Financial advisors in Wisconsin
57 SEC-registered advisory firms based in Wisconsin, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.
Top cities in Wisconsin
Wisconsin advisory firms by assets
Milwaukee, WI · CRD #307865
$323B AUM·32 accounts·Fee-only
Milwaukee, WI · CRD #307169
$16B AUM·360 accounts·Fee-only
Showing the 40 largest of 57 firms in Wisconsin. Get matched to see the ones that fit you.
Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.
Choosing an advisor in Wisconsin
How many financial advisors are in Wisconsin?
AdvisoryReviews lists 57 SEC-registered advisory firms based in Wisconsin, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.
How do I verify a financial advisor in Wisconsin?
Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.
What does a financial advisor cost in Wisconsin?
Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.
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