Top 10 financial 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.
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.
Assets under management
$128,675,520,784
Headcount
483 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-70101
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
Fiduciary Management, Inc.
Fiduciary Management, Inc. is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $13,213,149,862 of assets under management and employs about 26 people. Fiduciary Management, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$13,213,149,862
Headcount
26 advisors
Fee structure
A percentage of assets under your management
SEC number
801-15164
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)
Johnson Wealth Inc.
Johnson Wealth Inc. is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $6,188,417,826 of assets under management and employs about 117 people. Johnson Wealth Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$6,188,417,826
Headcount
117 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-61862
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
Nicholas Co Inc
Nicholas Co Inc is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $5,132,297,895 of assets under management and employs about 15 people. Nicholas Co Inc uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$5,132,297,895
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-4658
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)
Geneva Capital Management LLC
Geneva Capital Management LLC is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $5,026,791,348 of assets under management and employs about 20 people. Geneva Capital Management LLC uses a fee structure of a percentage of assets under your management and model portfolio fees based on underlying assets..
Assets under management
$5,026,791,348
Headcount
20 advisors
Fee structure
A percentage of assets under your management
MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.
SEC number
801-28444
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
Annex Wealth Management, LLC
Annex Wealth Management, LLC is a financial advisory firm based in Elm Grove, Wisconsin. It currently has approximately $4,914,477,327 of assets under management and employs about 139 people. Annex Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$4,914,477,327
Headcount
139 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-63505
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
Provident Trust Company
Provident Trust Company is a financial advisory firm based in Waukesha, Wisconsin. It currently has approximately $4,839,010,903 of assets under management and employs about 13 people. Provident Trust Company uses a fee structure of and a percentage of assets under your management.
Assets under management
$4,839,010,903
Headcount
13 advisors
Fee structure
A percentage of assets under your management
SEC number
801-58213
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
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.
Assets under management
$4,652,395,168
Headcount
118 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-56865
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
Tidal Investments LLC
Tidal Investments LLC is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $4,517,381,895 of assets under management and employs about 41 people. Tidal Investments LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$4,517,381,895
Headcount
41 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-76857
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
Harbour Investments, Inc.
Harbour Investments, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $3,389,109,398 of assets under management and employs about 219 people. Harbour Investments, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions.
Assets under management
$3,389,109,398
Headcount
219 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Commissions
SEC number
801-29185
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Your first meeting is free.