Top 10 Advisor Firms in Wisconsin by AUM
The largest public advisor firms headquartered in Wisconsin, ranked by reported assets under management.
Wisconsin
| # | Firm | AUM |
|---|---|---|
| 1 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC Milwaukee, WI | $16.3B |
| 2 | MADISON INVESTMENT ADVISORS, LLC Madison, WI | $13.8B |
| 3 | HECK CAPITAL ADVISORS, LLC Rhinelander, WI | $11.3B |
| 4 | HARBOUR INVESTMENTS, INC. Madison, WI | $9.6B |
| 5 | ORGEL WEALTH MANAGEMENT, LLC Altoona, WI | $9.5B |
| 6 | ANNEX WEALTH MANAGEMENT, LLC Brookfield, WI | $8.1B |
| 7 | PROVIDENT TRUST COMPANY Waukesha, WI | $6.9B |
| 8 | DANA INVESTMENT ADVISORS INC Waukesha, WI | $6.1B |
| 9 | NICOLET WEALTH MANAGEMENT Green Bay, WI | $4.3B |
| 10 | NORTH STAR ASSET MANAGEMENT INC Neenah, WI | $3.4B |