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Investment advisers in Wisconsin serving high net worth individuals: 168 firms

Name: Investment advisers in Wisconsin serving high net worth individuals: Form ADV data
Creator: SpecStream
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Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

168 SEC registered investment advisers with a main office in Wisconsin report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $228 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 high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

168Advisers
$228 billionAUM from this client type
166Advisers over $100 million
November 2, 2026File date

Advisers in Wisconsin serving high net worth individuals

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	82,420	$135.03 billion	$394.07 billion	adviserinfo.sec.gov
Orgel Wealth Management, LLC	Altoona	1,493	$6.35 billion	$9.55 billion	adviserinfo.sec.gov
Provident Trust Company	Waukesha	814	$5.81 billion	$6.86 billion	adviserinfo.sec.gov
Annex Wealth Management, LLC	Brookfield	2,891	$5.25 billion	$8.05 billion	adviserinfo.sec.gov
Johnson Wealth Inc.	Milwaukee	2,058	$3.89 billion	$10.35 billion	adviserinfo.sec.gov
Madison Investment Advisors, LLC	Madison	2,243	$3.04 billion	$13.84 billion	adviserinfo.sec.gov
Resonant Capital Advisors, LLC	Madison	416	$2.82 billion	$2.96 billion	adviserinfo.sec.gov
North Star Asset Management Inc	Neenah	839	$2.62 billion	$3.35 billion	adviserinfo.sec.gov
Harbour Investments, Inc.	Madison	1,502	$2.60 billion	$9.60 billion	adviserinfo.sec.gov
Nicolet Wealth Management	Green Bay	612	$2.06 billion	$4.29 billion	adviserinfo.sec.gov
Heck Capital Advisors, LLC	Rhinelander	496	$1.99 billion	$11.31 billion	adviserinfo.sec.gov
Dana Investment Advisors Inc	Waukesha	710	$1.93 billion	$6.08 billion	adviserinfo.sec.gov
Diversified Management Inc	Milwaukee	212	$1.70 billion	$1.87 billion	adviserinfo.sec.gov
Schaper Benz & Wise Investment Counsel Inc	Neenah	277	$1.67 billion	$1.76 billion	adviserinfo.sec.gov
KLCM Advisors, Inc.	Milwaukee	397	$1.66 billion	$1.88 billion	adviserinfo.sec.gov
Ellenbecker Investment Group	Waukesha	684	$1.54 billion	$2.06 billion	adviserinfo.sec.gov
Operose Advisors LLC	Milwaukee	302	$1.51 billion	$2.06 billion	adviserinfo.sec.gov
Landaas & Company	Milwaukee	617	$1.43 billion	$1.93 billion	adviserinfo.sec.gov
Gateway Wealth Partners, LLC	Appleton	1,605	$1.31 billion	$2.28 billion	adviserinfo.sec.gov
Iag Wealth Partners, LLC	Waukesha	547	$1.18 billion	$1.87 billion	adviserinfo.sec.gov
Isthmus Partners, LLC	Madison	208	$1.14 billion	$1.44 billion	adviserinfo.sec.gov
Fiduciary Management, Inc.	Milwaukee	196	$1.14 billion	$11.36 billion	adviserinfo.sec.gov
Oarsman Capital, Inc	Milwaukee	356	$1.04 billion	$1.17 billion	adviserinfo.sec.gov
Canopy Wealth Management	Middleton	293	$1.02 billion	$1.15 billion	adviserinfo.sec.gov
Baker Tilly Wealth Management, LLC	Madison	214	$996.2 million	$5.19 billion	adviserinfo.sec.gov
1834 Investment Advisors Co.	Milwaukee	210	$949.6 million	$2.20 billion	adviserinfo.sec.gov
Capital Investment Services of America Inc	Milwaukee	256	$898.6 million	$1.31 billion	adviserinfo.sec.gov
McGlone Suttner Wealth Management, Inc.	Appleton	290	$812 million	$1.01 billion	adviserinfo.sec.gov
N.E.W. Advisory Services, LLC	De Pere	535	$808.3 million	$1.60 billion	adviserinfo.sec.gov
Madison Partners	Madison	367	$807 million	$1.30 billion	adviserinfo.sec.gov
Goldstein Advisors, LLC	Madison	334	$806.4 million	$1.08 billion	adviserinfo.sec.gov
Walkner Condon Financial Advisors LLC	Verona	327	$757.8 million	$1.03 billion	adviserinfo.sec.gov
PJS Wealth Partners	Cedarburg	188	$722 million	$852 million	adviserinfo.sec.gov
Milestone Investment Advisors, LLC	Middleton	218	$718.7 million	$877.6 million	adviserinfo.sec.gov
Copper Harbor Investment Advisors, LLC	Appleton	120	$700 million	$805 million	adviserinfo.sec.gov
Thompson Investment Management, Inc.	Madison	153	$681.5 million	$3.08 billion	adviserinfo.sec.gov
Broadview Financial Management, LLC	Wauwatosa	209	$661 million	$699.2 million	adviserinfo.sec.gov
Campbell Newman Asset Management Inc	Milwaukee	236	$628.9 million	$1.44 billion	adviserinfo.sec.gov
Bernicke Wealth Management	Altoona	355	$605 million	$887.4 million	adviserinfo.sec.gov
Form Wealth Advisors, LLC	Lake Geneva	142	$586 million	$1.06 billion	adviserinfo.sec.gov
Marietta Investment Partners, LLC	Milwaukee	55	$575.5 million	$683.7 million	adviserinfo.sec.gov
Rosemeyer Management Group	Platteville	243	$568.1 million	$914 million	adviserinfo.sec.gov
Shakespeare Wealth Management, LLC	Pewaukee	184	$546.8 million	$641.9 million	adviserinfo.sec.gov
Richmond Investment Services LLC	Mequon	570	$544.7 million	$742 million	adviserinfo.sec.gov
Leverty Financial Group, LLC	Hudson	263	$539.1 million	$676.8 million	adviserinfo.sec.gov
Richardson Capital Management, LLC	Menomonee Falls	153	$533.5 million	$582.2 million	adviserinfo.sec.gov
Enrich Financial Partners LLC	Madison	288	$527.1 million	$556.8 million	adviserinfo.sec.gov
Midwest Professional Planners, LTD.	Wausau	264	$524.4 million	$649.3 million	adviserinfo.sec.gov
Friedlander & Co Inc	Milwaukee	26	$514.1 million	$564.8 million	adviserinfo.sec.gov
Packerland Brokerage Services, Inc.	Green Bay	1,120	$494 million	$1.36 billion	adviserinfo.sec.gov
The Milwaukee Company	Thiensville	29	$484.5 million	$1.35 billion	adviserinfo.sec.gov
BKM Wealth Management	Brookfield	202	$483.3 million	$651.8 million	adviserinfo.sec.gov
The Milwealth Group, LLC	Milwaukee	179	$467.2 million	$496.9 million	adviserinfo.sec.gov
Riverwater Partners LLC	Milwaukee	87	$462.6 million	$660.9 million	adviserinfo.sec.gov
Jacobson & Schmitt Advisors, LLC	Middleton	138	$454.9 million	$676.4 million	adviserinfo.sec.gov
Associated Investment Services, Inc.	Green Bay	577	$452.6 million	$1.17 billion	adviserinfo.sec.gov
Poehling Capital Management, Inc.	Madison	162	$437.2 million	$591.3 million	adviserinfo.sec.gov
Geneva Capital Management LLC	Milwaukee	95	$424.1 million	$5.60 billion	adviserinfo.sec.gov
Spectrum Investment Advisors, Inc.	Mequon	209	$404.5 million	$1.06 billion	adviserinfo.sec.gov
Mbe Wealth Management, LLC	Tomah	180	$391.5 million	$977.1 million	adviserinfo.sec.gov
Arcataur Capital Management LLC	Milwaukee	141	$385.5 million	$469.5 million	adviserinfo.sec.gov
Kerberrose Wealth Management, LLC	Shawano	140	$377.2 million	$1.16 billion	adviserinfo.sec.gov
Affiliated Financial Advisors Inc	Milwaukee	178	$371.6 million	$541.5 million	adviserinfo.sec.gov
Charter Capital Management, Inc	Brookfield	139	$365 million	$462.2 million	adviserinfo.sec.gov
Winch Financial	Appleton	147	$364.9 million	$580.2 million	adviserinfo.sec.gov
Blackhawk Capital Partners, LLC	Thiensville	162	$354.6 million	$452 million	adviserinfo.sec.gov
Envision Financial LLC	Brookfield	125	$349.8 million	$352.9 million	adviserinfo.sec.gov
Endowment Wealth Management, Inc.	Appleton	145	$346.5 million	$609.2 million	adviserinfo.sec.gov
Vestura, LLC	Hobart	61	$331.7 million	$336.7 million	adviserinfo.sec.gov
Geneva Partners, LLC	Lake Geneva	79	$318.5 million	$423.6 million	adviserinfo.sec.gov
Avaii Wealth Management, LLC	Appleton	184	$316.2 million	$602.8 million	adviserinfo.sec.gov
John F Suby Wealth Management LLC	Madison	61	$315 million	$464.9 million	adviserinfo.sec.gov
Uncommon Cents Investing	Janesville	148	$306.2 million	$519.6 million	adviserinfo.sec.gov
Park Capital Management, LLC	Madison	87	$304.5 million	$868 million	adviserinfo.sec.gov
Advisors Management Group Inc	LA Crosse	105	$274.3 million	$819.6 million	adviserinfo.sec.gov
Kom Wealth Management Group, LLC	Appleton	156	$271.9 million	$407.8 million	adviserinfo.sec.gov
Fortress Planning Group	Pewaukee	68	$271.7 million	$345.3 million	adviserinfo.sec.gov
Evexia Wealth, LLC	Stevens Point	122	$270.5 million	$386.1 million	adviserinfo.sec.gov
T. Anton Investment House, Inc.	Madison	125	$267.3 million	$366.6 million	adviserinfo.sec.gov
Walleye Partners LLC	Madison	51	$264.2 million	$276.7 million	adviserinfo.sec.gov
Atlatl Advisers	Madison	101	$260.8 million	$392.7 million	adviserinfo.sec.gov
Drake & Associates, LLC	Waukesha	645	$246.5 million	$607.3 million	adviserinfo.sec.gov
Cushing Capital Partners, LLC	Delafield	97	$234.8 million	$274.7 million	adviserinfo.sec.gov
Global View Capital Management LLC	Waukesha	128	$231.7 million	$775.2 million	adviserinfo.sec.gov
Buska Wealth Management, LLC	Wausau	193	$230.5 million	$538.7 million	adviserinfo.sec.gov
The Kieckhefer Group	Mequon	29	$229.4 million	$240.8 million	adviserinfo.sec.gov
Googins Advisors, Inc.	Middleton	277	$226.4 million	$565.5 million	adviserinfo.sec.gov
Beadell a D Investment Counsel Inc	Mequon	65	$224.2 million	$250 million	adviserinfo.sec.gov
Sugar Maple Asset Management, LLC	Sister Bay	42	$220.5 million	$291.5 million	adviserinfo.sec.gov
Morgan Dempsey Capital Management LLC	Milwaukee	454	$213.7 million	$252.3 million	adviserinfo.sec.gov
Mendota Financial Group, LLC	Madison	77	$212.9 million	$254.2 million	adviserinfo.sec.gov
Sentinel Advisory Group, LLC	Middleton	95	$195 million	$320.8 million	adviserinfo.sec.gov
Retirement Wealth Solutions LLC	Marshfield	75	$193 million	$227 million	adviserinfo.sec.gov
H. C. Denison Co.	Sheboygan	93	$188.8 million	$310 million	adviserinfo.sec.gov
Boardwalk Financial Strategies LLC	Hartland	67	$188.7 million	$197.6 million	adviserinfo.sec.gov
Duell Financial Strategies	Appleton	154	$186.7 million	$319.2 million	adviserinfo.sec.gov
Macco Financial Group, Inc.	Green Bay	81	$186 million	$277.8 million	adviserinfo.sec.gov
Review Services Inc	Brookfield	94	$182.9 million	$227.4 million	adviserinfo.sec.gov
Sterling Capital Management Inc	Brookfield	123	$181.7 million	$296.9 million	adviserinfo.sec.gov
Denali Wealth Management, Inc.	Mequon	95	$172.6 million	$226.1 million	adviserinfo.sec.gov
Heartland Advisors, Inc.	Milwaukee	48	$167.7 million	$1.92 billion	adviserinfo.sec.gov
Brook Capital	Brookfield	68	$166.4 million	$283.3 million	adviserinfo.sec.gov
Transcend Advisor Group, LLC	Milwaukee	60	$165.2 million	$253.2 million	adviserinfo.sec.gov
Global Value Investment Corporation	Milwaukee	54	$157.6 million	$225.6 million	adviserinfo.sec.gov
Black Maple Capital Management LP	Milwaukee	5	$155.3 million	$352.9 million	adviserinfo.sec.gov
1492 Capital Management, LLC	Milwaukee	74	$153.8 million	$274.6 million	adviserinfo.sec.gov
Financial Service Group Inc	Mount Pleasant	74	$147.1 million	$215 million	adviserinfo.sec.gov
Wisconsin Capital Management, LLC	Madison	29	$145.5 million	$293.6 million	adviserinfo.sec.gov
Collar Capital Management, LLC	Appleton	50	$143.7 million	$176.3 million	adviserinfo.sec.gov
Schamberger, Greylak & Utterback Wealth Management, LLC	LA Crosse	184	$142.7 million	$236.4 million	adviserinfo.sec.gov
Verus Wealth Management	De Pere	36	$135.8 million	$143.1 million	adviserinfo.sec.gov
Titletown Wealth Management, LLC	Green Bay	154	$134.1 million	$150.3 million	adviserinfo.sec.gov
Reinhart Partners, LLC	Mequon	148	$134 million	$2.47 billion	adviserinfo.sec.gov
Entasis Asset Management LLC	Brookfield	47	$128.2 million	$197.9 million	adviserinfo.sec.gov
Breakthru Advisory Services, LLC	Muskego	15	$124.6 million	$125.7 million	adviserinfo.sec.gov
Kult Wealth Management Group, LLC	Brookfield	40	$121.5 million	$135.1 million	adviserinfo.sec.gov
CWP Private Wealth Management	West Bend	71	$114.3 million	$276.1 million	adviserinfo.sec.gov
Windward Wealth Strategies, Inc.	Oshkosh	100	$113.2 million	$251.2 million	adviserinfo.sec.gov
McKinley Money, LLC	Eau-Claire	78	$112.6 million	$163.7 million	adviserinfo.sec.gov
Central Wealth Management LLC	Madison	49	$110.5 million	$136.8 million	adviserinfo.sec.gov
Cornerstone Financial Group	Appleton	56	$108 million	$220.2 million	adviserinfo.sec.gov
Sumnicht & Associates, LLC	Appleton	10	$107.9 million	$107.9 million	adviserinfo.sec.gov
Yahara Wealth Management LLC	Madison	48	$106.5 million	$112 million	adviserinfo.sec.gov
Conceptual Financial Advisors, LLC	Appleton	72	$106.1 million	$189.9 million	adviserinfo.sec.gov
Granite Financial Group	Brookfield	50	$100 million	$186.2 million	adviserinfo.sec.gov
Fiduciary Financial Planning Network	Onalaska	41	$98.3 million	$175.7 million	adviserinfo.sec.gov
Neuenschwander Asset Management, LLC	McFarland	35	$92.7 million	$173.5 million	adviserinfo.sec.gov
American Investment Advisors Inc	Madison	33	$90.3 million	$137.9 million	adviserinfo.sec.gov
Sycamore Investment Consulting Services, LLC	Madison	27	$90.2 million	$159.6 million	adviserinfo.sec.gov
Intrinsic Investors LLC	Wauwatosa	34	$88.1 million	$129.4 million	adviserinfo.sec.gov
Coordinated Capital Securities, Inc.	Fort Atkinson	39	$87.8 million	$136.8 million	adviserinfo.sec.gov
CLF Asset Management, Inc.	Madison	98	$86.9 million	$146.9 million	adviserinfo.sec.gov
Lasalle Investment Advisors, Inc.	Pewaukee	37	$84.7 million	$133.6 million	adviserinfo.sec.gov
Pavlic Investment Advisors, Inc.	Delafield	28	$81.5 million	$108.8 million	adviserinfo.sec.gov
Stonehaven Wealth & Tax Solutions	Appleton	43	$80.9 million	$168.2 million	adviserinfo.sec.gov
Hoff Private Wealth	Wausau	30	$78.8 million	$177.5 million	adviserinfo.sec.gov
Liberty Financial Group, Inc.	Elm Grove	28	$78.3 million	$194.3 million	adviserinfo.sec.gov
Omni Financial LLC	Madison	115	$73.6 million	$116.9 million	adviserinfo.sec.gov
Jansen Wealth Management LLC	Altoona	39	$73 million	$132.3 million	adviserinfo.sec.gov
Portfolio Design Services, LLC	River Falls	13	$68.6 million	$159.8 million	adviserinfo.sec.gov
Wisconsin Wealth Advisors, LLC	Sun Prairie	26	$68.5 million	$178 million	adviserinfo.sec.gov
Capital Wealth Advisors, LTD.	West Bend	38	$67.8 million	$126.1 million	adviserinfo.sec.gov
Leach, Bickmore & Weiss Wealth Management, LLC	Madison	42	$66.6 million	$115.3 million	adviserinfo.sec.gov
Professional Financial Management, Inc.	Appleton	38	$64.5 million	$115.5 million	adviserinfo.sec.gov
Elite Wealth Management, Inc.	Plover	35	$64.5 million	$161.4 million	adviserinfo.sec.gov
Artisan Partners Limited Partnership	Milwaukee	7	$64.1 million	$183.62 billion	adviserinfo.sec.gov
KCD Financial, Inc.	Green Bay	22	$64 million	$202.1 million	adviserinfo.sec.gov
Morgan-Aly Wealth Management, LLC	Waukesha	20	$62.9 million	$105.3 million	adviserinfo.sec.gov
Mueller Wealth	Mishicot	55	$62.7 million	$148.1 million	adviserinfo.sec.gov
Jordan Financial Life Planning	Kenosha	35	$61.6 million	$107.1 million	adviserinfo.sec.gov
Financial Strategies, Inc.	Brookfield	19	$55.9 million	$149.8 million	adviserinfo.sec.gov
Retirement Income Strategies, LLC	Evansville	30	$52.4 million	$159 million	adviserinfo.sec.gov
Plus Group Wealth Advisors, LLC	Belgium	28	$44.9 million	$158.9 million	adviserinfo.sec.gov
Milborn Advisors, LTD	Milwaukee	17	$44 million	$107.7 million	adviserinfo.sec.gov
Client First Investment Management LLC	West Bend	67	$41.8 million	$271.9 million	adviserinfo.sec.gov
Skylands Capital, LLC	Milwaukee	9	$36.3 million	$746.5 million	adviserinfo.sec.gov
Valley Wealth Management	Oshkosh	19	$35.8 million	$111.5 million	adviserinfo.sec.gov
Coast Advisory LLC	East Troy	21	$30.1 million	$122.5 million	adviserinfo.sec.gov
Tidal Investments LLC	Milwaukee	4	$16.6 million	$45.83 billion	adviserinfo.sec.gov
Alpha Investment Consulting Group, LLC	Milwaukee	14	$12.2 million	$713.6 million	adviserinfo.sec.gov
Ecio, Inc.	Madison	5	$9.5 million	$395.6 million	adviserinfo.sec.gov
Calculated Wealth	Madison	40	$8.5 million	$200.8 million	adviserinfo.sec.gov
Nicholas Co Inc	Milwaukee	3	$8.2 million	$6.08 billion	adviserinfo.sec.gov
ETF Model Solutions, LLC	Appleton	12	$5.9 million	$18.1 million	adviserinfo.sec.gov
Significance Capital Management LLC	Milwaukee	Fewer than 5	$3.8 million	$3.8 million	adviserinfo.sec.gov
401k Investment Professionals	Waunakee	3	$3 million	$311 million	adviserinfo.sec.gov
Paladin Partners	Hartland	32	$1.7 million	$198.5 million	adviserinfo.sec.gov
Capital Innovations, LLC	Waukesha	Fewer than 5	$1.4 million	$806.7 million	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.