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FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB 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 next
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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. 7213
    Richardson Capital Management, LLCMenomonee Falls, WI · 262 clientsWealth managerHybrid
    Schwab 100%
    $582M
  2. 7227
    Winch FinancialAppleton, WI · 851 clientsWealth manager
    LPL Financial 100%
    $580M
  3. 7330
    Googins Advisors, Inc.Middleton, WI · 796 clientsBroker-dealer firm
    Pershing 58%Schwab 42%
    $566M
  4. 7334
    Friedlander & Co IncMilwaukee, WI · 31 clientsWealth manager
    Robert W. Baird & Co. Incorporated 93%
    $565M
  5. 7400
    Enrich Financial Partners LLCMadison, WI · 426 clientsWealth manager
    Schwab 100%
    $557M
  6. 7501
    Affiliated Financial Advisors IncMilwaukee, WI · 898 clientsWealth manager
    Schwab 100%
    $541M
  7. 7529
    Buska Wealth Management, LLCWausau, WI · 1,698 clientsWealth manager
    Lincoln Financial 99%
    $539M
  8. 7668
    Uncommon Cents InvestingJanesville, WI · 589 clientsWealth manager
    Schwab 100%
    $520M
  9. 7762
    WEA Financial Advisors, Inc.Madison, WI · 618 clientsAsset managerHybridWEA Investment Services, Inc.
    Matrix Trust 87%
    $508M
  10. 7852
    The Milwealth Group, LLCMilwaukee, WI · 236 clientsWealth manager
    Schwab 100%
    $497M
  11. 8084
    Arcataur Capital Management LLCMilwaukee, WI · 244 clientsWealth manager
    Schwab 100%
    $470M
  12. 8130
    John F Suby Wealth Management LLCMadison, WI · 196 clientsWealth manager
    Northern Trust 100%
    $465M
  13. 8153
    Charter Capital Management, IncBrookfield, WI · 362 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Fidelity 100%
    $462M
  14. 8232
    Richmond Investment Services LLCMequon, WI · 890 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $453M
  15. 8247
    Blackhawk Capital Partners, LLCThiensville, WI · 342 clientsWealth managerHybrid
    Schwab 100%
    $452M
  16. 8538
    Geneva Partners, LLCLake Geneva, WI · 565 clientsWealth manager
    Fidelity 100%
    $424M
  17. 8701
    KOM Wealth Management Group, LLCAppleton, WI · 575 clientsWealth manager
    Fidelity 100%
    $408M
  18. 8845
    Ecio, Inc.Madison, WI · 116 clientsAsset manager
    Schwab 100%
    $396M
  19. 8886
    Atlatl AdvisersMadison, WI · 274 clientsWealth manager
    Schwab 100%
    $393M
  20. 8968
    Evexia Wealth, LLCStevens Point, WI · 421 clientsWealth manager
    Schwab 100%
    $386M
  21. 9203
    T. Anton Investment House, Inc.Madison, WI · 328 clientsWealth manager
    No custodian reported
    $367M
  22. 9374
    Black Maple Capital Management LPMilwaukee, WI · 8 clientsPrivate fund adviser
    Goldman Sachs 100%
    $353M
  23. 9375
    Envision Financial LLCBrookfield, WI · 125 clientsWealth manager
    Schwab 100%
    $353M
  24. 9471
    Fortress Planning GroupPewaukee, WI · 283 clientsWealth manager
    No custodian reported
    $345M
  25. 9598
    Vestura, LLCHobart, WI · 76 clientsWealth manager
    No custodian reported
    $337M
  26. 9702
    Uniplan Investment Counsel, Inc.Milwaukee, WI · 437 clientsWealth managerWrap sponsor
    UBS 100%
    $330M
  27. 9837
    Sentinel Advisory Group, LLCMiddleton, WI · 381 clientsWealth managerWrap sponsor
    Fidelity 100%
    $321M
  28. 9977
    401k Investment ProfessionalsWaunakee, WI · 137 clientsAsset manager
    Vanguard 100%
    $311M
  29. 9996
    H. C. Denison Co.Sheboygan, WI · 343 clientsBroker-dealer firmHybrid
    Hilltop Securities 100%
    $310M
  30. 10221
    Sterling Capital Management IncBrookfield, WI · 388 clientsWealth managerHybrid
    RBC 100%
    $297M
  31. 10273
    Wisconsin Capital Management, LLCMadison, WI · 74 clientsWealth manager
    Schwab 100%
    $294M
  32. 10303
    Sugar Maple Asset Management, LLCSister Bay, WI · 208 clientsWealth manager
    Fidelity 100%
    $292M
  33. 10466
    Brook CapitalBrookfield, WI · 631 clientsWealth manager
    Pershing 100%
    $283M
  34. 10577
    Macco Financial Group, Inc.Green Bay, WI · 322 clientsWealth manager
    Raymond James 100%
    $278M
  35. 10594
    Walleye Partners LLCMadison, WI · 93 clientsWealth manager
    Schwab 100%
    $277M
  36. 10601
    CWP Private Wealth ManagementWest Bend, WI · 511 clientsWealth manager
    Schwab 100%
    $276M
  37. 10624
    Cushing Capital Partners, LLCDelafield, WI · 199 clientsWealth managerWrap sponsor
    Wells Fargo 100%
    $275M
  38. 10625
    1492 Capital Management, LLCMilwaukee, WI · 98 clientsWealth managerHybrid
    U.S. Bancorp 69%BNY 31%
    $275M
  39. 10670
    Client First Investment Management LLCWest Bend, WI · 608 clientsAsset manager
    Schwab 55%U.S. Bank 45%
    $272M
  40. 10997
    Mendota Financial Group, LLCMadison, WI · 166 clientsWealth manager
    Schwab 82%
    $254M

RIAs by state