Top advisors in Wauwatosa
We’ve curated a list of the best financial advisors in Wauwatosa, take a look at it below
Find an advisor in Wauwatosa| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $464,655,538 | 9 advisors | ||
| 2 | $106,913,105 | 4 advisors | ||
| 3 | $27,832,003 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Wauwatosa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Wauwatosa. 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. Broadview Financial Management, LLC
Assets under management
$464,655,538
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
2. Intrinsic Investors LLC
Assets under management
$106,913,105
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
3. Anew Advisors, LLC
Assets under management
$27,832,003
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
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.