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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Milwaukee is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Milwaukee & pick the one as per your needs

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 1 vetted financial advisors and 65 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 0 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

advisor-photo

Allworth Financial

Allworth Financial

2610 Lake Cook Road Suite 250

Riverwoods, IL 60015

888-242-6766

Top Financial Advisor Firms in Milwaukee, 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 $288,150,100,028 19 A percentage of AUM, Performance Based
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue,
Milwaukee, WI, 53202-5391
8158 $275,840,179,207 272742 A percentage of AUM, Hourly charges, Fixed fees, Commision Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH)
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
150114 $175,766,066,016 274 A percentage of AUM, Performance Based
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue,
Milwaukee, WI, 53202-4797
114085 $31,583,485,945 27 A percentage of AUM
FIDUCIARY MANAGEMENT, INC.
100 East Wisconsin Avenue, Suite 2200
Milwaukee, WI, 53202
109149 $17,323,689,295 945 A percentage of AUM
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
777 East Wisconsin Avenue, Suite 2350,
Milwaukee, WI, 53202
307169 $9,970,532,000 306 A percentage of AUM, Performance Based
JOHNSON WEALTH INC.
555 East Wells Street, Suite 1900
Milwaukee, WI, 53202
125557 $8,804,222,393 909 A percentage of AUM, Fixed fees
GENEVA CAPITAL MANAGEMENT LLC
411 E. Wisconsin Ave., Suite 2320
Milwaukee, WI, 53202
105432 $6,997,928,153 3972 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 $6,180,872,905 16 A percentage of AUM, Performance Based
WIPFLI FINANCIAL ADVISORS, LLC
10000 Innovation Drive, Suite 250
Milwaukee, WI, 53226
109983 $5,066,337,996 9010 A percentage of AUM, Hourly charges, Fixed fees
MASON WELLS, INC.
411 E. Wisconsin Avenue, Suite 1280
Milwaukee, WI, 53202
173069 $1,997,230,891 6 A percentage of AUM, Performance Based
SADOFF INVESTMENT MANAGEMENT LLC
250 W. Coventry Ct #109,
Milwaukee, WI, 53217
105160 $1,859,842,044 1246 A percentage of AUM
HEARTLAND ADVISORS, INC.
790 N Water Street Suite 1200,
Milwaukee, WI, 53202
29433 $1,857,184,358 97 A percentage of AUM
LANDAAS & COMPANY
411 E Wisconsin Ave, 20th Floor
Milwaukee, WI, 53202
47487 $1,672,284,386 3990 A percentage of AUM, Hourly charges
DIVERSIFIED MANAGEMENT INC
330 E. Kilbourn Ave., Suite 1475
Milwaukee, WI, 53202
106680 $1,578,338,763 1611 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Milwaukee, Wisconsin

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Morgan Stanley Financial Advisors
Inquire with Morgan
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3000
High Point Capital Group
Inquire with High
1200 North Mayfair Road, Suite 300 Milwaukee, WI 53226 414-253-4600
Gregg A Shaffer
Inquire with Gregg
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3019
David Lindberg
Inquire with David
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3114
Robert Roenitz
Inquire with Robert
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3107
Joan Lerose
Inquire with Joan
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3104
Lynn F. Ciepluch
Inquire with Lynn
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3121
John J Lerose III
Inquire with John
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3118
Paul S Connolly
Inquire with Paul
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3023
Keith F Martens
Inquire with Keith
411 E Wisconsin Ave, Suite 2200 Milwaukee, WI 53202 414-226-3136

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