RIAs in Wisconsin

290 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 DE PEREWisconsin4 FIRMS · $1.8B WAUWATOSAWisconsin4 FIRMS · $922M ELM GROVEWisconsin4 FIRMS · $289M DELAFIELDWisconsin4 FIRMS · $592M EAU CLAIREWisconsin4 FIRMS · $219M KENOSHAWisconsin3 FIRMS · $189M LA CROSSEWisconsin3 FIRMS · $1.1B OSHKOSHWisconsin3 FIRMS · $406M PEWAUKEEWisconsin3 FIRMS · $811M LAKE GENEVAWisconsin3 FIRMS · $1.5B HARTLANDWisconsin3 FIRMS · $406M 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 21

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 97

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 15

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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