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Financial advisory firms
in Milwaukee, WI.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

3,994 financial advisors45 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

45 advisory firmsCompare public facts. Verify experience directly.
3,994 financial advisors45 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1492 CAPITAL MANAGEMENT, LLCCRD 148566

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1834 INVESTMENT ADVISORS CO.CRD 105435

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AFFILIATED FINANCIAL ADVISORS INCCRD 108154

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARCATAUR CAPITAL MANAGEMENT LLCCRD 124663

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARTISAN PARTNERS LIMITED PARTNERSHIPCRD 150114

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInsurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD CAPITAL MANAGEMENT COMPANY, LLCCRD 323309

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLCCRD 269982

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLCCRD 326646

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLCCRD 145166

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLCCRD 168956

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLCCRD 298155

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLACK MAPLE CAPITAL MANAGEMENT LPCRD 168385

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAMPBELL NEWMAN ASSET MANAGEMENT INCCRD 107003

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DIVERSIFIED MANAGEMENT INCCRD 106680

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FIDUCIARY MANAGEMENT, INC.CRD 109149

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FRIEDLANDER & CO INCCRD 105150

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GENEVA CAPITAL MANAGEMENT LLCCRD 105432

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HAMMES REALTY ADVISORS, LLCCRD 165693

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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Understand financial advisor fees

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