Top RIA Firms in Wisconsin (2026)

    40 SEC-registered investment advisory firms headquartered in Wisconsin — a combined $1.2T in assets under management, led by Robert W. Baird & Co. Incorporated in Milwaukee. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.

    Robert W. Baird & Co. Incorporated
    Milwaukee
    AUM $394.1B · 367,123 accounts
    Northwestern Mutual Investment Management Company, LLC
    Milwaukee
    AUM $323.1B · 32 accounts
    Artisan Partners Limited Partnership
    Milwaukee
    AUM $183.6B · 255 accounts
    Tidal Investments LLC
    Milwaukee
    AUM $45.8B · 491 accounts
    Trustage Investment Management
    Madison
    AUM $39.5B · 349 accounts
    Mason Street Advisors, LLC
    Milwaukee
    AUM $39.1B · 34 accounts
    National Investment Services of America, LLC
    Milwaukee
    AUM $16.3B · 360 accounts
    Madison Investment Advisors, LLC
    Madison
    AUM $13.8B · 16,164 accounts
    Fiduciary Management, Inc.
    Milwaukee
    AUM $11.4B · 577 accounts
    Heck Capital Advisors, LLC
    Rhinelander
    AUM $11.3B · 4,004 accounts
    Johnson Wealth Inc.
    Milwaukee
    AUM $10.3B · 6,701 accounts
    Harbour Investments, Inc.
    Madison
    AUM $9.6B · 44,629 accounts
    Orgel Wealth Management, LLC
    Altoona
    AUM $9.5B · 10,680 accounts
    Annex Wealth Management, LLC
    Brookfield
    AUM $8.1B · 22,003 accounts
    Provident Trust Company
    Waukesha
    AUM $6.9B · 1,037 accounts
    Nicholas Co Inc
    Milwaukee
    AUM $6.1B · 13 accounts
    Dana Investment Advisors Inc
    Waukesha
    AUM $6.1B · 3,979 accounts
    Geneva Capital Management LLC
    Milwaukee
    AUM $5.6B · 4,049 accounts
    Madison Asset Management
    Madison
    AUM $4.9B · 36 accounts
    Baker Tilly Wealth Management, LLC
    Madison
    AUM $4.6B · 2,165 accounts
    Nicolet Wealth Management
    Green Bay
    AUM $4.3B · 9,812 accounts
    North Star Asset Management Inc
    Neenah
    AUM $3.4B · 3,554 accounts
    Thompson Investment Management, Inc.
    Madison
    AUM $3.1B · 941 accounts
    Resonant Capital Advisors, LLC
    Madison
    AUM $3B · 2,816 accounts
    Kellogg Asset Management, LLC
    Green Bay
    AUM $2.9B · 104 accounts
    Reinhart Partners, LLC
    Mequon
    AUM $2.5B · 217 accounts
    Gateway Wealth Partners, LLC
    Appleton
    AUM $2.3B · 10,635 accounts
    1834 Investment Advisors Co.
    Milwaukee
    AUM $2.2B · 966 accounts
    Ellenbecker Investment Group
    Waukesha
    AUM $2.1B · 2,287 accounts
    Operose Advisors LLC
    Milwaukee
    AUM $2B · 1,655 accounts
    Hammes Realty Advisors, LLC
    Milwaukee
    AUM $2B · 5 accounts
    Landaas & Company
    Milwaukee
    AUM $1.9B · 4,098 accounts
    Heartland Advisors, Inc.
    Milwaukee
    AUM $1.9B · 93 accounts
    Klcm Advisors, Inc.
    Milwaukee
    AUM $1.9B · 637 accounts
    Iag Wealth Partners, LLC
    Waukesha
    AUM $1.9B · 6,310 accounts
    Diversified Management Inc
    Milwaukee
    AUM $1.9B · 1,650 accounts
    Schaper Benz & Wise Investment Counsel Inc
    Neenah
    AUM $1.8B · 1,077 accounts
    N.e.w. Advisory Services, LLC
    DE Pere
    AUM $1.6B · 9,375 accounts
    Campbell Newman Asset Management Inc
    Milwaukee
    AUM $1.4B · 1,475 accounts
    Isthmus Partners, LLC
    Madison
    AUM $1.4B · 1,894 accounts

    How many RIA firms are in this Wisconsin directory?

    This directory covers the 40 largest SEC-registered investment advisory firms headquartered in Wisconsin, ranked by regulatory assets under management from SEC Form ADV filings.

    What is the largest RIA firm in Wisconsin?

    By regulatory assets under management, the largest firm in this Wisconsin directory is Robert W. Baird & Co. Incorporated, headquartered in Milwaukee, with approximately $394.1B in AUM.

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