RIVERWATER PARTNERS LLC
Milwaukee, WI
AUM
$660.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
414-858-8000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
72 advisers found
AFFILIATED FINANCIAL ADVISORS INC
Milwaukee, WI
AUM
$541.5M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
414-476-4999
THE MILWEALTH GROUP, LLC
Milwaukee, WI
AUM
$496.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
414-475-1369
ARCATAUR CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$469.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
414-225-8200
BLACK MAPLE CAPITAL MANAGEMENT LP
Milwaukee, WI
AUM
$352.9M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-294-7777
UNIPLAN INVESTMENT COUNSEL, INC.
Milwaukee, WI
AUM
$330.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
262-534-3000
1492 CAPITAL MANAGEMENT, LLC
Milwaukee, WI
AUM
$274.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
414-276-1492
TRANSCEND ADVISOR GROUP, LLC
Milwaukee, WI
AUM
$253.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
262-884-9983
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$252.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
414-319-1080
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
Milwaukee, WI
AUM
$252.1M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
GLOBAL VALUE INVESTMENT CORPORATION
Milwaukee, WI
AUM
$225.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
262-478-0640
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
Milwaukee, WI
AUM
$195.2M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
REGAL BAY INVESTMENT GROUP, LLC
Milwaukee, WI
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-225-3551
RIVER1 ASSET MANAGEMENT LLC
Milwaukee, WI
AUM
$107.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
920-583-1476
MILBORN ADVISORS, LTD
Milwaukee, WI
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-585-0070
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
Milwaukee, WI
AUM
$83.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
Milwaukee, WI
AUM
$81.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
SIMS CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$56.4M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; MINIMUM ANNUAL FEE
(414) 765-1107
WARDEN WEALTH MANAGEMENT, LLC
Milwaukee, WI
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-270-4500
HILLTOP FINANCIAL ADVISORS
Milwaukee, WI
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-856-7100
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
Milwaukee, WI
AUM
$22.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
SIMPLICITY FINANCIAL, LLC
Milwaukee, WI
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(414) 207-6473
SIGNIFICANCE CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$3.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
414--293-3926
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
Milwaukee, WI
AUM
$1.3M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500