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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysTA Top 15 States for Average Individual Income Taxes, 2025
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

195 firms manage $1.3 trillionWisconsin

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 4382
    Sentry Investment Management, L.L.C.Stevens Point, WI · 2 clientsAsset managerAffiliated broker-dealerSentry Equity Services, Inc.
    North Trust 100%
    $1.4B
  2. 4411
    Mason Wells, Inc.Milwaukee, WI · 4 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  3. 4537
    Packerland Brokerage Services, Inc.Green Bay, WI · 4,868 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $1.4B
  4. 4567
    The Milwaukee CompanyThiensville, WI · 56 clientsAsset manager
    Fidelity 100%
    $1.3B
  5. 4625
    Capital Investment Services of America IncMilwaukee, WI · 937 clientsWealth manager
    Schwab 100%
    $1.3B
  6. 4638
    Madison PartnersMadison, WI · 2,077 clientsWealth manager
    Fidelity 89%
    $1.3B
  7. 4912
    Associated Investment Services, Inc.Green Bay, WI · 3,852 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.2B
  8. 4919
    Oarsman Capital, IncMilwaukee, WI · 676 clientsWealth manager
    Schwab 100%
    $1.2B
  9. 4951
    Kerberrose Wealth Management, LLCShawano, WI · 1,785 clientsWealth managerHybrid
    Schwab 54%
    $1.2B
  10. 4959
    Canopy Wealth ManagementMiddleton, WI · 601 clientsWealth manager
    Schwab 100%
    $1.2B
  11. 5142
    Goldstein Advisors, LLCMadison, WI · 1,070 clientsWealth managerHybridKestra Investment Services, LLC
    Schwab 100%
    $1.1B
  12. 5186
    Spectrum Investment Advisors, Inc.Mequon, WI · 465 clientsAsset manager
    Schwab 100%
    $1.1B
  13. 5208
    Form Wealth Advisors, LLCLake Geneva, WI · 794 clientsWealth manager
    Raymond James 100%
    $1.1B
  14. 5294
    Walkner Condon Financial Advisors LLCVerona, WI · 805 clientsWealth manager
    Schwab 100%
    $1.0B
  15. 5368
    McGlone Suttner Wealth Management, Inc.Appleton, WI · 708 clientsWealth manager
    Fidelity 100%
    $1.0B
  16. 5452
    MBE Wealth Management, LLCTomah, WI · 2,598 clientsWealth managerWrap sponsor
    Schwab 81%
    $977M
  17. 5647
    Rosemeyer Management GroupPlatteville, WI · 1,166 clientsWealth manager
    Schwab 100%
    $914M
  18. 5764
    Bernicke Wealth ManagementAltoona, WI · 868 clientsBroker-dealer firmHybrid
    Schwab 100%
    $887M
  19. 5792
    Milestone Investment Advisors, LLCMiddleton, WI · 414 clientsWealth manager
    Schwab 99%
    $878M
  20. 5823
    Park Capital Management, LLCMadison, WI · 625 clientsWealth managerBank-affiliatedHybrid
    Schwab 80%
    $868M
  21. 5886
    PJS Investment ManagementCedarburg, WI · 474 clientsWealth manager
    Fidelity 100%
    $852M
  22. 6016
    Advisors Management Group IncLa Crosse, WI · 1,918 clientsWealth manager
    Schwab 100%
    $820M
  23. 6056
    Capital Innovations, LLCWaukesha, WI · 6 clientsAsset manager
    No custodian reported
    $807M
  24. 6069
    Copper Harbor Investment Advisors, LLCAppleton, WI · 250 clientsWealth manager
    Schwab 69%Fidelity 31%
    $805M
  25. 6208
    Global View Capital Management LLCWaukesha, WI · 3,819 clientsWealth managerWrap sponsorHybrid
    Schwab 75%Axos 25%
    $775M
  26. 6337
    Skylands Capital, LLCMilwaukee, WI · 14 clientsPrivate fund adviser
    U.S. Bank 76%Midwest Institutional Trust 24%
    $747M
  27. 6374
    Baird Capital Management Company, LLCMilwaukee, WI · 10 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $738M
  28. 6483
    Alpha Investment Consulting Group, LLCMilwaukee, WI · 60 clientsAsset manager
    Transamerica Financial Advisors 56%Voya Institutional Trust 31%
    $714M
  29. 6552
    Broadview Financial Management, LLCWauwatosa, WI · 269 clientsWealth manager
    Fidelity 88%
    $699M
  30. 6625
    Marietta Investment Partners, LLCMilwaukee, WI · 147 clientsWealth manager
    Schwab 100%
    $684M
  31. 6667
    Leverty Financial Group, LLCHudson, WI · 665 clientsWealth manager
    Pershing 100%
    $677M
  32. 6668
    Jacobson & Schmitt Advisors, LLCMiddleton, WI · 462 clientsWealth manager
    Schwab 100%
    $676M
  33. 6752
    Riverwater Partners LLCMilwaukee, WI · 185 clientsWealth manager
    Schwab 100%
    $661M
  34. 6794
    BKM Wealth ManagementBrookfield, WI · 608 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $652M
  35. 6808
    Midwest Professional Planners, LTD.Wausau, WI · 837 clientsWealth managerHybrid
    Fidelity 100%
    $649M
  36. 6857
    Shakespeare Wealth Management, LLCPewaukee, WI · 312 clientsWealth manager
    Schwab 100%
    $642M
  37. 7052
    Endowment Wealth Management, Inc.Appleton, WI · 491 clientsWealth manager
    Fidelity 100%
    $609M
  38. 7062
    Drake & Associates, LLCWaukesha, WI · 3,401 clientsWealth manager
    Schwab 100%
    $607M
  39. 7089
    Avaii Wealth Management, LLCAppleton, WI · 995 clientsWealth manager
    Fidelity 100%
    $603M
  40. 7150
    Poehling Capital Management, Inc.Madison, WI · 435 clientsWealth manager
    Schwab 100%
    $591M

RIAs by state