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Largest SEC-Registered Investment Advisors (RIAs) in Wisconsin

Largest SEC-Registered Investment Advisors (RIAs) in Wisconsin

As of July 2024, per latest ADV filings

1. ROBERT W. BAIRD & CO. INCORPORATED

Assets Under Management: $287,514,955,453

Client Accounts:  331,500

2. NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Assets Under Management: $281,345,911,200

Client Accounts:  25

3. ARTISAN PARTNERS LIMITED PARTNERSHIP

Assets Under Management: $151,331,807,781

Client Accounts:  259

4. TRUSTAGE INVESTMENT MANAGEMENT

Assets Under Management: $35,460,961,000

Client Accounts:  350

5. MASON STREET ADVISORS, LLC

Assets Under Management: $28,558,864,166

Client Accounts:  31

6. FIDUCIARY MANAGEMENT, INC.

Assets Under Management: $14,936,427,714

Client Accounts:  769

7. MADISON INVESTMENT ADVISORS, LLC

Assets Under Management: $13,237,436,659

Client Accounts:  14,743

8. TIDAL INVESTMENTS LLC

Assets Under Management: $11,334,422,677

Client Accounts:  373

9. NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Assets Under Management: $9,848,742,000

Client Accounts:  313

10. JOHNSON WEALTH INC.

Assets Under Management: $8,435,966,964

Client Accounts:  2,516

11. ORGEL WEALTH MANAGEMENT, LLC

Assets Under Management: $7,104,580,359

Client Accounts:  10,031

12. HECK CAPITAL ADVISORS, LLC

Assets Under Management: $6,656,170,303

Client Accounts:  3,566

13. HARBOUR INVESTMENTS, INC.

Assets Under Management: $6,101,862,276

Client Accounts:  33,564

14. GENEVA CAPITAL MANAGEMENT LLC

Assets Under Management: $5,841,894,931

Client Accounts:  3,835

15. PROVIDENT TRUST COMPANY

Assets Under Management: $5,743,082,043

Client Accounts: 1,119

16. ANNEX WEALTH MANAGEMENT, LLC

Assets Under Management: $5,583,981,406

Client Accounts: 18,642

17. NICHOLAS CO INC

Assets Under Management: $5,132,297,895

Client Accounts: 14

18. DANA INVESTMENT ADVISORS INC

Assets Under Management: $4,505,412,092

Client Accounts: 3,327

19. MADISON ASSET MANAGEMENT

Assets Under Management: $4,484,845,089

Client Accounts: 49

20. BAKER TILLY WEALTH MANAGEMENT, LLC

Assets Under Management: $4,408,957,456

Client Accounts: 2,304

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