Best Financial Advisors in MILWAUKEE, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in MILWAUKEE
HEARTLAND ADVISORS, INC.
MILWAUKEE, WI · Since 1983
FRIEDLANDER & CO INC
MILWAUKEE, WI · Since 1982
GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 1986
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 1994
KLCM ADVISORS, INC.
MILWAUKEE, WI · Since 1993
AFFILIATED FINANCIAL ADVISORS INC
MILWAUKEE, WI · Since 2000
NICHOLAS CO INC
MILWAUKEE, WI · Since 1968
FIDUCIARY MANAGEMENT, INC.
MILWAUKEE, WI · Since 1980
CAPITAL INVESTMENT SERVICES OF AMERICA INC
MILWAUKEE, WI · Since 1980
MASON STREET ADVISORS, LLC
MILWAUKEE, WI · Since 2001
SIMS CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 2007
ALPHA INVESTMENT CONSULTING GROUP, LLC
MILWAUKEE, WI · Since 2006
1492 CAPITAL MANAGEMENT, LLC
MILWAUKEE, WI · Since 2009
UNIPLAN INVESTMENT COUNSEL, INC.
MILWAUKEE, WI · Since 2010
TIDAL INVESTMENTS LLC
MILWAUKEE, WI · Since 2012
MILBORN ADVISORS, LTD
MILWAUKEE, WI · Since 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
MILWAUKEE, WI · Since 2020
TRANSCEND ADVISOR GROUP, LLC
MILWAUKEE, WI · Since 2021
RIVER1 ASSET MANAGEMENT LLC
MILWAUKEE, WI · Since 2024
SIGNIFICANCE CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 2026
1834 INVESTMENT ADVISORS CO.
MILWAUKEE, WI · Since 1976
DIVERSIFIED MANAGEMENT INC
MILWAUKEE, WI · Since 1994
CAMPBELL NEWMAN ASSET MANAGEMENT INC
MILWAUKEE, WI · Since 1972
MARIETTA INVESTMENT PARTNERS, LLC
MILWAUKEE, WI · Since 2000
THE MILWEALTH GROUP, LLC
MILWAUKEE, WI · Since 1999
OARSMAN CAPITAL, INC
MILWAUKEE, WI · Since 2002
ARCATAUR CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 2015
JOHNSON WEALTH INC.
MILWAUKEE, WI · Since 2003
SKYLANDS CAPITAL, LLC
MILWAUKEE, WI · Since 2010
GLOBAL VALUE INVESTMENT CORPORATION
MILWAUKEE, WI · Since 2021
ARTISAN PARTNERS LIMITED PARTNERSHIP
MILWAUKEE, WI · Since 2009
HAMMES REALTY ADVISORS, LLC
MILWAUKEE, WI · Since 2013
BLACK MAPLE CAPITAL MANAGEMENT LP
MILWAUKEE, WI · Since 2013
MASON WELLS, INC.
MILWAUKEE, WI · Since 2014
RIVERWATER PARTNERS LLC
MILWAUKEE, WI · Since 2019
OPEROSE ADVISORS LLC
MILWAUKEE, WI · Since 2020
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
MILWAUKEE, WI · Since 2020
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
MILWAUKEE, WI · Since 2023
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
MILWAUKEE, WI · Since 2013
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
MILWAUKEE, WI · Since 2015
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
MILWAUKEE, WI · Since 2022
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
MILWAUKEE, WI · Since 2018
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
MILWAUKEE, WI · Since 2007
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
MILWAUKEE, WI · Since 2018
LANDAAS & COMPANY
MILWAUKEE, WI · Since 1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC
MILWAUKEE, WI · Since 1971
ROBERT W. BAIRD & CO. INCORPORATED
MILWAUKEE, WI · Since 1971
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MILWAUKEE?
The median advisory fee in MILWAUKEE, WI is 0.95% of assets under management per year, based on Form ADV filings from 47 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.