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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
← PreviousPage 3 of 3 · 205 firmsNext →
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
201BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLCMILWAUKEE269982$22.4M32026-06-30→
202ETF MODEL SOLUTIONS, LLCAPPLETON168410$18.1M142026-03-31→
203SIGNIFICANCE CAPITAL MANAGEMENT LLCMILWAUKEE331940$3.8M22026-05-31→
204BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLCMILWAUKEE148519$1.5M142025-03-31→
205BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLCMILWAUKEE145166$1.3M142026-06-30→

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Sleeve205 firms · 2026-06-30