Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

72 advisers found

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

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NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Milwaukee, WI

AUM

$323.08B

Wealth MgmtTrusts & EstatesInstitutional

Team

213 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

414-665-1444

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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

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TIDAL INVESTMENTS LLC

Milwaukee, WI

AUM

$45.83B

Wealth MgmtTrusts & EstatesRetirement

Team

50 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

855-843-2534

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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

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FIDUCIARY MANAGEMENT, INC.

Milwaukee, WI

AUM

$11.36B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

17 advisors

Clients

—

Fees

Percentage of AUM

414-226-4545

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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

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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

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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

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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

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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

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HAMMES REALTY ADVISORS, LLC

Milwaukee, WI

AUM

$2.02B

Wealth Mgmt

Team

40 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

414-509-2500

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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

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HEARTLAND ADVISORS, INC.

Milwaukee, WI

AUM

$1.92B

Wealth MgmtTrusts & EstatesInstitutional

Team

10 advisors

Clients

—

Fees

Percentage of AUM

414-347-7777

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KLCM ADVISORS, INC.

Milwaukee, WI

AUM

$1.88B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

5 advisors

Clients

Fees

Percentage of AUM; Fixed fees

414-765-1234

Full profile Visit site →

DIVERSIFIED MANAGEMENT INC

Milwaukee, WI

AUM

$1.87B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

414-292-1900

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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

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MASON WELLS, INC.

Milwaukee, WI

AUM

$1.42B

Wealth Mgmt

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

414-727-6400

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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

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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

Full profile Visit site →

SKYLANDS CAPITAL, LLC

Milwaukee, WI

AUM

$746.5M

Wealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

414-256-3380

Full profile Visit site →

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

Full profile Visit site →

ALPHA INVESTMENT CONSULTING GROUP, LLC

Milwaukee, WI

AUM

$713.6M

Wealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

414-319-4100

Full profile Visit site →

MARIETTA INVESTMENT PARTNERS, LLC

Milwaukee, WI

AUM

$683.7M

Wealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

—

Fees

Percentage of AUM

414-289-9080

Full profile Visit site →

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