Financial Advisors in Milwaukee, WI

Managing your personal financial situation is a painstaking and time consuming process. Financial Advisors are trained specifically to help clients reach their goals in a variety of ways including portfolio management, retirement planning, and debt consolidation along with many others. Selecting the right financial professional for your situation can be equally challenging. Not all wealth management firms are created equal. Take a look at the results in your area below:

  • Large Firm

    1492 CAPITAL MANAGEMENT, LLC

    309 North Water Street, Milwaukee WI

    (414) 276-1492

  • Large Firm

    1834 INVESTMENT ADVISORS CO.

    511 N Broadway, Milwaukee WI

    (414) 615-1012

  • Large Firm

    AFFILIATED FINANCIAL ADVISORS INC

    2600 North Mayfair Rd., Milwaukee WI

    (414) 476-4999

  • Medium Firm

    ALLISON & COMPANY FINANCIAL COUNSELORS, LLC

    207 E Buffalo St, Milwaukee WI

    (414) 299-8434

  • Large Firm

    ALPHA INVESTMENT CONSULTING GROUP, LLC

    111 East Kilbourn Avenue, Milwaukee WI

    (414) 319-4100

  • Large Firm

    ARCATAUR CAPITAL MANAGEMENT LLC

    826 North Plankinton Avenue, Suite 300, Milwaukee WI

    (414) 225-8200

  • Large Firm

    ARTISAN PARTNERS LIMITED PARTNERSHIP

    875 East Wisconsin Avenue, Milwaukee WI

    (414) 390-6100

  • Large Firm

    BAIRD CAPITAL MANAGEMENT COMPANY, LLC

    777 E. Wisconsin Avenue, Milwaukee WI

    (414) 765-3500

  • Large Firm

    BLACK MAPLE CAPITAL MANAGEMENT LP

    250 East Wisconsin Avenue, Milwaukee WI

    (414) 294-7777

  • Large Firm

    CAMPBELL NEWMAN ASSET MANAGEMENT INC

    330 East Kilbourn Avenue, Milwaukee WI

    (414) 908-6670

  • Large Firm

    CAPITAL INVESTMENT SERVICES OF AMERICA INC

    111 E. Wisconsin Ave, Suite 1310, Milwaukee WI

    (414) 278-7744

  • Large Firm

    DIVERSIFIED MANAGEMENT INC

    330 E. Kilbourn Ave., Milwaukee WI

    (414) 292-1900

  • Large Firm

    FIDUCIARY MANAGEMENT, INC.

    790 N. Water Street, Milwaukee WI

    (414) 226-4545

  • Large Firm

    FRIEDLANDER & CO INC

    322 E. Michigan Street Ste. 250, Milwaukee WI

    (414) 273-0308

  • Medium Firm

    GALLATIN FINANCIAL ADVISORS, LLC

    1433 N Water Street, Milwaukee WI

    (773) 332-0499

  • Large Firm

    GENEVA CAPITAL MANAGEMENT LLC

    411 E. Wisconsin Ave., Milwaukee WI

    (414) 224-6002

  • Large Firm

    GLOBAL VALUE INVESTMENT CORPORATION

    1433 N Water Street, Milwaukee WI

    (262) 478-0640

  • Large FirmViolation Reported

    HEARTLAND ADVISORS, INC.

    790 N Water Street Suite 1200, Milwaukee WI

    (414) 347-7777

  • Small Firm

    HILLTOP FINANCIAL ADVISORS

    9000 W Chester St, Milwaukee WI

    (414) 856-7100

  • Large Firm

    JOHNSON WEALTH INC.

    555 East Wells Street, Milwaukee WI

    (414) 291-4500

  • Medium Firm

    KADEMIAN FINANCIAL GROUP INC

    330 E. Kilbourn Ave Ste 1465, Milwaukee WI

    (414) 289-9925

  • Large Firm

    KLCM ADVISORS, INC.

    330 E Kilbourn Avenue, Milwaukee WI

    (414) 765-1234

  • Large Firm

    LANDAAS & COMPANY

    411 E Wisconsin Ave, Milwaukee WI

    (414) 223-1099

  • Large Firm

    MARIETTA INVESTMENT PARTNERS, LLC

    100 East Wisconsin Avenue, Suite 2650, Milwaukee WI

    (414) 289-9080

  • Large FirmViolation Reported

    MASON STREET ADVISORS, LLC

    720 East Wisconsin Avenue, Milwaukee WI

    (414) 665-5400

  • Large Firm

    MASON WELLS, INC.

    411 E. Wisconsin Avenue, Milwaukee WI

    (414) 727-6400

  • Large Firm

    MCCARTHY GRITTINGER FINANCIAL GROUP, LLC

    125 South 84th Street, Milwaukee WI

    (414) 475-1369

  • Medium Firm

    MILBORN ADVISORS, LTD

    301 N. Broadway, Suite 203, Milwaukee WI

    (414) 585-0070

  • Large Firm

    NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

    777 East Wisconsin Avenue, Suite 2350, Milwaukee WI

    (414) 765-1980

  • Large Firm

    NICHOLAS CO INC

    411 E. Wisconsin Ave., Milwaukee WI

    (414) 272-4650

  • Large FirmViolation Reported

    NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

    720 East Wisconsin Avenue, Milwaukee WI

    (414) 665-1444

  • Large Firm

    OARSMAN CAPITAL, INC

    759 North Milwaukee Street, Milwaukee WI

    (414) 221-0081

  • Large Firm

    OPEROSE ADVISORS LLC

    731 North Water Street, Milwaukee WI

    (414) 209-3280

  • Medium FirmViolation Reported

    REGAL BAY INVESTMENT GROUP, LLC

    250 East Wisconsin Avenue, Milwaukee WI

    (414) 225-3551

  • Large Firm

    RIVERWATER PARTNERS LLC

    1433 N. Water Street, Milwaukee WI

    (414) 858-8000

  • Large FirmViolation Reported

    ROBERT W. BAIRD & CO. INCORPORATED

    777 E. Wisconsin Avenue, Milwaukee WI

    (414) 765-3500

  • Small Firm

    SIMPLICITY FINANCIAL, LLC

    342 N Water Street, Milwaukee WI

    (414) 207-6473

  • Large Firm

    SIMS CAPITAL MANAGEMENT LLC

    225 E. Mason Street, Milwaukee WI

    (414) 765-1107

  • Large Firm

    SKYLANDS CAPITAL, LLC

    1200 North Mayfair Road, Milwaukee WI

    (414) 256-3380

  • Large Firm

    TIDAL INVESTMENTS LLC

    234 West Florida Street, Milwaukee WI

    (844) 986-7700

  • Large Firm

    TRANSCEND ADVISOR GROUP, LLC

    311 E Chicago Street, Milwaukee WI

    (262) 884-9983

  • Large Firm

    UNIPLAN INVESTMENT COUNSEL, INC.

    839 N Jefferson St., Milwaukee WI

    (262) 534-3000

  • Small Firm

    WARDEN WEALTH MANAGEMENT, LLC

    770 N Jefferson St, Milwaukee WI

    (414) 270-4500