Wisconsin · 5 advisers
Financial Advisors in Delafield, Wisconsin
Looking for a financial advisor in Delafield, Wisconsin? Falists indexes 5 SEC-registered and state-registered investment advisers in Delafield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $274.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
5
Largest AUM
$274.7M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Delafield
Ranked by AUM · Fees, team & specialties at a glance
CUSHING CAPITAL PARTNERS, LLC
Delafield, WI
AUM
$274.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-256-0590
WARNKE/NICHOLS LTD.
Delafield, WI
AUM
$160.0M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
262-303-4113
PAVLIC INVESTMENT ADVISORS, INC.
Delafield, WI
AUM
$108.8M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
262-646-4300
BEHL WEALTH MANAGEMENT
Delafield, WI
AUM
$48.2M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(262) 275-4025
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Common questions
- How many financial advisors are in Delafield, Wisconsin?
- 5 registered investment advisers are listed in our Delafield directory, sourced from public SEC filings.
- What types of advisors are in Delafield?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Delafield?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.