Wisconsin · 5 advisers
Financial Advisors in Elm Grove, Wisconsin
Looking for a financial advisor in Elm Grove, Wisconsin? Falists indexes 5 SEC-registered and state-registered investment advisers in Elm Grove — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $194.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$194.3M
Financial planning
4
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Elm Grove
Ranked by AUM · Fees, team & specialties at a glance
LIBERTY FINANCIAL GROUP, INC.
Elm Grove, WI
AUM
$194.3M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
262-785-1377
WINDERMERE WEALTH ADVISORS, LLC
Elm Grove, WI
AUM
$84.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-759-7824
FAMILY INVESTMENT PLANNING, LLC
Elm Grove, WI
AUM
$10.0M
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
414-435-0601
GTG WEALTH MANAGEMENT, LLC
Elm Grove, WI
AUM
—
Team
2 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
262-796-1190
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Common questions
- How many financial advisors are in Elm Grove, Wisconsin?
- 5 registered investment advisers are listed in our Elm Grove directory, sourced from public SEC filings.
- What types of advisors are in Elm Grove?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Elm Grove?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.