Adviser Record

Investment advisers in Milwaukee, WI

47 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in WI

FirmAssetsEmployeesDisclosures
Robert W. Baird & Co. Incorporated$394.07 billion4,3228
Northwestern Mutual Investment Management Company, LLC$323.08 billion2465
Artisan Partners Limited Partnership$183.62 billion4960
Tidal Investments LLC$45.83 billion2070
Mason Street Advisors, LLC$39.08 billion135
National Investment Services of America, LLC$16.25 billion380
Fiduciary Management, Inc.$11.36 billion250
Johnson Wealth Inc.$10.35 billion1420
Nicholas Co Inc$6.08 billion160
Geneva Capital Management LLC$5.60 billion200
1834 Investment Advisors Co.$2.20 billion450
Operose Advisors LLC$2.04 billion200
Hammes Realty Advisors, LLC$2.02 billion400
Landaas & Company$1.93 billion274
Heartland Advisors, Inc.$1.92 billion263
Klcm Advisors, Inc.$1.88 billion110
Diversified Management Inc$1.87 billion80
Campbell Newman Asset Management Inc$1.44 billion90
Mason Wells, Inc.$1.42 billion220
Capital Investment Services of America Inc$1.31 billion90
Oarsman Capital, Inc$1.17 billion210
Skylands Capital, LLC$746.5 million90
Baird Capital Management Company, LLC$737.9 million345
Alpha Investment Consulting Group, LLC$713.6 million80
Marietta Investment Partners, LLC$683.7 million80
Riverwater Partners LLC$660.9 million110
Friedlander & Co Inc$564.8 million10
Affiliated Financial Advisors Inc$541.5 million40
The Milwealth Group, LLC$496.9 million80
Arcataur Capital Management LLC$469.5 million90
Black Maple Capital Management LP$352.9 million90
Uniplan Investment Counsel, Inc.$330.5 million110
1492 Capital Management, LLC$274.6 million50
Transcend Advisor Group, LLC$253.2 million50
Morgan Dempsey Capital Management LLC$252.3 million60
Baird Venture Partners Management Company Iv, LLC$252.1 million145
Global Value Investment Corporation$225.6 million110
Baird Venture Partners Management Company V, LLC$195.2 million145
River1 Asset Management LLC$107.8 million50
Milborn Advisors, Ltd$107.7 million20
Baird Principal Group Management Company, LLC$83.7 million35
Baird Principal Group Management Company Ii, LLC$81.7 million35
Sims Capital Management LLC$56.4 million20
Baird Principal Group Management Company I, LLC$22.4 million35
Significance Capital Management LLC$3.8 million20
Baird Venture Partners Management Company Iii, LLC$1.3 million145
Northwestern Mutual Investment Services,llc$02,2946