Operose Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 26, 2026, reports $2.0B in regulatory assets under management, 20 employees, and 1,655 accounts.
Assets Under Management
$2.0B
Employees
20
Offices
--
Total Clients
511
Primary office
MILWAUKEE, WI
731 NORTH WATER STREET, SUITE 790, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.1% of total clients.
Top client categories% of clientsClients
1
HNWI
59.1%
302
2
Individuals
25.0%
128
3
RETIREMENT
6.5%
33
4
Charitable
5.7%
29
5
Corporations
3.3%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 26, 2026
Discretionary73.3%
$1.5B
73% of total RAUM73.3%
Non-discretionary26.7%
$545M
27% of total RAUM26.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts1,655
10Y AUM Change+$1.8B (+909.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee26:1
10Y Employee Change+12 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.