Top 6 advisors in Waukesha
We’ve curated a list of the best financial advisors in Waukesha, take a look at it below
Find an advisor in Waukesha| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $4,839,010,903 | 13 advisors | ||
| 2 | $1,101,831,560 | 14 advisors | ||
| 3 | $934,770,570 | 26 advisors | ||
| 4 | $637,540,284 | 12 advisors | ||
| 5 | $30,095,754 | 7 advisors | ||
| 6 | $11,873,177 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Waukesha, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Waukesha. 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. 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
2. Iag Wealth Partners, LLC
Assets under management
$1,101,831,560
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
Educational Seminars/workshops
3. Kowal Investment Group, LLC
Assets under management
$934,770,570
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. Financial Solutions, LLC
Assets under management
$637,540,284
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
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
5. Capital Innovations, LLC
Assets under management
$30,095,754
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
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)
Selection Of Other Advisers
6. Bultman Investment Management, Inc.
Assets under management
$11,873,177
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
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.