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Find The Best Financial Advisors in Milwaukee, Wisconsin
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Milwaukee, Wisconsin
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Milwaukee, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and 46 non-vetted financial advisors in Milwaukee, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Milwaukee, 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 Milwaukee, Wisconsin
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Top Financial Advisor Firms in Milwaukee, Wisconsin (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391 | 8158 | $287,514,955,453 | 331500 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | 307865 | $281,345,911,200 | 25 | A percentage of AUM, Performance Based |
| ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202 | 150114 | $151,331,807,781 | 259 | A percentage of AUM, Performance Based |
| MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | 114085 | $28,558,864,166 | 31 | A percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS) |
| FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202 | 109149 | $14,936,427,714 | 769 | A percentage of AUM |
| TIDAL INVESTMENTS LLC 234 West Florida Street, Suite 203 Milwaukee, WI, 53204 | 164201 | $11,334,422,677 | 373 | A percentage of AUM, Fixed fees |
| NATIONAL INVESTMENT SERVICES OF AMERICA, LLC 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202 | 307169 | $9,848,742,000 | 313 | A percentage of AUM, Performance Based |
| JOHNSON WEALTH INC. 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202 | 125557 | $8,435,966,964 | 2516 | A percentage of AUM, Fixed fees |
| NICHOLAS CO INC 411 E. Wisconsin Ave., Ste 2100 Milwaukee, WI, 53202-4467 | 108347 | $6,320,548,103 | 13 | A percentage of AUM, Performance Based |
| GENEVA CAPITAL MANAGEMENT LLC 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202-4461 | 105432 | $5,841,894,931 | 3835 | A percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.) |
| MASON WELLS, INC. 411 E. Wisconsin Avenue, Suite 1280 Milwaukee, WI, 53202 | 173069 | $2,141,471,695 | 6 | A percentage of AUM, Performance Based |
| HEARTLAND ADVISORS, INC. 790 N Water Street Suite 1200, Milwaukee, WI, 53202 | 29433 | $1,885,901,565 | 92 | A percentage of AUM |
| HAMMES REALTY ADVISORS, LLC 1400 N. Water Street, Suite 500 Milwaukee, WI, 53202 | 165693 | $1,665,275,777 | 5 | A percentage of AUM, Performance Based |
| DIVERSIFIED MANAGEMENT INC 330 E. Kilbourn Ave., Suite 1475 Milwaukee, WI, 53202 | 106680 | $1,576,315,793 | 1640 | A percentage of AUM, Hourly charges, Fixed fees |
| LANDAAS & COMPANY 411 E Wisconsin Ave, 20th Floor Milwaukee, WI, 53202 | 47487 | $1,515,304,279 | 4070 | A percentage of AUM, Hourly charges |
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