ROBERT W. BAIRD & CO. INCORPORATED
Milwaukee, WI
AUM
$394.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3170 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
414-765-3500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI, MILWAUKEE
39 advisers found
AUM
$323.08B
Wealth MgmtTrusts & EstatesInstitutional
Team
213 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-665-1444
ARTISAN PARTNERS LIMITED PARTNERSHIP
Milwaukee, WI
AUM
$183.62B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
114 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-390-6100
TIDAL INVESTMENTS LLC
Milwaukee, WI
AUM
$45.83B
Wealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
855-843-2534
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
Milwaukee, WI
AUM
$16.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414.765.1980
FIDUCIARY MANAGEMENT, INC.
Milwaukee, WI
AUM
$11.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
414-226-4545
JOHNSON WEALTH INC.
Milwaukee, WI
AUM
$10.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
71 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
414-291-4500
NICHOLAS CO INC
Milwaukee, WI
AUM
$6.08B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-272-4650
GENEVA CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$5.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
414-224-6002
1834 INVESTMENT ADVISORS CO.
Milwaukee, WI
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(414) 615-1012
OPEROSE ADVISORS LLC
Milwaukee, WI
AUM
$2.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
414-209-3280
LANDAAS & COMPANY
Milwaukee, WI
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
414-223-1099
HEARTLAND ADVISORS, INC.
Milwaukee, WI
AUM
$1.92B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
414-347-7777
KLCM ADVISORS, INC.
Milwaukee, WI
AUM
$1.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
414-765-1234
CAMPBELL NEWMAN ASSET MANAGEMENT INC
Milwaukee, WI
AUM
$1.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
414-908-6670
CAPITAL INVESTMENT SERVICES OF AMERICA INC
Milwaukee, WI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM
414-278-7744
OARSMAN CAPITAL, INC
Milwaukee, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
414-221-0081
SKYLANDS CAPITAL, LLC
Milwaukee, WI
AUM
$746.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
414-256-3380
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
Milwaukee, WI
AUM
$737.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-765-3500
MARIETTA INVESTMENT PARTNERS, LLC
Milwaukee, WI
AUM
$683.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
414-289-9080
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
ARCATAUR CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$469.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
414-225-8200
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
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