Top Financial Advisors in Milwaukee, Wisconsin
Finding the right financial advisor in Milwaukee 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 Milwaukee, 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 Milwaukee, WI.
Find the Best Financial Advisor Firms in Milwaukee:
ROBERT W. BAIRD & CO. INCORPORATED
CRD#: 8158
Address: 777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
Clients: 141,619
In Business for: 106 Years
Average Clients per Advisor: 47
AUM: $ 247.8B
Disclosures: 69
JOHNSON WEALTH INC.
CRD#: 125557
Address: 555 East Wells Street Suite 1900, Milwaukee, WI 53202
Clients: 645
Average Clients per Advisor: 12
AUM: $ 7.7B
WIPFLI FINANCIAL ADVISORS, LLC
CRD#: 109983
Address: 10000 Innovation Drive Suite 250, Milwaukee, WI 53226
Clients: 1,723
Average Clients per Advisor: 22
AUM: $ 5.1B
SADOFF INVESTMENT MANAGEMENT LLC
CRD#: 105160
Address: 250 W. Coventry Ct #109, Milwaukee, WI 53217
Clients: 55
Average Clients per Advisor: 13
AUM: $ 1.9B
DIVERSIFIED MANAGEMENT INC
CRD#: 106680
Address: 330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202
Clients: 129
Average Clients per Advisor: 25
AUM: $ 1.4B
LANDAAS & COMPANY
CRD#: 47487
Address: 411 E. Wisconsin Ave 20th Floor, Milwaukee, WI 53202
Clients: 1,024
In Business for: 37 Years
Average Clients per Advisor: 53
AUM: $ 1.3B
Disclosures: 2
How We Chose the Top Financial Advisors in Milwaukee, Wisconsin
To create this list of top financial advisor firms in Milwaukee, 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 Milwaukee has to offer.
Search Financial Advisors in Milwaukee, Wisconsin
Sara Gabrielle Pitcel
Registered Affiliation(s):MORGAN STANLEY
Margaret Christine Spada
Registered Affiliation(s):EDWARD JONES
Amy Lynn Williams
Registered Affiliation(s):EDWARD JONES
Patrick Alan Schultz
Registered Affiliation(s):EDWARD JONES
Craig Alan Lotz
Registered Affiliation(s):EDWARD JONES
Christopher Russell Svacina
Registered Affiliation(s):LPL FINANCIAL LLC
Scott Eric Anderson
Registered Affiliation(s):EDWARD JONES
Mark David Berghuis
Registered Affiliation(s):EDWARD JONES
Jessica Ellen Mathias
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jeffrey Ronald Petrus
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ryan G Melby
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jonathan Henry Schomberg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ronald Bruce Sadoff
Registered Affiliation(s):SADOFF INVESTMENT MANAGEMENT LLC
Susan Fieweger Brotz
Registered Affiliation(s):EDWARD JONES
Nathan Stephen Cowen
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Neil A Conway
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Shane M Mccauley
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Casey Berrall
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Paul K Kenneth Ramus
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Kevin Michael Nemoir
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Vail Thompson
Registered Affiliation(s):EDWARD JONES
Gregory Thomas Sommersberger
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Jeremy James Bisick
Registered Affiliation(s):EDWARD JONES
Laurie Jean Tebon
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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