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Research Report · 2026-06-30

Largest Registered Investment Advisers in Milwaukee

Milwaukee SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.

Firms
48
Total AUM
$1.06T
Median AUM
$698.7M
Latest Filing
2026-06-30
Rank↕Firm NameCityCRD↕AUM↕Employees↕Latest Filing
1ROBERT W. BAIRD & CO. INCORPORATEDMILWAUKEE8158$394.07B4,3222026-04-30→
2NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLCMILWAUKEE307865$323.08B2462026-05-31→
3ARTISAN PARTNERS LIMITED PARTNERSHIPMILWAUKEE150114$183.62B4962026-03-31→
4TIDAL INVESTMENTS LLCMILWAUKEE164201$45.83B2072026-03-31→
5MASON STREET ADVISORS, LLCMILWAUKEE114085$39.08B132026-03-31→
6NATIONAL INVESTMENT SERVICES OF AMERICA, LLCMILWAUKEE307169$16.25B382026-05-31→
7FIDUCIARY MANAGEMENT, INC.MILWAUKEE109149$11.36B252026-06-30→
8JOHNSON WEALTH INC.MILWAUKEE125557$10.35B1422026-03-31→
9NICHOLAS CO INCMILWAUKEE108347$6.08B162026-01-31→
10GENEVA CAPITAL MANAGEMENT LLCMILWAUKEE105432$5.60B202026-03-31→
111834 INVESTMENT ADVISORS CO.MILWAUKEE105435$2.20B452026-04-30→
12OPEROSE ADVISORS LLCMILWAUKEE287465$2.04B202026-03-31→
13HAMMES REALTY ADVISORS, LLCMILWAUKEE165693$2.02B402026-03-31→
14LANDAAS & COMPANY, LLCMILWAUKEE47487$1.93B272026-03-31→
15HEARTLAND ADVISORS, INC.MILWAUKEE29433$1.92B262026-02-28→
16KLCM ADVISORS, INC.MILWAUKEE107847$1.88B112026-03-31→
17DIVERSIFIED MANAGEMENT INCMILWAUKEE106680$1.87B82026-03-31→
18CAMPBELL NEWMAN ASSET MANAGEMENT INCMILWAUKEE107003$1.44B92026-03-31→
19MASON WELLS, INC.MILWAUKEE173069$1.42B222026-03-31→
20CAPITAL INVESTMENT SERVICES OF AMERICA INCMILWAUKEE110639$1.31B92025-12-31→
21OARSMAN CAPITAL, INCMILWAUKEE109993$1.17B212026-05-31→
22SKYLANDS CAPITAL, LLCMILWAUKEE131183$746.5M92026-05-31→
23BAIRD CAPITAL MANAGEMENT COMPANY, LLCMILWAUKEE323309$737.9M342026-06-30→
24ALPHA INVESTMENT CONSULTING GROUP, LLCMILWAUKEE139721$713.6M82026-03-31→
25MARIETTA INVESTMENT PARTNERS, LLCMILWAUKEE108479$683.7M82026-03-31→
26RIVERWATER PARTNERS LLCMILWAUKEE283540$660.9M112026-06-30→
27FRIEDLANDER & CO INCMILWAUKEE105150$564.8M12026-02-28→
28AFFILIATED FINANCIAL ADVISORS INCMILWAUKEE108154$541.5M42026-02-28→
29THE MILWEALTH GROUP, LLCMILWAUKEE108931$496.9M82026-03-31→
30ARCATAUR CAPITAL MANAGEMENT LLCMILWAUKEE124663$469.5M92026-03-31→
31BLACK MAPLE CAPITAL MANAGEMENT LPMILWAUKEE168385$352.9M92026-03-31→
32UNIPLAN INVESTMENT COUNSEL, INC.MILWAUKEE154718$330.5M112026-05-31→
331492 CAPITAL MANAGEMENT, LLCMILWAUKEE148566$274.6M52026-03-31→
34TRANSCEND ADVISOR GROUP, LLCMILWAUKEE311746$253.2M42026-03-31→
35MORGAN DEMPSEY CAPITAL MANAGEMENT LLCMILWAUKEE106288$252.3M62026-03-31→
36BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLCMILWAUKEE168956$252.1M142026-06-30→
37GLOBAL VALUE INVESTMENT CORPORATIONMILWAUKEE144260$225.6M112026-03-31→
38BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLCMILWAUKEE298155$195.2M142026-06-30→
39REGAL BAY INVESTMENT GROUP, LLCMILWAUKEE121829$114.5M12026-04-30→
40RIVER1 ASSET MANAGEMENT LLCMILWAUKEE329230$107.8M52026-02-28→
41MILBORN ADVISORS, LTDMILWAUKEE291305$107.7M22026-05-31→
42BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLCMILWAUKEE326646$83.7M32026-06-30→
43BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLCMILWAUKEE292786$81.7M32026-06-30→
44SIMS CAPITAL MANAGEMENT LLCMILWAUKEE129398$56.4M22026-03-31→
45BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLCMILWAUKEE269982$22.4M32026-06-30→
46SIGNIFICANCE CAPITAL MANAGEMENT LLCMILWAUKEE331940$3.8M22026-05-31→
47BAIRD CAPITAL PARTNERS MANAGEMENT COMPANY V, LLCMILWAUKEE148519$1.5M142025-03-31→
48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLCMILWAUKEE145166$1.3M142026-06-30→

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Sleeve48 firms · 2026-06-30