Managers in Delafield, WI

United States · 18 asset managers within 25 km (1 in Delafield itself) · 60 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Milwaukee, WI 53 · Mequon, WI 10 · Waukesha, WI 8 · Brookfield, WI 7 · Hartland, WI 2 · Elm Grove, WI 1 · Muskego, WI 1 · Cedarburg, WI 1 · West Bend, WI 1 · Grafton, WI 1

Asset managers in and around Delafield

#	Manager	People here	Assets
1	Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Waukesha Robert W. Baird & Co. Inc · 9 related pages $394.1bn	57	$394.1bn
2	MLG FUND MANAGER LLC real estate · Brookfield $143.6m	about 29main office	$143.6m
3	FRANCIS LLC Brookfield	about 17main office
4	BRANDES INVESTMENT PARTNERS, LP institutions · Brookfield $40.6bn	4	$40.6bn
5	Capital Innovations LLC mutual funds · Waukesha $806.7m	about 4main office	$806.7m
6	World Investment Advisors institutions · Waukesha $71.6bn	3	$71.6bn
7	Johnson Wealth Inc. Waukesha $10.3bn	3	$10.3bn
8	EHLERS institutions · Waukesha $3.6bn	2	$3.6bn
9	WELLTH ADVISORY SERVICES, LLC institutions · Brookfield $26.7bn	1	$26.7bn
10	USI SECURITIES, INC. Brookfield	1
11	Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Waukesha Thrivent Investment Management Inc · 5 related pages $128.7bn	office	$128.7bn
12	IAG Wealth Partners, LLC Waukesha $1.0bn	based here	$1.0bn
13	Granite Harbor Advisors, Inc. private equity, wealth · Hartland Granite Harbor Advisors, Inc. · 2 related pages $642.1m	office	$642.1m
14	Drake & Associates, LLC Waukesha $593.7m	based here	$593.7m
15	Kowal Investment Group, LLC Brookfield $543.6m	based here	$543.6m
16	Elevated Private Wealth, LLC Hartland $105.1m	based here	$105.1m
17	FREEDOM WEALTH ALLIANCE, LLC Brookfield $60.8m	based here	$60.8m
18	PRESCIENT CAPITAL MANAGEMENT, LLC Delafield	office

18 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.