Wisconsin · 209 firms
Financial Planners in Wisconsin
Advisers offering comprehensive financial planning services. Browse 209 advisers in Wisconsin matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Wisconsin
ROBERT W. BAIRD & CO. INCORPORATED
Milwaukee, WI
AUM
$394.07B
Team
3170 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
414-765-3500
MADISON INVESTMENT ADVISORS, LLC
Madison, WI
AUM
$13.84B
Team
44 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-274-0300
HECK CAPITAL ADVISORS, LLC
Rhinelander, WI
AUM
$11.31B
Team
24 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
715-361-1500
JOHNSON WEALTH INC.
Milwaukee, WI
AUM
$10.35B
Team
71 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
414-291-4500
HARBOUR INVESTMENTS, INC.
Madison, WI
AUM
$9.60B
Team
213 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
608-662-6100
ORGEL WEALTH MANAGEMENT, LLC
Altoona, WI
AUM
$9.55B
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
715-835-6525
ANNEX WEALTH MANAGEMENT, LLC
Brookfield, WI
AUM
$8.05B
Team
74 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-786-6363
BAKER TILLY WEALTH MANAGEMENT, LLC
Madison, WI
AUM
$4.60B
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
833-761-0673
NICOLET WEALTH MANAGEMENT
Green Bay, WI
AUM
$4.29B
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM
920-430-1400
NORTH STAR ASSET MANAGEMENT INC
Neenah, WI
AUM
$3.35B
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM
920-729-7900
RESONANT CAPITAL ADVISORS, LLC
Madison, WI
AUM
$2.96B
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608)-733-6220
GATEWAY WEALTH PARTNERS, LLC
Appleton, WI
AUM
$2.28B
Team
83 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 731-9293
1834 INVESTMENT ADVISORS CO.
Milwaukee, WI
AUM
$2.20B
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(414) 615-1012
ELLENBECKER INVESTMENT GROUP
Waukesha, WI
AUM
$2.06B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
262-691-3200
OPEROSE ADVISORS LLC
Milwaukee, WI
AUM
$2.04B
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
414-209-3280
LANDAAS & COMPANY
Milwaukee, WI
AUM
$1.93B
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
414-223-1099
IAG WEALTH PARTNERS, LLC
Waukesha, WI
AUM
$1.87B
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-446-8150
DIVERSIFIED MANAGEMENT INC
Milwaukee, WI
AUM
$1.87B
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
414-292-1900
AUM
$1.76B
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
920-727-1137
N.E.W. ADVISORY SERVICES, LLC
De Pere, WI
AUM
$1.60B
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
920-712-7800
ISTHMUS PARTNERS, LLC
Madison, WI
AUM
$1.44B
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-729-0949
PACKERLAND BROKERAGE SERVICES, INC.
Green Bay, WI
AUM
$1.36B
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-662-9500
CAPITAL INVESTMENT SERVICES OF AMERICA INC
Milwaukee, WI
AUM
$1.31B
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM
414-278-7744
MADISON PARTNERS
Madison, WI
AUM
$1.30B
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM
608-210-1021
344 total advisers in Wisconsin. Browse all Wisconsin advisors