Adviser Record
States
Disclosures
Monthly changes
About the data
Investment advisers in Milwaukee, WI
47 SEC-registered firms with a main office here.
Form ADV data as of 2026-11-01
All advisers in WI
Firm
Assets
Employees
Disclosures
Robert W. Baird & Co. Incorporated
$394.07 billion
4,322
8
Northwestern Mutual Investment Management Company, LLC
$323.08 billion
246
5
Artisan Partners Limited Partnership
$183.62 billion
496
0
Tidal Investments LLC
$45.83 billion
207
0
Mason Street Advisors, LLC
$39.08 billion
13
5
National Investment Services of America, LLC
$16.25 billion
38
0
Fiduciary Management, Inc.
$11.36 billion
25
0
Johnson Wealth Inc.
$10.35 billion
142
0
Nicholas Co Inc
$6.08 billion
16
0
Geneva Capital Management LLC
$5.60 billion
20
0
1834 Investment Advisors Co.
$2.20 billion
45
0
Operose Advisors LLC
$2.06 billion
20
0
Hammes Realty Advisors, LLC
$2.02 billion
40
0
Landaas & Company
$1.93 billion
27
4
Heartland Advisors, Inc.
$1.92 billion
26
3
Klcm Advisors, Inc.
$1.88 billion
11
0
Diversified Management Inc
$1.87 billion
8
0
Campbell Newman Asset Management Inc
$1.44 billion
9
0
Mason Wells, Inc.
$1.42 billion
22
0
Capital Investment Services of America Inc
$1.31 billion
9
0
Oarsman Capital, Inc
$1.17 billion
21
0
Skylands Capital, LLC
$746.5 million
9
0
Baird Capital Management Company, LLC
$737.9 million
34
5
Alpha Investment Consulting Group, LLC
$713.6 million
8
0
Marietta Investment Partners, LLC
$683.7 million
7
0
Riverwater Partners LLC
$660.9 million
11
0
Friedlander & Co Inc
$564.8 million
1
0
Affiliated Financial Advisors Inc
$541.5 million
4
0
The Milwealth Group, LLC
$496.9 million
8
0
Arcataur Capital Management LLC
$469.5 million
9
0
Black Maple Capital Management LP
$352.9 million
9
0
Uniplan Investment Counsel, Inc.
$330.5 million
11
0
1492 Capital Management, LLC
$274.6 million
5
0
Transcend Advisor Group, LLC
$253.2 million
5
0
Morgan Dempsey Capital Management LLC
$252.3 million
6
0
Baird Venture Partners Management Company Iv, LLC
$252.1 million
14
5
Global Value Investment Corporation
$225.6 million
11
0
Baird Venture Partners Management Company V, LLC
$195.2 million
14
5
River1 Asset Management LLC
$107.8 million
5
0
Milborn Advisors, Ltd
$107.7 million
2
0
Baird Principal Group Management Company, LLC
$83.7 million
3
5
Baird Principal Group Management Company Ii, LLC
$81.7 million
3
5
Sims Capital Management LLC
$56.4 million
2
0
Baird Principal Group Management Company I, LLC
$22.4 million
3
5
Significance Capital Management LLC
$3.8 million
2
0
Baird Venture Partners Management Company Iii, LLC
$1.3 million
14
5
Northwestern Mutual Investment Services,llc
$0
2,294
6