Companies / RIAs

RIAs in Wisconsin

320 listed · From their SEC Form ADV filings: assets under management, custodians, tech stacks and the advisors who work there.

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RIAPeopleAUM
$394.07Bas of Sep 2026
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$323.08Bas of May 2026
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$183.62Bas of Aug 2026
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$45.83Bas of Mar 2026
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$39.46Bas of Sep 2026
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$39.08Bas of Mar 2026
$16.25Bas of May 2026
$13.84Bas of Mar 2026
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$11.36Bas of Jun 2026
$11.31Bas of Mar 2026
$10.35Bas of Mar 2026
$9.6Bas of Sep 2026
$9.55Bas of Mar 2026
$8.05Bas of Apr 2026
$6.86Bas of Apr 2026
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$6.08Bas of Jan 2026
$6.08Bas of Mar 2026
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$5.6Bas of Mar 2026
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$5.19Bas of Aug 2026
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$4.86Bas of Mar 2026
$4.29Bas of Mar 2026
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$3.35Bas of Aug 2026
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$3.08Bas of Sep 2026
$2.96Bas of Jun 2026
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$2.86Bas of Mar 2026
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$2.47Bas of May 2026
$2.28Bas of Jun 2026
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$2.2Bas of Sep 2026
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$2.06Bas of Mar 2026
$2.04Bas of Sep 2026
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$2.02Bas of Mar 2026
$1.93Bas of Sep 2026
$1.92Bas of Feb 2026
$1.88Bas of Mar 2026
$1.87Bas of Mar 2026
$1.87Bas of Mar 2026
$1.76Bas of Jul 2026
$1.6Bas of Mar 2026
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$1.44Bas of Mar 2026
$1.44Bas of Jan 2026
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$1.43Bas of Mar 2026
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$1.42Bas of Mar 2026
$1.36Bas of Apr 2026
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$1.35Bas of Sep 2026
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$1.31Bas of Dec 2025
$1.3Bas of Sep 2026
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$1.17Bas of Oct 2026
$1.17Bas of Sep 2026
$1.16Bas of Sep 2026
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$1.15Bas of Apr 2026
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