Data / Investment advisers / Serving investment companies / Wisconsin
Investment advisers in Wisconsin serving investment companies: 30 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
30 SEC registered investment advisers with a main office in Wisconsin report investment companies among their clients in Form ADV item 5.D, and together they attribute $359 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Robert W. Baird & Co. Incorporated.
The request: Every investment adviser in Wisconsin that serves investment companies, with AUM, phone and website. $10 of work on sign-up, no card.
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- 30Advisers
- $359 billionAUM from this client type
- 23Advisers over $100 million
- November 2, 2026File date
Advisers in Wisconsin serving investment companies
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Robert W. Baird & Co. Incorporated | Milwaukee | 18 | $157.93 billion | $394.07 billion | adviserinfo.sec.gov |
| Artisan Partners Limited Partnership | Milwaukee | 30 | $90.80 billion | $183.62 billion | adviserinfo.sec.gov |
| Tidal Investments LLC | Milwaukee | 296 | $44.74 billion | $45.83 billion | adviserinfo.sec.gov |
| Mason Street Advisors, LLC | Milwaukee | 2 | $39.08 billion | $39.08 billion | adviserinfo.sec.gov |
| Nicholas Co Inc | Milwaukee | 4 | $6.04 billion | $6.08 billion | adviserinfo.sec.gov |
| Fiduciary Management, Inc. | Milwaukee | 6 | $6.02 billion | $11.36 billion | adviserinfo.sec.gov |
| Madison Asset Management | Madison | 31 | $4.84 billion | $4.86 billion | adviserinfo.sec.gov |
| Thompson Investment Management, Inc. | Madison | 1 | $2.15 billion | $3.08 billion | adviserinfo.sec.gov |
| Geneva Capital Management LLC | Milwaukee | 5 | $1.73 billion | $5.60 billion | adviserinfo.sec.gov |
| Heartland Advisors, Inc. | Milwaukee | 3 | $1.64 billion | $1.92 billion | adviserinfo.sec.gov |
| Capital Innovations, LLC | Waukesha | 1 | $798.5 million | $806.7 million | adviserinfo.sec.gov |
| The Milwaukee Company | Thiensville | 2 | $730.2 million | $1.35 billion | adviserinfo.sec.gov |
| Reinhart Partners, LLC | Mequon | 3 | $665.3 million | $2.47 billion | adviserinfo.sec.gov |
| Dana Investment Advisors Inc | Waukesha | 6 | $350.7 million | $6.08 billion | adviserinfo.sec.gov |
| Provident Trust Company | Waukesha | 1 | $209.1 million | $6.86 billion | adviserinfo.sec.gov |
| Client First Investment Management LLC | West Bend | 1 | $171.8 million | $271.9 million | adviserinfo.sec.gov |
| River1 Asset Management LLC | Milwaukee | 1 | $107.8 million | $107.8 million | adviserinfo.sec.gov |
| Wisconsin Capital Management, LLC | Madison | 2 | $100.9 million | $293.6 million | adviserinfo.sec.gov |
| Baird Principal Group Management Company, LLC | Milwaukee | 1 | $83.7 million | $83.7 million | adviserinfo.sec.gov |
| Baird Principal Group Management Company II, LLC | Milwaukee | 1 | $81.7 million | $81.7 million | adviserinfo.sec.gov |
| Baird Capital Management Company, LLC | Milwaukee | 3 | $50.3 million | $737.9 million | adviserinfo.sec.gov |
| Sims Capital Management LLC | Milwaukee | 1 | $47.4 million | $56.4 million | adviserinfo.sec.gov |
| Anthony Capital Management, LLC | De Pere | 1 | $37.9 million | $37.9 million | adviserinfo.sec.gov |
| Morgan Dempsey Capital Management LLC | Milwaukee | 1 | $34.3 million | $252.3 million | adviserinfo.sec.gov |
| Baird Venture Partners Management Company IV, LLC | Milwaukee | 1 | $23.6 million | $252.1 million | adviserinfo.sec.gov |
| Baird Principal Group Management Company I, LLC | Milwaukee | 1 | $22.4 million | $22.4 million | adviserinfo.sec.gov |
| Baird Venture Partners Management Company V, LLC | Milwaukee | 1 | $16 million | $195.2 million | adviserinfo.sec.gov |
| National Investment Services of America, LLC | Milwaukee | 1 | $8.7 million | $16.25 billion | adviserinfo.sec.gov |
| Baird Venture Partners Management Company III, LLC | Milwaukee | 1 | $262,000 | $1.3 million | adviserinfo.sec.gov |
| Significance Capital Management LLC | Milwaukee | 1 | Not listed | $3.8 million | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.