RIAs in Wisconsin

289 RIAs headquartered in Wisconsin managing a combined $852B.

By city

MilwaukeeWisconsin56 FIRMS · $667B MadisonWisconsin39 FIRMS · $76.8B AppletonWisconsin24 FIRMS · $7.5B BrookfieldWisconsin18 FIRMS · $11.2B MequonWisconsin10 FIRMS · $4.8B MiddletonWisconsin9 FIRMS · $3.7B WaukeshaWisconsin9 FIRMS · $19.5B Green BayWisconsin8 FIRMS · $7.8B WausauWisconsin7 FIRMS · $1.4B West BendWisconsin6 FIRMS · $736M Elm GroveWisconsin4 FIRMS · $289M WauwatosaWisconsin4 FIRMS · $922M Eau ClaireWisconsin4 FIRMS · $219M De PereWisconsin4 FIRMS · $1.8B KenoshaWisconsin3 FIRMS · $189M La CrosseWisconsin3 FIRMS · $1.1B OshkoshWisconsin3 FIRMS · $406M PewaukeeWisconsin3 FIRMS · $811M Lake GenevaWisconsin3 FIRMS · $1.5B HartlandWisconsin3 FIRMS · $406M DelafieldWisconsin3 FIRMS · $432M FitchburgWisconsin3 FIRMS · $1.1B AltoonaWisconsin3 FIRMS · $10.6B NeenahWisconsin3 FIRMS · $5.1B Wisconsin RapidsWisconsin2 FIRMS · $138M ThiensvilleWisconsin2 FIRMS · $1.8B Stevens PointWisconsin2 FIRMS · $1.8B PloverWisconsin2 FIRMS · $330M VeronaWisconsin2 FIRMS · $1B MuskegoWisconsin1 FIRM · $126M Oak CreekWisconsin1 FIRM · $49.8M OnalaskaWisconsin1 FIRM · $176M PlattevilleWisconsin1 FIRM · $914M PlymouthWisconsin1 FIRM Port WashingtonWisconsin1 FIRM · $76.6M RhinelanderWisconsin1 FIRM · $11.3B River FallsWisconsin1 FIRM · $150M SharonWisconsin1 FIRM · $15M ShawanoWisconsin1 FIRM · $1.2B SheboyganWisconsin1 FIRM ShorewoodWisconsin1 FIRM · $13M Sister BayWisconsin1 FIRM · $292M Sun PrairieWisconsin1 FIRM · $158M SuperiorWisconsin1 FIRM · $68.1M Two RiversWisconsin1 FIRM · $36.1M WaterfordWisconsin1 FIRM · $39.8M WaunakeeWisconsin1 FIRM · $311M TomahWisconsin1 FIRM · $977M AmeryWisconsin1 FIRM · $8.8M BelgiumWisconsin1 FIRM · $159M CaledoniaWisconsin1 FIRM · $215M CedarburgWisconsin1 FIRM · $852M ColumbusWisconsin1 FIRM · $29M CrivitzWisconsin1 FIRM · $11.3M DousmanWisconsin1 FIRM · $19M East TroyWisconsin1 FIRM · $122M EvansvilleWisconsin1 FIRM · $159M GermantownWisconsin1 FIRM GreendaleWisconsin1 FIRM · $96.7M GreenfieldWisconsin1 FIRM · $87M Hales CornersWisconsin1 FIRM HaywardWisconsin1 FIRM · $2.2M HazelhurstWisconsin1 FIRM HobartWisconsin1 FIRM · $337M HortonvilleWisconsin1 FIRM · $1.1M HudsonWisconsin1 FIRM · $677M JacksonWisconsin1 FIRM JanesvilleWisconsin1 FIRM · $520M ManitowocWisconsin1 FIRM · $12.1M MarshfieldWisconsin1 FIRM · $227M McfarlandWisconsin1 FIRM · $174M MenashaWisconsin1 FIRM · $2.3M Menomonee FallsWisconsin1 FIRM · $582M Mineral PointWisconsin1 FIRM MishicotWisconsin1 FIRM · $148M MononaWisconsin1 FIRM · $1.3B

All RIAs in Wisconsin

Northwestern Mutual Investment Management Company, LLC

Milwaukee, WI

AUM $323BTEAM 246REPS 9

Artisan Partners Limited Partnership

Milwaukee, WI

AUM $184BTEAM 496REPS 13

Tidal Investments LLC

Milwaukee, WI

AUM $45.8BTEAM 207REPS 11

Trustage Investment Management

Madison, WI

AUM $39.5BTEAM 62REPS 31

Mason Street Advisors, LLC

Milwaukee, WI

AUM $39.1BTEAM 13REPS 6

National Investment Services Of America, LLC

Milwaukee, WI

AUM $16.3BTEAM 38REPS 23

Madison Investment Advisors, LLC

Madison, WI

AUM $13.8BTEAM 92REPS 29

Fiduciary Management, Inc.

Milwaukee, WI

AUM $11.4BTEAM 25REPS 7

Heck Capital Advisors, LLC

Rhinelander, WI

AUM $11.3BTEAM 30REPS 22

Johnson Wealth Inc.

Milwaukee, WI

AUM $10.3BTEAM 142REPS 75

Orgel Wealth Management, LLC

Altoona, WI

AUM $9.5BTEAM 79REPS 31

Annex Wealth Management, LLC

Brookfield, WI

AUM $8.1BTEAM 151REPS 99

Provident Trust Company

Waukesha, WI

AUM $6.9BTEAM 12REPS 10

Nicholas Co Inc

Milwaukee, WI

AUM $6.1BTEAM 16REPS 8

Dana Investment Advisors Inc

Waukesha, WI

AUM $6.1BTEAM 60REPS 28

Geneva Capital Management LLC

Milwaukee, WI

AUM $5.6BTEAM 20REPS 5

Madison Asset Management

Madison, WI

AUM $4.9BTEAM 92REPS 8

Baker Tilly Wealth Management, LLC

Madison, WI

AUM $4.6BTEAM 32REPS 30

Nicolet Wealth Management

Green Bay, WI

AUM $4.3BTEAM 75REPS 51

North Star Asset Management Inc

Neenah, WI

AUM $3.4BTEAM 19REPS 18

Thompson Investment Management, Inc.

Madison, WI

AUM $3.1BTEAM 17REPS 7

Resonant Capital Advisors, LLC

Madison, WI

AUM $3BTEAM 25REPS 14

Kellogg Asset Management, LLC

Green Bay, WI

AUM $2.9BTEAM 9REPS 10

Reinhart Partners, LLC

Mequon, WI

AUM $2.5BTEAM 16REPS 9

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