Vault-13

Managers in Mequon, WI

United States · 72 asset managers within 25 km (10 in Mequon itself) · 100 wealth managers, banks and others

MequonEvanstonLake ForestLake ZurichLibertyvilleMilwaukeeMuskegoBarringtonGurneeMadison
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 · Waukesha, WI 8 · Brookfield, WI 7 · Hartland, WI 2 · Cedarburg, WI 1 · Grafton, WI 1 · Elm Grove, WI 1 · West Bend, WI 1 · Muskego, WI 1 · Delafield, WI 1 · Cedar Grove, WI 1

Asset managers in and around Mequon

#Manager People here Assets Visa salary
1 The Northwestern Mutual Life Insurance Company private equity, structured credit, mutual funds, institutions and 1 more · Milwaukee NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC, MASON STREET ADVISORS, LLC $323.1bn · visa salary $132,000 about 212main office $323.1bn $132,00091 filings
2 Allspring Global Investments Holdings, LLC mutual funds, institutions, futures, FCA fund manager · Milwaukee Allspring Global Investments, LLC · 6 related pages $475.8bn 95 $475.8bn
3 HAMMES REALTY ADVISORS, LLC hedge funds, real estate · Milwaukee $2.0bn about 40main office $2.0bn
4 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Mequon, Milwaukee Robert W. Baird & Co. Inc · 9 related pages $394.1bn · visa salary $112,763 about 35main office $394.1bn $112,76310 filings
5 Johnson Wealth Inc. Milwaukee $10.3bn about 34main office $10.3bn
6 MLG FUND MANAGER LLC real estate · Brookfield $143.6m about 29main office $143.6m
7 Crabel Capital Management, LLC futures · Milwaukee 28
8 MASON WELLS, INC. private equity · Milwaukee $1.4bn about 20main office $1.4bn
9 Spectrum Investment Advisors, Inc. institutions · Mequon $1.1bn about 20main office $1.1bn
10 Artisan Partners Limited Partnership hedge funds, private equity, mutual funds, futures · Milwaukee $183.6bn about 19main office $183.6bn
11 Tidal Investments LLC mutual funds, futures · Milwaukee $45.8bn about 19main office $45.8bn
12 FIDUCIARY MANAGEMENT INC /WI/ mutual funds · Milwaukee $11.4bn about 17main office $11.4bn
13 FRANCIS LLC Brookfield about 17main office
14 NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC Milwaukee about 15main office
15 HEARTLAND ADVISORS INC mutual funds, futures · Milwaukee $1.9bn about 10main office $1.9bn
16 Madison Investment Holdings, Inc. mutual funds, wealth · Milwaukee Madison Investment Advisors, LLC, Madison Asset Management, LLC $13.8bn 9 $13.8bn
17 GENEVA CAPITAL MANAGEMENT LLC mutual funds · Milwaukee $5.6bn about 9main office $5.6bn
18 OLD NATIONAL BANCORP /IN/ institutions, bank or insurer · Milwaukee 1834 INVESTMENT ADVISORS CO · 2 related pages $5.0bn about 9main office $5.0bn
19 NATIONAL INVESTMENT SERVICES OF AMERICA, LLC hedge funds, institutions, futures · Milwaukee $16.3bn about 8main office $16.3bn
20 Black Maple Capital Management LP hedge funds, futures · Milwaukee $352.9m about 8main office $352.9m
21 NICHOLAS COMPANY, INC. mutual funds · Milwaukee $6.1bn about 7main office $6.1bn
22 PTMA INVESTMENT ADVISORS Milwaukee $104.2bn 6 $104.2bn
23 MARQUETTE ASSOCIATES, INC. institutions · Milwaukee MARQUETTE ASSOCIATES, INC. · 2 related pages $47.1bn 6 $47.1bn
24 Prudent Man Advisors, LLC Milwaukee $30.6bn 6 $30.6bn
25 F/m Investments LLC mutual funds · Milwaukee $17.7bn 6 $17.7bn
26 FREEPORT FINANCIAL PARTNERS LLC hedge funds · Mequon $4.1bn 6 $4.1bn
27 REINHART PARTNERS, LLC. institutions · Mequon $2.5bn about 6main office $2.5bn
28 HECK CAPITAL ADVISORS, LLC institutions · Milwaukee $11.3bn 5 $11.3bn
29 BARRETT UPTON CAPITAL PARTNERS hedge funds, private equity, real estate · Milwaukee $182.2m 5 $182.2m
30 CALAMOS INVESTMENTS LLC mutual funds, futures, wealth · Milwaukee Calamos Advisors LLC, Calamos Wealth Management LLC $43.9bn 4 $43.9bn
31 BRANDES INVESTMENT PARTNERS, LP institutions · Brookfield $40.6bn 4 $40.6bn
32 Estate Counselors, LLC mutual funds · Mequon $1.3bn about 4main office $1.3bn
33 Skylands Capital, LLC hedge funds, futures · Milwaukee $746.5m about 4main office $746.5m
34 ALPHA INVESTMENT CONSULTING GROUP, LLC institutions · Milwaukee $713.6m about 3main office $713.6m
35 NBT Capital Management, Inc. institutions · Milwaukee $1.6bn 2 $1.6bn
36 UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Milwaukee $124.7m 2 $124.7m
37 RIVER1 ASSET MANAGEMENT LLC mutual funds · Milwaukee $107.8m about 2main office $107.8m
38 SIMS CAPITAL MANAGEMENT LLC mutual funds · Milwaukee $56.4m about 2main office $56.4m
39 US BANCORP \DE\ mutual funds, bank or insurer · Milwaukee U.S. BANCORP ASSET MANAGEMENT INC · 4 related pages $427.5bn 1 $427.5bn
40 WELLTH ADVISORY SERVICES, LLC institutions · Brookfield $26.7bn 1 $26.7bn
41 GREAT LAKES ADVISORS, LLC mutual funds · Milwaukee $16.2bn 1 $16.2bn
42 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Milwaukee $5.2bn 1 $5.2bn
43 WEALTH MANAGEMENT institutions · Grafton $3.7bn 1 $3.7bn
44 PIPER SANDLER & CO. private equity, institutions, futures · Milwaukee PIPER SANDLER & CO. · 2 related pages $1.3bn 1 $1.3bn
45 USI SECURITIES, INC. Brookfield 1
46 VENTURE INVESTORS LLC venture · Milwaukee 1
47 Russell Investments Group, Ltd. hedge funds, private equity, mutual funds, institutions and 2 more · Milwaukee Russell Investment Management, LLC · 6 related pages $114.0bn office $114.0bn
48 Equitable Holdings, Inc. public funds (AU), hedge funds, private equity, venture and 7 more · Milwaukee EQUITABLE ADVISORS, LLC · 11 related pages $763.4bn office $763.4bn
49 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Milwaukee PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
50 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Milwaukee Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn

72 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.