Wisconsin · 4 advisers
Financial Advisors in Pewaukee, Wisconsin
Looking for a financial advisor in Pewaukee, Wisconsin? Falists indexes 4 SEC-registered and state-registered investment advisers in Pewaukee — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $641.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$641.9M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Pewaukee
Ranked by AUM · Fees, team & specialties at a glance
SHAKESPEARE WEALTH MANAGEMENT, LLC
Pewaukee, WI
AUM
$641.9M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
262-814-1600
FORTRESS PLANNING GROUP
Pewaukee, WI
AUM
$345.3M
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
262-264-5838
FIDUCIAONE
Pewaukee, WI
AUM
$35.4M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
262-465-6877
LASALLE INVESTMENT ADVISORS, INC.
Pewaukee, WI
AUM
$133.6M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-650-1099
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Common questions
- How many financial advisors are in Pewaukee, Wisconsin?
- 4 registered investment advisers are listed in our Pewaukee directory, sourced from public SEC filings.
- What types of advisors are in Pewaukee?
- 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 Pewaukee?
- 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.