Top 10 advisors in Wisconsin
We’ve curated a list of the best financial advisors in Wisconsin, take a look at it below
Find an advisor in Wisconsin| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $128,675,520,784 | 483 advisors | ||
| 2 | $13,213,149,862 | 26 advisors | ||
| 3 | $6,188,417,826 | 117 advisors | ||
| 4 | $5,132,297,895 | 15 advisors | ||
| 5 | $5,026,791,348 | 20 advisors | ||
| 6 | $4,914,477,327 | 139 advisors | ||
| 7 | $4,839,010,903 | 13 advisors | ||
| 8 | $4,652,395,168 | 118 advisors | ||
| 9 | $4,517,381,895 | 41 advisors | ||
| 10 | $3,389,109,398 | 219 advisors |
How we came up with this list
To generate our top financial advisors list in Wisconsin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wisconsin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Artisan Partners Limited Partnership
Assets under management
$128,675,520,784
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
2. Fiduciary Management, Inc.
Assets under management
$13,213,149,862
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)
3. Johnson Wealth Inc.
Assets under management
$6,188,417,826
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
4. Nicholas Co Inc
Assets under management
$5,132,297,895
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)
5. Geneva Capital Management LLC
Assets under management
$5,026,791,348
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
6. Annex Wealth Management, LLC
Assets under management
$4,914,477,327
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)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Consultation For A Fee
- Not sure which one to choose?Use our smart matching tool
7. Provident Trust Company
Assets under management
$4,839,010,903
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
8. Wipfli Financial Advisors, LLC
Assets under management
$4,652,395,168
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
9. Tidal Investments LLC
Assets under management
$4,517,381,895
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
- Not sure which one to choose?Use our smart matching tool
10. Harbour Investments, Inc.
Assets under management
$3,389,109,398
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.