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Best financial advisors in Milwaukee, WI

Registered advisers within 25 miles of Milwaukee, WI.

Offices
765
Firms
255
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,521 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

CHARACTER CAPITAL LLC
U.S. BANCORP ADVISORS, LLC
ARTISAN PARTNERS LIMITED PARTNERSHIP
JOHNSON WEALTH INC.
UNIPLAN INVESTMENT COUNSEL, INC.
SILVERCREST ASSET MANAGEMENT GROUP LLC
ROBERT W. BAIRD & CO. INCORPORATED
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
BAIRD CAPITAL MANAGEMENT COMPANY, LLC
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CVC MANAGER, LLC
RIVERWATER PARTNERS LLC
GLOBAL VALUE INVESTMENT CORPORATION

Investors

Jason Andrew Ryan
Julie Marie Fabian
BROC DONAVON BERGE
Kent Dean Demien
Tyler Jensen
RONALD CHARLES ALBERTS
DAVID PETER DAUCHY
JUSTIN D DAHL
JOSEPH MICHAEL MAIER
BRIAN ANTHONY SCHAEFER
RONALD EDWARD LEHMANN
BRADLEY DAVID MAZOLA
JASON DOUGLAS HERRIED
Bryant Shurn
ERIC STEPHEN ZWICKY
JOHN ROBERT KEMNITZER
Scott Lee Wisnewski
JEFFREY LAWRENCE PIERCE
JONATHAN HENSHUE
Damir Hadzalic
Claire Renee Wordell
Kelsey M. Ellsworth
Alexander John Stemberger
Breton Almstedt
Justin Landreman
Susan Baran
Adam Philip Stern
Sharon Christian
Nicholas Angelo Brunsch
ELIZABETH MARGARET WEDWARD
MICHAEL PAUL COX
JOSEPH ROBERT GUERIN
GRAHAM ALAN KESSEL
Dominic Paul Ceci
Kenneth Ray Bellinger
Cruz Bernal
Robert Schneider
MAUREEN COOGAN HOLSEN
Michael Kelly Miller
Shane Thomas Olson
RICHARD PAUL IMPERIALE
BRIAN RAYMOND BIES
GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON
MICHAEL JOSEPH GLAISNER
ADAM JOSEPH KAPUSTA
PAMELA CAIN-HENRY
LAURA MARIE HEBERT
DANIEL JOSEPH RENOUARD
LAURA K THUROW
CRAIG DONALD PEOTTER
DAVID ALAN GEORGE
Victor Masaru Kizushi
EDWARD B LERANTH
SUSAN GRACE LABANT
STEPHANIE KATHRYN RAY-KUCZYNSKI
Meghan Hegarty Dean
CHRISTINE HELEN LIND
CRAIG R. KENNISON
DUSTIN JOHN HUTTER
DANIEL S. SCHNOLL
BRIAN D. TREXELL
ROBERT VICTOR FILETTI
Ryan J Gill
PATRICK ERVIN NOWAK
MICHAEL S LEBERMAN
JACQUELINE TERESE JANICH
KATHLEEN M COBB
JEREMY C MORSE
THOMAS ALEXANDER HAYDEN
ROBERT W. MASON
JONATHAN LEE GOOD
PATRICK RICHARD MCGUIRE
JACQUELYN LEE NIEDERMEIER
ERIN E GRAY
WENDY JOY Wolfe
WENDY ANN CITKO
JAY EDWARD SCHWISTER
CHRISTA LYNN GRAVERSON
AARON M BENSON
Hersh M Kumbhani
JUDSON LUDING PLATZ
JOHN PATTERSON CAMPBELL
BRIANNA MARIE KVAM
TIMOTHY RONALD WOJS
DOUGLAS MATTHEW STENCEL
LEAH ANN STRICKLAND
CHAD PETER JOHNSON
CHARLES MICHAEL WEBER
TIMOTHY R FOTSCH
JOHN PETER RICHARDS
MATTHEW DANIEL DEERING
MICHAEL DAVID MONFELI
ANDREW WAYNE BALLARD
ERIN STANEK
Robert W Lalich
TERESA ANN MATTSON
Brenna C Olson
PETER R. DUBACK
Kellcy Lee Anderson
Taylor A Koch
Lori E Walker
Ashley M Price
Jordan Betty Bathey
Erica L Stalo
Anna C Ferkel
Mallory Arden McGinty
Michael J Pesendorfer
Donald A Smiley
Michael S Sullivan
Zachary Marc Hitchcock
Heriberto Rios
Anne Marie Wiesman
Shea L McCreight
Cynthia M Trapp
Ronald J Salmon
Madeline J Schroeder
Kaitlin M Rickard
Sierra Elleseg
Amanda J Thompson
Ethan Nils Arneson
David J Ellifson
Riley Treen Anna Rock
Mitchell Steiler
Casey E Rajala
Alec M Schaefer
Ryan J Bromberg
Jacob V Goran
Ashley A Wade
Madeline C Falkenberg
Nora Marie Byrne
Abigayle L Spitzer
Anthony E Tordik
Trent C Remmers
Maria Suchomski
Hye J Kwon
Morgan Maureen VanderMissen
Nicholas M Wong
Benjamin James Didier
Stephen Mitchell
Sophia G Purcell
William R Evans
Rachel J Albrecht
Ethan M Gebert
LINDA LEE DAVIS
JOHN JOSEPH LUY
DEBRA JEAN SCHMOKER
BRADLEY A NISWONGER
MICHAEL JOHN SCHROEDER
THOMAS MICHAEL LINN
MICHELLE LYNN BRIDGE
TODD MICHAEL HASCHKER
DAVID ALLEN THULI
KENNETH ANDREW GEHL
PHILLIP CHARLES DALLMAN
MARY FRANCES HOPPA
ERIK CHARLES DAHLBERG
CHARLES FREDERICK SEVERSON
CHRISTINE STERR
STEPHEN DAVID HOCH
THOMAS STEPHENSON OCONNOR
KELLY LYNN KONTOWSKI
BRENDA LYNN HUTCHINSON
MARY SHARON DEGUZMAN
MARY ELLEN STANEK
SCOTT MATTHEW GRENIER
JAMES EDWARD BORS
ERIC JON SOBCZAK
CHAD DAVID GIESE
TRISHA KAY RENNER
MONICA L MULLEN
STACY PARIDON WILLIAMS
MIRCEA DOBRE
DEREK KENSON LINDHOLM
FRANK DAVID WILSON
ANNE CLARE GUTIERREZ
CHRISTOPHER KINNE MERKER
MARIA MARGARETA McDermott
JULIE R SHANE
TIMOTHY PATRICK BYRNE
ALICE MARY AMBROWIAK
DAVID ANTHONY KLENKE
RICHARD CORY COLVIN
MARY EVELYN LEVAR
JENNIFER SUSAN OLEN
THOMAS RYAN SAVAGE
DANIEL H LAUBUSCH
DANIEL JON SCHNECK
TAMIE LYNN DUDOR
ROBERT STAN NELSON
HILLERY B EMMS
KATHERINE ARLEEN COSTIGAN
HEIDI LYNN SCHNEIDER
JODI LEIGH RISTAU
WILLIAM FILIPPO TICALI
PATRICK AWUORI MUTSUNE
GEOFREY CHIZILA BANDA
KRISTIN MARIE LINDBLOM
CHRISTOPHER MICHAEL CALVELLI
LINDA ELLEN GRANT-SMITH
BRADLEY DOUGLAS VIEGUT
DANIEL GERARD GUNDRUM
RICHARD DICKSON CUDAHY
MARK HUDSON FALCI
ROBERT GARY SCHULTZ
JUDY ANN VILLEGAS
PETER ROSS ANDERSON
TRACEY L KILLORAN
MICHELLE RENE HERNANDEZ CORTES
CARISA NICOLE OPPERMANN
JEFFREY D JOHNSON
SCOTT ALLEN SCHIEK
DAVID JOHN KONING
BRIAN J. CAMPEAU
BENJAMIN JOSEPH KALLO
LISA MARIE DUERR
JENNIFER COLLEEN HALDEMANN
DEANNE MARIE SOETENGA
SCOTT T. FALK
NICK ANTHONY COSTELLO
IVANA MARICH
Gary R Barutzke
SARA MARIE BROWN
JUSTIN H HOLSEN
Gabriel G Diederich
DIANNA JEANNE DAVIS
RYAN J ENGELHARDT
Darin Kochanski
HEATHER CAY MELZER
JEANNA MARIE WOODS
THOMAS J DUFFEY
ERIK R SCHLEICHER
MATTHEW HANSEN DOMSKI
PATRICK WILLIAM BROWN
DAN THOMAS GILIPSKY
ANDREW MERRILL EPSTEIN
MARGARET ERIN SAVAGE
JORDAN THOMAS MASNICA
LUKE L JUNK
TIFFANY ROBERTS KOWIESKI
JONATHAN ROBERT KOMP
ELIZABETH KATHRYN WEINKAUF
MAX STANLEY MANN
JOEL PATRICK GUINANE
DAVID R KELNHOFER
BENJAMIN T ZIMMER
HALIEN BESAW
JOSEPH JAMES CZECHOWICZ
Mary Elizabeth Baumer
CAROL LOUISE SLATER
BRIAN K NEITZKE
KEVIN R DUFFEY
MOLLY LUCILLE URBANEK
CHRISTOPHER SHANNON WILLIAMS
TIMOTHY S ORTH
ROGER W KLUMB
LEAH MARIE DAVIS
DEVON P NORWOOD
Katherine A Voss
KATHERINE M. SCHOEN
SCOTT CHARLES WILLMS
BRIDGET L CESAR
CORBIN NICHOLAS WEYER
ANDREW JEREMIAH SCHWERTFEGER
JOSEPH D VRUWINK
MICHAEL GEORGE RATKOVITCH
ANGELA KRISTEN STENKLYFT
JAMES ANTHONY JOHNSON
COLIN PATRICK KAVANAUGH
TRACY LYNN BIECK
MICHELLE E CRUZ
CHARLES DAVID HOOVER
MATTHEW T KRUEGER
ANDREW MICHAEL WHALEY
THOMAS KAVANAGH
Scott R Van Klompenburg
DONALD A MCCUNNIFF
CASSANDRA LEE MEYERS
ANDREW J O'CONNELL
CHARLES VICTOR FRY
RYAN P NIEUWENHUIS
KELSEY MARIE BRANDENBURG
MICHAEL JOHN THELEN
SAMANTHA LYNN SPARKS
NICHOLAS JOHN GROFF
ALYSSA MARIE DAHMS
ELLEN CHRISTINE GALEZEWSKI
TRICIA NICOLE BIVENS
SAMANTHA ROSE BANE
LAUREN ELIZABETH VOLLRATH
BRITTANY LYN ZESKE
JULIA A LEWIS
MATTHEW JACOB SHAPIRO
Whitney Sweet
CARLTON L HOLLAND
RILEY J GAYNOR
Krisi Dimo
MICHAEL M BROWN
BRETT DAWSEY
SAMANTHA ANN GERRITY
ALLISON LEIGH PARRA
MATTHEW C GIZELBACH
EMILY A RAYCHEL
Ronald w Johnson
MaryLee N Hope
Alicja Lemieux
Christine Ann Jasso
Sally Lucinda Falci
Amanda M Ridgway
AARON KRISTOPHER KOYKKARI
John S Cremer
Benjamin Lee Hemer
Michael Paul Hilbert
Benjamin Eggert
Megan E Preston
Alex J Kratz
Thomas Naleid
Brett Allen Selke
Bailey Elizabeth Adkins
Ryan W Eastman
Samuel Joseph Brinkman
Arjun J Singh
Lyssa McGauran Hobbs
Brennan T Demark
Alexandra Lauren Spangler
Brianna L Hoskins
Allison e Fantetti
Nathaniel David Radke
Andrew D Schmitz
Emma Lucille Hofman
Ryan Matthew Lueck
Kylie A Sprecher
Dina R Sofair
Theodore J Linn
Justine Eiting
John T Mullen
ALEC PAUL JOHNSON
ANDREW WILLIAM WULF
Charles A Jessup
Edmond Konrad
Robert J Schultz
Soumya Venkataraman
Lori A Eckhardt
Nicholas A Cafaro
Thomas O Niswonger
Kayla J Hollenbeck
Ralph C Reed
Christopher Y Brennan
Evan S Schuetze
Tiffany Amber Davenport
Seth J Paradowski
Benjamin T Ihrke
George K Wong
Jennifer Ellen Scharf
Mandy L Hess
Michael J Delgadillo
Matthew T Blank
Matthew P Garrity
Quinn J O'Connor
Cora K Trexell
Rowan C Hildebrandt
Ian D Albin
Ian Huber
Thomas Kent Ewing
Colton J Irion
Lucy M Bogen
Darek J Nelson
Nicholas L DeFrance
JOHN LAWRENCE MCALLISTER
SCOTT MICHAEL SULLIVAN
MICHAEL ROBERT SHANNON
TERRY LEE THOMPSON
KURT CHARLES STENGEL
COLETTE CONSTANCE GREGORY
CHRISTOPHER GERARD DIDIER
Lyle J Fitterer
TED P STUCKSLAGER
EDWARD HARVEY DEFRANCE
MICHAEL THOMAS SCHROEDER
STEPHEN B KOCH
KELLI ANNE DOWNS
Michelle Lea Krause
LESLEY MARIE AUGUSTINE
J RANDALL MCLAUGHLIN
MICHAEL GEORGE KLEIN
Matthew J McGuire
MARK ALAN KINDLER
JEAN ELLEN PRATT
KENNETH MICHAEL HEMAUER
SUZANNE C KING
Wendy S Casetta
SUEY SHEK WONG
TIMOTHY JAMES FUHR
PAUL ERIC CHRISTIAN
KATHRYN BLAKE CAREY
Jennifer L Hawthorne
JOHN MICHAEL MORIARTY
RANDALL PATRICK NORTH
THERESA DAWN BOYD
TIMOTHY MARC STEFFEN
MATTHEW COADY TURNER
BRADLEY ALLEN O'KEEF
BARBARA ANN NELSON
ALEXANDER JAMES SMITH
SHARON LOUISE SCHMID
CHRISTOPHER SHANE LEIDEL
NICOLE ANNE SOVA
DEENA LUANNE BRYAN
Diane S Bloxdorf
JUSTIN P HAUKE
Michelle A Kemmer
NICHOLAS C PRUHS
JESS HENRICKSON
DALE CONNOR WROBLEWSKI
Donald Bryant Conrad
MITCHELL J LALLEY
HARRISON NATHANIEL GREENE
BRIAN EDWARD HERALD
LEA ANNA GERSCHWILER
MICHELLE R DOWLING
JOHN JOSEPH ZIELINSKI
AMANDA ELIZABETH IGNASIAK
Matthew J Urbanek
Herman J Hodes
ALLISON MARIE MAYER
MADELYNN ROSE ALEJOS
COLLEEN MARGARET KUSY
NICHOLAS JOHN AUGUST
JAMES EDWARD BITTER
ABBY Quock
EMILY ROSE PHILLIPS
BRET Z DIETZ
ANGELA K SELL
BRITTANY T BOYLE
REBEKAH Jennifer Bozich
DANIEL R MUELLER
KIRSTEN M DICKINSON
Brian J Jacobs
Megan M Allen
Jonah L Durham
Zachary J Richardson
Merissa R Slowik
Lada J Avrunina
Micah D Dykema
Sean P Drinan
Derek W Polczynski
Samuel J Gutierrez
Matthias J Strotman
Ryan E Mulcahy
Henry T Schlenker
Sara E Aalpoel
Sabrina M Wolf
EVAN HOLMSTROM
Jessica L Vecitis
Claire Vaucant Mielke
Carrie A Berard
WILLIAM ARTHUR NALEID
ALEX MARTIN BIGELOW
PATRICK STEVEN LAWTON
JOHN GODFREY TAFT
STEPHANIE S CRUSE
TODD STEVEN NICHOL
JOHN ROBERT ROESNER
LAURA HODGE GOUGH
DAVID SOLOMON EPSTEIN
KATHLEEN MARY BERONJA
JEFFREY DALE HONAKER
Carl L Schemm
Adam T OMalley
Jeffrey R Bricco
Marisa B Dollard
MICHAEL GREGORY OLSZEWSKI
RYAN PAUL JAEGER
Bobby Burns
Ryan J Lemenager
Natalie G Cook
Jonathan D Lopez
Joshua J Allen
KEATON JACK WRIGHT
Elena K Leahy
CLIFFORD HERBERT HENRICKSON
JAMES ALLAN SCHULTZ
MAUREEN LENORE PATTERSON
Alexander J Hooten
Bennett D Love
Ashley N Carlson
RYAN JOHN LUNDEEN
Matthew B Schembari
VASILIOS D GERASOPOULOS
Stefan Martin
Kyle Robert Olson
BARBARA ANN SCHALLA
JAMES SIMPSON KAPLAN
MARK ROBERT ANDERSON
THOMAS MORRISON PRICE
LESLY MERRIKEN BARNES
JASON CHRISTOPHER BERRIE
Stephen Joseph Smitley
VINCENT STEVEN RUSSO
MICHAEL DAVID FOHR
Jay Thomas Dirienzo
Vitalia Melman
Susan Marie Olson
Michael Jay Bryan
Melvin Raymond Blann
Diane Lynn Thorsen
Matthew Donald Anderson
Ashley Marie Krueger-Rook
Linda Ann Gruenfeldt
Bradley John Kudick
Donald Jon Verhaalen
James Steven Dennik
ADAM JONATHAN PECK
Elizabeth Ann Gauthier
BRIAN J GIGL
MATTHEW MICHAEL DRVARIC
John Connor Doak
Nathan Fredrick
JAMES PHILIP GEYGAN
JEFFREY RICHART GEYGAN
THOMAS MATTHEW MOLOSKY

Within 25 miles of Milwaukee, WI, Best Investors lists 255 registered investment advisory firms with 765 offices nearby, managing about $16.2T in combined regulatory AUM across 2,777,521 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Milwaukee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM