Wisconsin · 248 firms
Trust & Estate Advisors in Wisconsin
Advisers working with trusts, estates, and charitable organizations. Browse 248 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
Trusts & Estates 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
AUM
$323.08B
Team
213 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-665-1444
ARTISAN PARTNERS LIMITED PARTNERSHIP
Milwaukee, WI
AUM
$183.62B
Team
114 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-390-6100
TIDAL INVESTMENTS LLC
Milwaukee, WI
AUM
$45.83B
Team
50 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
855-843-2534
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
Milwaukee, WI
AUM
$16.25B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414.765.1980
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
FIDUCIARY MANAGEMENT, INC.
Milwaukee, WI
AUM
$11.36B
Team
17 advisors
Clients
—
Fees
Percentage of AUM
414-226-4545
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
PROVIDENT TRUST COMPANY
Waukesha, WI
AUM
$6.86B
Team
2 advisors
Clients
0
Fees
Percentage of AUM
262-521-2300
NICHOLAS CO INC
Milwaukee, WI
AUM
$6.08B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-272-4650
DANA INVESTMENT ADVISORS INC
Waukesha, WI
AUM
$6.08B
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
262-782-3631
GENEVA CAPITAL MANAGEMENT LLC
Milwaukee, WI
AUM
$5.60B
Team
9 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
414-224-6002
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
THOMPSON INVESTMENT MANAGEMENT, INC.
Madison, WI
AUM
$3.08B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-827-5700
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
REINHART PARTNERS, LLC
Mequon, WI
AUM
$2.47B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
262-241-2020
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
344 total advisers in Wisconsin. Browse all Wisconsin advisors