Falists

Wisconsin · 8 advisers

Financial Advisors in Waukesha, Wisconsin

Looking for a financial advisor in Waukesha, Wisconsin? Falists indexes 8 SEC-registered and state-registered investment advisers in Waukesha — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $6.86B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

8

Largest AUM

$6.86B

Financial planning

4

Filter by specialty

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

AllWealth8Planning4Trusts7Retirement2Institutional5

Top advisors in Waukesha

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

View all 8 →

More cities in Wisconsin

Milwaukee (72)Madison (57)Appleton (24)Brookfield (19)Mequon (15)Green Bay (13)Middleton (9)Wausau (7)West Bend (6)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

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