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Start your Watchlist337 investment advisory firms are registered with a main office in Wisconsin, together advising $1.26T for 423,401 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Milwaukee · SEC-registered
|
$394.1B | 241,359 | 4,322 | Flagged |
| 2 |
Milwaukee · SEC-registered
|
$323.1B | 23 | 246 | Flagged |
| 3 |
Milwaukee · SEC-registered
|
$183.6B | 249 | 496 | Clean |
| 4 |
Milwaukee · SEC-registered
|
$45.8B | 343 | 207 | Clean |
| 5 |
Madison · SEC-registered
|
$39.5B | 349 | 62 | Flagged |
| 6 |
Milwaukee · SEC-registered
|
$39.1B | 2 | 13 | Flagged |
| 7 |
Milwaukee · SEC-registered
|
$16.3B | 360 | 38 | Clean |
| 8 |
Madison · SEC-registered
|
$13.8B | 16,164 | 92 | Clean |
| 9 |
Milwaukee · SEC-registered
|
$11.4B | 570 | 25 | Clean |
| 10 |
Rhinelander · SEC-registered
|
$11.3B | 1,133 | 30 | Clean |
| 11 |
Milwaukee · SEC-registered
|
$10.3B | 2,412 | 142 | Clean |
| 12 |
Madison · SEC-registered
|
$9.6B | 30,309 | 232 | Flagged |
| 13 |
Altoona · SEC-registered
|
$9.5B | 3,976 | 79 | Clean |
| 14 |
Brookfield · SEC-registered
|
$8.1B | 6,802 | 151 | Clean |
| 15 |
Waukesha · SEC-registered
|
$6.9B | 1,037 | 12 | Clean |
| 16 |
Milwaukee · SEC-registered
|
$6.1B | 12 | 16 | Clean |
| 17 |
Waukesha · SEC-registered
|
$6.1B | 2,290 | 60 | Clean |
| 18 |
Milwaukee · SEC-registered
|
$5.6B | 4,049 | 20 | Clean |
| 19 |
Madison · SEC-registered
|
$4.9B | 36 | 92 | Clean |
| 20 |
Madison · SEC-registered
|
$4.6B | 601 | 32 | Clean |
| 21 |
Green Bay · SEC-registered
|
$4.3B | 3,849 | 75 | Clean |
| 22 |
Neenah · SEC-registered
|
$3.4B | 3,554 | 19 | Clean |
| 23 |
Madison · SEC-registered
|
$3.1B | 485 | 17 | Clean |
| 24 |
Madison · SEC-registered
|
$3.0B | 619 | 25 | Clean |
| 25 |
Green Bay · SEC-registered
|
$2.9B | 1 | 9 | Clean |
| 26 |
Mequon · SEC-registered
|
$2.5B | 217 | 16 | Clean |
| 27 |
Appleton · SEC-registered
|
$2.3B | 7,382 | 83 | Clean |
| 28 |
Milwaukee · SEC-registered
|
$2.2B | 542 | 45 | Clean |
| 29 |
Waukesha · SEC-registered
|
$2.1B | 2,283 | 51 | Clean |
| 30 |
Milwaukee · SEC-registered
|
$2.0B | 511 | 20 | Clean |
| 31 |
Milwaukee · SEC-registered
|
$2.0B | 5 | 40 | Clean |
| 32 |
Milwaukee · SEC-registered
|
$1.9B | 1,804 | 27 | Flagged |
| 33 |
Milwaukee · SEC-registered
|
$1.9B | 90 | 26 | Flagged |
| 34 |
Milwaukee · SEC-registered
|
$1.9B | 637 | 11 | Clean |
| 35 |
Waukesha · SEC-registered
|
$1.9B | 2,356 | 15 | Clean |
| 36 |
Milwaukee · SEC-registered
|
$1.9B | 340 | 8 | Clean |
| 37 |
Neenah · SEC-registered
|
$1.8B | 403 | 15 | Clean |
| 38 |
De Pere · SEC-registered
|
$1.6B | 4,862 | 23 | Clean |
| 39 |
Milwaukee · SEC-registered
|
$1.4B | 1,475 | 9 | Clean |
| 40 |
Madison · SEC-registered
|
$1.4B | 381 | 17 | Clean |
| 41 |
Stevens Point · SEC-registered
|
$1.4B | 2 | 10 | Clean |
| 42 |
Milwaukee · SEC-registered
|
$1.4B | 4 | 22 | Clean |
| 43 |
Green Bay · SEC-registered
|
$1.4B | 4,868 | 318 | Flagged |
| 44 |
Thiensville · SEC-registered
|
$1.3B | 56 | 7 | Clean |
| 45 |
Milwaukee · SEC-registered
|
$1.3B | 937 | 9 | Clean |
| 46 |
Madison · SEC-registered
|
$1.3B | 2,077 | 17 | Clean |
| 47 |
Green Bay · SEC-registered
|
$1.2B | 3,852 | 60 | Flagged |
| 48 |
Milwaukee · SEC-registered
|
$1.2B | 676 | 21 | Clean |
| 49 |
Shawano · SEC-registered
|
$1.2B | 1,785 | 13 | Clean |
| 50 |
Middleton · SEC-registered
|
$1.2B | 601 | 12 | Clean |
| 51 |
Madison · SEC-registered
|
$1.1B | 1,070 | 19 | Clean |
| 52 |
Mequon · SEC-registered
|
$1.1B | 465 | 27 | Clean |
| 53 |
Lake Geneva · SEC-registered
|
$1.1B | 794 | 16 | Clean |
| 54 |
Verona · SEC-registered
|
$1.0B | 805 | 18 | Clean |
| 55 |
Appleton · SEC-registered
|
$1.0B | 708 | 14 | Clean |
| 56 |
Tomah · SEC-registered
|
$977.1M | 2,598 | 18 | Clean |
| 57 |
Platteville · SEC-registered
|
$914.0M | 1,166 | 23 | Clean |
| 58 |
Altoona · SEC-registered
|
$887.4M | 868 | 26 | Clean |
| 59 |
Middleton · SEC-registered
|
$877.6M | 414 | 7 | Clean |
| 60 |
Madison · SEC-registered
|
$868.0M | 625 | 9 | Clean |
| 61 |
Cedarburg · SEC-registered
|
$852.0M | 474 | 18 | Clean |
| 62 |
La Crosse · SEC-registered
|
$819.6M | 1,918 | 17 | Clean |
| 63 |
Waukesha · SEC-registered
|
$806.7M | 6 | 4 | Clean |
| 64 |
Appleton · SEC-registered
|
$805.0M | 250 | 6 | Clean |
| 65 |
Waukesha · SEC-registered
|
$775.2M | 3,819 | 122 | Clean |
| 66 |
Milwaukee · SEC-registered
|
$746.5M | 14 | 9 | Clean |
| 67 |
Milwaukee · SEC-registered
|
$737.9M | 10 | 34 | Flagged |
| 68 |
Milwaukee · SEC-registered
|
$713.6M | 60 | 8 | Clean |
| 69 |
Wauwatosa · SEC-registered
|
$699.2M | 269 | 9 | Clean |
| 70 |
Milwaukee · SEC-registered
|
$683.7M | 147 | 8 | Clean |
| 71 |
Hudson · SEC-registered
|
$676.8M | 665 | 8 | Clean |
| 72 |
Middleton · SEC-registered
|
$676.4M | 462 | 15 | Clean |
| 73 |
Milwaukee · SEC-registered
|
$660.9M | 185 | 11 | Clean |
| 74 |
Brookfield · SEC-registered
|
$651.8M | 608 | 9 | Clean |
| 75 |
Wausau · SEC-registered
|
$649.3M | 837 | 29 | Clean |
| 76 |
Pewaukee · SEC-registered
|
$641.9M | 312 | 9 | Clean |
| 77 |
Appleton · SEC-registered
|
$609.2M | 491 | 14 | Clean |
| 78 |
Waukesha · SEC-registered
|
$607.3M | 3,401 | 36 | Clean |
| 79 |
Appleton · SEC-registered
|
$602.8M | 995 | 18 | Clean |
| 80 |
Madison · SEC-registered
|
$591.3M | 435 | 6 | Clean |
| 81 |
Menomonee Falls · SEC-registered
|
$582.2M | 262 | 9 | Clean |
| 82 |
Appleton · SEC-registered
|
$580.2M | 851 | 18 | Clean |
| 83 |
Milwaukee · SEC-registered
|
$564.8M | 31 | 1 | Clean |
| 84 |
Madison · SEC-registered
|
$556.8M | 426 | 8 | Clean |
| 85 |
Milwaukee · SEC-registered
|
$541.5M | 898 | 4 | Clean |
| 86 |
Wausau · SEC-registered
|
$538.7M | 1,698 | 8 | Clean |
| 87 |
Janesville · SEC-registered
|
$519.6M | 589 | 3 | Clean |
| 88 |
Madison · SEC-registered
|
$507.8M | 618 | 4 | Clean |
| 89 |
Middleton · SEC-registered
|
$501.0M | 778 | 8 | Clean |
| 90 |
Milwaukee · SEC-registered
|
$496.9M | 236 | 8 | Clean |
| 91 |
Milwaukee · SEC-registered
|
$469.5M | 244 | 9 | Clean |
| 92 |
Madison · SEC-registered
|
$464.9M | 196 | 3 | Clean |
| 93 |
Brookfield · SEC-registered
|
$462.2M | 362 | 5 | Clean |
| 94 |
Mequon · SEC-registered
|
$453.2M | 890 | 14 | Clean |
| 95 |
Thiensville · SEC-registered
|
$452.0M | 342 | 6 | Clean |
| 96 |
Lake Geneva · SEC-registered
|
$423.6M | 565 | 9 | Clean |
| 97 |
Appleton · SEC-registered
|
$407.8M | 575 | 7 | Clean |
| 98 |
Madison · SEC-registered
|
$395.6M | 116 | 8 | Clean |
| 99 |
Madison · SEC-registered
|
$392.7M | 274 | 10 | Clean |
| 100 |
Stevens Point · SEC-registered
|
$386.1M | 421 | 18 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Wisconsin by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.