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Find The Best Financial Advisors in Wisconsin
Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.
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How To Find The Best Financial Advisors in Wisconsin
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 9 vetted financial advisors and non-vetted financial advisors in Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Wisconsin have an average of 20 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Wisconsin
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Top Financial Advisor Firms in Wisconsin (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | 307865 | $262,082,656,098 | 19 | A Percentage of AUM, Performance Based |
| ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391 | 8158 | $247,790,348,025 | 316065 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
| ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202 | 150114 | $128,675,520,784 | 272 | A Percentage of AUM, Performance Based |
| TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd, Madison, WI, 53705 | 105960 | $32,032,395,000 | 361 | A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.) |
| MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | 114085 | $25,569,711,808 | 27 | A Percentage of AUM |
| FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202 | 109149 | $13,213,149,862 | 831 | A Percentage of AUM |
| MADISON INVESTMENT ADVISORS, LLC 550 Science Drive, Madison, WI, 53711 | 110297 | $12,949,877,511 | 14261 | A Percentage of AUM, Fixed Fees |
| NATIONAL INVESTMENT SERVICES OF AMERICA, LLC 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202 | 307169 | $7,925,313,000 | 302 | A Percentage of AUM, Performance Based |
| JOHNSON WEALTH INC. 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202 | 125557 | $7,746,236,885 | 1544 | A Percentage of AUM, Fixed Fees |
| ORGEL WEALTH MANAGEMENT, LLC 2420 Rivers Edge Drive, Altoona, WI, 54720 | 168219 | $6,255,250,814 | 9697 | A Percentage of AUM, Fixed Fees |
| HECK CAPITAL ADVISORS, LLC 15 East Anderson Street, Rhinelander, WI, 54501 | 143848 | $5,620,331,499 | 3475 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES) |
| TIDAL INVESTMENTS LLC 234 West Florida Street, Suite 203 Milwaukee, WI, 53204 | 164201 | $5,574,754,331 | 711 | A Percentage of AUM, Fixed Fees |
| GENEVA CAPITAL MANAGEMENT LLC 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202 | 105432 | $5,026,791,348 | 3618 | A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.) |
| NICHOLAS CO INC 411 E. Wisconsin Ave., Ste 2100 Milwaukee, WI, 53202-4467 | 108347 | $4,882,201,529 | 15 | A Percentage of AUM, Performance Based |
| PROVIDENT TRUST COMPANY N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI, 53188-1199 | 110118 | $4,839,167,748 | 1206 | A Percentage of AUM |
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