Data / Investment advisers / Serving pension and profit sharing plans / Wisconsin

Investment advisers in Wisconsin serving pension and profit sharing plans: 84 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

84 SEC registered investment advisers with a main office in Wisconsin report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $65.2 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 pension and profit sharing plans, 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.

• 84Advisers
• $65.2 billionAUM from this client type
• 82Advisers over $100 million
• November 2, 2026File date

Advisers in Wisconsin serving pension and profit sharing plans

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.

Also on SpecStream

• All advisers serving pension and profit sharing plans
• All investment advisers in Wisconsin

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.