Best Financial Advisors in WAUKESHA, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WAUKESHA
DANA INVESTMENT ADVISORS INC
WAUKESHA, WI · Since 1979
IAG WEALTH PARTNERS, LLC
WAUKESHA, WI · Since 2009
ELLENBECKER INVESTMENT GROUP
WAUKESHA, WI · Since 2014
GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAUKESHA, WI · Since 2011
CAPITAL INNOVATIONS, LLC
WAUKESHA, WI · Since 2011
DRAKE & ASSOCIATES, LLC
WAUKESHA, WI · Since 2019
MORGAN-ALY WEALTH MANAGEMENT, LLC
WAUKESHA, WI · Since 2026
PROVIDENT TRUST COMPANY
WAUKESHA, WI · Since 2000
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 WAUKESHA?
The median advisory fee in WAUKESHA, WI is 0.95% of assets under management per year, based on Form ADV filings from 8 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.