How many financial advisors are in Wausau, Wisconsin?

Falists lists 7 registered investment advisers with a principal office or filing address in Wausau, Wisconsin, based on public SEC IAPD data.

How do financial advisors in Wausau charge fees?

Fee structures vary by firm. In Wausau, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Wausau?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Wisconsin · 7 advisers

Financial Advisors in Wausau, Wisconsin

Looking for a financial advisor in Wausau, Wisconsin? Falists indexes 7 SEC-registered and state-registered investment advisers in Wausau — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $649.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$649.3M

Financial planning

Filter by specialty

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

All Wealth7 Planning7 Trusts6 Retirement3 Institutional2

Top advisors in Wausau

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

View all 7 →

MIDWEST PROFESSIONAL PLANNERS, LTD.

Wausau, WI

AUM

$649.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

15 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +2 more

715-848-3474

Full profile Visit site →

Wausau, WI

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM; Hourly charges

715-845-4367

Full profileNo website

More cities in Wisconsin

Milwaukee (72)Madison (57)Appleton (24)Brookfield (19)Mequon (15)Green Bay (13)Middleton (9)Waukesha (8)West Bend (6)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

How many financial advisors are in Wausau, Wisconsin?: 7 registered investment advisers are listed in our Wausau directory, sourced from public SEC filings.
What types of advisors are in Wausau?: 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 Wausau?: 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.