Wisconsin · 4 advisers
Financial Advisors in Wauwatosa, Wisconsin
Looking for a financial advisor in Wauwatosa, Wisconsin? Falists indexes 4 SEC-registered and state-registered investment advisers in Wauwatosa — 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 $699.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$699.2M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wauwatosa
Ranked by AUM · Fees, team & specialties at a glance
BROADVIEW FINANCIAL MANAGEMENT, LLC
Wauwatosa, WI
AUM
$699.2M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
414-390-1492
INTRINSIC INVESTORS LLC
Wauwatosa, WI
AUM
$129.4M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
414-831-5700
ANEW ADVISORS, LLC
Wauwatosa, WI
AUM
$79.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
414-704-2875
FULTON INVESTMENT ADVISERS, INC.
Wauwatosa, WI
AUM
$14.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
414-302-9999
More cities in Wisconsin
Common questions
- How many financial advisors are in Wauwatosa, Wisconsin?
- 4 registered investment advisers are listed in our Wauwatosa directory, sourced from public SEC filings.
- What types of advisors are in Wauwatosa?
- 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 Wauwatosa?
- 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.