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Top RIA Firms in Wisconsin
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Wisconsin. This hub covers 186 matching firms with $1.3T in total reported AUM and median AUM of $463.5M.
Firms
186
Matching current profiles
Total AUM
$1.3T
Reported regulatory AUM
Median AUM
$463.5M
Across firms with AUM
Largest firm
$394.1B
Robert W. Baird & CO. Incorporated
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Robert W. Baird & CO. Incorporated CRD 8158 · Corporation | MILWAUKEE, WI | $394.1B Apr 2026 | +$51.9B+15.2% | +$146.3B+59.0% | +$162.6B+70.2% | +$354.6B+897.3% | +251 employees+6.2% over 3Y | +51,058 accounts+16.2% over 3Y |
| 2. Northwestern Mutual Investment Management Company, LLC CRD 307865 · Limited Liability Company | MILWAUKEE, WI | $323.1B May 2026 | +$23.1B+7.7% | +$61.0B+23.3% | +$50.7B+18.6% | +$57.5B+21.7% | +37 employees+17.7% over 3Y | +13 accounts+68.4% over 3Y |
| 3. Artisan Partners Limited Partnership CRD 150114 · Limited Partnership | MILWAUKEE, WI | $183.6B Mar 2026 | +$20.9B+12.8% | +$54.9B+42.7% | +$24.3B+15.3% | +$117.1B+176.2% | +13 employees+2.7% over 3Y | -17 accounts-6.3% over 3Y |
| 4. Tidal Investments LLC CRD 164201 · Limited Liability Company | MILWAUKEE, WI | $45.8B Mar 2026 | +$34.5B+304.3% | +$37.7B+461.3% | +$44.1B+2500.9% | — | +180 employees+666.7% over 3Y | -202 accounts-29.1% over 3Y |
| 5. Trustage Investment Management CRD 105960 · Corporation | MADISON, WI | $39.5B Mar 2026 | +$4.0B+11.3% | +$7.4B+23.2% | +$11.8B+42.6% | +$28.1B+246.1% | 0 employees+0.0% over 3Y | -12 accounts-3.3% over 3Y |
| 6. Mason Street Advisors, LLC CRD 114085 · Limited Liability Company | MILWAUKEE, WI | $39.1B Mar 2026 | +$4.0B+11.5% | +$13.5B+52.8% | +$10.3B+35.6% | -$66.4B-63.0% | +1 employees+8.3% over 3Y | +7 accounts+25.9% over 3Y |
| 7. National Investment Services Of America, LLC CRD 307169 · Limited Liability Company | MILWAUKEE, WI | $16.3B May 2026 | +$3.3B+25.9% | +$8.3B+105.1% | +$6.8B+72.6% | +$7.5B+85.7% | +1 employees+2.7% over 3Y | +58 accounts+19.2% over 3Y |
| 8. Madison Investment Advisors, LLC CRD 110297 · Limited Liability Company | MADISON, WI | $13.8B Mar 2026 | +$602.0M+4.5% | -$573.7M-4.0% | +$1.5B+12.5% | +$8.1B+139.7% | -3 employees-3.2% over 3Y | +2,117 accounts+15.1% over 3Y |
| 9. Fiduciary Management, INC. CRD 109149 · Corporation | MILWAUKEE, WI | $11.4B Mar 2026 | -$3.6B-24.2% | -$1.9B-14.0% | -$12.1B-51.6% | -$1.5B-11.4% | -1 employees-3.8% over 3Y | -254 accounts-30.6% over 3Y |
| 10. Heck Capital Advisors, LLC CRD 143848 · Limited Liability Company | RHINELANDER, WI | $11.3B Mar 2026 | +$1.6B+17.0% | +$5.7B+101.3% | +$5.4B+89.8% | +$9.5B+509.4% | +9 employees+42.9% over 3Y | +529 accounts+15.2% over 3Y |
| 11. Johnson Wealth INC. CRD 125557 · Corporation | MILWAUKEE, WI | $10.3B Mar 2026 | +$1.2B+13.6% | +$1.5B+17.5% | +$3.0B+41.3% | +$5.6B+119.9% | +35 employees+32.7% over 3Y | +5,792 accounts+637.2% over 3Y |
| 12. Harbour Investments, INC. CRD 19258 · Corporation | MADISON, WI | $9.6B May 2026 | +$2.0B+26.8% | +$5.1B+114.8% | +$6.2B+185.6% | +$9.3B+3627.3% | +13 employees+5.9% over 3Y | +16,056 accounts+56.2% over 3Y |
| 13. Orgel Wealth Management, LLC CRD 168219 · Limited Liability Company | ALTOONA, WI | $9.5B Mar 2026 | +$2.4B+34.4% | +$2.9B+44.5% | +$4.5B+88.4% | +$6.7B+238.3% | +12 employees+17.9% over 3Y | +1,616 accounts+17.8% over 3Y |
| 14. Annex Wealth Management, LLC CRD 127987 · Limited Liability Company | BROOKFIELD, WI | $8.1B Apr 2026 | +$1.9B+30.4% | +$3.8B+91.5% | +$4.3B+112.7% | +$7.7B+2365.9% | +37 employees+32.5% over 3Y | +5,826 accounts+36.0% over 3Y |
| 15. Provident Trust Company CRD 110118 · Corporation | WAUKESHA, WI | $6.9B Apr 2026 | +$240.3M+3.6% | +$2.0B+41.7% | +$2.2B+46.7% | +$5.5B+409.0% | -1 employees-7.7% over 3Y | -169 accounts-14.0% over 3Y |
| 16. Nicholas CO INC CRD 108347 · Corporation | MILWAUKEE, WI | $6.1B Jan 2026 | +$944.6M+18.4% | -$104.0M-1.7% | +$1.2B+25.7% | +$3.4B+123.9% | +1 employees+6.7% over 3Y | -3 accounts-18.8% over 3Y |
| 17. Dana Investment Advisors INC CRD 105879 · Corporation | WAUKESHA, WI | $6.1B Mar 2026 | +$1.6B+34.9% | +$1.4B+30.8% | +$1.5B+33.6% | +$2.4B+66.0% | +13 employees+27.7% over 3Y | +1,204 accounts+43.4% over 3Y |
| 18. Geneva Capital Management LLC CRD 105432 · Limited Liability Company | MILWAUKEE, WI | $5.6B Mar 2026 | -$237.3M-4.1% | -$1.4B-19.9% | +$330.1M+6.3% | +$3.0B+114.8% | -1 employees-4.8% over 3Y | +77 accounts+1.9% over 3Y |
| 19. Madison Asset Management CRD 130874 · Limited Liability Company | MADISON, WI | $4.9B Mar 2026 | +$377.6M+8.4% | -$100.1M-2.0% | -$332.2M-6.4% | -$1.1B-18.7% | -3 employees-3.2% over 3Y | -1,156 accounts-97.0% over 3Y |
| 20. Baker Tilly Wealth Management, LLC CRD 167811 · Limited Liability Company | MADISON, WI | $4.6B Jan 2026 | +$192.3M+4.4% | +$689.4M+17.6% | +$2.1B+85.5% | +$4.3B+1667.4% | -13 employees-28.9% over 3Y | -816 accounts-27.4% over 3Y |
| 21. Nicolet Wealth Management CRD 283940 · Limited Liability Company | GREEN BAY, WI | $4.3B Mar 2026 | +$444.8M+11.6% | +$1.4B+46.5% | +$3.1B+252.9% | — | +17 employees+29.3% over 3Y | -379 accounts-3.7% over 3Y |
| 22. North Star Asset Management INC CRD 106489 · Corporation | NEENAH, WI | $3.4B May 2026 | +$272.3M+8.8% | +$1.0B+44.2% | +$1.2B+54.1% | +$2.5B+287.6% | +1 employees+5.6% over 3Y | +456 accounts+14.7% over 3Y |
| 23. Thompson Investment Management, INC. CRD 129609 · Corporation | MADISON, WI | $3.1B Mar 2026 | +$424.6M+16.0% | +$658.7M+27.2% | -$1.5B-32.3% | +$2.2B+233.1% | -2 employees-10.5% over 3Y | +162 accounts+20.8% over 3Y |
| 24. Resonant Capital Advisors, LLC CRD 298451 · Limited Liability Company | MADISON, WI | $3.0B Mar 2026 | +$738.4M+33.3% | +$1.6B+119.6% | +$2.1B+251.7% | — | +8 employees+47.1% over 3Y | +1,114 accounts+65.5% over 3Y |
| 25. Kellogg Asset Management, LLC CRD 150031 · Limited Liability Company | GREEN BAY, WI | $2.9B Mar 2026 | +$207.0M+7.8% | +$686.3M+31.6% | +$536.6M+23.1% | +$1.7B+157.8% | -2 employees-18.2% over 3Y | -12 accounts-10.3% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.