Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• Artisan Partners Limited Partnership

  Artisan Partners Limited Partnership is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $128,675,520,784 of assets under management and employs about 483 people. Artisan Partners Limited Partnership uses a fee structure of a percentage of assets under your management and performance-based fees.

  Show more

  $128,675,520,784 under management

  483 advisors

  Fee structure

  A percentage of assets under your management

  Performance-based fees

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Portfolio Management For Pooled Investment Vehicles

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Model Delivery Programs

  See full profile
• Fiduciary Management, Inc.

  Fiduciary Management, Inc. is an independent money management firm founded in 1980 and based in Milwaukee, Wisconsin. The firm specializes in equity investing strategies with a value discipline rooted in fundamental research. Fiduciary Management, Inc. manages assets for domestic and international institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the FMI Family of Funds. The firm offers six equity investment strategies, including Large-Cap, Small-Cap, All-Cap, International Equity, Focused Global Equity, and Global Equity. Fiduciary Management, Inc. does not offer financial planning services or advise on the selection of other money managers or mutual funds not managed by the firm. The minimum initial investment for separately managed accounts ranges from $1 million to $3 million, depending on the strategy. The firm charges management fees based on a tiered fee schedule, with fees ranging from 0.35% to 0.85% based on the investment strategy and account size. As of December 31, 2024, Fiduciary Management, Inc. had $15.0 billion in assets under management, all of which were discretionary assets. The firm acts as a sub-adviser to unaffiliated mutual funds and manages client accounts through wrap fee programs and unified managed accounts. Fiduciary Management, Inc. does not have any legal or disciplinary events to report and does not accept compensation from any person or entity for the sale of securities or other investment products.

  Show more

  $13,213,149,862 under management

  26 advisors

  Fee structure

  A percentage of assets under your management

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Portfolio Management For Pooled Investment Vehicles

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  See full profile
• Johnson Wealth Inc.

  Johnson Wealth Inc. is an investment advisory firm under the Johnson Financial Group, providing services to high-net-worth individuals, families, organizations, and entities since 2003 (with predecessor firms dating back to 1987). With approximately $7.4 billion in discretionary assets and $1.7 billion in non-discretionary assets as of December 31, 2024, Johnson Wealth tailors investment strategies to individual client needs. They offer discretionary and non-discretionary advisory services, focusing on asset allocation, investment policy development, and fund selection. Clients can negotiate specific services and restrictions. The firm primarily manages accounts on a discretionary basis, making investment decisions guided by client policies. Johnson Wealth also offers pre-retirement planning services, including managing accounts through 401(k) plans. Fees are negotiable based on assets and services, with a tiered fee structure starting at 1.00% for the first $2 million. Clients may pay additional fees for third-party services and investments. The firm acts as a fiduciary, with a Code of Ethics ensuring client interests are prioritized. Johnson Wealth discloses affiliations, potential conflicts of interest, and maintains oversight committees to manage conflicts and ensure fair treatment of clients. They provide detailed information on methods of analysis, investment strategies, risk factors, custody practices, and voting client securities. The firm has no disciplinary events to disclose and maintains sound financial standing.

  Show more

  $6,188,417,826 under management

  117 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Pension Consulting Services

  Selection Of Other Advisers

  See full profile
• Nicholas Co Inc

  Nicholas Company, Inc. is a privately owned independent investment advisory firm founded in 1967 and based in Milwaukee, Wisconsin. The firm specializes in managing assets for domestic institutions, individual investors, and Registered Investment Advisors through separately managed accounts and the Nicholas Family of Funds. Their investment philosophy focuses on long-term returns by investing in small-, mid-, and large-sized companies at reasonable prices. Nicholas offers equity strategies such as Multi-cap Growth, Mid-cap Growth, Small-cap Growth, and Equity Income. The firm typically provides investment management services on a discretionary basis and does not offer financial planning services. The minimum initial investment for a discretionary account is generally $1 million, but lower initial investments may be accepted based on additional investment potential. Nicholas charges management fees based on a tiered fee schedule for separately managed accounts. The firm may also participate in wrap fee programs, where clients pay a fee to the Program Sponsor for combined services. Nicholas may accept performance-based fees from qualified clients with investments of $75,000,000 or more. The firm may engage in side-by-side management, where accounts with performance-based fees may receive different investment recommendations than those with asset-based fees. Nicholas follows a disciplined investment approach based on fundamental research and aims to provide stability and downside protection for client portfolios. The firm does not have any legal or disciplinary events to report.

  Show more

  $5,132,297,895 under management

  15 advisors

  Fee structure

  A percentage of assets under your management

  Performance-based fees

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  See full profile
Not sure which one to choose?
Get matched with an advisor
• Geneva Capital Management LLC

  Geneva Capital Management LLC, established in January 1987, is an investment advisory firm specializing in growth stock investments in U.S. companies. The firm offers discretionary and non-discretionary portfolio management services to institutions and high-net-worth individuals, focusing on Small Cap, SMID Cap, Mid Cap, and All Cap growth stock investing. Additionally, Geneva provides fixed income investment services using various securities like corporate bonds and municipal bonds. Clients can impose reasonable restrictions on investments, and each account is subject to a written investment advisory agreement. Geneva participates in wrap fee programs, managing client assets on a discretionary basis. The firm's fee structure is typically a percentage of the account's market value, with fees negotiable based on account size and service requirements. Geneva may receive soft dollar benefits from broker-dealers for research services. The firm's investment strategies are based on fundamental analysis, aiming for long-term capital appreciation while managing risks. Geneva has no disciplinary events to disclose and maintains a Code of Ethics to ensure client interests are prioritized. Clients receive quarterly reports detailing account holdings and transactions. Geneva does not compensate third parties for client referrals and holds client assets with qualified custodians to avoid custody. The firm provides voting services for client securities and has no financial conditions impairing its commitments. Additional fee schedules for institutional separate accounts are available in the brochure's Appendix A.

  Show more

  $5,026,791,348 under management

  20 advisors

  Fee structure

  A percentage of assets under your management

  MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.

  Services offered

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Portfolio Management For Pooled Investment Vehicles

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Model Portfolio Services To Financial Firms

  See full profile
• Wipfli Financial Advisors, LLC

  Wipfli Financial Advisors, LLC is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $4,652,395,168 of assets under management and employs about 118 people. Wipfli Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

  Show more

  $4,652,395,168 under management

  118 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Selection Of Other Advisers

  See full profile
Not sure which one to choose?
Get matched with an advisor
• Tidal Investments LLC

  Tidal Investments LLC, formerly known as Toroso Investments LLC, is a registered investment adviser founded in March 2012 and based in Milwaukee, WI. The firm specializes in providing investment management services to various clients, including registered investment companies, separately managed accounts, and pension plans. Tidal offers fee-only discretionary and non-discretionary investment management services to individuals, high net worth individuals, family offices, and institutions. The firm also provides pension consulting services to corporate retirement plans and outsourced chief investment officer consulting services to financial advisors. Tidal's investment strategies include outcome-focused asset allocation approaches tailored to each client's risk tolerance and time horizon. The firm offers various portfolio options, such as the Wealth Preservation Series, Target Income Series, and Growth Series, as well as sector-specific and global alpha strategies. Tidal also provides investment management services to non-affiliated UCITS funds registered with the Central Bank of Ireland. Clients of Tidal have the option to engage the firm on a discretionary or non-discretionary basis. Tidal exercises investment discretion for certain funds it advises, selecting securities, brokers, and commission rates. The firm has adopted a Code of Ethics to ensure high standards of business conduct and fiduciary duty to clients. Tidal also has proxy voting policies in place to ensure that proxies are voted in the best economic interest of clients. As of December 31, 2024, Tidal had over $27 billion in regulatory assets under management and advisement. The firm does not have any disciplinary events or financial conditions that impair its ability to meet client commitments. Tidal does not have active solicitation agreements and does not provide compensation for client referrals. Clients' funds and securities are held with qualified custodians, and Tidal provides regular performance reports to clients.

  Show more

  $4,517,381,895 under management

  41 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Investment Companies

  Pension Consulting Services

  Selection Of Other Advisers

  Consulting Services To Other Investment Advisers Or Investment Management Companies

  See full profile
• Diversified Management Inc

  Diversified Management, Inc. (DMI) is a registered investment adviser established in Milwaukee, Wisconsin, in 1993. The firm also operates under the DBA Cream City Investment Services to cater to clients with varying asset levels. DMI specializes in investment advisory, financial planning, and income tax services for high net worth individuals, families, trusts, and estates. The firm offers services such as cash flow management, retirement planning, estate planning, and investment management. DMI clients have the option to grant limited power of attorney for trading decisions, with ongoing reviews and portfolio summaries provided regularly. For clients with lower asset levels, Cream City Investment Services offers model asset allocation portfolios based on risk tolerance, with eight risk-based models available. CCIS clients have full discretionary authority for trading decisions, with model portfolios reviewed and rebalanced semi-annually. The fee structure for DMI is based on a percentage of assets under management, with fees billed quarterly. DMI does not participate in wrap fee programs and does not charge performance-based fees. The firm's advisors hold various professional certifications such as Certified Financial Planner (CFP), Certified Private Wealth Advisor (CPWA), Enrolled Agent (EA), and Masters of Science in Taxation (MST). DMI maintains a Code of Ethics, ensuring compliance with ethical standards and client interests. The firm uses Charles Schwab & Co., Inc. as a custodian and broker, providing clients with access to a broad range of investment products and services. Clients receive account statements directly from Schwab at least quarterly.

  Show more

  $1,338,010,278 under management

  8 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Selection Of Other Advisers

  See full profile
Not sure which one to choose?
Get matched with an advisor
• Landaas & Company

  Landaas & Company, LLC is an SEC-registered investment advisor and FINRA member introducing broker-dealer to Pershing LLC. Founded in 1989 in Milwaukee, WI, the firm offers asset management and consulting services tailored to individual client needs. Asset management services include discretionary or non-discretionary portfolio management with $1,247,179,281 in discretionary assets and $86,899,050 in non-discretionary assets as of December 31, 2022. Consulting services are provided on an hourly fee basis, ranging from $150 to $500 per hour. Fees for asset management services are based on a tiered structure, starting at 1.00% for the first $1,000,000. Clients are encouraged to promptly notify Landaas of any changes in their financial situation. The firm applies fundamental analysis to evaluate securities and offers diversified portfolios through mutual funds, ETFs, and individual securities. Landaas does not charge performance-based fees and provides services to various clients, requiring a minimum account size of $50,000. The firm has a business continuity plan and privacy notice in place, and clients have the right to limit sharing of personal information. Landaas does not vote client securities and conducts an annual surprise custody exam. Clients can request a copy of the firm's Code of Ethics and have the option to grant investment discretion. The firm does not engage in joint marketing and does not share information with non-affiliates for marketing purposes. Clients are notified annually about sharing practices and have the right to limit certain sharing activities. For more information, clients can contact Landaas & Company at 414-223-1099.

  Show more

  $1,247,179,281 under management

  29 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Consultation Services

  See full profile
• 1834 Investment Advisors Co.

  1834 Investment Advisors Co. is a registered investment advisor established in 1976, offering investment management services such as portfolio assessment, asset allocation, and financial planning. The firm is a subsidiary of Old National Bancorp, Inc. and primarily serves high-net-worth individuals and institutions. Clients generally require a minimum investment of $500,000, which may be waived at the firm's discretion. Fees are typically charged as a percentage of assets under management and are negotiable based on portfolio size and complexity. The firm may provide retirement plan services as

  Show more

  $1,140,227,916 under management

  12 advisors

  Fee structure

  A percentage of assets under your management

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  See full profile