Wisconsin · 4 advisers
Financial Advisors in La Crosse, Wisconsin
Looking for a financial advisor in La Crosse, Wisconsin? Falists indexes 4 SEC-registered and state-registered investment advisers in La Crosse — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $819.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$819.6M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in La Crosse
Ranked by AUM · Fees, team & specialties at a glance
ADVISORS MANAGEMENT GROUP INC
La Crosse, WI
AUM
$819.6M
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
608-782-0200
AUM
$236.4M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
608-784-9100
ANALYTICAL INVESTMENT SERVICES
La Crosse, WI
AUM
$7.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
608-781-8444
More cities in Wisconsin
Common questions
- How many financial advisors are in La Crosse, Wisconsin?
- 4 registered investment advisers are listed in our La Crosse directory, sourced from public SEC filings.
- What types of advisors are in La Crosse?
- 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 La Crosse?
- 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.