Best Financial Advisors in MILWAUKEE, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MILWAUKEE
Page 1 of 2 · 47 firms
NICHOLAS CO INC
MILWAUKEE, WI · Since 1968
MASON STREET ADVISORS, LLC
MILWAUKEE, WI · Since 2001
HEARTLAND ADVISORS, INC.
MILWAUKEE, WI · Since 1983
GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 1986
KLCM ADVISORS, INC.
MILWAUKEE, WI · Since 1993
FIDUCIARY MANAGEMENT, INC.
MILWAUKEE, WI · Since 1980
TIDAL INVESTMENTS LLC
MILWAUKEE, WI · Since 2012
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
MILWAUKEE, WI · Since 2020
CAPITAL INVESTMENT SERVICES OF AMERICA INC
MILWAUKEE, WI · Since 1980
FRIEDLANDER & CO INC
MILWAUKEE, WI · Since 1982
AFFILIATED FINANCIAL ADVISORS INC
MILWAUKEE, WI · Since 2000
UNIPLAN INVESTMENT COUNSEL, INC.
MILWAUKEE, WI · Since 2010
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
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 1994
TRANSCEND ADVISOR GROUP, LLC
MILWAUKEE, WI · Since 2021
JOHNSON WEALTH INC.
MILWAUKEE, WI · Since 2003
ARTISAN PARTNERS LIMITED PARTNERSHIP
MILWAUKEE, WI · Since 2009
MILBORN ADVISORS, LTD
MILWAUKEE, WI · Since 2026
RIVER1 ASSET MANAGEMENT LLC
MILWAUKEE, WI · Since 2024
1834 INVESTMENT ADVISORS CO.
MILWAUKEE, WI · Since 1976
SIGNIFICANCE CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 2026
DIVERSIFIED MANAGEMENT INC
MILWAUKEE, WI · Since 1994
CAMPBELL NEWMAN ASSET MANAGEMENT INC
MILWAUKEE, WI · Since 1972
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.