Investment Advisory government contracts in Wisconsin
WisconsinInvestment Advisory- Latest contract
- Sep 2, 2025
- 13 months ago
- Contracts
- 18
- in Wisconsin
- Vendors
- 10
- Disclosed value
- $4.1B
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THE 30-SECOND BRIEF
Ehlers & Associates Inc. holds the most investment advisory contracts (3), followed by Pma Asset Management LLC and Dana Investment Advisors.
Mount Pleasant village is the most active Wisconsin buyer, with 3 contracts, followed by Menasha School District and Town of Germantown.
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Questions about Wisconsin investment advisory contracts
How many Investment Advisory government contracts are there in Wisconsin?
Civic IQ tracks 18 investment advisory government contracts across 14 agencies in Wisconsin representing $4.1B in total contract value. These contracts span 10 vendors and cover service agreements, technology implementations, infrastructure projects, and procurement awards. Contract details including amounts, terms, and renewal dates are updated as new data becomes available.
Which vendors have investment advisory contracts in Wisconsin?
The leading vendors with investment advisory government contracts in Wisconsin include: Ehlers & Associates Inc. (3 contracts); Pma Asset Management LLC (3 contracts); Dana Investment Advisors (2 contracts); American Deposit Management (1 contracts); Edward D. Jones & Co., L.P. (1 contracts). Tracking vendor contract wins, values, and agency relationships helps you understand the competitive landscape — whether you're evaluating vendors as an agency buyer or positioning against incumbents as a competitor.
Which Wisconsin agencies buy investment advisory?
The most active Wisconsin government agencies procuring investment advisory are: Mount Pleasant village (3 contracts); Menasha School District (2 contracts); Town of Germantown (2 contracts); City of Verona (1 contracts); Fredonia village (1 contracts). Each agency manages its own procurement process and vendor relationships. Understanding which agencies are the largest buyers helps vendors prioritize outreach and tailor their proposals to specific agency needs.
How do I find investment advisory government contracts in Wisconsin?
Civic IQ aggregates investment advisory contract data from 14 Wisconsin government agencies into a single searchable database. You can browse contracts by agency, vendor, value, status, and renewal date. Beyond active contracts, Civic IQ also tracks pre-RFPs from board meetings and budget discussions — surfacing investment advisory opportunities 6–18 months before formal solicitations go live.
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What is the average value of investment advisory contracts in Wisconsin?
Based on tracked contract data, the average investment advisory government contract in Wisconsin is valued at approximately $227.6M, with 18 contracts totaling $4.1B. Individual contract values vary significantly depending on scope, agency size, and contract duration. Detailed value breakdowns by agency and vendor are available on Civic IQ.
What related contract categories are active in Wisconsin?
Beyond investment advisory, other active government contract categories in Wisconsin include Other, Professional Services, Supplies, Construction, and Maintenance. Agencies often procure across multiple categories simultaneously — a city upgrading its IT infrastructure may also issue contracts for professional services, facilities maintenance, and cybersecurity. Tracking related categories helps you identify cross-selling opportunities and understand the full procurement landscape.