Research Report · 2026-06-30
Largest Registered Investment Advisers in Wisconsin
Wisconsin SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
205
Total AUM
$1.26T
Median AUM
$392.7M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | KOM WEALTH MANAGEMENT GROUP, LLC | APPLETON | 142682 | $407.8M | 7 | 2026-03-31 | → |
| 102 | ECIO, INC. | MADISON | 301432 | $395.6M | 8 | 2026-06-30 | → |
| 103 | ATLATL ADVISERS LLC | MADISON | 284036 | $392.7M | 10 | 2026-05-31 | → |
| 104 | EVEXIA WEALTH, LLC | STEVENS POINT | 323788 | $386.1M | 18 | 2026-05-31 | → |
| 105 | T. ANTON INVESTMENT HOUSE, INC. | MADISON | 174970 | $366.6M | 6 | 2026-03-31 | → |
| 106 | BLACK MAPLE CAPITAL MANAGEMENT LP | MILWAUKEE | 168385 | $352.9M | 9 | 2026-03-31 | → |
| 107 | ENVISION FINANCIAL LLC | BROOKFIELD | 314365 | $352.9M | 5 | 2026-03-31 | → |
| 108 | FORTRESS PLANNING GROUP, LLC | PEWAUKEE | 157900 | $345.3M | 6 | 2026-03-31 | → |
| 109 | VESTURA, LLC | HOBART | 142926 | $336.7M | 4 | 2026-03-31 | → |
| 110 | UNIPLAN INVESTMENT COUNSEL, INC. | MILWAUKEE | 154718 | $330.5M | 11 | 2026-05-31 | → |
| 111 | SENTINEL ADVISORY GROUP, LLC | MIDDLETON | 338121 | $320.8M | 10 | 2026-03-31 | → |
| 112 | INVESTMENT PROFESSIONALS, LLC | WAUNAKEE | 282495 | $311.0M | 4 | 2026-03-31 | → |
| 113 | H. C. DENISON CO. | SHEBOYGAN | 1628 | $310.0M | 4 | 2026-03-31 | → |
| 114 | STERLING CAPITAL MANAGEMENT INC | BROOKFIELD | 106822 | $296.9M | 3 | 2026-03-31 | → |
| 115 | SUGAR MAPLE ASSET MANAGEMENT, LLC | SISTER BAY | 282632 | $291.5M | 3 | 2026-03-31 | → |
| 116 | RAMIAH INVESTMENT GROUP, INC. | BROOKFIELD | 130919 | $283.3M | 5 | 2026-01-31 | → |
| 117 | MACCO FINANCIAL GROUP, INC. | GREEN BAY | 337398 | $277.8M | 8 | 2026-02-28 | → |
| 118 | WALLEYE PARTNERS LLC | MADISON | 333435 | $276.7M | 5 | 2026-05-31 | → |
| 119 | RIA SERVICES, LLC | WEST BEND | 281520 | $276.1M | 5 | 2026-03-31 | → |
| 120 | CUSHING CAPITAL PARTNERS, LLC | DELAFIELD | 313497 | $274.7M | 2 | 2026-03-31 | → |
| 121 | 1492 CAPITAL MANAGEMENT, LLC | MILWAUKEE | 148566 | $274.6M | 5 | 2026-03-31 | → |
| 122 | MICHAEL A. DUBIS FINANCIAL PLANNING, LLC | MIDDLETON | 121419 | $272.5M | 1 | 2025-03-31 | → |
| 123 | CLIENT FIRST INVESTMENT MANAGEMENT LLC | WEST BEND | 282600 | $271.9M | 16 | 2026-02-28 | → |
| 124 | CHRISTOPHER J. HASENBERG, INC. | EAU CLAIRE | 326053 | $270.5M | 10 | 2025-05-31 | → |
| 125 | WISCONSIN CAPITAL MANAGEMENT, LLC | MADISON | 110394 | $256.6M | 5 | 2025-08-31 | → |
| 126 | MENDOTA FINANCIAL GROUP, LLC | MADISON | 136294 | $254.2M | 5 | 2026-03-31 | → |
| 127 | TRANSCEND ADVISOR GROUP, LLC | MILWAUKEE | 311746 | $253.2M | 4 | 2026-03-31 | → |
| 128 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | MILWAUKEE | 106288 | $252.3M | 6 | 2026-03-31 | → |
| 129 | BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC | MILWAUKEE | 168956 | $252.1M | 14 | 2026-06-30 | → |
| 130 | WINDWARD WEALTH STRATEGIES, INC. | OSHKOSH | 175126 | $251.2M | 3 | 2026-03-31 | → |
| 131 | BEADELL A D INVESTMENT COUNSEL INC | MEQUON | 106946 | $250.0M | 2 | 2026-02-28 | → |
| 132 | THE KIECKHEFER GROUP LLC | MEQUON | 331128 | $240.8M | 3 | 2026-01-31 | → |
| 133 | SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC | LA CROSSE | 319298 | $236.4M | 7 | 2026-03-31 | → |
| 134 | REVIEW SERVICES INC | BROOKFIELD | 110277 | $227.4M | 3 | 2026-04-30 | → |
| 135 | RETIREMENT WEALTH SOLUTIONS LLC | MARSHFIELD | 317253 | $227.0M | 4 | 2026-02-28 | → |
| 136 | DENALI WEALTH MANAGEMENT, INC. | MEQUON | 153323 | $226.1M | 6 | 2026-03-31 | → |
| 137 | GLOBAL VALUE INVESTMENT CORPORATION | MILWAUKEE | 144260 | $225.6M | 11 | 2026-03-31 | → |
| 138 | ASSET MANAGEMENT FOR PROFESSIONALS INC | WHITEFISH BAY | 108712 | $220.4M | 3 | 2025-05-31 | → |
| 139 | CORNERSTONE ENTERPRISES, LLC | APPLETON | 324255 | $220.2M | 5 | 2026-02-28 | → |
| 140 | VOYAGER CAPITAL MANAGEMENT, LLC | LAKE GENEVA | 124697 | $216.6M | 5 | 2025-03-31 | → |
| 141 | FINANCIAL SERVICE GROUP INC | MOUNT PLEASANT | 107893 | $215.0M | 8 | 2026-01-31 | → |
| 142 | KCD FINANCIAL, INC. | GREEN BAY | 127473 | $202.1M | 29 | 2026-05-31 | → |
| 143 | CALCULATED WEALTH LLC | MADISON | 318985 | $200.8M | 5 | 2026-04-30 | → |
| 144 | PALADIN PARTNERS, LLC | HARTLAND | 132024 | $198.5M | 2 | 2026-06-30 | → |
| 145 | ENTASIS ASSET MANAGEMENT LLC | BROOKFIELD | 282711 | $197.9M | 5 | 2026-03-31 | → |
| 146 | BOARDWALK FINANCIAL STRATEGIES LLC | HARTLAND | 165048 | $197.6M | 6 | 2026-03-31 | → |
| 147 | BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC | MILWAUKEE | 298155 | $195.2M | 14 | 2026-06-30 | → |
| 148 | LIBERTY FINANCIAL GROUP, INC. | ELM GROVE | 111272 | $194.3M | 5 | 2026-03-31 | → |
| 149 | CONCEPTUAL FINANCIAL ADVISORS, LLC | APPLETON | 167513 | $189.9M | 4 | 2026-01-31 | → |
| 150 | NAVIGEN, LLC | GREEN BAY | 145458 | $187.8M | 2 | 2025-02-28 | → |
| 151 | GRANITE FINANCIAL GROUP, LLC | BROOKFIELD | 168675 | $186.2M | 2 | 2026-02-28 | → |
| 152 | HOFF BROTHERS, LLC | WAUSAU | 301001 | $177.5M | 3 | 2026-05-31 | → |
| 153 | COLLAR CAPITAL MANAGEMENT, LLC | APPLETON | 152325 | $176.3M | 3 | 2026-02-28 | → |
| 154 | LA CROSSE FINANCIAL PLANNING INC. | ONALASKA | 313361 | $175.7M | 5 | 2026-04-30 | → |
| 155 | NEUENSCHWANDER ASSET MANAGEMENT, LLC | MCFARLAND | 125179 | $173.5M | 5 | 2026-06-30 | → |
| 156 | ELITE RETIREMENT GROUP, INC. | PLOVER | 312178 | $168.4M | 4 | 2025-03-31 | → |
| 157 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | APPLETON | 332731 | $168.2M | 3 | 2026-04-30 | → |
| 158 | MCKINLEY MONEY, LLC | EAU-CLAIRE | 145571 | $163.7M | 3 | 2026-04-30 | → |
| 159 | ELITE WEALTH MANAGEMENT, INC. | PLOVER | 333159 | $161.4M | 5 | 2026-06-30 | → |
| 160 | WARNKE/NICHOLS LTD. | DELAFIELD | 112181 | $160.0M | 2 | 2026-02-28 | → |
| 161 | SYCAMORE INVESTMENT CONSULTING SERVICES, LLC | MADISON | 125081 | $159.6M | 2 | 2025-12-31 | → |
| 162 | RETIREMENT INCOME STRATEGIES, LLC | EVANSVILLE | 318052 | $159.0M | 4 | 2026-02-28 | → |
| 163 | PLUS GROUP WEALTH ADVISORS, LLC | BELGIUM | 300714 | $158.9M | 4 | 2026-02-28 | → |
| 164 | WISCONSIN WEALTH ADVISORS, LLC | SUN PRAIRIE | 145946 | $157.6M | 3 | 2026-03-31 | → |
| 165 | TITLETOWN WEALTH MANAGEMENT, LLC | GREEN BAY | 307752 | $150.3M | 2 | 2026-02-28 | → |
| 166 | FINANCIAL STRATEGIES, INC. | BROOKFIELD | 113097 | $149.8M | 6 | 2026-03-31 | → |
| 167 | PORTFOLIO DESIGN SERVICES, LLC | RIVER FALLS | 131506 | $149.7M | 4 | 2026-03-31 | → |
| 168 | MUELLER WEALTH, LLC | MISHICOT | 306943 | $148.1M | 5 | 2026-02-28 | → |
| 169 | CLF ASSET MANAGEMENT, INC. | MADISON | 284060 | $146.9M | 5 | 2026-03-31 | → |
| 170 | MLG FUND MANAGER LLC | BROOKFIELD | 335692 | $143.6M | 95 | 2026-03-31 | → |
| 171 | VERUS WEALTH MANAGEMENT, LLC | DE PERE | 323130 | $143.1M | 1 | 2026-02-28 | → |
| 172 | AMERICAN INVESTMENT ADVISORS INC | MADISON | 104579 | $137.9M | 2 | 2026-03-31 | → |
| 173 | COORDINATED CAPITAL SECURITIES, INC. | FORT ATKINSON | 14762 | $136.8M | 31 | 2026-06-30 | → |
| 174 | CENTRAL WEALTH MANAGEMENT LLC | MADISON | 293172 | $136.8M | 4 | 2026-04-30 | → |
| 175 | KULT WEALTH MANAGEMENT GROUP, LLC | BROOKFIELD | 126740 | $135.1M | 2 | 2026-02-28 | → |
| 176 | JANSEN WEALTH MANAGEMENT LLC | ALTOONA | 317824 | $132.3M | 4 | 2026-03-31 | → |
| 177 | INTRINSIC INVESTORS LLC | WAUWATOSA | 111968 | $129.4M | 4 | 2026-01-31 | → |
| 178 | CAPITAL WEALTH ADVISORS, LTD. | WEST BEND | 155263 | $126.1M | 2 | 2026-03-31 | → |
| 179 | BREAKTHRU ADVISORY SERVICES, LLC | MUSKEGO | 332173 | $125.7M | 4 | 2026-06-30 | → |
| 180 | COAST ADVISORY LLC | EAST TROY | 340229 | $122.5M | 2 | 2026-06-30 | → |
| 181 | LASALLE INVESTMENT ADVISORS, INC. | PEWAUKEE | 109303 | $119.1M | 5 | 2026-03-31 | → |
| 182 | OMNI FINANCIAL LLC | MADISON | 314670 | $116.9M | 2 | 2026-01-31 | → |
| 183 | PROFESSIONAL FINANCIAL MANAGEMENT, INC. | APPLETON | 154016 | $115.5M | 5 | 2026-03-31 | → |
| 184 | LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC | MADISON | 281302 | $115.3M | 6 | 2026-03-31 | → |
| 185 | REGAL BAY INVESTMENT GROUP, LLC | MILWAUKEE | 121829 | $114.5M | 1 | 2026-04-30 | → |
| 186 | YAHARA WEALTH MANAGEMENT LLC | MADISON | 168325 | $112.0M | 2 | 2026-03-31 | → |
| 187 | SULLIVAN INVESTMENT MANAGEMENT LLC | WISCONSIN RAPIDS | 289217 | $111.8M | 1 | 2026-03-31 | → |
| 188 | VALLEY WEALTH MANAGEMENT LLC | OSHKOSH | 327845 | $111.5M | 3 | 2026-04-30 | → |
| 189 | PAVLIC INVESTMENT ADVISORS, INC. | DELAFIELD | 111246 | $108.8M | 2 | 2026-05-31 | → |
| 190 | SUMNICHT & ASSOCIATES, LLC | APPLETON | 111421 | $107.9M | 3 | 2026-03-31 | → |
| 191 | RIVER1 ASSET MANAGEMENT LLC | MILWAUKEE | 329230 | $107.8M | 5 | 2026-02-28 | → |
| 192 | MILBORN ADVISORS, LTD | MILWAUKEE | 291305 | $107.7M | 2 | 2026-05-31 | → |
| 193 | INDEPENDENT WEALTH MANAGEMENT LLC | KENOSHA | 146633 | $107.1M | 3 | 2026-06-30 | → |
| 194 | MORGAN-ALY WEALTH MANAGEMENT, LLC | WAUKESHA | 328483 | $105.3M | 3 | 2026-04-30 | → |
| 195 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC | MILWAUKEE | 326646 | $83.7M | 3 | 2026-06-30 | → |
| 196 | BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC | MILWAUKEE | 292786 | $81.7M | 3 | 2026-06-30 | → |
| 197 | WHALEN CAPITAL, INC. | WAUSAU | 130016 | $75.1M | 4 | 2026-03-31 | → |
| 198 | ANEW ADVISORS, LLC | WAUWATOSA | 316462 | $67.8M | 4 | 2025-05-31 | → |
| 199 | SIMS CAPITAL MANAGEMENT LLC | MILWAUKEE | 129398 | $56.4M | 2 | 2026-03-31 | → |
| 200 | ANTHONY CAPITAL MANAGEMENT, LLC | DE PERE | 312256 | $37.9M | 2 | 2026-03-31 | → |
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