Financial advisers in Milwaukee , WI

AUM: $394.1B
Per adviser: $124M
Advisers: 3,170

Northwestern Mutual Investment Management Company, LLC

Milwaukee, WI · Est. 2020

NationalInternational

AUM: $323.1B
Per adviser: $1.5B
Advisers: 213

Artisan Partners Limited Partnership

Milwaukee, WI · Est. 2009

NationalInternational

AUM: $183.6B
Per adviser: $1.6B
Advisers: 114

No reported disclosures

Tidal Investments LLC

Milwaukee, WI · Est. 2012

AUM: $45.8B
Per adviser: $917M
Advisers: 50

No reported disclosures

Mason Street Advisors, LLC

Milwaukee, WI · Est. 2001

AUM: $39.1B
Per adviser: $3.0B
Advisers: 13

National Investment Services Of America, LLC

Milwaukee, WI · Est. 2020

AUM: $16.3B
Per adviser: $1.0B
Advisers: 16

No reported disclosures

Fiduciary Management, INC.

Milwaukee, WI · Est. 1980

AUM: $11.4B
Per adviser: $668M
Advisers: 17

No reported disclosures

Johnson Wealth INC.

Milwaukee, WI · Est. 2003

AUM: $10.3B
Per adviser: $146M
Advisers: 71

No reported disclosures

Nicholas Co INC

Milwaukee, WI · Est. 1968

AUM: $6.1B
Per adviser: $868M
Advisers: 7

No reported disclosures

Geneva Capital Management LLC

Milwaukee, WI · Est. 1986

AUM: $5.6B
Per adviser: $623M
Advisers: 9

No reported disclosures

1834 Investment Advisors Co.

Milwaukee, WI · Est. 1976

AUM: $2.2B
Per adviser: $73M
Advisers: 30

No reported disclosures

Operose Advisors LLC

Milwaukee, WI · Est. 2020

AUM: $2.0B
Per adviser: $185M
Advisers: 11

No reported disclosures

Hammes Realty Advisors, LLC

Milwaukee, WI · Est. 2013

AUM: $2.0B
Per adviser: $51M
Advisers: 40

No reported disclosures

Landaas & Company

Milwaukee, WI · Est. 1993

AUM: $1.9B
Per adviser: $92M
Advisers: 21

No reported disclosures

Heartland Advisors, INC.

Milwaukee, WI · Est. 1983

AUM: $1.9B
Per adviser: $192M
Advisers: 10

Klcm Advisors, INC.

Milwaukee, WI · Est. 1993

AUM: $1.9B
Per adviser: $375M
Advisers: 5

No reported disclosures

Diversified Management INC

Milwaukee, WI · Est. 1994

AUM: $1.9B
Per adviser: $311M
Advisers: 6

No reported disclosures

Campbell Newman Asset Management INC

Milwaukee, WI · Est. 1972

AUM: $1.4B
Per adviser: $361M
Advisers: 4

No reported disclosures

Mason Wells, INC.

Milwaukee, WI · Est. 2014

AUM: $1.4B
Per adviser: $71M
Advisers: 20

No reported disclosures

Capital Investment Services Of America INC

Milwaukee, WI · Est. 1980

AUM: $1.3B
Per adviser: $146M
Advisers: 9

No reported disclosures

Oarsman Capital, INC

Milwaukee, WI · Est. 2002

AUM: $1.2B
Per adviser: $90M
Advisers: 13

No reported disclosures

Skylands Capital, LLC

Milwaukee, WI · Est. 2010

AUM: $747M
Per adviser: $187M
Advisers: 4

No reported disclosures

Baird Capital Management Company, LLC

Milwaukee, WI · Est. 2022

AUM: $738M
Per adviser: $246M
Advisers: 3

No reported disclosures

Alpha Investment Consulting Group, LLC

Milwaukee, WI · Est. 2006

AUM: $714M
Per adviser: $238M
Advisers: 3

No reported disclosures

Marietta Investment Partners, LLC

Milwaukee, WI · Est. 2000

AUM: $684M
Per adviser: $171M
Advisers: 4

No reported disclosures

Riverwater Partners LLC

Milwaukee, WI · Est. 2019

AUM: $661M
Per adviser: $83M
Advisers: 8

No reported disclosures

Friedlander & Co INC

Milwaukee, WI · Est. 1982

AUM: $565M
Per adviser: $565M
Advisers: 1

No reported disclosures

Affiliated Financial Advisors INC

Milwaukee, WI · Est. 2000

AUM: $541M
Per adviser: $135M
Advisers: 4

No reported disclosures

The Milwealth Group, LLC

Milwaukee, WI · Est. 1999

AUM: $497M
Per adviser: $99M
Advisers: 5

No reported disclosures

Arcataur Capital Management LLC

Milwaukee, WI · Est. 2015

AUM: $470M
Per adviser: $67M
Advisers: 7

No reported disclosures

Black Maple Capital Management LP

Milwaukee, WI · Est. 2013

AUM: $353M
Per adviser: $44M
Advisers: 8

No reported disclosures

Uniplan Investment Counsel, INC.

Milwaukee, WI · Est. 2010

AUM: $330M
Per adviser: $33M
Advisers: 10

No reported disclosures

1492 Capital Management, LLC

Milwaukee, WI · Est. 2009

AUM: $275M
Per adviser: $55M
Advisers: 5

No reported disclosures

Transcend Advisor Group, LLC

Milwaukee, WI · Est. 2021

AUM: $253M
Per adviser: $63M
Advisers: 4

No reported disclosures

Morgan Dempsey Capital Management LLC

Milwaukee, WI · Est. 1994

AUM: $252M
Per adviser: $84M
Advisers: 3

No reported disclosures

Baird Venture Partners Management Company IV, LLC

Milwaukee, WI · Est. 2013

AUM: $252M
Per adviser: $126M
Advisers: 2

No reported disclosures

Global Value Investment Corporation

Milwaukee, WI · Est. 2021

AUM: $226M
Per adviser: $32M
Advisers: 7

No reported disclosures

Baird Venture Partners Management Company V, LLC

Milwaukee, WI · Est. 2018

AUM: $195M
Per adviser: $98M
Advisers: 2

No reported disclosures

River1 Asset Management LLC

Milwaukee, WI · Est. 2024

AUM: $108M
Per adviser: $54M
Advisers: 2

No reported disclosures

Milborn Advisors, Ltd

Milwaukee, WI · Est. 2026

AUM: $108M
Per adviser: $54M
Advisers: 2

No reported disclosures

Baird Principal Group Management Company, LLC

Milwaukee, WI · Est. 2023

AUM: $84M
Per adviser: $42M
Advisers: 2

No reported disclosures

Baird Principal Group Management Company II, LLC

Milwaukee, WI · Est. 2018

AUM: $82M
Per adviser: $41M
Advisers: 2

No reported disclosures

Sims Capital Management LLC

Milwaukee, WI · Est. 2007

AUM: $56M
Per adviser: $28M
Advisers: 2

No reported disclosures

Baird Principal Group Management Company I, LLC

Milwaukee, WI · Est. 2015

AUM: $22M
Per adviser: $11M
Advisers: 2

No reported disclosures

Significance Capital Management LLC

Milwaukee, WI · Est. 2026

AUM: $4M
Per adviser: $2M
Advisers: 2

No reported disclosures

Baird Venture Partners Management Company III, LLC

Milwaukee, WI · Est. 2007

AUM: $1M
Per adviser: $662,000
Advisers: 2

No reported disclosures

Northwestern Mutual Investment Services,LLC

Milwaukee, WI · Est. 1971