% of assets managed in Milwaukee, WI
38 advisers in Milwaukee offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 38
1492 Capital Management, LLCSEC registeredNo commissions reported1834 Investment Advisors CO.SEC registeredNo commissions reportedAffiliated Financial Advisors INCSEC registeredNo commissions reportedAllison & Company Financial Counselors, LLCState registeredNo commissions reportedAlpha Investment Consulting Group, LLCSEC registeredNo commissions reportedArcataur Capital Management LLCSEC registeredNo commissions reportedArtisan Partners Limited PartnershipSEC registeredNo commissions reportedAurea Investments LLCState registeredNo commissions reportedBlack Maple Capital Management LPSEC registeredNo commissions reportedCampbell Newman Asset Management INCSEC registeredNo commissions reported
Capital Investment Services of America INCSEC registeredNo commissions reportedDiversified Management INCSEC registeredNo commissions reportedFiduciary Management, INC.SEC registeredNo commissions reportedFriedlander & CO INCSEC registeredNo commissions reportedGeneva Capital Management LLCSEC registeredNo commissions reportedGlobal Value Investment CorporationSEC registeredNo commissions reportedHeartland Advisors, INC.SEC registeredNo commissions reportedHilltop Financial AdvisorsState registeredNo commissions reportedJohnson Wealth INC.SEC registeredNo commissions reportedKademian Financial Group INCState registeredNo commissions reportedKlcm Advisors, INC.SEC registeredNo commissions reportedMarietta Investment Partners, LLCSEC registeredNo commissions reportedMilborn Advisors, LTDSEC registeredNo commissions reportedMorgan Dempsey Capital Management LLCSEC registeredNo commissions reportedNational Investment Services of America, LLCSEC registeredNo commissions reportedNicholas CO INCSEC registeredNo commissions reportedOarsman Capital, INCSEC registeredNo commissions reportedOperose Advisors LLCSEC registeredNo commissions reportedRiverwater Partners LLCSEC registeredNo commissions reportedSignificance Capital Management LLCSEC registeredNo commissions reportedSimplicity Financial, LLCState registeredNo commissions reportedSims Capital Management LLCSEC registeredNo commissions reportedSkylands Capital, LLCSEC registeredNo commissions reportedThe Milwealth Group, LLCSEC registeredNo commissions reportedTidal Investments LLCSEC registeredNo commissions reportedTranscend Advisor Group, LLCSEC registeredNo commissions reportedUniplan Investment Counsel, INC.SEC registeredNo commissions reportedWarden Wealth Management, LLCState registeredNo commissions reported