Contact coverage
38 of 50 company records include email or phone signals across company or employee fields.
- 32 with email signals
- 29 with phone signals
- 50 with LinkedIn profiles
- 106 visible employee profiles
Top Investment Management Companies In Wisconsin
Browse 50 investment management companies in Wisconsin, including 42 with websites, 45 with employee estimates, 38 with contact signals. Featured companies include Artisan Partners, Cuna Brokerage Services, Inc, State Of Wisconsin Investment Board.
Quick answer
This page covers 50 investment management companies in Wisconsin. Featured records include Artisan Partners, Cuna Brokerage Services, Inc, and State Of Wisconsin Investment Board. 38 companies show email or phone contact signals (76% of the list).
List coverage
Market and location mix
Top observed locations include Milwaukee, Wisconsin, United States, Madison, Wisconsin, United States, and Waukesha, Wisconsin, United States.
- Common industries: investment management
- 45 records include employee-size estimates
- 42 records include websites
Representative companies
Examples from the current list include Artisan Partners, Cuna Brokerage Services, Inc, and State Of Wisconsin Investment Board.
- 100% of companies have LinkedIn profile links
- Use the company rows below to compare websites, locations, employee estimates, and contact signals.
About this company market
This directory brings together 50 investment management companies in Wisconsin for side-by-side comparison of company identity, location, employee estimates, founding year, and available contact coverage.
Across the current source records, commonly observed industries include investment management and the most frequent recorded locations are Milwaukee, Wisconsin, United States, Madison, Wisconsin, United States, and Waukesha, Wisconsin, United States. Representative companies include Artisan Partners, Cuna Brokerage Services, Inc, and State Of Wisconsin Investment Board. Coverage varies by company, so blank fields remain hidden rather than being inferred.
List highlights
- Largest employee estimate
- Artisan Partners
- 376 estimated employees in the available record.
- Earliest founded
- State Of Wisconsin Investment Board
- Founded in 1951, the earliest populated founding year in this list.
- Most employee profiles
- Cuna Brokerage Services, Inc
- 5 employee profiles connected to the company record.
- Most represented location
- Milwaukee, Wisconsin, United States
- 16 company records use this location.
Top company records at a glance
A source-backed comparison of the first 10 records in this list.
| Rank | Company | Location | Employees | Founded | Coverage |
|---|---|---|---|---|---|
| #1 | Artisan Partners | Milwaukee, Wisconsin, United States | 376 | 1994 | phone |
| #2 | Cuna Brokerage Services, Inc | Madison, Wisconsin, United States | 274 | 1985 | email, phone, and 5 employee profiles |
| #3 | State Of Wisconsin Investment Board | Madison, Wisconsin, United States | 208 | 1951 | email and 5 employee profiles |
| #4 | Annex Wealth Management | Elm Grove, Wisconsin, United States | 31 | Not listed | phone |
| #5 | Dynasty | Milwaukee, Wisconsin, United States | Not listed | Not listed | Company record |
| #6 | Madison Investment Advisors | Madison, Wisconsin, United States | 76 | 1974 | Company record |
| #7 | Stark Investments | Wisconsin, United States | 66 | 1992 | email and 5 employee profiles |
| #8 | Noel Group | Stevens Point, Wisconsin, United States | 176 | 1985 | email and 5 employee profiles |
| #9 | Dana Investment Advisors | Waukesha, Wisconsin, United States | 31 | 1980 | email and phone |
| #10 | Golden Angels Investors | Brookfield, Wisconsin, United States | 31 | 2002 | email and phone |
Company records in this list
- Companies listed:
- 50
- With websites:
- 42
- With LinkedIn profiles:
- 50
- With employee estimates:
- 45
- With contact signals:
- 38
- Visible employee profiles:
- 106
- Profiles with contact signals:
- 106
- With founding years:
- 37
Artisan Partners
Investment management
Artisan Partners is a global investment management firm.
Wisconsin, United States
471 employees
Founded 1994
- Location:
- Wisconsin, United States
- Employees:
- 471
- Website:
- artisanpartners.com
- City:
- Milwaukee
- Founded:
- 1994
- Location:
- Wisconsin, United States
- Employees:
- 274
- Website:
- cunabrokerage.com
- City:
- Madison
- Founded:
- 1985
Cuna Brokerage Services, Inc Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 208
- City:
- Madison
- Founded:
- 1951
State Of Wisconsin Investment Board Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 84
- Website:
- annexwealth.com
- City:
- Elm Grove
Dynasty
Investment management
Dynasty Foundation is the first private nonprofit foundation supporting science and education in modern Russia.
Wisconsin, United States
79 employees
- Location:
- Wisconsin, United States
- Employees:
- 79
- Website:
- dynastyrei.com
- City:
- Milwaukee
Madison Investment Advisors
Investment management
Madison aims to provide clients a range of investment strategies across mutual funds, managed accounts and customized investment portfolios.
Wisconsin, United States
72 employees
Founded 1974
- Location:
- Wisconsin, United States
- Employees:
- 72
- Website:
- madisonadv.com
- City:
- Madison
- Founded:
- 1974
Stark Investments
Investment management
stark investments record includes category: investment management, location: Wisconsin, United States, employee estimate: 66.
Wisconsin, United States
66 employees
Founded 1992
- Location:
- Wisconsin, United States
- Employees:
- 66
- Founded:
- 1992
Stark Investments Employee emails
Noel Group
Investment management
Noel Group, LLC is a holding company with investments in insurance, real estate, travel. financial services, hedge funds & growth capital.
Wisconsin, United States
64 employees
Founded 1985
- Location:
- Wisconsin, United States
- Employees:
- 64
- Website:
- noelgroup.com
- City:
- Stevens Point
- Founded:
- 1985
Noel Group Employee emails
Dana Investment Advisors
Investment management
Dana Investment Advisors provides asset management and taxation services.
Wisconsin, United States
49 employees
Founded 1980
- Location:
- Wisconsin, United States
- Employees:
- 49
- Website:
- danainvestment.com
- City:
- Waukesha
- Founded:
- 1980
Golden Angels Investors
Investment management
Golden Angels Investors is an angel investment group making investments in entrepreneurial ventures.
Wisconsin, United States
40 employees
Founded 2002
- Location:
- Wisconsin, United States
- Employees:
- 40
- Website:
- goldenangelsinvestors.com
- City:
- Brookfield
- Founded:
- 2002
- Location:
- Wisconsin, United States
- Employees:
- 36
- City:
- Prescott
Anderson Dairy Inc Employee emails
Vogel Consulting
Investment management
Vogel Consulting - Integrated, Tailored Family Office Services
Wisconsin, United States
33 employees
Founded 1993
- Location:
- Wisconsin, United States
- Employees:
- 33
- Website:
- vogelcg.com
- City:
- Brookfield
- Founded:
- 1993
Landaas & Company
Investment management
Landaas & Company is an investment management company specializing in financial advising services.
Wisconsin, United States
32 employees
Founded 1984
- Location:
- Wisconsin, United States
- Employees:
- 32
- Website:
- landaas.com
- City:
- Milwaukee
- Founded:
- 1984
Landaas & Company Employee emails
Fiduciary Management, Inc. (Fmi)
Investment management
A Carteret, N.J.-based third party logistics provider to the U.S. apparel industry.
Wisconsin, United States
30 employees
Founded 1980
- Location:
- Wisconsin, United States
- Employees:
- 30
- Revenue:
- 49M
- Website:
- fiduciarymgt.com
- City:
- Milwaukee
- Founded:
- 1980
Legacy Private Trust Company
Investment management
Legacy Private Trust we specialize in managing and administering Trusts.
Wisconsin, United States
29 employees
Founded 2004
- Location:
- Wisconsin, United States
- Employees:
- 29
- Website:
- lptrust.com
- City:
- Neenah
- Founded:
- 2004
Mlg Capital
Investment management
MLG Capital is a direct operator and private equity real estate investment firm that focuses on maximizing clients’ investment success.
Wisconsin, United States
26 employees
Founded 1987
- Location:
- Wisconsin, United States
- Employees:
- 26
- Website:
- mlgcapital.com
- City:
- Brookfield
- Founded:
- 1987
Mlg Capital Employee emails
Global View Capital Management, Ltd.
Investment management
Global View Capital Advisers provide financial and investment services.
Wisconsin, United States
26 employees
Founded 2011
- Location:
- Wisconsin, United States
- Employees:
- 26
- Website:
- gvcmanagement.com
- City:
- Waukesha
- Founded:
- 2011
Heartland Advisors, Inc.
Investment management
Heartland Advisors is a real estate investment company located in Milwaukee.
Wisconsin, United States
25 employees
Founded 1983
- Location:
- Wisconsin, United States
- Employees:
- 25
- Website:
- heartlandadvisors.com
- City:
- Milwaukee
- Founded:
- 1983
- Location:
- Wisconsin, United States
- Employees:
- 20
- Website:
- diversifiedmanagement.com
- City:
- Milwaukee
Diversified Management Inc. Employee emails
Thompson Investment Management, Inc.
Investment management
Thompson Investment Management is an online investment advisory service company.
Wisconsin, United States
19 employees
Founded 2004
- Location:
- Wisconsin, United States
- Employees:
- 19
- Website:
- thompsoninvest.com
- City:
- Madison
- Founded:
- 2004
- Location:
- Wisconsin, United States
- Employees:
- 17
- City:
- Milwaukee
Malabar House Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 15
- City:
- Milwaukee
- Founded:
- 1956
Bmo Harris Equipment Finance Company Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 14
- Website:
- shillinwealth.com
- City:
- Altoona
- Founded:
- 2018
Shillin Wealth Management Employee emails
Gci - Gary Comer Inc.
Investment management
gci - gary comer inc. record includes category: investment management, location: Waukesha, Wisconsin, United States, website: gcionline.com.
Wisconsin, United States
14 employees
Founded 1986
- Location:
- Wisconsin, United States
- Employees:
- 14
- Website:
- gcionline.com
- City:
- Waukesha
- Founded:
- 1986
Sterling Advisors
Investment management
Sterling Advisors is a financial services company located in King of Prussia.
Wisconsin, United States
12 employees
- Location:
- Wisconsin, United States
- Employees:
- 12
- Website:
- sterlingadvisors.com
- City:
- Milwaukee
Sterling Advisors Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 12
- City:
- Rhinelander
Grace Foursquare Church Employee emails
Wisconsin Investment Partners
Investment management
Metabiologics is a food research institute in Madison.
Wisconsin, United States
12 employees
Founded 2000
- Location:
- Wisconsin, United States
- Employees:
- 12
- Website:
- metabiologics.com
- City:
- Madison
- Founded:
- 2000
- Location:
- Wisconsin, United States
- Employees:
- 12
Hendricks Holding Company, Inc. Employee emails
Client First Tax And Wealth Advisors
Investment management
Client First Tax and Wealth is a financial service-based company.
Wisconsin, United States
12 employees
Founded 2011
- Location:
- Wisconsin, United States
- Employees:
- 12
- Website:
- clientfirsttaxandwealth.com
- City:
- West Bend
- Founded:
- 2011
Client First Tax And Wealth Advisors Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 11
- Website:
- clubparagon.com
- City:
- Milwaukee
Uniplan Investment Counsel, Inc.
Investment management
Uniplan is an investment management firm that provides alternate income strategies, consultation and financial services.
Wisconsin, United States
10 employees
Founded 1984
- Location:
- Wisconsin, United States
- Employees:
- 10
- Website:
- uniplanic.com
- City:
- Union Grove
- Founded:
- 1984
Uniplan Investment Counsel, Inc. Employee emails
Diamond Capital Management
Investment management
Diamond Capital Management is dedicated to offering clients well managed alternative investment products that offer consistent returns.
Wisconsin, United States
9 employees
Founded 2002
- Location:
- Wisconsin, United States
- Employees:
- 9
- Website:
- diamondcapitalmgmt.com
- City:
- Pewaukee
- Founded:
- 2002
Pjs Investment Management
Investment management
PJS Investment Management provides portfolio management, wealth advisory, and fiduciary investment services.
Wisconsin, United States
9 employees
Founded 1981
- Location:
- Wisconsin, United States
- Employees:
- 9
- Website:
- pjsinvestment.com
- City:
- Cedarburg
- Founded:
- 1981
Pjs Investment Management Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 9
- Website:
- pegpartnersltd.com
- City:
- Mequon
- Founded:
- 2015
Pegasus Partners Ltd Employee emails
Jacobus Wealth Management
Investment management
Jacobus Wealth Management Provides investment advisory and strategic financial management services.
Wisconsin, United States
9 employees
Founded 1985
- Location:
- Wisconsin, United States
- Employees:
- 9
- Website:
- jwmfamilyoffices.com
- City:
- Milwaukee
- Founded:
- 1985
Jacobus Wealth Management Employee emails
Marietta Investment Partners, Llc
Investment management
Marietta Investment Partners is an investment advisory firm that provides wealth and portfolio management solutions.
Wisconsin, United States
9 employees
Founded 2000
- Location:
- Wisconsin, United States
- Employees:
- 9
- Website:
- mariettallc.com
- City:
- Milwaukee
- Founded:
- 2000
Marietta Investment Partners, Llc Employee emails
Investment Designers Inc.
Investment management
Investment Designers is a financial solutions company that offers investment advisory, insurance services and corporate retirement plans.
Wisconsin, United States
8 employees
Founded 1987
- Location:
- Wisconsin, United States
- Employees:
- 8
- Website:
- investmentdesigners.com
- City:
- Appleton
- Founded:
- 1987
Members Capital Advisors, Inc.
Investment management
members capital advisors, inc. record includes category: investment management, location: Madison, Wisconsin, United States, employee estimate: 8, website: memberscapitaladvisors.com.
Wisconsin, United States
8 employees
Founded 2015
- Location:
- Wisconsin, United States
- Employees:
- 8
- Website:
- memberscapitaladvisors.com
- City:
- Madison
- Founded:
- 2015
- Location:
- Wisconsin, United States
- Employees:
- 8
- Website:
- mersbergerfinancialgroup.com
- City:
- Sheboygan Falls
- Founded:
- 1994
Mersberger Financial Group, Inc. Employee emails
Global Value Investment Corp.
Investment management
Global Value Investment provides investment research and portfolio management services.
Wisconsin, United States
8 employees
Founded 2007
- Location:
- Wisconsin, United States
- Employees:
- 8
- Website:
- gvi-corp.com
- City:
- Milwaukee
- Founded:
- 2007
1492 Capital Management, Llc
Investment management
1492 Capital Management offers a wealth management advisory service.
Wisconsin, United States
7 employees
Founded 2008
- Location:
- Wisconsin, United States
- Employees:
- 7
- Website:
- 1492capitalmanagement.com
- City:
- Milwaukee
- Founded:
- 2008
1492 Capital Management, Llc Employee emails
Wisconsin Capital Management
Investment management
Wisconsin Capital Management assists in financial services like portfolio management, investment strategies and asset selection.
Wisconsin, United States
7 employees
Founded 1984
- Location:
- Wisconsin, United States
- Employees:
- 7
- Website:
- wiscap.com
- City:
- Madison
- Founded:
- 1984
- Location:
- Wisconsin, United States
- Employees:
- 7
- Website:
- broadviewadvisors.com
- City:
- Milwaukee
- Location:
- Wisconsin, United States
- Employees:
- 7
- Website:
- epsfinancial.com
- City:
- Columbus
- Founded:
- 1978
Extended Personal Service, Ltd Employee emails
- Location:
- Wisconsin, United States
- Employees:
- 7
- Website:
- hairdecisions.com
- City:
- New Berlin
Lancaster Investments
Investment management
Lancaster Investments is a early stage investor.
Wisconsin, United States
7 employees
Founded 2013
- Location:
- Wisconsin, United States
- Employees:
- 7
- Website:
- lancasterinvts.com
- City:
- Madison
- Founded:
- 2013
- Location:
- Wisconsin, United States
- Employees:
- 6
- Website:
- operosepartners.com
- City:
- Milwaukee
- Founded:
- 2017
- Location:
- Wisconsin, United States
- Employees:
- 6
- Website:
- atouch-ofpeace.com
- City:
- Mukwonago
- Location:
- Wisconsin, United States
- Employees:
- 6
- City:
- Madison
Haven Real Estate Group Llc Employee emails
How this list was built
- 1 Companies are included when source records match investment management companies in Wisconsin.
- 2 Coverage counts are calculated from fields that are present in the current source record for each company.
- 3 The top-record comparison preserves the current list order; highlights compare only populated source fields.
- 4 Blank fields are omitted instead of filled with placeholder text.
- 5 Source records are refreshed when upstream records change; a per-page refresh timestamp is not available yet.
Frequently asked
- What is included in this investment management companies in Wisconsin list?
- It includes 50 company records with available company names, websites, locations, LinkedIn links, employee estimates, and contact signals when those fields are present.
- How does AeroLeads choose companies for this page?
- Companies are included when AeroLeads source records match investment management companies in Wisconsin; empty fields are hidden so the page shows only available evidence.
- Which companies are examples from this list?
- Representative records include Artisan Partners, Cuna Brokerage Services, Inc, and State Of Wisconsin Investment Board.
- Which listed investment management companies has the largest employee estimate?
- Artisan Partners has the largest populated employee estimate in the current list at 376. Employee figures are source estimates and may change.
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