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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Wisconsin.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

4,616 financial advisors185 advisory firms50 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

185 advisory firmsCompare public facts. Verify experience directly.
4,616 financial advisors185 advisory firms50 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

1492 CAPITAL MANAGEMENT, LLCCRD 148566

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1834 INVESTMENT ADVISORS CO.CRD 105435

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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401K INVESTMENT PROFESSIONALSCRD 282495

Advisory firm

Filed advisory firm office: Waunakee, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansFinancial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVISORS MANAGEMENT GROUP INCCRD 113020

Advisory firm

Filed advisory firm office: La Crosse, WI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AFFILIATED FINANCIAL ADVISORS INCCRD 108154

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMERICAN INVESTMENT ADVISORS INCCRD 104579

Advisory firm

Filed advisory firm office: Madison, WI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ANNEX WEALTH MANAGEMENT, LLCCRD 127987

Advisory firm

Filed advisory firm office: Brookfield, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANTHONY CAPITAL MANAGEMENT, LLCCRD 312256

Advisory firm

Filed advisory firm office: De Pere, WI

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARCATAUR CAPITAL MANAGEMENT LLCCRD 124663

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARTISAN PARTNERS LIMITED PARTNERSHIPCRD 150114

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInsurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ASSOCIATED INVESTMENT SERVICES, INC.CRD 1464

Advisory firm

Filed advisory firm office: Green Bay, WI

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ATLATL ADVISERSCRD 284036

Advisory firm

Filed advisory firm office: Madison, WI

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersPension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AVAII WEALTH MANAGEMENT, LLCCRD 298165

Advisory firm

Filed advisory firm office: Appleton, WI

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD CAPITAL MANAGEMENT COMPANY, LLCCRD 323309

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLCCRD 269982

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLCCRD 326646

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLCCRD 145166

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLCCRD 168956

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLCCRD 298155

Advisory firm

Filed advisory firm office: Milwaukee, WI

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

Make sense of compensation, total costs and written terms.

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Questions for your first advisor meeting

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Check financial advisor credentials

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