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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. 063
    Robert W. Baird & Co. IncorporatedMilwaukee, WI · 241,359 clientsBroker-dealer firmHybridBaird Strategas LLC, Robert W. Baird Gmbh
    Robert W. Baird & Co. Incorporated 100%
    $394B
  2. 081
    Northwestern Mutual Investment Management Company, LLCMilwaukee, WI · 23 clientsAsset managerAffiliated broker-dealerNorthwestern Mutual Investment Services, LLC
    BNY 100%
    $323B
  3. 144
    Artisan Partners Limited PartnershipMilwaukee, WI · 249 clientsAsset managerHybridApel Financial Distribution Services LTD, Artisan Partners Distributors LLC
    BNY 56%Northern Trust 24%
    $184B
  4. 467
    Tidal Investments LLCMilwaukee, WI · 343 clientsAsset managerHybrid
    Fidelity 42%Schwab 37%
    $46B
  5. 525
    Trustage Investment ManagementMadison, WI · 349 clientsAsset managerHybridCuna Brokerage Services, Inc.
    State Street 100%
    $39B
  6. 530
    Mason Street Advisors, LLCMilwaukee, WI · 2 clientsAsset managerAffiliated broker-dealerNorthwestern Mutual Investment Services, LLC
    No custodian reported
    $39B
  7. 997
    National Investment Services of America, LLCMilwaukee, WI · 360 clientsAsset managerAffiliated broker-dealerResolute Investment Distributors, Inc.
    Mellon Trust 34%U.S. Bank 32%
    $16B
  8. 1105
    Madison Investment Advisors, LLCMadison, WI · 16,164 clientsAsset managerHybridMFD Distributor, LLC
    Schwab 40%UBS 30%Morgan Stanley 30%
    $14B
  9. 1258
    Fiduciary Management, Inc.Milwaukee, WI · 570 clientsAsset manager
    Northern Trust 54%Schwab 25%
    $11B
  10. 1262
    Heck Capital Advisors, LLCRhinelander, WI · 1,133 clientsAsset manager
    Fidelity 69%
    $11B
  11. 1331
    Johnson Wealth Inc.Milwaukee, WI · 2,412 clientsAsset manager
    Pershing 51%Johnson Bank 49%
    $10B
  12. 1411
    Harbour Investments, Inc.Madison, WI · 30,309 clientsBroker-dealer firmHybrid
    No custodian reported
    $9.6B
  13. 1417
    Orgel Wealth Management, LLCAltoona, WI · 3,976 clientsWealth managerWrap sponsor
    Pershing 100%
    $9.5B
  14. 1562
    Annex Wealth Management, LLCBrookfield, WI · 6,802 clientsWealth manager
    Schwab 72%Fidelity 28%
    $8.1B
  15. 1720
    Provident Trust CompanyWaukesha, WI · 1,037 clientsWealth manager
    Northern Trust 100%
    $6.9B
  16. 1848
    Nicholas Co IncMilwaukee, WI · 12 clientsAsset managerHybrid
    J.P. Morgan 31%Johnson Bank 25%
    $6.1B
  17. 1849
    Dana Investment Advisors IncWaukesha, WI · 2,290 clientsAsset manager
    Schwab 100%
    $6.1B
  18. 1942
    Geneva Capital Management LLCMilwaukee, WI · 4,049 clientsAsset managerHybrid
    Morgan Stanley 42%Northern Trust 30%J.P. Morgan 28%
    $5.6B
  19. 2044
    Baker Tilly Wealth Management, LLCMadison, WI · 753 clientsAsset managerHybridBaker Tilly Capital, LLC
    Schwab 28%UMB Bank 23%
    $5.2B
  20. 2144
    Madison Asset ManagementMadison, WI · 36 clientsAsset managerHybridMFD Distributor, LLC
    No custodian reported
    $4.9B
  21. 2318
    Nicolet Wealth ManagementGreen Bay, WI · 3,849 clientsWealth managerBank-affiliatedHybrid
    Schwab 67%Fifth Third Bank 33%
    $4.3B
  22. 2651
    North Star Asset Management IncNeenah, WI · 3,554 clientsWealth manager
    Schwab 100%
    $3.4B
  23. 2782
    Thompson Investment Management, Inc.Madison, WI · 485 clientsAsset manager
    Schwab 73%Fidelity 27%
    $3.1B
  24. 2853
    Resonant Capital Advisors, LLCMadison, WI · 619 clientsWealth manager
    Schwab 65%Fidelity 35%
    $3.0B
  25. 2915
    Kellogg Asset Management, LLCGreen Bay, WI · 1 clientsAsset managerHybridAssociated Investment Services, Inc.
    Associated Trust Company 68%
    $2.9B
  26. 3196
    Reinhart Partners, LLCMequon, WI · 217 clientsAsset managerAffiliated broker-dealerRobert W. Baird & Co. Incorporated, Strategas Securities, LLC
    J.P. Morgan 28%
    $2.5B
  27. 3366
    Gateway Wealth Partners, LLCAppleton, WI · 7,382 clientsWealth managerWrap sponsorHybrid
    LPL Financial 75%Assetmark 25%
    $2.3B
  28. 3444
    1834 Investment Advisors Co.Milwaukee, WI · 542 clientsAsset manager
    Schwab 70%Empower Financial Services 30%
    $2.2B
  29. 3556
    Ellenbecker Investment GroupWaukesha, WI · 2,283 clientsWealth manager
    Schwab 100%
    $2.1B
  30. 3590
    Operose Advisors LLCMilwaukee, WI · 511 clientsWealth manager
    Schwab 100%
    $2.0B
  31. 3611
    Hammes Realty Advisors, LLCMilwaukee, WI · 5 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  32. 3718
    Landaas & CompanyMilwaukee, WI · 1,804 clientsBroker-dealer firmHybrid
    Pershing 99%
    $1.9B
  33. 3727
    Heartland Advisors, Inc.Milwaukee, WI · 90 clientsAsset managerHybrid
    Schwab 68%
    $1.9B
  34. 3779
    Klcm Advisors, Inc.Milwaukee, WI · 637 clientsWealth manager
    Schwab 100%
    $1.9B
  35. 3788
    IAG Wealth Partners, LLCWaukesha, WI · 2,356 clientsWealth managerHybrid
    LPL Financial 100%
    $1.9B
  36. 3790
    Diversified Management IncMilwaukee, WI · 340 clientsWealth manager
    Schwab 100%
    $1.9B
  37. 3902
    Schaper Benz & Wise Investment Counsel IncNeenah, WI · 403 clientsWealth manager
    Schwab 100%
    $1.8B
  38. 4113
    N.E.W. Advisory Services, LLCDe Pere, WI · 4,862 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  39. 4366
    Campbell Newman Asset Management IncMilwaukee, WI · 1,475 clientsWealth manager
    Schwab 100%
    $1.4B
  40. 4372
    Isthmus Partners, LLCMadison, WI · 381 clientsWealth managerWrap sponsor
    Schwab 96%
    $1.4B

RIAs by state