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Est. 2026The front page of wealth managementNew York

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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN Inheritance conflict is the rule, not the exception, Wells Fargo finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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. 14079
    CMG Wealth Advisors LLCMadison, WI · 1,058 clientsWealth managerBank-affiliatedHybridCMG Securities LLC, clears through Pershing
    Commonwealth Financial Network 57%LPL Financial 43%
    $138M
  2. 14094
    American Investment Advisors IncMadison, WI · 176 clientsWealth manager
    Schwab 100%
    $138M
  3. 14127
    Coordinated Capital Securities, Inc.Fort Atkinson, WI · 186 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $137M
  4. 14128
    Central Wealth Management LLCMadison, WI · 166 clientsWealth manager
    Schwab 100%
    $137M
  5. 14190
    Kult Wealth Management Group, LLCBrookfield, WI · 69 clientsWealth manager
    Schwab 100%
    $135M
  6. 14241
    Lasalle Investment Advisors, Inc.Pewaukee, WI · 233 clientsWealth managerHybrid
    No custodian reported
    $134M
  7. 14280
    Jansen Wealth Management LLCAltoona, WI · 237 clientsWealth managerWrap sponsor
    SEI 100%
    $132M
  8. 14378
    Intrinsic Investors LLCWauwatosa, WI · 156 clientsWealth manager
    Schwab 100%
    $129M
  9. 14503
    Capital Wealth Advisors, LTD.West Bend, WI · 185 clientsWealth manager
    Schwab 100%
    $126M
  10. 14513
    Breakthru Advisory Services, LLCMuskego, WI · 21 clientsWealth manager
    Schwab 100%
    $126M
  11. 14630
    Coast Advisory LLCEast Troy, WI · 546 clientsWealth manager
    Schwab 100%
    $122M
  12. 14849
    Omni Financial LLCMadison, WI · 526 clientsWealth managerHybrid
    LPL Financial 100%
    $117M
  13. 14910
    Professional Financial Management, Inc.Appleton, WI · 164 clientsWealth manager
    Schwab 100%
    $116M
  14. 14921
    Leach, Bickmore & Weiss Wealth Management, LLCMadison, WI · 292 clientsWealth manager
    Schwab 100%
    $115M
  15. 15021
    Yahara Wealth Management LLCMadison, WI · 63 clientsWealth manager
    Schwab 100%
    $112M
  16. 15033
    Sullivan Investment Management LLCWisconsin Rapids, WI · 151 clientsWealth manager
    No custodian reported
    $112M
  17. 15040
    Valley Wealth ManagementOshkosh, WI · 347 clientsWealth managerHybrid
    LPL Financial 100%
    $112M
  18. 15146
    Pavlic Investment Advisors, Inc.Delafield, WI · 87 clientsWealth manager
    Schwab 100%
    $109M
  19. 15183
    Sumnicht & Associates, LLCAppleton, WI · 10 clientsWealth manager
    Fidelity 100%
    $108M
  20. 15185
    River1 Asset Management LLCMilwaukee, WI · 1 clientsAsset manager
    No custodian reported
    $108M
  21. 15189
    Milborn Advisors, LTDMilwaukee, WI · 181 clientsWealth manager
    Schwab 100%
    $108M
  22. 15211
    Jordan Financial Life PlanningKenosha, WI · 206 clientsWealth manager
    Schwab 100%
    $107M
  23. 15270
    Morgan-Aly Wealth Management, LLCWaukesha, WI · 157 clientsWealth manager
    LPL Financial 100%
    $105M
  24. 15598
    Baird Principal Group Management Company, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $84M
  25. 15616
    Baird Principal Group Management Company II, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $82M
  26. 15839
    Sims Capital Management LLCMilwaukee, WI · 17 clientsAsset manager
    Schwab 100%
    $56M
  27. 16030
    Anthony Capital Management, LLCDe Pere, WI · 1 clientsAsset manager
    No custodian reported
    $38M
  28. 16196
    Baird Principal Group Management Company I, LLCMilwaukee, WI · 1 clientsAsset managerHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $22M
  29. 16228
    ETF Model Solutions, LLCAppleton, WI · 108 clientsWealth managerWrap sponsor
    Betterment 70%American Trust Custody 30%
    $18M
  30. 16388
    Significance Capital Management LLCMilwaukee, WI · 1 clientsWealth manager
    U.S. Bank 100%
    $4M
  31. 16435
    Baird Venture Partners Management Company III, LLCMilwaukee, WI · 3 clientsPrivate fund adviserHybridRobert W. Baird & Co. Incorporated
    No custodian reported
    $1M
  32. 16553
    Northwestern Mutual Investment Services,llcMilwaukee, WI · 1 clientsBroker-dealer firmHybrid
    No custodian reported
    $0
  33. 16595
    Francis LLCBrookfield, WI · 97 clientsAsset manager
    No custodian reported
    $0
  34. 16610
    Isectors, LLCAppleton, WIAsset manager
    No custodian reported
    $0
  35. 17001
    Iron Horse Asset Management LLCNeenah, WIAsset manager
    No custodian reported
    $0

RIAs by state