Top Financial Advisors in Middleton, Wisconsin
Finding the right financial advisor in Middleton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Middleton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Middleton, WI.
Find the Best Financial Advisor Firms in Middleton:
CANOPY WEALTH MANAGEMENT
CRD#: 297717
Address: 8215 Greenway Boulevard Suite 540, Middleton, WI 53562
Clients: 544
Average Clients per Advisor: 45
AUM: $ 1.1B
MILESTONE INVESTMENT ADVISORS, LLC
CRD#: 168429
Address: 6702 Stonefield Road Suite 201, Middleton, WI 53562
Clients: 210
Average Clients per Advisor: 42
AUM: $ 681M
JACOBSON & SCHMITT ADVISORS, LLC
CRD#: 140431
Address: 8333 Greenway Blvd Suite 330, Middleton, WI 53562
Clients: 226
Average Clients per Advisor: 22
AUM: $ 364M
GOOGINS ADVISORS, INC
CRD#: 13985
Address: 6417 University Ave, Middleton, WI 53562
Clients: 647
In Business for: 43 Years
Average Clients per Advisor: 215
AUM: $ 321M
Disclosures: 2
T. ANTON INVESTMENT HOUSE, INC.
CRD#: 174970
Address: 6300 University Avenue, Suite 100, Middleton, WI 53562
Clients: 276
Average Clients per Advisor: 69
AUM: $ 235M
MICHAEL A. DUBIS FINANCIAL PLANNING, LLC
CRD#: 121419
Address: 8383 Greenway Blvd. Suite 600, Middleton, WI 53562
Clients: 2
Average Clients per Advisor: 2
AUM: $ 195M
How We Chose the Top Financial Advisors in Middleton, Wisconsin
To create this list of top financial advisor firms in Middleton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Middleton has to offer.
Search Financial Advisors in Middleton, Wisconsin
R.philip Petrowski
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Richard Michael Rieder
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Ronald R Schneller
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Kristin Anne Braska
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Kathleen Ann Bramlett
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Allen John Schmidt
Registered Affiliation(s):MORGAN STANLEY
Kelly Lynn Baumbach
Registered Affiliation(s):BAKER TILLY WEALTH MANAGEMENT, LLC
Thomas Leslie Dahl
Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC
Brian Henry Hensen
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
James Ray Stephenson
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Claire Ann Walmer
Registered Affiliation(s):LPL FINANCIAL LLC
James Corkey Custer
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Scott Douglas James
Registered Affiliation(s):MORGAN STANLEY
Scott Darrell Barth
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Daniel John Miller
Registered Affiliation(s):EAGLE STRATEGIES LLC
Bradley John Mueller
Registered Affiliation(s):VALMARK ADVISERS, INC.
Regina Marie Mcginn
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tami Rae Salzwedel
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Kathy Jo Houzner
Registered Affiliation(s):LPL FINANCIAL LLC
Vito Mark Lotta
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Patrick Terrence Mcmahon
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Jason Duwayne Roen
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher Jon Wilbricht
Registered Affiliation(s):PFS INVESTMENTS INC.
Thomas James Freitag
Registered Affiliation(s):APEX FIDUCIARY ADVISORS LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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