ROBERT W. BAIRD & CO. INCORPORATED
Milwaukee, WI
AUM
$394.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3170 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +4 more
414-765-3500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in WI, MILWAUKEE
22 advisers found
JOHNSON WEALTH INC.
Milwaukee, WI
AUM
$10.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
71 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
414-291-4500
1834 INVESTMENT ADVISORS CO.
Milwaukee, WI
AUM
$2.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(414) 615-1012
OPEROSE ADVISORS LLC
Milwaukee, WI
AUM
$2.04B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
414-209-3280
LANDAAS & COMPANY
Milwaukee, WI
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
414-223-1099
DIVERSIFIED MANAGEMENT INC
Milwaukee, WI
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
414-292-1900
CAPITAL INVESTMENT SERVICES OF AMERICA INC
Milwaukee, WI
AUM
$1.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM
414-278-7744
OARSMAN CAPITAL, INC
Milwaukee, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
414-221-0081
RIVERWATER PARTNERS LLC
Milwaukee, WI
AUM
$660.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
414-858-8000
THE MILWEALTH GROUP, LLC
Milwaukee, WI
AUM
$496.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM
414-475-1369
1492 CAPITAL MANAGEMENT, LLC
Milwaukee, WI
AUM
$274.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
414-276-1492
TRANSCEND ADVISOR GROUP, LLC
Milwaukee, WI
AUM
$253.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
262-884-9983
REGAL BAY INVESTMENT GROUP, LLC
Milwaukee, WI
AUM
$114.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-225-3551
MILBORN ADVISORS, LTD
Milwaukee, WI
AUM
$107.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
414-585-0070
WARDEN WEALTH MANAGEMENT, LLC
Milwaukee, WI
AUM
$26.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
414-270-4500
HILLTOP FINANCIAL ADVISORS
Milwaukee, WI
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
414-856-7100
SIMPLICITY FINANCIAL, LLC
Milwaukee, WI
AUM
$8.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
(414) 207-6473
AUREA INVESTMENTS LLC
Milwaukee, WI
AUM
$300K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(646) 820-0840
ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.
Milwaukee, WI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges · Fixed fees +1 more
414-607-9310
DREAM BIGGER FINANCIAL, LLC
Milwaukee, WI
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
414-369-2249
KORBITZ FINANCIAL PLANNING LLC
Milwaukee, WI
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
(414) 979-1040
ALLISON & COMPANY FINANCIAL COUNSELORS, LLC
Milwaukee, WI
AUM
$52.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
414-299-8434
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