Firms by city
Registered investment advisers in Milwaukee, WI
8 SEC-registered advisers headquartered in Milwaukee, listed by regulatory assets under management as reported on Form ADV.
8 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Robert W. Baird &CRD 8158 | Milwaukee, WI | $394.07B | 3,170 | 241,359 |
| Northwestern Mutual Investment ManagementCRD 307865 | Milwaukee, WI | $323.08B | 213 | 23 |
| Artisan Partners Limited PartnershipCRD 150114 | Milwaukee, WI | $183.62B | 114 | 249 |
| Tidal InvestmentsCRD 164201 | Milwaukee, WI | $45.83B | 50 | 343 |
| Mason Street AdvisorsCRD 114085 | Milwaukee, WI | $39.08B | 13 | 2 |
| National Investment Services of AmericaCRD 307169 | Milwaukee, WI | $16.25B | 16 | 360 |
| Fiduciary ManagementCRD 109149 | Milwaukee, WI | $11.36B | 17 | 570 |
| Johnson WealthCRD 125557 | Milwaukee, WI | $10.35B | 71 | 2,412 |
Robert W. Baird &CRD 8158$394.07B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 3,170
- Clients
- 241,359
Northwestern Mutual Investment ManagementCRD 307865$323.08B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 213
- Clients
- 23
Artisan Partners Limited PartnershipCRD 150114$183.62B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 114
- Clients
- 249
Tidal InvestmentsCRD 164201$45.83B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 50
- Clients
- 343
Mason Street AdvisorsCRD 114085$39.08B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 13
- Clients
- 2
National Investment Services of AmericaCRD 307169$16.25B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 16
- Clients
- 360
Fiduciary ManagementCRD 109149$11.36B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 17
- Clients
- 570
Johnson WealthCRD 125557$10.35B
- Headquarters
- Milwaukee, WI
- Advisory staff
- 71
- Clients
- 2,412
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Milwaukee on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in Wisconsin.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.