Falists

Wisconsin · 9 advisers

Financial Advisors in Middleton, Wisconsin

Looking for a financial advisor in Middleton, Wisconsin? Falists indexes 9 SEC-registered and state-registered investment advisers in Middleton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $1.15B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

8

Largest AUM

$1.15B

Financial planning

9

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth9Planning9Trusts7Retirement5Institutional3

Top advisors in Middleton

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

SHELLCREST FINANCIAL LLC

Middleton, WI

AUM

$0

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

715-208-0934

Full profileNo website

More cities in Wisconsin

Milwaukee (72)Madison (57)Appleton (24)Brookfield (19)Mequon (15)Green Bay (13)Waukesha (8)Wausau (7)West Bend (6)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

How many financial advisors are in Middleton, Wisconsin?
9 registered investment advisers are listed in our Middleton directory, sourced from public SEC filings.
What types of advisors are in Middleton?
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 Middleton?
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.