Vault-13

Managers in Waunakee, WI

United States · 39 asset managers within 25 km (1 in Waunakee itself) · 71 wealth managers, banks and others

WaunakeeEvanstonNorthbrookLake ForestLake ZurichMequonMilwaukeeMuskegoBarringtonGurnee
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: Madison, WI 35 · Middleton, WI 2 · Sun Prairie, WI 1

Asset managers in and around Waunakee

#Manager People here Assets Visa salary
1 Robert W. Baird & Co. Inc hedge funds, private equity, mutual funds, futures and 1 more · Madison Robert W. Baird & Co. Inc · 9 related pages $394.1bn 43 $394.1bn
2 TRUSTAGE INVESTMENT MANAGEMENT private equity, institutions · Madison $39.5bn 42main office $39.5bn
3 Madison Investment Holdings, Inc. mutual funds, wealth · Madison Madison Investment Advisors, LLC, Madison Asset Management, LLC $13.8bn about 35main office $13.8bn
4 Johnson Wealth Inc. Madison $10.3bn 12 $10.3bn
5 THOMPSON INVESTMENT MANAGEMENT, INC. mutual funds · Madison $3.1bn about 6main office $3.1bn
6 Wealthspire Retirement, LLC institutions · Madison Wealthspire Retirement, LLC · 4 related pages $38.6bn 5 $38.6bn
7 PARK CAPITAL MANAGEMENT, LLC institutions · Madison $868.0m about 5main office $868.0m
8 WEA FINANCIAL ADVISORS, INC. institutions · Madison $507.8m about 4main office $507.8m
9 ECIO, INC. institutions · Madison $395.6m about 4main office $395.6m
10 401K INVESTMENT PROFESSIONALS institutions · Waunakee $311.0m about 4main office $311.0m
11 Gallagher Fiduciary Advisors, LLC institutions, futures · Madison $194.8bn 3 $194.8bn
12 BAKER TILLY WEALTH MANAGEMENT, LLC institutions · Madison $5.2bn about 3main office $5.2bn
13 ASSUREDPARTNERS INVESTMENT ADVISORS institutions · Madison $3.9bn 2 $3.9bn
14 KELLOGG ASSET MANAGEMENT, LLC institutions · Madison $2.9bn 1 $2.9bn
15 Tactive Advisors, LLC Middleton $619.0m 1 $619.0m
16 UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Madison $124.7m 1 $124.7m
17 SOJOURNER CONSUMER PARTNERS, LP. private equity · Madison 1
18 STATE OF WISCONSIN INVESTMENT BOARD asset owner · Madison $49.6bn · visa salary $128,125 based here $49.6bn $128,12512 filings
19 HARBOUR INVESTMENTS, INC. Madison $7.4bn based here $7.4bn
20 AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. bank or insurer · Madison American Family Investments, Inc., AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. $5.5bn · visa salary $134,648 based here $5.5bn $134,648184 filings
21 First Business Financial Services, Inc. Madison $1.3bn based here $1.3bn
22 ISTHMUS PARTNERS, LLC Madison $1.0bn based here $1.0bn
23 BAKER TILLY WEALTH MANAGEMENT, LLC Madison $466.1m based here $466.1m
24 Park Capital Management, LLC / WI Madison $169.9m based here $169.9m
25 Mendota Financial Group, LLC Madison $161.4m based here $161.4m
26 State of Wisconsin - Board of Commissioners of Public Lands asset owner · Madison $152.7m based here $152.7m
27 University of Wisconsin Foundation asset owner · Madison $126.3m based here $126.3m
28 Wisconsin Wealth Advisors, LLC Sun Prairie $116.7m based here $116.7m
29 MEMBERS CAPITAL ADVISORS INC Madison $116.4m · visa salary $127,748 based here $116.4m $127,7488 filings
30 Michael A. Dubis Financial Planning, LLC Middleton $103.0m based here $103.0m
31 Walleye Partners, LLC Madison $87.7m based here $87.7m
32 AmFam Holdings, Inc. venture · Madison AmFam Holdings, Inc., AMERICAN FAMILY VENTURES office
33 American Family Investments Holdings, Inc. Madison based here
34 BT REI MANAGER, LLC Madison office
35 GENER8TOR MANAGEMENT, LLC venture · Madison office
36 HEALTHX MANAGEMENT, LLC venture · Madison office
37 NVNG INVESTMENT ADVISORS, LLC venture · Madison office
38 ROCK RIVER CAPITAL PARTNERS, LLC venture · Madison office
39 VENTURE INVESTORS LLC venture · Madison office

39 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.