Provident Trust Company
Waukesha, WI·SEC-registered · CRD #110118
Provident Trust Company is an SEC-registered investment advisory firm in Waukesha, WI managing $6.9B across 1.0k client accounts, with 2 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.9B
Client accounts
1.0k
Advisory staff
2
Fee model
Fee-only
How Provident Trust Company is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL PROVIDENT TRUST COMPANY
See how Provident compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Provident Trust Company. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Provident Trust Company? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Provident Trust Company
How much does Provident Trust Company manage?
Per its most recent SEC Form ADV filing (04/08/2026), Provident Trust Company reports $6.9B in regulatory assets under management across roughly 1.0k client accounts.
How does Provident Trust Company charge?
Provident Trust Company is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Provident Trust Company a fiduciary?
Yes. Provident Trust Company is registered with the U.S. Securities and Exchange Commission (CRD #110118), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Provident Trust Company taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Provident Trust Company and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Waukesha, WI
Profile compiled from Provident Trust Company's public SEC Form ADV filing (CRD #110118, filed 04/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Provident Trust Company. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Provident Trust Company? Claim this profile.