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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 8 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 18 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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Brady Zwiefelhofer

Thrivent Financial

715-514-1540

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Andrew Houte

Next Level Planning & Wealth Management

414-369-6627

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Todd J. Glime Wealth Management, LLC

Futurity First Wealth Management

920-606-9446

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Zach Kuehl

Madison Partners

608-204-5992

Top Financial Advisor Firms in Wisconsin (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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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