILWAUKEE, WI$6,076,875,451.00Regulatory AUM · August 2026
- NICOLET ADVISORY SERVICES, LLCCRD 283940 · GREEN BAY, WI$4,293,915,904.00Regulatory AUM · August 2026
- NORTH STAR ASSET MANAGEMENT INCCRD 106489 · NEENAH, WI$3,351,878,334.00Regulatory AUM · August 2026
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLCCRD 307865 · MILWAUKEE, WI$323,078,339,738.00Regulatory AUM · August 2026
- NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCCRD 2881 · MILWAUKEE, WINot availableRegulatory AUM · August 2026
- OARSMAN CAPITAL, INCCRD 109993 · MILWAUKEE, WI$1,166,995,377.00Regulatory AUM · August 2026
- OMNI FINANCIAL LLCCRD 314670 · MADISON, WI$116,910,095.00Regulatory AUM · August 2026
- OPEROSE ADVISORS LLCCRD 287465 · MILWAUKEE, WI$2,038,167,082.00Regulatory AUM · August 2026
- ORGEL WEALTH MANAGEMENT, LLCCRD 168219 · ALTOONA, WI$9,548,675,912.00Regulatory AUM · August 2026
- P. J. SCHMIDT INVESTMENT MANAGEMENT, INCCRD 104701 · CEDARBURG, WI$852,009,988.00Regulatory AUM · August 2026
- PACKERLAND BROKERAGE SERVICES, INC.CRD 37031 · GREEN BAY, WI$1,358,224,265.00Regulatory AUM · August 2026
- PALADIN PARTNERS, LLCCRD 132024 · HARTLAND, WI$198,517,308.00Regulatory AUM · August 2026
- PARK CAPITAL MANAGEMENT, LLCCRD 158965 · MADISON, WI$867,986,072.00Regulatory AUM · August 2026
- PAVLIC INVESTMENT ADVISORS, INC.CRD 111246 · DELAFIELD, WI$108,843,269.00Regulatory AUM · August 2026
- PLUS GROUP WEALTH ADVISORS, LLCCRD 300714 · BELGIUM, WI$158,861,208.00Regulatory AUM · August 2026
- POEHLING CAPITAL MANAGEMENT, INC.CRD 131668 · MADISON, WI$591,270,000.00Regulatory AUM · August 2026
- PORTFOLIO DESIGN SERVICES, LLCCRD 131506 · RIVER FALLS, WI$149,734,832.00Regulatory AUM · August 2026
- PROFESSIONAL FINANCIAL MANAGEMENT, INC.CRD 154016 · APPLETON, WI$115,520,555.00Regulatory AUM · August 2026
- PROVIDENT TRUST COMPANYCRD 110118 · WAUKESHA, WI$6,858,453,576.00Regulatory AUM · August 2026
- RAMIAH INVESTMENT GROUP, INC.CRD 130919 · BROOKFIELD, WI$283,307,890.00Regulatory AUM · August 2026
- REINHART PARTNERS, LLCCRD 106432 · MEQUON, WI$2,470,608,736.00Regulatory AUM · August 2026
- RESONANT CAPITAL ADVISORS, LLCCRD 298451 · MADISON, WI$2,955,062,146.00Regulatory AUM · August 2026
- RETIREMENT INCOME STRATEGIES, LLCCRD 318052 · EVANSVILLE, WI$159,021,823.00Regulatory AUM · August 2026
- RETIREMENT WEALTH SOLUTIONS LLCCRD 317253 · MARSHFIELD, WI$226,991,000.00Regulatory AUM · August 2026
- REVIEW SERVICES INCCRD 110277 · BROOKFIELD, WI$227,354,914.00Regulatory AUM · August 2026
- RIA SERVICES, LLCCRD 281520 · WEST BEND, WI$276,097,524.00Regulatory AUM · August 2026
- RICHARDSON CAPITAL MANAGEMENT, LLCCRD 130985 · MENOMONEE FALLS, WI$582,209,509.00Regulatory AUM · August 2026
- RICHMOND INVESTMENT SERVICES LLCCRD 327451 · MEQUON, WI$453,210,055.00Regulatory AUM · August 2026
- RIVER1 ASSET MANAGEMENT LLCCRD 329230 · MILWAUKEE, WI$107,816,345.00Regulatory AUM · August 2026
- RIVERWATER PARTNERS LLCCRD 283540 · MILWAUKEE, WI$660,866,025.00Regulatory AUM · August 2026
- RMG WEALTH MANAGEMENT, LLCCRD 310363 · PLATTEVILLE, WI$913,963,492.00Regulatory AUM · August 2026
- ROBERT W. BAIRD & CO. INCORPORATEDCRD 8158 · MILWAUKEE, WI$394,068,801,480.00Regulatory AUM · August 2026
- SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLCCRD 319298 · LA CROSSE, WI$236,437,421.00Regulatory AUM · August 2026
- SCHAPER BENZ & WISE INVESTMENT COUNSEL INCCRD 107630 · NEENAH, WI$1,761,356,913.00Regulatory AUM · August 2026
- SENTINEL ADVISORY GROUP, LLCCRD 338121 · MIDDLETON, WI$320,751,824.00Regulatory AUM · August 2026
- SENTRY INVESTMENT MANAGEMENT, L.L.C.CRD 105176 · STEVENS POINT, WI$1,434,035,455.00Regulatory AUM · August 2026
- SHAKESPEARE WEALTH MANAGEMENT, LLCCRD 111950 · PEWAUKEE, WI$641,889,541.00Regulatory AUM · August 2026
- SIGNIFICANCE CAPITAL MANAGEMENT LLCCRD 331940 · MILWAUKEE, WI$3,835,474.00Regulatory AUM · August 2026
- SIMS CAPITAL MANAGEMENT LLCCRD 129398 · MILWAUKEE, WI$56,393,178.00Regulatory AUM · August 2026
- SKYLANDS CAPITAL, LLCCRD 131183 · MILWAUKEE, WI$746,529,233.00Regulatory AUM · August 2026
- SPECTRUM INVESTMENT ADVISORS, INC.CRD 108669 · MEQUON, WI$1,064,561,205.00Regulatory AUM · August 2026
- STERLING CAPITAL MANAGEMENT INCCRD 106822 · BROOKFIELD, WI$296,946,819.00Regulatory AUM · August 2026
- STONEHAVEN WEALTH & TAX SOLUTIONS, LLCCRD 332731 · APPLETON, WI$168,219,428.00Regulatory AUM · August 2026
- SUGAR MAPLE ASSET MANAGEMENT, LLCCRD 282632 · SISTER BAY, WI$291,512,235.00Regulatory AUM · August 2026
- SULLIVAN INVESTMENT MANAGEMENT LLCCRD 289217 · WISCONSIN RAPIDS, WI$111,800,000.00Regulatory AUM · August 2026
- SUMNICHT & ASSOCIATES, LLCCRD 111421 · APPLETON, WI$107,891,921.00Regulatory AUM · August 2026
- SYCAMORE INVESTMENT CONSULTING SERVICES, LLCCRD 125081 · MADISON, WI$159,553,914.00Regulatory AUM · August 2026
- T. ANTON INVESTMENT HOUSE, INC.CRD 174970 · MADISON, WI$366,642,843.00Regulatory AUM · August 2026
- THE KIECKHEFER GROUP LLCCRD 331128 · MEQUON, WI$240,822,533.00Regulatory AUM · August 2026
- THE MILWEALTH GROUP, LLCCRD 108931 · MILWAUKEE, WI$496,900,624.00Regulatory AUM · August 2026
- THOMPSON INVESTMENT MANAGEMENT, INC.CRD 129609 · MADISON, WI$3,084,417,000.00Regulatory AUM · August 2026
- TIDAL INVESTMENTS LLCCRD 164201 · MILWAUKEE, WI$45,829,212,449.00Regulatory AUM · August 2026
- TITLETOWN WEALTH MANAGEMENT, LLCCRD 307752 · GREEN BAY, WI$150,280,357.00Regulatory AUM · August 2026
- TRANSCEND ADVISOR GROUP, LLCCRD 311746 · MILWAUKEE, WI$253,195,518.00Regulatory AUM · August 2026
- UNCOMMON CENTS INVESTING, INCCRD 290105 · JANESVILLE, WI$519,598,466.00Regulatory AUM · August 2026
- UNIPLAN INVESTMENT COUNSEL, INC.CRD 154718 · MILWAUKEE, WI$330,460,396.00Regulatory AUM · August 2026
- VALLEY WEALTH MANAGEMENT LLCCRD 327845 · OSHKOSH, WI$111,533,034.00Regulatory AUM · August 2026
- VERUS WEALTH MANAGEMENT, LLCCRD 323130 · DE PERE, WI$143,077,574.00Regulatory AUM · August 2026
- VESTURA, LLCCRD 142926 · HOBART, WI$336,749,300.00Regulatory AUM · August 2026
- WALKNER CONDON FINANCIAL ADVISORS LLCCRD 160109 · VERONA, WI$1,031,180,911.00Regulatory AUM · August 2026
- WALLEYE PARTNERS LLCCRD 333435 · MADISON, WI$276,678,000.00Regulatory AUM · August 2026
- WARNKE/NICHOLS LTD.CRD 112181 · DELAFIELD, WI$159,976,325.00Regulatory AUM · July 2026
- WEA FINANCIAL ADVISORS, INC.CRD 144919 · MADISON, WI$507,804,171.00Regulatory AUM · August 2026
- WINCH ADVISORY SERVICES, LLCCRD 110194 · APPLETON, WI$580,178,144.00Regulatory AUM · August 2026
- WINDWARD WEALTH STRATEGIES, INC.CRD 175126 · OSHKOSH, WI$251,236,133.00Regulatory AUM · August 2026
- WISCONSIN CAPITAL MANAGEMENT, LLCCRD 110394 · MADISON, WI$256,585,053.00Regulatory AUM · August 2026
- WISCONSIN WEALTH ADVISORS, LLCCRD 145946 · SUN PRAIRIE, WI$157,595,325.00Regulatory AUM · August 2026
- YAHARA WEALTH MANAGEMENT LLCCRD 168325 · MADISON, WI$112,048,767.00Regulatory AUM · August 2026