Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue,
Milwaukee, WI 53202-5391 |
8158 |
$275,840,179,207 |
272742 |
A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
JOHNSON WEALTH INC. 555 East Wells Street,
Suite 1900 Milwaukee, WI 53202 |
125557 |
$8,804,222,393 |
909 |
A percentage of AUM, Fixed fees |
SADOFF INVESTMENT MANAGEMENT LLC 250 W. Coventry Ct #109,
Milwaukee, WI 53217 |
105160 |
$1,859,842,044 |
1246 |
A percentage of AUM |
DIVERSIFIED MANAGEMENT INC 330 E. Kilbourn Ave.,
Suite 1475 Milwaukee, WI 53202 |
106680 |
$1,578,338,763 |
1611 |
A percentage of AUM, Hourly charges, Fixed fees |
NORTHERN OAK WEALTH MANAGEMENT, INC. 207 E Michigan St,
Suite 200 Milwaukee, WI 53202 |
105435 |
$966,863,383 |
434 |
A percentage of AUM, Fixed fees |
KLCM ADVISORS, INC. 330 E Kilbourn Avenue,
Suite 1180 Milwaukee, WI 53202 |
107847 |
$923,021,783 |
459 |
A percentage of AUM, Fixed fees |
RIVERWATER PARTNERS LLC 1433 N. Water Street,
Suite 303 Milwaukee, WI 53202 |
283540 |
$894,906,446 |
480 |
A percentage of AUM, Hourly charges |
SKYLANDS CAPITAL, LLC 1200 North Mayfair Road,
Suite 250 Milwaukee, WI 53226-3287 |
131183 |
$888,743,417 |
16 |
A percentage of AUM, Performance Based |
OPEROSE ADVISORS LLC 735 North Water Street,
Suite 1440 Milwaukee, WI 53202 |
287465 |
$530,408,849 |
458 |
A percentage of AUM, Fixed fees |
OARSMAN CAPITAL, INC 759 North Milwaukee Street,
Milwaukee, WI 53202 |
109993 |
$469,041,009 |
1413 |
A percentage of AUM |
MCCARTHY GRITTINGER FINANCIAL GROUP, LLC 125 South 84th Street,
Suite 130 Milwaukee, WI 53214-1498 |
108931 |
$401,135,914 |
763 |
A percentage of AUM |
AFFILIATED FINANCIAL ADVISORS INC 2600 North Mayfair Rd.,
Suite 200 Milwaukee, WI 53226 |
108154 |
$385,547,783 |
1919 |
A percentage of AUM |
THE INVICTUS COLLECTIVE, LLC 790 North Milwaukee Street,
Suite 500a Milwaukee, WI 53202 |
310744 |
$292,228,044 |
187 |
A percentage of AUM |
SIMS CAPITAL MANAGEMENT LLC 225 E. Mason Street,
Suite 802 Milwaukee, WI 53202 |
129398 |
$52,562,136 |
17 |
A percentage of AUM, Other (MINIMUM ANNUAL FEE) |
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC 720 East Wisconsin Avenue,
Milwaukee, WI 53202-4797 |
2881 |
$0 |
0 |
Fixed fees, Other (REFERRAL FEES) |