Company lists · Data refreshed September 2026

Top 14 Asset and wealth management consulting firms based in Milwaukee, United States

Name: Asset and wealth management consulting firms based in Milwaukee, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 26 companies tracked

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Milwaukee, United States as of September 2026 and tracks 43,964 professional contacts across them, including 14,573 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Milwaukee has 26.

This list covers company matches for asset and wealth management consulting firms associated with Milwaukee, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

26Companies

43,964Contacts tracked

14,573Verified emails

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The 14 largest asset and wealth management consulting firms based in Milwaukee, United States

Ranked by team size

Top 14 of 26 company matches for asset and wealth management consulting firms based in Milwaukee, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Northwestern Mutual	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	n/a	38,382 contacts →
	Exact match “At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	BAIRD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	5,001-10,000	5,330 contacts →
	Exact match “Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Prescient Financial Solutions	Exact match	Milwaukee, United StatesHQ recorded Sep 21, 2026	11-50	32 contacts →
	Exact match “Prescient Financial Solutions helps pre-retirement individuals, business owners, corporate executives and those becoming affluent to manage the accumulation, distribution and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Operose	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	11-50	25 contacts →
	Exact match “Operose Advisors is dedicated to growing the Wealth, Knowledge and Professional Networks of the clients we serve.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Klcm Advisors, INC	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Oarsman Capital, INC	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “At Oarsman Capital we are committed to helping our clients achieve their financial goals by delivering the highest quality investment advisory and portfolio management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Campbell Newman Asset Management, INC	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “Campbell Newman is a 100% employee-owned boutique investment management firm serving institutional, intermediary and private clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Komisar Brady & Co., LLP NOW Cliftonlarsonallen	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	n/a	10 contacts →
	Exact match “CLA is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our clients’ enterprise value and assist…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Transcend Advisor Group	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “We work with successful individuals, families, and business owners looking for a partner who can coordinate their entire financial picture and magnify their impact, all while…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Diversified Management INC	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Diversified Management, Inc.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Summit Investment Management, LTD	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Summit Investment Management, founded in 1987, provides planning and guidance along with disciplined, actively managed investment portfolios for individual and institutional…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Roell Capital Management, LLC	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “At Roell Capital Management, we believe that a deep relationship is a two-way street.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Convergence Planning Group, LLC	Exact match	Milwaukee, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Janco Wealth Management	Exact match	Milwaukee, WI, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “JANCO Wealth Management, owned by Janet Kratz, is an independent fee-based wealth management firm dedicated to helping individuals achieve financial peace of mind.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 14 of 26 asset and wealth management consulting firms based in Milwaukee, United States

See the full list, filter by size, metro and specialty, and access 14,573 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Milwaukee, United States at a glance

As of Sep 21, 2026

33.1%Verified-email coverage

1690.9Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Milwaukee, so it is reported there. Company counts and contact totals on this page are exact for Milwaukee, over 26 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Milwaukee, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 14,573 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Milwaukee, United States?

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Milwaukee, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Northwestern Mutual tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Milwaukee has 26.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 14,573 professional contacts with verified work emails tracked across these 26 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.