Investment adviser firms in MILWAUKEE, Wisconsin
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
47 firms · Source months shown: August 2026
- 1492 CAPITAL MANAGEMENT, LLCCRD 148566 · MILWAUKEE, WI$274,626,922.00Regulatory AUM · August 2026
- 1834 INVESTMENT ADVISORS CO.CRD 105435 · MILWAUKEE, WI$2,196,582,334.00Regulatory AUM · August 2026
- AFFILIATED FINANCIAL ADVISORS INCCRD 108154 · MILWAUKEE, WI$541,478,694.00Regulatory AUM · August 2026
- ALPHA INVESTMENT CONSULTING GROUP, LLCCRD 139721 · MILWAUKEE, WI$713,594,230.00Regulatory AUM · August 2026
- ARCATAUR CAPITAL MANAGEMENT LLCCRD 124663 · MILWAUKEE, WI$469,535,872.00Regulatory AUM · August 2026
- ARTISAN PARTNERS LIMITED PARTNERSHIPCRD 150114 · MILWAUKEE, WI$183,619,365,456.00Regulatory AUM · August 2026
- BAIRD CAPITAL MANAGEMENT COMPANY, LLCCRD 323309 · MILWAUKEE, WI$737,854,000.00Regulatory AUM · August 2026
- BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLCCRD 269982 · MILWAUKEE, WI$22,409,000.00Regulatory AUM · August 2026
- BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLCCRD 292786 · MILWAUKEE, WI$81,729,000.00Regulatory AUM · August 2026
- BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLCCRD 326646 · MILWAUKEE, WI$83,749,000.00Regulatory AUM · August 2026
- BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLCCRD 145166 · MILWAUKEE, WI$1,324,000.00Regulatory AUM · August 2026
- BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLCCRD 168956 · MILWAUKEE, WI$252,060,000.00Regulatory AUM · August 2026
- BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLCCRD 298155 · MILWAUKEE, WI$195,158,000.00Regulatory AUM · August 2026
- BLACK MAPLE CAPITAL MANAGEMENT LPCRD 168385 · MILWAUKEE, WI$352,928,715.00Regulatory AUM · August 2026
- CAMPBELL NEWMAN ASSET MANAGEMENT INCCRD 107003 · MILWAUKEE, WI$1,442,362,896.00Regulatory AUM · August 2026
- CAPITAL INVESTMENT SERVICES OF AMERICA INCCRD 110639 · MILWAUKEE, WI$1,314,238,097.00Regulatory AUM · August 2026
- DIVERSIFIED MANAGEMENT INCCRD 106680 · MILWAUKEE, WI$1,866,259,879.00Regulatory AUM · August 2026
- FIDUCIARY MANAGEMENT, INC.CRD 109149 · MILWAUKEE, WI$11,359,924,535.00Regulatory AUM · August 2026
- FRIEDLANDER & CO INCCRD 105150 · MILWAUKEE, WI$564,847,487.00Regulatory AUM · August 2026
- GENEVA CAPITAL MANAGEMENT LLCCRD 105432 · MILWAUKEE, WI$5,604,553,098.00Regulatory AUM · August 2026
- GLOBAL VALUE INVESTMENT CORPORATIONCRD 144260 · MILWAUKEE, WI$225,627,462.00Regulatory AUM · August 2026
- HAMMES REALTY ADVISORS, LLCCRD 165693 · MILWAUKEE, WI$2,020,277,795.00Regulatory AUM · August 2026
- HEARTLAND ADVISORS, INC.CRD 29433 · MILWAUKEE, WI$1,920,597,980.00Regulatory AUM · August 2026
- JOHNSON WEALTH INC.CRD 125557 · MILWAUKEE, WI$10,348,426,272.00Regulatory AUM · August 2026
- KLCM ADVISORS, INC.CRD 107847 · MILWAUKEE, WI$1,876,936,306.00Regulatory AUM · August 2026
- LANDAAS & COMPANY, LLCCRD 47487 · MILWAUKEE, WI$1,926,588,387.00Regulatory AUM · August 2026
- MARIETTA INVESTMENT PARTNERS, LLCCRD 108479 · MILWAUKEE, WI$683,744,825.00Regulatory AUM · August 2026
- MASON STREET ADVISORS, LLCCRD 114085 · MILWAUKEE, WI$39,079,170,300.00Regulatory AUM · August 2026
- MASON WELLS, INC.CRD 173069 · MILWAUKEE, WI$1,420,286,011.00Regulatory AUM · August 2026
- MILBORN ADVISORS, LTDCRD 291305 · MILWAUKEE, WI$107,692,612.00Regulatory AUM · August 2026
- MORGAN DEMPSEY CAPITAL MANAGEMENT LLCCRD 106288 · MILWAUKEE, WI$252,255,333.00Regulatory AUM · August 2026
- NATIONAL INVESTMENT SERVICES OF AMERICA, LLCCRD 307169 · MILWAUKEE, WI$16,252,169,000.00Regulatory AUM · August 2026
- NICHOLAS CO INCCRD 108347 · MILWAUKEE, WI$6,076,875,451.00Regulatory AUM · August 2026
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLCCRD 307865 · MILWAUKEE, WI$323,078,339,738.00Regulatory AUM · August 2026
- NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCCRD 2881 · MILWAUKEE, WINot availableRegulatory AUM · August 2026
- OARSMAN CAPITAL, INCCRD 109993 · MILWAUKEE, WI$1,166,995,377.00Regulatory AUM · August 2026
- OPEROSE ADVISORS LLCCRD 287465 · MILWAUKEE, WI$2,038,167,082.00Regulatory AUM · August 2026
- RIVER1 ASSET MANAGEMENT LLCCRD 329230 · MILWAUKEE, WI$107,816,345.00Regulatory AUM · August 2026
- RIVERWATER PARTNERS LLCCRD 283540 · MILWAUKEE, WI$660,866,025.00Regulatory AUM · August 2026
- ROBERT W. BAIRD & CO. INCORPORATEDCRD 8158 · MILWAUKEE, WI$394,068,801,480.00Regulatory AUM · August 2026
- SIGNIFICANCE CAPITAL MANAGEMENT LLCCRD 331940 · MILWAUKEE, WI$3,835,474.00Regulatory AUM · August 2026
- SIMS CAPITAL MANAGEMENT LLCCRD 129398 · MILWAUKEE, WI$56,393,178.00Regulatory AUM · August 2026
- SKYLANDS CAPITAL, LLCCRD 131183 · MILWAUKEE, WI$746,529,233.00Regulatory AUM · August 2026
- THE MILWEALTH GROUP, LLCCRD 108931 · MILWAUKEE, WI$496,900,624.00Regulatory AUM · August 2026
- TIDAL INVESTMENTS LLCCRD 164201 · MILWAUKEE, WI$45,829,212,449.00Regulatory AUM · August 2026
- TRANSCEND ADVISOR GROUP, LLCCRD 311746 · MILWAUKEE, WI$253,195,518.00Regulatory AUM · August 2026
- UNIPLAN INVESTMENT COUNSEL, INC.CRD 154718 · MILWAUKEE, WI$330,460,396.00Regulatory AUM · August 2026