Data / Investment advisers / Serving corporations and other businesses / Wisconsin
Investment advisers in Wisconsin serving corporations and other businesses: 93 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
93 SEC registered investment advisers with a main office in Wisconsin report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $32.6 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.
The request: Every investment adviser in Wisconsin that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 93Advisers
- $32.6 billionAUM from this client type
- 92Advisers over $100 million
- November 2, 2026File date
Advisers in Wisconsin serving corporations and other businesses
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 | 1,669 | $19.39 billion | $394.07 billion | adviserinfo.sec.gov |
| Trustage Investment Management | Madison | 10 | $3.09 billion | $39.46 billion | adviserinfo.sec.gov |
| Heck Capital Advisors, LLC | Rhinelander | 10 | $2.64 billion | $11.31 billion | adviserinfo.sec.gov |
| Johnson Wealth Inc. | Milwaukee | 107 | $1.41 billion | $10.35 billion | adviserinfo.sec.gov |
| Madison Investment Advisors, LLC | Madison | 495 | $1.35 billion | $13.84 billion | adviserinfo.sec.gov |
| Dana Investment Advisors Inc | Waukesha | 103 | $823.6 million | $6.08 billion | adviserinfo.sec.gov |
| Geneva Capital Management LLC | Milwaukee | 15 | $641.2 million | $5.60 billion | adviserinfo.sec.gov |
| National Investment Services of America, LLC | Milwaukee | 8 | $589.3 million | $16.25 billion | adviserinfo.sec.gov |
| Artisan Partners Limited Partnership | Milwaukee | Fewer than 5 | $412.5 million | $183.62 billion | adviserinfo.sec.gov |
| Reinhart Partners, LLC | Mequon | 12 | $377.4 million | $2.47 billion | adviserinfo.sec.gov |
| Orgel Wealth Management, LLC | Altoona | 43 | $289.6 million | $9.55 billion | adviserinfo.sec.gov |
| Campbell Newman Asset Management Inc | Milwaukee | 17 | $244.8 million | $1.44 billion | adviserinfo.sec.gov |
| Fiduciary Management, Inc. | Milwaukee | 21 | $192.7 million | $11.36 billion | adviserinfo.sec.gov |
| The Milwaukee Company | Thiensville | 17 | $126.7 million | $1.35 billion | adviserinfo.sec.gov |
| Operose Advisors LLC | Milwaukee | 17 | $109.7 million | $2.06 billion | adviserinfo.sec.gov |
| 1492 Capital Management, LLC | Milwaukee | 4 | $84.2 million | $274.6 million | adviserinfo.sec.gov |
| Nicolet Wealth Management | Green Bay | 41 | $81.6 million | $4.29 billion | adviserinfo.sec.gov |
| KLCM Advisors, Inc. | Milwaukee | 7 | $74.3 million | $1.88 billion | adviserinfo.sec.gov |
| Capital Investment Services of America Inc | Milwaukee | 8 | $59.6 million | $1.31 billion | adviserinfo.sec.gov |
| Heartland Advisors, Inc. | Milwaukee | 7 | $56.1 million | $1.92 billion | adviserinfo.sec.gov |
| Harbour Investments, Inc. | Madison | 96 | $46.5 million | $9.60 billion | adviserinfo.sec.gov |
| Resonant Capital Advisors, LLC | Madison | 5 | $38.3 million | $2.96 billion | adviserinfo.sec.gov |
| Arcataur Capital Management LLC | Milwaukee | 2 | $30.2 million | $469.5 million | adviserinfo.sec.gov |
| Isthmus Partners, LLC | Madison | 5 | $26.1 million | $1.44 billion | adviserinfo.sec.gov |
| Sycamore Investment Consulting Services, LLC | Madison | 2 | $25.4 million | $159.6 million | adviserinfo.sec.gov |
| Blackhawk Capital Partners, LLC | Thiensville | 19 | $24.9 million | $452 million | adviserinfo.sec.gov |
| Wisconsin Capital Management, LLC | Madison | 3 | $23.8 million | $293.6 million | adviserinfo.sec.gov |
| Kerberrose Wealth Management, LLC | Shawano | 23 | $21.9 million | $1.16 billion | adviserinfo.sec.gov |
| Rosemeyer Management Group | Platteville | 6 | $21.4 million | $914 million | adviserinfo.sec.gov |
| Uniplan Investment Counsel, Inc. | Milwaukee | 17 | $20.2 million | $330.5 million | adviserinfo.sec.gov |
| Park Capital Management, LLC | Madison | 15 | $17.4 million | $868 million | adviserinfo.sec.gov |
| BKM Wealth Management | Brookfield | 9 | $16 million | $651.8 million | adviserinfo.sec.gov |
| Poehling Capital Management, Inc. | Madison | 6 | $16 million | $591.3 million | adviserinfo.sec.gov |
| Baker Tilly Wealth Management, LLC | Madison | 5 | $15.5 million | $5.19 billion | adviserinfo.sec.gov |
| Entasis Asset Management LLC | Brookfield | 4 | $14.6 million | $197.9 million | adviserinfo.sec.gov |
| Conceptual Financial Advisors, LLC | Appleton | Fewer than 5 | $12.6 million | $189.9 million | adviserinfo.sec.gov |
| Spectrum Investment Advisors, Inc. | Mequon | 14 | $12.3 million | $1.06 billion | adviserinfo.sec.gov |
| Geneva Partners, LLC | Lake Geneva | 15 | $12.2 million | $423.6 million | adviserinfo.sec.gov |
| Copper Harbor Investment Advisors, LLC | Appleton | 8 | $12 million | $805 million | adviserinfo.sec.gov |
| Gateway Wealth Partners, LLC | Appleton | 32 | $11.9 million | $2.28 billion | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | Fewer than 5 | $11.9 million | $6.08 billion | adviserinfo.sec.gov |
| Global View Capital Management LLC | Waukesha | 33 | $8.4 million | $775.2 million | adviserinfo.sec.gov |
| Jacobson & Schmitt Advisors, LLC | Middleton | 8 | $7.8 million | $676.4 million | adviserinfo.sec.gov |
| Iag Wealth Partners, LLC | Waukesha | 7 | $7.8 million | $1.87 billion | adviserinfo.sec.gov |
| Tidal Investments LLC | Milwaukee | 4 | $7.7 million | $45.83 billion | adviserinfo.sec.gov |
| John F Suby Wealth Management LLC | Madison | 7 | $7.3 million | $464.9 million | adviserinfo.sec.gov |
| Omni Financial LLC | Madison | Fewer than 5 | $7 million | $116.9 million | adviserinfo.sec.gov |
| Mendota Financial Group, LLC | Madison | Fewer than 5 | $6.9 million | $254.2 million | adviserinfo.sec.gov |
| Marietta Investment Partners, LLC | Milwaukee | Fewer than 5 | $6.3 million | $683.7 million | adviserinfo.sec.gov |
| Global Value Investment Corporation | Milwaukee | 4 | $6.1 million | $225.6 million | adviserinfo.sec.gov |
| The Milwealth Group, LLC | Milwaukee | Fewer than 5 | $6 million | $496.9 million | adviserinfo.sec.gov |
| Sugar Maple Asset Management, LLC | Sister Bay | 2 | $6 million | $291.5 million | adviserinfo.sec.gov |
| Packerland Brokerage Services, Inc. | Green Bay | 11 | $4.5 million | $1.36 billion | adviserinfo.sec.gov |
| Schamberger, Greylak & Utterback Wealth Management, LLC | LA Crosse | 2 | $4.1 million | $236.4 million | adviserinfo.sec.gov |
| Denali Wealth Management, Inc. | Mequon | 7 | $4 million | $226.1 million | adviserinfo.sec.gov |
| Cushing Capital Partners, LLC | Delafield | Fewer than 5 | $4 million | $274.7 million | adviserinfo.sec.gov |
| N.E.W. Advisory Services, LLC | De Pere | 20 | $3.8 million | $1.60 billion | adviserinfo.sec.gov |
| Sterling Capital Management Inc | Brookfield | 7 | $3.6 million | $296.9 million | adviserinfo.sec.gov |
| Mueller Wealth | Mishicot | 7 | $3.4 million | $148.1 million | adviserinfo.sec.gov |
| Morgan Dempsey Capital Management LLC | Milwaukee | 8 | $3 million | $252.3 million | adviserinfo.sec.gov |
| Shakespeare Wealth Management, LLC | Pewaukee | Fewer than 5 | $2.7 million | $641.9 million | adviserinfo.sec.gov |
| Brook Capital | Brookfield | 4 | $2.5 million | $283.3 million | adviserinfo.sec.gov |
| Ellenbecker Investment Group | Waukesha | Fewer than 5 | $2.3 million | $2.06 billion | adviserinfo.sec.gov |
| Leverty Financial Group, LLC | Hudson | 6 | $2.2 million | $676.8 million | adviserinfo.sec.gov |
| Valley Wealth Management | Oshkosh | 2 | $2.2 million | $111.5 million | adviserinfo.sec.gov |
| Annex Wealth Management, LLC | Brookfield | Fewer than 5 | $2.1 million | $8.05 billion | adviserinfo.sec.gov |
| Macco Financial Group, Inc. | Green Bay | Fewer than 5 | $2 million | $277.8 million | adviserinfo.sec.gov |
| Plus Group Wealth Advisors, LLC | Belgium | 1 | $1.8 million | $158.9 million | adviserinfo.sec.gov |
| McGlone Suttner Wealth Management, Inc. | Appleton | Fewer than 5 | $1.8 million | $1.01 billion | adviserinfo.sec.gov |
| Walkner Condon Financial Advisors LLC | Verona | 2 | $1.6 million | $1.03 billion | adviserinfo.sec.gov |
| Associated Investment Services, Inc. | Green Bay | 6 | $1.5 million | $1.17 billion | adviserinfo.sec.gov |
| Jansen Wealth Management LLC | Altoona | 6 | $1.4 million | $132.3 million | adviserinfo.sec.gov |
| PJS Wealth Partners | Cedarburg | 6 | $1.3 million | $852 million | adviserinfo.sec.gov |
| Evexia Wealth, LLC | Stevens Point | 5 | $1.2 million | $386.1 million | adviserinfo.sec.gov |
| Endowment Wealth Management, Inc. | Appleton | 1 | $1.2 million | $609.2 million | adviserinfo.sec.gov |
| Schaper Benz & Wise Investment Counsel Inc | Neenah | 2 | $835,089 | $1.76 billion | adviserinfo.sec.gov |
| Landaas & Company | Milwaukee | 1 | $612,411 | $1.93 billion | adviserinfo.sec.gov |
| Retirement Wealth Solutions LLC | Marshfield | Fewer than 5 | $599,367 | $227 million | adviserinfo.sec.gov |
| Milborn Advisors, LTD | Milwaukee | 2 | $592,633 | $107.7 million | adviserinfo.sec.gov |
| Ecio, Inc. | Madison | 1 | $580,040 | $395.6 million | adviserinfo.sec.gov |
| Kom Wealth Management Group, LLC | Appleton | 8 | $563,424 | $407.8 million | adviserinfo.sec.gov |
| Riverwater Partners LLC | Milwaukee | 2 | $492,332 | $660.9 million | adviserinfo.sec.gov |
| Oarsman Capital, Inc | Milwaukee | Fewer than 5 | $451,396 | $1.17 billion | adviserinfo.sec.gov |
| Richmond Investment Services LLC | Mequon | 4 | $257,575 | $742 million | adviserinfo.sec.gov |
| Canopy Wealth Management | Middleton | 3 | $206,594 | $1.15 billion | adviserinfo.sec.gov |
| Vestura, LLC | Hobart | 1 | $205,500 | $336.7 million | adviserinfo.sec.gov |
| Retirement Income Strategies, LLC | Evansville | Fewer than 5 | $192,217 | $159 million | adviserinfo.sec.gov |
| Granite Financial Group | Brookfield | 1 | $100,000 | $186.2 million | adviserinfo.sec.gov |
| American Investment Advisors Inc | Madison | 1 | $73,790 | $137.9 million | adviserinfo.sec.gov |
| Client First Investment Management LLC | West Bend | 2 | $9,991 | $271.9 million | adviserinfo.sec.gov |
| Thompson Investment Management, Inc. | Madison | Fewer than 5 | $9,000 | $3.08 billion | adviserinfo.sec.gov |
| CLF Asset Management, Inc. | Madison | 1 | $3,012 | $146.9 million | adviserinfo.sec.gov |
| Francis LLC | Brookfield | 17 | Not listed | Not listed | adviserinfo.sec.gov |
Also on SpecStream
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.