Wisconsin · 3 advisers
Financial Advisors in Lake Geneva, Wisconsin
Looking for a financial advisor in Lake Geneva, Wisconsin? Falists indexes 3 SEC-registered and state-registered investment advisers in Lake Geneva — 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 $1.06B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$1.06B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lake Geneva
Ranked by AUM · Fees, team & specialties at a glance
FORM WEALTH ADVISORS, LLC
Lake Geneva, WI
AUM
$1.06B
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
262-686-3005
GENEVA PARTNERS, LLC
Lake Geneva, WI
AUM
$423.6M
Team
9 advisors
Clients
—
Fees
Percentage of AUM
262-248-1350
KRAMER INVESTMENT SERVICES, LLC
Lake Geneva, WI
AUM
$63.0M
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
262-729-4128
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Common questions
- How many financial advisors are in Lake Geneva, Wisconsin?
- 3 registered investment advisers are listed in our Lake Geneva directory, sourced from public SEC filings.
- What types of advisors are in Lake Geneva?
- 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 Lake Geneva?
- 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.