# Largest independent RIAs by assets under management in Wisconsin

As of October 2, 2026, Orgel Wealth Management, LLC ranked #1 in Wisconsin in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $9.5 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/wisconsin/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: SEC-registered and state-registered firms that report RAUM, ranked by RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: usd
- scope: Wisconsin
- firms_listed: 100
- rows: rank: 1, crd: 168219, firm: Orgel Wealth Management, LLC, city: Altoona, state: WI, value: 9548675912, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168219/; rank: 2, crd: 127987, firm: Annex Wealth Management, LLC, city: Brookfield, state: WI, value: 8050023961, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127987/; rank: 3, crd: 106489, firm: North Star Asset Management Inc, city: Neenah, state: WI, value: 3351878334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106489/; rank: 4, crd: 298451, firm: Resonant Capital Advisors, LLC, city: Madison, state: WI, value: 2955062146, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298451/; rank: 5, crd: 322789, firm: Gateway Wealth Partners, LLC, city: Appleton, state: WI, value: 2278835584, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322789/; rank: 6, crd: 173851, firm: Ellenbecker Investment Group, city: Waukesha, state: WI, value: 2062688555, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173851/; rank: 7, crd: 287465, firm: Operose Advisors LLC, city: Milwaukee, state: WI, value: 2038167082, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287465/; rank: 8, crd: 107847, firm: KLCM Advisors, Inc., city: Milwaukee, state: WI, value: 1876936306, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107847/; rank: 9, crd: 109721, firm: Iag Wealth Partners, LLC, city: Waukesha, state: WI, value: 1868964951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109721/; rank: 10, crd: 106680, firm: Diversified Management Inc, city: Milwaukee, state: WI, value: 1866259879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106680/; rank: 11, crd: 107630, firm: Schaper Benz & Wise Investment Counsel Inc, city: Neenah, state: WI, value: 1761356913, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107630/; rank: 12, crd: 290405, firm: N.E.W. Advisory Services, LLC, city: De Pere, state: WI, value: 1601996307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290405/; rank: 13, crd: 107003, firm: Campbell Newman Asset Management Inc, city: Milwaukee, state: WI, value: 1442362896, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107003/; rank: 14, crd: 171279, firm: Isthmus Partners, LLC, city: Madison, state: WI, value: 1438537516, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171279/; rank: 15, crd: 110639, firm: Capital Investment Services of America Inc, city: Milwaukee, state: WI, value: 1314238097, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110639/; rank: 16, crd: 305824, firm: Madison Partners, city: Madison, state: WI, value: 1303110029, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305824/; rank: 17, crd: 109993, firm: Oarsman Capital, Inc, city: Milwaukee, state: WI, value: 1166995377, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109993/; rank: 18, crd: 168787, firm: Kerberrose Wealth Management, LLC, city: Shawano, state: WI, value: 1155164256, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168787/; rank: 19, crd: 297717, firm: Canopy Wealth Management, city: Middleton, state: WI, value: 1153857864, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297717/; rank: 20, crd: 323125, firm: Goldstein Advisors, LLC, city: Madison, state: WI, value: 1079309444, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323125/; rank: 21, crd: 326519, firm: Form Wealth Advisors, LLC, city: Lake Geneva, state: WI, value: 1055571284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326519/; rank: 22, crd: 160109, firm: Walkner Condon Financial Advisors LLC, city: Verona, state: WI, value: 1031180911, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160109/; rank: 23, crd: 149830, firm: McGlone Suttner Wealth Management, Inc., city: Appleton, state: WI, value: 1005855882, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149830/; rank: 24, crd: 165516, firm: Mbe Wealth Management, LLC, city: Tomah, state: WI, value: 977101000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165516/; rank: 25, crd: 310363, firm: Rosemeyer Management Group, city: Platteville, state: WI, value: 913963492, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310363/; rank: 26, crd: 168429, firm: Milestone Investment Advisors, LLC, city: Middleton, state: WI, value: 877604545, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168429/; rank: 27, crd: 158965, firm: Park Capital Management, LLC, city: Madison, state: WI, value: 867986072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158965/; rank: 28, crd: 104701, firm: PJS Investment Management, city: Cedarburg, state: WI, value: 852009988, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104701/; rank: 29, crd: 113020, firm: Advisors Management Group Inc, city: La Crosse, state: WI, value: 819632981, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113020/; rank: 30, crd: 169978, firm: Copper Harbor Investment Advisors, LLC, city: Appleton, state: WI, value: 805000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169978/; rank: 31, crd: 158292, firm: Global View Capital Management LLC, city: Waukesha, state: WI, value: 775151544, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158292/; rank: 32, crd: 143550, firm: Broadview Financial Management, LLC, city: Wauwatosa, state: WI, value: 699241680, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143550/; rank: 33, crd: 108479, firm: Marietta Investment Partners, LLC, city: Milwaukee, state: WI, value: 683744825, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108479/; rank: 34, crd: 310258, firm: Leverty Financial Group, LLC, city: Hudson, state: WI, value: 676836895, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310258/; rank: 35, crd: 140431, firm: Jacobson & Schmitt Advisors, LLC, city: Middleton, state: WI, value: 676435703, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140431/; rank: 36, crd: 283540, firm: Riverwater Partners LLC, city: Milwaukee, state: WI, value: 660866025, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283540/; rank: 37, crd: 323928, firm: BKM Wealth Management, city: Brookfield, state: WI, value: 651842387, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323928/; rank: 38, crd: 112995, firm: Midwest Professional Planners, Ltd., city: Wausau, state: WI, value: 649341666, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/112995/; rank: 39, crd: 111950, firm: Shakespeare Wealth Management, LLC, city: Pewaukee, state: WI, value: 641889541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111950/; rank: 40, crd: 108652, firm: Endowment Wealth Management, Inc., city: Appleton, state: WI, value: 609222636, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108652/; rank: 41, crd: 154854, firm: Drake & Associates, LLC, city: Waukesha, state: WI, value: 607255901, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154854/; rank: 42, crd: 298165, firm: Avaii Wealth Management, LLC, city: Appleton, state: WI, value: 602750772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298165/; rank: 43, crd: 131668, firm: Poehling Capital Management, Inc., city: Madison, state: WI, value: 591270000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131668/; rank: 44, crd: 130985, firm: Richardson Capital Management, LLC, city: Menomonee Falls, state: WI, value: 582209509, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130985/; rank: 45, crd: 110194, firm: Winch Financial, city: Appleton, state: WI, value: 580178144, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110194/; rank: 46, crd: 105150, firm: Friedlander & Co Inc, city: Milwaukee, state: WI, value: 564847487, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105150/; rank: 47, crd: 111234, firm: Enrich Financial Partners LLC, city: Madison, state: WI, value: 556812040, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111234/; rank: 48, crd: 108154, firm: Affiliated Financial Advisors Inc, city: Milwaukee, state: WI, value: 541478694, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108154/; rank: 49, crd: 170627, firm: Buska Wealth Management, LLC, city: Wausau, state: WI, value: 538727785, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170627/; rank: 50, crd: 290105, firm: Uncommon Cents Investing, city: Janesville, state: WI, value: 519598466, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290105/; rank: 51, crd: 108931, firm: The Milwealth Group, LLC, city: Milwaukee, state: WI, value: 496900624, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108931/; rank: 52, crd: 124663, firm: Arcataur Capital Management LLC, city: Milwaukee, state: WI, value: 469535872, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124663/; rank: 53, crd: 150824, firm: John F Suby Wealth Management LLC, city: Madison, state: WI, value: 464881240, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150824/; rank: 54, crd: 35919, firm: Charter Capital Management, Inc, city: Brookfield, state: WI, value: 462184711, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/35919/; rank: 55, crd: 327451, firm: Richmond Investment Services LLC, city: Mequon, state: WI, value: 453210055, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327451/; rank: 56, crd: 158020, firm: Blackhawk Capital Partners, LLC, city: Thiensville, state: WI, value: 452024625, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158020/; rank: 57, crd: 130768, firm: Geneva Partners, LLC, city: Lake Geneva, state: WI, value: 423600853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130768/; rank: 58, crd: 142682, firm: Kom Wealth Management Group, LLC, city: Appleton, state: WI, value: 407783808, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142682/; rank: 59, crd: 284036, firm: Atlatl Advisers, city: Madison, state: WI, value: 392672491, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284036/; rank: 60, crd: 323788, firm: Evexia Wealth, LLC, city: Stevens Point, state: WI, value: 386112934, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323788/; rank: 61, crd: 174970, firm: T. Anton Investment House, Inc., city: Madison, state: WI, value: 366642843, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174970/; rank: 62, crd: 314365, firm: Envision Financial LLC, city: Brookfield, state: WI, value: 352921514, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314365/; rank: 63, crd: 157900, firm: Fortress Planning Group, city: Pewaukee, state: WI, value: 345296879, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157900/; rank: 64, crd: 142926, firm: Vestura, LLC, city: Hobart, state: WI, value: 336749300, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142926/; rank: 65, crd: 338121, firm: Sentinel Advisory Group, LLC, city: Middleton, state: WI, value: 320751824, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338121/; rank: 66, crd: 108739, firm: Tower View Wealth Management LLC, city: Shorewood, state: WI, value: 317944313, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108739/; rank: 67, crd: 106822, firm: Sterling Capital Management Inc, city: Brookfield, state: WI, value: 296946819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106822/; rank: 68, crd: 110394, firm: Wisconsin Capital Management, LLC, city: Madison, state: WI, value: 293636953, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110394/; rank: 69, crd: 282632, firm: Sugar Maple Asset Management, LLC, city: Sister Bay, state: WI, value: 291512235, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282632/; rank: 70, crd: 125531, firm: Grant Koehler & Levin Ltd., city: Mequon, state: WI, value: 289350790, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125531/; rank: 71, crd: 130919, firm: Brook Capital, city: Brookfield, state: WI, value: 283307890, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130919/; rank: 72, crd: 337398, firm: Macco Financial Group, Inc., city: Green Bay, state: WI, value: 277794920, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337398/; rank: 73, crd: 333435, firm: Walleye Partners LLC, city: Madison, state: WI, value: 276678000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333435/; rank: 74, crd: 281520, firm: CWP Private Wealth Management, city: West Bend, state: WI, value: 276097524, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281520/; rank: 75, crd: 313497, firm: Cushing Capital Partners, LLC, city: Delafield, state: WI, value: 274702787, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313497/; rank: 76, crd: 148566, firm: 1492 Capital Management, LLC, city: Milwaukee, state: WI, value: 274626922, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148566/; rank: 77, crd: 136294, firm: Mendota Financial Group, LLC, city: Madison, state: WI, value: 254196000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136294/; rank: 78, crd: 311746, firm: Transcend Advisor Group, LLC, city: Milwaukee, state: WI, value: 253195518, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311746/; rank: 79, crd: 175126, firm: Windward Wealth Strategies, Inc., city: Oshkosh, state: WI, value: 251236133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175126/; rank: 80, crd: 106946, firm: Beadell A D Investment Counsel Inc, city: Mequon, state: WI, value: 250005853, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106946/; rank: 81, crd: 337424, firm: Luedtke & Associates LLC, city: Adell, state: WI, value: 248153016, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337424/; rank: 82, crd: 331128, firm: The Kieckhefer Group, city: Mequon, state: WI, value: 240822533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331128/; rank: 83, crd: 310559, firm: Direct Financial Care, city: Black Earth, state: WI, value: 232615592, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310559/; rank: 84, crd: 110277, firm: Review Services Inc, city: Brookfield, state: WI, value: 227354914, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110277/; rank: 85, crd: 317253, firm: Retirement Wealth Solutions LLC, city: Marshfield, state: WI, value: 226991000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317253/; rank: 86, crd: 153323, firm: Denali Wealth Management, Inc., city: Mequon, state: WI, value: 226122000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153323/; rank: 87, crd: 144260, firm: Global Value Investment Corporation, city: Milwaukee, state: WI, value: 225627462, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144260/; rank: 88, crd: 324255, firm: Cornerstone Financial Group, city: Appleton, state: WI, value: 220180000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324255/; rank: 89, crd: 107893, firm: Financial Service Group Inc, city: Mount Pleasant, state: WI, value: 214995359, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107893/; rank: 90, crd: 318985, firm: Calculated Wealth, city: Madison, state: WI, value: 200778956, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318985/; rank: 91, crd: 132024, firm: Paladin Partners, city: Hartland, state: WI, value: 198517308, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132024/; rank: 92, crd: 282711, firm: Entasis Asset Management LLC, city: Brookfield, state: WI, value: 197878899, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282711/; rank: 93, crd: 165048, firm: Boardwalk Financial Strategies LLC, city: Hartland, state: WI, value: 197600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165048/; rank: 94, crd: 111272, firm: Liberty Financial Group, Inc., city: Elm Grove, state: WI, value: 194317321, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111272/; rank: 95, crd: 167513, firm: Conceptual Financial Advisors, LLC, city: Appleton, state: WI, value: 189909772, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167513/; rank: 96, crd: 168675, firm: Granite Financial Group, city: Brookfield, state: WI, value: 186200000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168675/; rank: 97, crd: 145946, firm: Wisconsin Wealth Advisors, LLC, city: Sun Prairie, state: WI, value: 177965058, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145946/; rank: 98, crd: 301001, firm: Hoff Private Wealth, city: Wausau, state: WI, value: 177496508, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301001/; rank: 99, crd: 152325, firm: Collar Capital Management, LLC, city: Appleton, state: WI, value: 176262609, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152325/; rank: 100, crd: 292959, firm: Toptier Wealth Management, city: Muskego, state: WI, value: 175731039, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292959/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Wisconsin](https://advisoriq.com/ria/states/wisconsin/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/wisconsin/

License: https://advisoriq.com/license/