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 Retirement Planning advisors in WI
113 advisers found
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
TRUSTAGE INVESTMENT MANAGEMENT
Madison, WI
AUM
$39.46B
Wealth MgmtRetirementInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
6082385851
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
MADISON INVESTMENT ADVISORS, LLC
Madison, WI
AUM
$13.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-274-0300
FIDUCIARY MANAGEMENT, INC.
Milwaukee, WI
AUM
$11.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM
414-226-4545
HECK CAPITAL ADVISORS, LLC
Rhinelander, WI
AUM
$11.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
715-361-1500
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
HARBOUR INVESTMENTS, INC.
Madison, WI
AUM
$9.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
213 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
608-662-6100
ORGEL WEALTH MANAGEMENT, LLC
Altoona, WI
AUM
$9.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
715-835-6525
ANNEX WEALTH MANAGEMENT, LLC
Brookfield, WI
AUM
$8.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-786-6363
DANA INVESTMENT ADVISORS INC
Waukesha, WI
AUM
$6.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
262-782-3631
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
MADISON ASSET MANAGEMENT
Madison, WI
AUM
$4.86B
Wealth MgmtRetirementInstitutional
Team
44 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-767-0300
BAKER TILLY WEALTH MANAGEMENT, LLC
Madison, WI
AUM
$4.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
833-761-0673
NORTH STAR ASSET MANAGEMENT INC
Neenah, WI
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM
920-729-7900
THOMPSON INVESTMENT MANAGEMENT, INC.
Madison, WI
AUM
$3.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-827-5700
RESONANT CAPITAL ADVISORS, LLC
Madison, WI
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608)-733-6220
REINHART PARTNERS, LLC
Mequon, WI
AUM
$2.47B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
262-241-2020
GATEWAY WEALTH PARTNERS, LLC
Appleton, WI
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
83 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 731-9293
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
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
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
920-727-1137
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