Data / Investment advisers / Serving charitable organizations / Wisconsin
Investment advisers in Wisconsin serving charitable organizations: 95 firms
95 SEC registered investment advisers with a main office in Wisconsin report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $22.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Robert W. Baird & Co. Incorporated.
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- 95Advisers
- $22.9 billionAUM from this client type
- 95Advisers over $100 million
- November 2, 2026File date
Advisers in Wisconsin serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | 1,433 | $7.66 billion | $394.07 billion | adviserinfo.sec.gov |
| Artisan Partners Limited Partnership | Milwaukee | 14 | $4.87 billion | $183.62 billion | adviserinfo.sec.gov |
| Heck Capital Advisors, LLC | Rhinelander | 60 | $2.42 billion | $11.31 billion | adviserinfo.sec.gov |
| Madison Investment Advisors, LLC | Madison | 622 | $2.06 billion | $13.84 billion | adviserinfo.sec.gov |
| Provident Trust Company | Waukesha | 41 | $839.9 million | $6.86 billion | adviserinfo.sec.gov |
| Fiduciary Management, Inc. | Milwaukee | 93 | $783.8 million | $11.36 billion | adviserinfo.sec.gov |
| National Investment Services of America, LLC | Milwaukee | 35 | $657 million | $16.25 billion | adviserinfo.sec.gov |
| Dana Investment Advisors Inc | Waukesha | 68 | $415.3 million | $6.08 billion | adviserinfo.sec.gov |
| Orgel Wealth Management, LLC | Altoona | 31 | $397.9 million | $9.55 billion | adviserinfo.sec.gov |
| Ecio, Inc. | Madison | 108 | $385.5 million | $395.6 million | adviserinfo.sec.gov |
| Operose Advisors LLC | Milwaukee | 29 | $276.1 million | $2.06 billion | adviserinfo.sec.gov |
| Johnson Wealth Inc. | Milwaukee | 36 | $177.3 million | $10.35 billion | adviserinfo.sec.gov |
| Geneva Capital Management LLC | Milwaukee | 23 | $173.6 million | $5.60 billion | adviserinfo.sec.gov |
| Alpha Investment Consulting Group, LLC | Milwaukee | 19 | $142 million | $713.6 million | adviserinfo.sec.gov |
| North Star Asset Management Inc | Neenah | 41 | $130.7 million | $3.35 billion | adviserinfo.sec.gov |
| Harbour Investments, Inc. | Madison | 159 | $125.3 million | $9.60 billion | adviserinfo.sec.gov |
| Capital Investment Services of America Inc | Milwaukee | 21 | $123.7 million | $1.31 billion | adviserinfo.sec.gov |
| Diversified Management Inc | Milwaukee | 1 | $117.9 million | $1.87 billion | adviserinfo.sec.gov |
| Northwestern Mutual Investment Management Company, LLC | Milwaukee | 1 | $117.8 million | $323.08 billion | adviserinfo.sec.gov |
| Isthmus Partners, LLC | Madison | 5 | $96.4 million | $1.44 billion | adviserinfo.sec.gov |
| Riverwater Partners LLC | Milwaukee | 15 | $76.7 million | $660.9 million | adviserinfo.sec.gov |
| Thompson Investment Management, Inc. | Madison | 10 | $69.4 million | $3.08 billion | adviserinfo.sec.gov |
| Jacobson & Schmitt Advisors, LLC | Middleton | 17 | $68 million | $676.4 million | adviserinfo.sec.gov |
| Sterling Capital Management Inc | Brookfield | 5 | $60.1 million | $296.9 million | adviserinfo.sec.gov |
| Marietta Investment Partners, LLC | Milwaukee | 10 | $51 million | $683.7 million | adviserinfo.sec.gov |
| Friedlander & Co Inc | Milwaukee | 5 | $50.7 million | $564.8 million | adviserinfo.sec.gov |
| Bernicke Wealth Management | Altoona | Fewer than 5 | $48.5 million | $887.4 million | adviserinfo.sec.gov |
| Campbell Newman Asset Management Inc | Milwaukee | 13 | $44.9 million | $1.44 billion | adviserinfo.sec.gov |
| Tidal Investments LLC | Milwaukee | 8 | $41.8 million | $45.83 billion | adviserinfo.sec.gov |
| Sycamore Investment Consulting Services, LLC | Madison | 3 | $38.9 million | $159.6 million | adviserinfo.sec.gov |
| 1492 Capital Management, LLC | Milwaukee | 9 | $32.9 million | $274.6 million | adviserinfo.sec.gov |
| McGlone Suttner Wealth Management, Inc. | Appleton | Fewer than 5 | $27.3 million | $1.01 billion | adviserinfo.sec.gov |
| Schaper Benz & Wise Investment Counsel Inc | Neenah | 7 | $25.5 million | $1.76 billion | adviserinfo.sec.gov |
| Park Capital Management, LLC | Madison | 6 | $21.7 million | $868 million | adviserinfo.sec.gov |
| Heartland Advisors, Inc. | Milwaukee | Fewer than 5 | $21.5 million | $1.92 billion | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | 5 | $19.4 million | $6.08 billion | adviserinfo.sec.gov |
| Nicolet Wealth Management | Green Bay | 17 | $16.8 million | $4.29 billion | adviserinfo.sec.gov |
| PJS Wealth Partners | Cedarburg | 5 | $16.2 million | $852 million | adviserinfo.sec.gov |
| Arcataur Capital Management LLC | Milwaukee | 2 | $15.9 million | $469.5 million | adviserinfo.sec.gov |
| Resonant Capital Advisors, LLC | Madison | 5 | $15.7 million | $2.96 billion | adviserinfo.sec.gov |
| Wisconsin Capital Management, LLC | Madison | 1 | $14.9 million | $293.6 million | adviserinfo.sec.gov |
| Beadell a D Investment Counsel Inc | Mequon | 5 | $14 million | $250 million | adviserinfo.sec.gov |
| Rosemeyer Management Group | Platteville | 6 | $12.6 million | $914 million | adviserinfo.sec.gov |
| Reinhart Partners, LLC | Mequon | 7 | $11.9 million | $2.47 billion | adviserinfo.sec.gov |
| Iag Wealth Partners, LLC | Waukesha | 10 | $11.9 million | $1.87 billion | adviserinfo.sec.gov |
| John F Suby Wealth Management LLC | Madison | 6 | $11.5 million | $464.9 million | adviserinfo.sec.gov |
| Canopy Wealth Management | Middleton | 5 | $11.3 million | $1.15 billion | adviserinfo.sec.gov |
| Annex Wealth Management, LLC | Brookfield | 7 | $10.9 million | $8.05 billion | adviserinfo.sec.gov |
| Landaas & Company | Milwaukee | 3 | $9.4 million | $1.93 billion | adviserinfo.sec.gov |
| Form Wealth Advisors, LLC | Lake Geneva | 14 | $8.8 million | $1.06 billion | adviserinfo.sec.gov |
| BKM Wealth Management | Brookfield | Fewer than 5 | $8.3 million | $651.8 million | adviserinfo.sec.gov |
| Poehling Capital Management, Inc. | Madison | 6 | $7.3 million | $591.3 million | adviserinfo.sec.gov |
| Uniplan Investment Counsel, Inc. | Milwaukee | 8 | $7.2 million | $330.5 million | adviserinfo.sec.gov |
| Endowment Wealth Management, Inc. | Appleton | 4 | $6.6 million | $609.2 million | adviserinfo.sec.gov |
| Granite Financial Group | Brookfield | 1 | $6.1 million | $186.2 million | adviserinfo.sec.gov |
| Gateway Wealth Partners, LLC | Appleton | 13 | $5.9 million | $2.28 billion | adviserinfo.sec.gov |
| Kerberrose Wealth Management, LLC | Shawano | 16 | $5.3 million | $1.16 billion | adviserinfo.sec.gov |
| Oarsman Capital, Inc | Milwaukee | 6 | $5.1 million | $1.17 billion | adviserinfo.sec.gov |
| Copper Harbor Investment Advisors, LLC | Appleton | 2 | $5 million | $805 million | adviserinfo.sec.gov |
| Richmond Investment Services LLC | Mequon | 24 | $4.8 million | $742 million | adviserinfo.sec.gov |
| Schamberger, Greylak & Utterback Wealth Management, LLC | LA Crosse | 2 | $3.8 million | $236.4 million | adviserinfo.sec.gov |
| Walkner Condon Financial Advisors LLC | Verona | 4 | $3.7 million | $1.03 billion | adviserinfo.sec.gov |
| Mbe Wealth Management, LLC | Tomah | Fewer than 5 | $3.4 million | $977.1 million | adviserinfo.sec.gov |
| Leverty Financial Group, LLC | Hudson | 3 | $3.2 million | $676.8 million | adviserinfo.sec.gov |
| Envision Financial LLC | Brookfield | Fewer than 5 | $3.2 million | $352.9 million | adviserinfo.sec.gov |
| Packerland Brokerage Services, Inc. | Green Bay | 8 | $3 million | $1.36 billion | adviserinfo.sec.gov |
| Plus Group Wealth Advisors, LLC | Belgium | 1 | $2.7 million | $158.9 million | adviserinfo.sec.gov |
| Wisconsin Wealth Advisors, LLC | Sun Prairie | 4 | $2.7 million | $178 million | adviserinfo.sec.gov |
| Ellenbecker Investment Group | Waukesha | 6 | $2.7 million | $2.06 billion | adviserinfo.sec.gov |
| Broadview Financial Management, LLC | Wauwatosa | Fewer than 5 | $2.1 million | $699.2 million | adviserinfo.sec.gov |
| Avaii Wealth Management, LLC | Appleton | Fewer than 5 | $2 million | $602.8 million | adviserinfo.sec.gov |
| 1834 Investment Advisors Co. | Milwaukee | 4 | $1.8 million | $2.20 billion | adviserinfo.sec.gov |
| Associated Investment Services, Inc. | Green Bay | 5 | $1.7 million | $1.17 billion | adviserinfo.sec.gov |
| Vestura, LLC | Hobart | 3 | $1.6 million | $336.7 million | adviserinfo.sec.gov |
| Coast Advisory LLC | East Troy | 2 | $1.4 million | $122.5 million | adviserinfo.sec.gov |
| Denali Wealth Management, Inc. | Mequon | Fewer than 5 | $1.4 million | $226.1 million | adviserinfo.sec.gov |
| American Investment Advisors Inc | Madison | 2 | $1.3 million | $137.9 million | adviserinfo.sec.gov |
| Morgan Dempsey Capital Management LLC | Milwaukee | 1 | $1.3 million | $252.3 million | adviserinfo.sec.gov |
| Enrich Financial Partners LLC | Madison | 1 | $1.3 million | $556.8 million | adviserinfo.sec.gov |
| Client First Investment Management LLC | West Bend | 9 | $1.1 million | $271.9 million | adviserinfo.sec.gov |
| KLCM Advisors, Inc. | Milwaukee | 1 | $938,342 | $1.88 billion | adviserinfo.sec.gov |
| Cushing Capital Partners, LLC | Delafield | Fewer than 5 | $816,994 | $274.7 million | adviserinfo.sec.gov |
| Global Value Investment Corporation | Milwaukee | 3 | $715,546 | $225.6 million | adviserinfo.sec.gov |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison | 1 | $613,245 | $115.3 million | adviserinfo.sec.gov |
| Richardson Capital Management, LLC | Menomonee Falls | 1 | $551,982 | $582.2 million | adviserinfo.sec.gov |
| Madison Partners | Madison | Fewer than 5 | $494,653 | $1.30 billion | adviserinfo.sec.gov |
| Neuenschwander Asset Management, LLC | McFarland | 3 | $355,295 | $173.5 million | adviserinfo.sec.gov |
| Sentinel Advisory Group, LLC | Middleton | 2 | $275,818 | $320.8 million | adviserinfo.sec.gov |
| Portfolio Design Services, LLC | River Falls | 1 | $255,092 | $159.8 million | adviserinfo.sec.gov |
| Sugar Maple Asset Management, LLC | Sister Bay | 3 | $224,693 | $291.5 million | adviserinfo.sec.gov |
| Jordan Financial Life Planning | Kenosha | 2 | $207,142 | $107.1 million | adviserinfo.sec.gov |
| Baker Tilly Wealth Management, LLC | Madison | 1 | $171,865 | $5.19 billion | adviserinfo.sec.gov |
| Advisors Management Group Inc | LA Crosse | 5 | $126,766 | $819.6 million | adviserinfo.sec.gov |
| Winch Financial | Appleton | Fewer than 5 | $49,055 | $580.2 million | adviserinfo.sec.gov |
| Retirement Wealth Solutions LLC | Marshfield | Fewer than 5 | $30,759 | $227 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.