Falists

Wisconsin · 72 advisers

Financial Advisors in Milwaukee, Wisconsin

Looking for a financial advisor in Milwaukee, Wisconsin? Falists indexes 72 SEC-registered and state-registered investment advisers in Milwaukee — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 67 firms list a website you can visit directly. Firms in this directory manage up to $394.07B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

72

With website

67

Largest AUM

$394.07B

Financial planning

22

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth51Planning22Trusts41Retirement18Institutional39

Top advisors in Milwaukee

Ranked by AUM · Fees, team & specialties at a glance

View all 72 →

LANDAAS & COMPANY

Milwaukee, WI

AUM

$1.93B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

21 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

414-223-1099

Full profileVisit site →
View all 72 advisors in Milwaukee

More cities in Wisconsin

Madison (57)Appleton (24)Brookfield (19)Mequon (15)Green Bay (13)Middleton (9)Waukesha (8)Wausau (7)West Bend (6)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

How many financial advisors are in Milwaukee, Wisconsin?
72 registered investment advisers are listed in our Milwaukee directory, sourced from public SEC filings.
What types of advisors are in Milwaukee?
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 Milwaukee?
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.