Adviser Record

Investment advisers in WI

195 SEC-registered firms · $1.26 trillion in regulatory assets · 22 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
1492 Capital Management, LLCMilwaukee$274.6 million0
1834 Investment Advisors Co.Milwaukee$2.20 billion0
401k Investment ProfessionalsWaunakee$311.0 million0
Advisors Management Group IncLa Crosse$819.6 million0
Affiliated Financial Advisors IncMilwaukee$541.5 million0
Alpha Investment Consulting Group, LLCMilwaukee$713.6 million0
American Investment Advisors IncMadison$137.9 million0
Annex Wealth Management, LLCBrookfield$8.05 billion0
Anthony Capital Management, LLCDe Pere$37.9 million0
Arcataur Capital Management LLCMilwaukee$469.5 million0
Artisan Partners Limited PartnershipMilwaukee$183.62 billion0
Associated Investment Services, Inc.Green Bay$1.17 billion2
Atlatl AdvisersMadison$392.7 million0
Avaii Wealth Management, LLCAppleton$602.8 million0
Baird Capital Management Company, LLCMilwaukee$737.9 million5
Baird Principal Group Management Company I, LLCMilwaukee$22.4 million5
Baird Principal Group Management Company Ii, LLCMilwaukee$81.7 million5
Baird Principal Group Management Company, LLCMilwaukee$83.7 million5
Baird Venture Partners Management Company Iii, LLCMilwaukee$1.3 million5
Baird Venture Partners Management Company Iv, LLCMilwaukee$252.1 million5
Baird Venture Partners Management Company V, LLCMilwaukee$195.2 million5
Baker Tilly Wealth Management, LLCMadison$5.19 billion0
Beadell a D Investment Counsel IncMequon$250.0 million0
Bernicke Wealth ManagementAltoona$887.4 million0
Bkm Wealth ManagementBrookfield$651.8 million0
Black Maple Capital Management LPMilwaukee$352.9 million0
Blackhawk Capital Partners, LLCThiensville$452.0 million0
Boardwalk Financial Strategies LLCHartland$197.6 million0
Breakthru Advisory Services, LLCMuskego$125.7 million0
Broadview Financial Management, LLCWauwatosa$699.2 million0
Brook CapitalBrookfield$283.3 million0
Buska Wealth Management, LLCWausau$538.7 million0
Calculated WealthMadison$200.8 million0
Campbell Newman Asset Management IncMilwaukee$1.44 billion0
Canopy Wealth ManagementMiddleton$1.15 billion0
Capital Innovations, LLCWaukesha$806.7 million0
Capital Investment Services of America IncMilwaukee$1.31 billion0
Capital Wealth Advisors, Ltd.West Bend$126.1 million0
Central Wealth Management LLCMadison$136.8 million0
Charter Capital Management, IncBrookfield$462.2 million0
Clf Asset Management, Inc.Madison$146.9 million0
Client First Investment Management LLCWest Bend$271.9 million0
Cmg Wealth Advisors LLCMadison$138.4 million0
Coast Advisory LLCEast Troy$122.5 million0
Collar Capital Management, LLCAppleton$176.3 million0
Conceptual Financial Advisors, LLCAppleton$189.9 million0
Coordinated Capital Securities, Inc.Fort Atkinson$136.8 million3
Copper Harbor Investment Advisors, LLCAppleton$805.0 million0
Cornerstone Financial GroupAppleton$220.2 million0
Cushing Capital Partners, LLCDelafield$274.7 million0
Cwp Private Wealth ManagementWest Bend$276.1 million1
Dana Investment Advisors IncWaukesha$6.08 billion0
Denali Wealth Management, Inc.Mequon$226.1 million0
Diversified Management IncMilwaukee$1.87 billion0
Drake & Associates, LLCWaukesha$607.3 million0
Ecio, Inc.Madison$395.6 million0
Elite Wealth Management, Inc.Plover$161.4 million0
Ellenbecker Investment GroupWaukesha$2.06 billion0
Endowment Wealth Management, Inc.Appleton$609.2 million0
Enrich Financial Partners LLCMadison$556.8 million0
Entasis Asset Management LLCBrookfield$197.9 million0
Envision Financial LLCBrookfield$352.9 million0
ETF Model Solutions, LLCAppleton$18.1 million0
Evexia Wealth, LLCStevens Point$386.1 million0
Fiduciary Financial Planning NetworkOnalaska$175.7 million0
Fiduciary Management, Inc.Milwaukee$11.36 billion0
Financial Service Group IncMount Pleasant$215.0 million0
Financial Strategies, Inc.Brookfield$149.8 million0
Form Wealth Advisors, LLCLake Geneva$1.06 billion0
Fortress Planning GroupPewaukee$345.3 million0
Francis LLCBrookfield$00
Friedlander & Co IncMilwaukee$564.8 million0
Gateway Wealth Partners, LLCAppleton$2.28 billion0
Geneva Capital Management LLCMilwaukee$5.60 billion0
Geneva Partners, LLCLake Geneva$423.6 million0
Global Value Investment CorporationMilwaukee$225.6 million0
Global View Capital Management LLCWaukesha$775.2 million0
Goldstein Advisors, LLCMadison$1.08 billion0
Googins Advisors, Inc.Middleton$501.0 million0
Granite Financial GroupBrookfield$186.2 million0
H. C. Denison Co.Sheboygan$310.0 million1
Hammes Realty Advisors, LLCMilwaukee$2.02 billion0
Harbour Investments, Inc.Madison$9.60 billion4
Heartland Advisors, Inc.Milwaukee$1.92 billion3
Heck Capital Advisors, LLCRhinelander$11.31 billion0
Hoff Private WealthWausau$177.5 million0
Iag Wealth Partners, LLCWaukesha$1.87 billion0
Intrinsic Investors LLCWauwatosa$129.4 million0
Iron Horse Asset Management LLCNeenah$00
Isectors, LLCAppleton$00
Isthmus Partners, LLCMadison$1.44 billion0
Jacobson & Schmitt Advisors, LLCMiddleton$676.4 million0
Jansen Wealth Management LLCAltoona$132.3 million0
John F Suby Wealth Management LLCMadison$464.9 million0
Johnson Wealth Inc.Milwaukee$10.35 billion0
Jordan Financial Life PlanningKenosha$107.1 million0
Kcd Financial, Inc.Green Bay$202.1 million4
Kellogg Asset Management, LLCGreen Bay$2.86 billion0
Kerberrose Wealth Management, LLCShawano$1.16 billion0
Klcm Advisors, Inc.Milwaukee$1.88 billion0
Kom Wealth Management Group, LLCAppleton$407.8 million0
Kult Wealth Management Group, LLCBrookfield$135.1 million0
Landaas & CompanyMilwaukee$1.93 billion4
Lasalle Investment Advisors, Inc.Pewaukee$133.6 million0
Leach, Bickmore & Weiss Wealth Management, LLCMadison$115.3 million0
Leverty Financial Group, LLCHudson$676.8 million0
Liberty Financial Group, Inc.Elm Grove$194.3 million0
Macco Financial Group, Inc.Green Bay$277.8 million0
Madison Asset ManagementMadison$4.86 billion0
Madison Investment Advisors, LLCMadison$13.84 billion0
Madison PartnersMadison$1.30 billion0
Marietta Investment Partners, LLCMilwaukee$683.7 million0
Mason Street Advisors, LLCMilwaukee$39.08 billion5
Mason Wells, Inc.Milwaukee$1.42 billion0
Mbe Wealth Management, LLCTomah$977.1 million0
Mcglone Suttner Wealth Management, Inc.Appleton$1.01 billion0
Mckinley Money, LLCEau-claire$163.7 million0
Mendota Financial Group, LLCMadison$254.2 million0
Midwest Professional Planners, Ltd.Wausau$649.3 million0
Milborn Advisors, LtdMilwaukee$107.7 million0
Milestone Investment Advisors, LLCMiddleton$877.6 million0
Mlg Fund Manager LLCBrookfield$143.6 million0
Morgan Dempsey Capital Management LLCMilwaukee$252.3 million0
Morgan-aly Wealth Management, LLCWaukesha$105.3 million0
Mueller WealthMishicot$148.1 million0
N.E.W. Advisory Services, LLCDe Pere$1.60 billion0
National Investment Services of America, LLCMilwaukee$16.25 billion0
Neuenschwander Asset Management, LLCMcfarland$173.5 million0
Nicholas Co IncMilwaukee$6.08 billion0
Nicolet Wealth ManagementGreen Bay$4.29 billion0
North Star Asset Management IncNeenah$3.35 billion0
Northwestern Mutual Investment Management Company, LLCMilwaukee$323.08 billion5
Northwestern Mutual Investment Services,llcMilwaukee$06
Oarsman Capital, IncMilwaukee$1.17 billion0
Omni Financial LLCMadison$116.9 million0
Operose Advisors LLCMilwaukee$2.04 billion0
Orgel Wealth Management, LLCAltoona$9.55 billion0
Packerland Brokerage Services, Inc.Green Bay$1.36 billion8
Paladin PartnersHartland$198.5 million0
Park Capital Management, LLCMadison$868.0 million0
Pavlic Investment Advisors, Inc.Delafield$108.8 million0
Pjs Investment ManagementCedarburg$852.0 million0
Plus Group Wealth Advisors, LLCBelgium$158.9 million0
Poehling Capital Management, Inc.Madison$591.3 million0
Portfolio Design Services, LLCRiver Falls$149.7 million0
Professional Financial Management, Inc.Appleton$115.5 million0
Provident Trust CompanyWaukesha$6.86 billion0
Reinhart Partners, LLCMequon$2.47 billion0
Resonant Capital Advisors, LLCMadison$2.96 billion0
Retirement Income Strategies, LLCEvansville$159.0 million0
Retirement Wealth Solutions LLCMarshfield$227.0 million0
Review Services IncBrookfield$227.4 million0
Richardson Capital Management, LLCMenomonee Falls$582.2 million0
Richmond Investment Services LLCMequon$453.2 million0
River1 Asset Management LLCMilwaukee$107.8 million0
Riverwater Partners LLCMilwaukee$660.9 million0
Robert W. Baird & Co. IncorporatedMilwaukee$394.07 billion8
Rosemeyer Management GroupPlatteville$914.0 million0
Schamberger, Greylak & Utterback Wealth Management, LLCLa Crosse$236.4 million0
Schaper Benz & Wise Investment Counsel IncNeenah$1.76 billion0
Sentinel Advisory Group, LLCMiddleton$320.8 million0
Sentry Investment Management, L.L.C.Stevens Point$1.43 billion0
Shakespeare Wealth Management, LLCPewaukee$641.9 million0
Significance Capital Management LLCMilwaukee$3.8 million0
Sims Capital Management LLCMilwaukee$56.4 million0
Skylands Capital, LLCMilwaukee$746.5 million0
Spectrum Investment Advisors, Inc.Mequon$1.06 billion0
Sterling Capital Management IncBrookfield$296.9 million0
Stonehaven Wealth & Tax SolutionsAppleton$168.2 million0
Sugar Maple Asset Management, LLCSister Bay$291.5 million0
Sullivan Investment Management LLCWisconsin Rapids$111.8 million0
Sumnicht & Associates, LLCAppleton$107.9 million0
Sycamore Investment Consulting Services, LLCMadison$159.6 million0
T. Anton Investment House, Inc.Madison$366.6 million0
The Kieckhefer GroupMequon$240.8 million0
The Milwaukee CompanyThiensville$1.35 billion0
The Milwealth Group, LLCMilwaukee$496.9 million0
Thompson Investment Management, Inc.Madison$3.08 billion0
Tidal Investments LLCMilwaukee$45.83 billion0
Titletown Wealth Management, LLCGreen Bay$150.3 million0
Transcend Advisor Group, LLCMilwaukee$253.2 million0
Trustage Investment ManagementMadison$39.46 billion2
Uncommon Cents InvestingJanesville$519.6 million0
Uniplan Investment Counsel, Inc.Milwaukee$330.5 million0
Valley Wealth ManagementOshkosh$111.5 million0
Verus Wealth ManagementDe Pere$143.1 million0
Vestura, LLCHobart$336.7 million0
Walkner Condon Financial Advisors LLCVerona$1.03 billion0
Walleye Partners LLCMadison$276.7 million0
Wea Financial Advisors, Inc.Madison$507.8 million0
Winch FinancialAppleton$580.2 million0
Windward Wealth Strategies, Inc.Oshkosh$251.2 million0
Wisconsin Capital Management, LLCMadison$293.6 million2
Wisconsin Wealth Advisors, LLCSun Prairie$157.6 million0
Yahara Wealth Management LLCMadison$112.0 million0