Research Report · 2026-06-30
Institutional Registered Investment Advisers in Milwaukee
SEC-registered investment advisers in Milwaukee ranked by reported institutional client assets.
Firms
30
Total AUM
$1.02T
Median AUM
$1.65B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | MILWAUKEE | 307865 | $323.08B | 246 | 2026-05-31 | → |
| 2 | ROBERT W. BAIRD & CO. INCORPORATED | MILWAUKEE | 8158 | $394.07B | 4,322 | 2026-04-30 | → |
| 3 | ARTISAN PARTNERS LIMITED PARTNERSHIP | MILWAUKEE | 150114 | $183.62B | 496 | 2026-03-31 | → |
| 4 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC | MILWAUKEE | 307169 | $16.25B | 38 | 2026-05-31 | → |
| 5 | JOHNSON WEALTH INC. | MILWAUKEE | 125557 | $10.35B | 142 | 2026-03-31 | → |
| 6 | FIDUCIARY MANAGEMENT, INC. | MILWAUKEE | 109149 | $11.36B | 25 | 2026-06-30 | → |
| 7 | GENEVA CAPITAL MANAGEMENT LLC | MILWAUKEE | 105432 | $5.60B | 20 | 2026-03-31 | → |
| 8 | 1834 INVESTMENT ADVISORS CO. | MILWAUKEE | 105435 | $2.20B | 45 | 2026-04-30 | → |
| 9 | ALPHA INVESTMENT CONSULTING GROUP, LLC | MILWAUKEE | 139721 | $713.6M | 8 | 2026-03-31 | → |
| 10 | OPEROSE ADVISORS LLC | MILWAUKEE | 287465 | $2.04B | 20 | 2026-03-31 | → |
| 11 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | MILWAUKEE | 107003 | $1.44B | 9 | 2026-03-31 | → |
| 12 | CAPITAL INVESTMENT SERVICES OF AMERICA INC | MILWAUKEE | 110639 | $1.31B | 9 | 2025-12-31 | → |
| 13 | RIVERWATER PARTNERS LLC | MILWAUKEE | 283540 | $660.9M | 11 | 2026-06-30 | → |
| 14 | DIVERSIFIED MANAGEMENT INC | MILWAUKEE | 106680 | $1.87B | 8 | 2026-03-31 | → |
| 15 | 1492 CAPITAL MANAGEMENT, LLC | MILWAUKEE | 148566 | $274.6M | 5 | 2026-03-31 | → |
| 16 | TIDAL INVESTMENTS LLC | MILWAUKEE | 164201 | $45.83B | 207 | 2026-03-31 | → |
| 17 | UNIPLAN INVESTMENT COUNSEL, INC. | MILWAUKEE | 154718 | $330.5M | 11 | 2026-05-31 | → |
| 18 | HEARTLAND ADVISORS, INC. | MILWAUKEE | 29433 | $1.92B | 26 | 2026-02-28 | → |
| 19 | KLCM ADVISORS, INC. | MILWAUKEE | 107847 | $1.88B | 11 | 2026-03-31 | → |
| 20 | MARIETTA INVESTMENT PARTNERS, LLC | MILWAUKEE | 108479 | $683.7M | 8 | 2026-03-31 | → |
| 21 | ARCATAUR CAPITAL MANAGEMENT LLC | MILWAUKEE | 124663 | $469.5M | 9 | 2026-03-31 | → |
| 22 | FRIEDLANDER & CO INC | MILWAUKEE | 105150 | $564.8M | 1 | 2026-02-28 | → |
| 23 | GLOBAL VALUE INVESTMENT CORPORATION | MILWAUKEE | 144260 | $225.6M | 11 | 2026-03-31 | → |
| 24 | NICHOLAS CO INC | MILWAUKEE | 108347 | $6.08B | 16 | 2026-01-31 | → |
| 25 | SKYLANDS CAPITAL, LLC | MILWAUKEE | 131183 | $746.5M | 9 | 2026-05-31 | → |
| 26 | LANDAAS & COMPANY, LLC | MILWAUKEE | 47487 | $1.93B | 27 | 2026-03-31 | → |
| 27 | OARSMAN CAPITAL, INC | MILWAUKEE | 109993 | $1.17B | 21 | 2026-05-31 | → |
| 28 | THE MILWEALTH GROUP, LLC | MILWAUKEE | 108931 | $496.9M | 8 | 2026-03-31 | → |
| 29 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | MILWAUKEE | 106288 | $252.3M | 6 | 2026-03-31 | → |
| 30 | MILBORN ADVISORS, LTD | MILWAUKEE | 291305 | $107.7M | 2 | 2026-05-31 | → |
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