Top advisors in Middleton
We’ve curated a list of the best financial advisors in Middleton, take a look at it below
Find an advisor in Middleton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $930,573,023 | 21 advisors | ||
| 2 | $595,521,770 | 5 advisors | ||
| 3 | $364,350,203 | 12 advisors | ||
| 4 | $195,462,425 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Middleton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Middleton. 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. Canopy Wealth Management
Assets under management
$930,573,023
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. Milestone Investment Advisors, LLC
Assets under management
$595,521,770
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
3. Jacobson & Schmitt Advisors, LLC
Assets under management
$364,350,203
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
4. Michael A. Dubis Financial Planning, LLC
Assets under management
$195,462,425
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)
Your first meeting is free.