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Top RIA Firms in Milwaukee, Wisconsin
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Milwaukee, Wisconsin. This hub covers 44 matching firms with $1.1T in total reported AUM and median AUM of $742.2M.
Firms
44
Matching current profiles
Total AUM
$1.1T
Reported regulatory AUM
Median AUM
$742.2M
Across firms with AUM
Largest firm
$394.1B
Robert W. Baird & CO. Incorporated
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Robert W. Baird & CO. Incorporated CRD 8158 · Corporation | MILWAUKEE, WI | $394.1B Apr 2026 | +$51.9B+15.2% | +$146.3B+59.0% | +$162.6B+70.2% | +$354.6B+897.3% | +251 employees+6.2% over 3Y | +51,058 accounts+16.2% over 3Y |
| 2. Northwestern Mutual Investment Management Company, LLC CRD 307865 · Limited Liability Company | MILWAUKEE, WI | $323.1B May 2026 | +$23.1B+7.7% | +$61.0B+23.3% | +$50.7B+18.6% | +$57.5B+21.7% | +37 employees+17.7% over 3Y | +13 accounts+68.4% over 3Y |
| 3. Artisan Partners Limited Partnership CRD 150114 · Limited Partnership | MILWAUKEE, WI | $183.6B Mar 2026 | +$20.9B+12.8% | +$54.9B+42.7% | +$24.3B+15.3% | +$117.1B+176.2% | +13 employees+2.7% over 3Y | -17 accounts-6.3% over 3Y |
| 4. Tidal Investments LLC CRD 164201 · Limited Liability Company | MILWAUKEE, WI | $45.8B Mar 2026 | +$34.5B+304.3% | +$37.7B+461.3% | +$44.1B+2500.9% | — | +180 employees+666.7% over 3Y | -202 accounts-29.1% over 3Y |
| 5. Mason Street Advisors, LLC CRD 114085 · Limited Liability Company | MILWAUKEE, WI | $39.1B Mar 2026 | +$4.0B+11.5% | +$13.5B+52.8% | +$10.3B+35.6% | -$66.4B-63.0% | +1 employees+8.3% over 3Y | +7 accounts+25.9% over 3Y |
| 6. National Investment Services Of America, LLC CRD 307169 · Limited Liability Company | MILWAUKEE, WI | $16.3B May 2026 | +$3.3B+25.9% | +$8.3B+105.1% | +$6.8B+72.6% | +$7.5B+85.7% | +1 employees+2.7% over 3Y | +58 accounts+19.2% over 3Y |
| 7. Fiduciary Management, INC. CRD 109149 · Corporation | MILWAUKEE, WI | $11.4B Mar 2026 | -$3.6B-24.2% | -$1.9B-14.0% | -$12.1B-51.6% | -$1.5B-11.4% | -1 employees-3.8% over 3Y | -254 accounts-30.6% over 3Y |
| 8. Johnson Wealth INC. CRD 125557 · Corporation | MILWAUKEE, WI | $10.3B Mar 2026 | +$1.2B+13.6% | +$1.5B+17.5% | +$3.0B+41.3% | +$5.6B+119.9% | +35 employees+32.7% over 3Y | +5,792 accounts+637.2% over 3Y |
| 9. Nicholas CO INC CRD 108347 · Corporation | MILWAUKEE, WI | $6.1B Jan 2026 | +$944.6M+18.4% | -$104.0M-1.7% | +$1.2B+25.7% | +$3.4B+123.9% | +1 employees+6.7% over 3Y | -3 accounts-18.8% over 3Y |
| 10. Geneva Capital Management LLC CRD 105432 · Limited Liability Company | MILWAUKEE, WI | $5.6B Mar 2026 | -$237.3M-4.1% | -$1.4B-19.9% | +$330.1M+6.3% | +$3.0B+114.8% | -1 employees-4.8% over 3Y | +77 accounts+1.9% over 3Y |
| 11. 1834 Investment Advisors CO. CRD 105435 · Corporation | MILWAUKEE, WI | $2.2B Apr 2026 | +$1.2B+112.3% | +$1.1B+92.6% | +$1.3B+153.0% | +$1.8B+448.0% | +33 employees+275.0% over 3Y | -205 accounts-17.5% over 3Y |
| 12. Operose Advisors LLC CRD 287465 · Limited Liability Company | MILWAUKEE, WI | $2.0B Mar 2026 | +$442.0M+27.7% | +$1.2B+153.0% | +$1.7B+501.3% | +$1.8B+909.7% | +9 employees+81.8% over 3Y | +992 accounts+149.6% over 3Y |
| 13. Hammes Realty Advisors, LLC CRD 165693 · Limited Liability Company | MILWAUKEE, WI | $2.0B Mar 2026 | +$355.0M+21.3% | +$957.1M+90.0% | +$1.2B+143.9% | — | +12 employees+42.9% over 3Y | +2 accounts+66.7% over 3Y |
| 14. Landaas & Company CRD 47487 · Limited Liability Company | MILWAUKEE, WI | $1.9B Mar 2026 | +$202.4M+11.7% | +$592.5M+44.4% | +$527.3M+37.7% | +$1.7B+975.2% | -2 employees-6.9% over 3Y | +206 accounts+5.3% over 3Y |
| 15. Heartland Advisors, INC. CRD 29433 · Corporation | MILWAUKEE, WI | $1.9B Feb 2026 | -$59.7M-3.0% | +$63.4M+3.4% | +$502.9M+35.5% | -$2.9B-60.5% | -1 employees-3.7% over 3Y | -4 accounts-4.1% over 3Y |
| 16. Klcm Advisors, INC. CRD 107847 · Corporation | MILWAUKEE, WI | $1.9B Mar 2026 | +$631.7M+50.7% | +$953.9M+103.3% | +$983.0M+110.0% | +$1.4B+337.8% | 0 employees+0.0% over 3Y | +178 accounts+38.8% over 3Y |
| 17. Diversified Management INC CRD 106680 · Corporation | MILWAUKEE, WI | $1.9B Mar 2026 | +$174.8M+10.3% | +$427.7M+29.7% | +$502.6M+36.9% | +$1.3B+207.3% | 0 employees+0.0% over 3Y | +33 accounts+2.0% over 3Y |
| 18. Campbell Newman Asset Management INC CRD 107003 · Corporation | MILWAUKEE, WI | $1.4B Mar 2026 | +$157.0M+12.2% | +$271.6M+23.2% | +$666.6M+85.9% | +$978.9M+211.2% | +1 employees+12.5% over 3Y | +340 accounts+30.0% over 3Y |
| 19. Mason Wells, INC. CRD 173069 · Corporation | MILWAUKEE, WI | $1.4B Mar 2026 | -$507.2M-26.3% | -$516.2M-26.7% | -$614.5M-30.2% | +$583.8M+69.8% | +2 employees+10.0% over 3Y | -2 accounts-33.3% over 3Y |
| 20. Capital Investment Services Of America INC CRD 110639 · Corporation | MILWAUKEE, WI | $1.3B Dec 2025 | +$85.9M+7.0% | +$419.8M+46.9% | +$322.3M+32.5% | +$890.1M+209.9% | +1 employees+12.5% over 3Y | +98 accounts+11.7% over 3Y |
| 21. Oarsman Capital, INC CRD 109993 · Corporation | MILWAUKEE, WI | $1.2B May 2026 | +$240.2M+25.9% | +$727.0M+165.2% | +$731.4M+167.9% | +$1.0B+599.6% | +12 employees+133.3% over 3Y | +799 accounts+54.8% over 3Y |
| 22. Skylands Capital, LLC CRD 131183 · Limited Liability Company | MILWAUKEE, WI | $746.5M May 2026 | +$22.1M+3.0% | +$79.9M+12.0% | +$22.6M+3.1% | +$86.9M+13.2% | 0 employees+0.0% over 3Y | -1 accounts-6.3% over 3Y |
| 23. Baird Capital Management Company, LLC CRD 323309 · Limited Liability Company | MILWAUKEE, WI | $737.9M Mar 2026 | -$1.8M-0.2% | -$26.9M-3.5% | — | — | +7 employees+25.9% over 3Y | 0 accounts+0.0% over 3Y |
| 24. Alpha Investment Consulting Group, LLC CRD 139721 · Limited Liability Company | MILWAUKEE, WI | $713.6M Mar 2026 | +$77.9M+12.2% | +$248.2M+53.3% | +$319.4M+81.0% | +$708.7M+14463.1% | 0 employees+0.0% over 3Y | +2 accounts+22.2% over 3Y |
| 25. Marietta Investment Partners, LLC CRD 108479 · Limited Liability Company | MILWAUKEE, WI | $683.7M Mar 2026 | +$148.2M+27.7% | +$89.1M+15.0% | +$177.9M+35.2% | +$309.9M+82.9% | -1 employees-11.1% over 3Y | -183 accounts-54.8% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.