Best Financial Advisors in Wisconsin
196 SEC-registered advisory firms across 50 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Wisconsin
Top-Ranked Advisors in Wisconsin
Page 1 of 8 · 196 firms
DANA INVESTMENT ADVISORS INC
WAUKESHA, WI · Since 1979
NICHOLAS CO INC
MILWAUKEE, WI · Since 1968
MASON STREET ADVISORS, LLC
MILWAUKEE, WI · Since 2001
ANNEX WEALTH MANAGEMENT, LLC
BROOKFIELD, WI · Since 2004
HEARTLAND ADVISORS, INC.
MILWAUKEE, WI · Since 1983
GENEVA CAPITAL MANAGEMENT LLC
MILWAUKEE, WI · Since 1986
TRUSTAGE INVESTMENT MANAGEMENT
MADISON, WI · Since 1983
KLCM ADVISORS, INC.
MILWAUKEE, WI · Since 1993
FIDUCIARY MANAGEMENT, INC.
MILWAUKEE, WI · Since 1980
MADISON ASSET MANAGEMENT
MADISON, WI · Since 2004
TIDAL INVESTMENTS LLC
MILWAUKEE, WI · Since 2012
REINHART PARTNERS, LLC
MEQUON, WI · Since 1991
IAG WEALTH PARTNERS, LLC
WAUKESHA, WI · Since 2009
ELLENBECKER INVESTMENT GROUP
WAUKESHA, WI · Since 2014
NICOLET WEALTH MANAGEMENT
GREEN BAY, WI · Since 2016
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
MILWAUKEE, WI · Since 2020
SENTRY INVESTMENT MANAGEMENT, L.L.C.
STEVENS POINT, WI · Since 1971
CAPITAL INVESTMENT SERVICES OF AMERICA INC
MILWAUKEE, WI · Since 1980
ADVISORS MANAGEMENT GROUP INC
LA CROSSE, WI · Since 1989
GLOBAL VIEW CAPITAL MANAGEMENT LLC
WAUKESHA, WI · Since 2011
BAKER TILLY WEALTH MANAGEMENT, LLC
MADISON, WI · Since 2020
FRIEDLANDER & CO INC
MILWAUKEE, WI · Since 1982
AFFILIATED FINANCIAL ADVISORS INC
MILWAUKEE, WI · Since 2000
WINCH FINANCIAL
APPLETON, WI · Since 1998
THE MILWAUKEE COMPANY
THIENSVILLE, WI · Since 2004
About Financial Advisors in Wisconsin
How many financial advisors are registered in Wisconsin?
There are 196 SEC-registered investment advisory firms in Wisconsin, spread across 50 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Wisconsin?
The median advisory fee in Wisconsin is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.