PROVIDENT TRUST COMPANY
Waukesha, WI
AUM
$6.86B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
262-521-2300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
8 advisers found
DANA INVESTMENT ADVISORS INC
Waukesha, WI
AUM
$6.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
262-782-3631
ELLENBECKER INVESTMENT GROUP
Waukesha, WI
AUM
$2.06B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
262-691-3200
IAG WEALTH PARTNERS, LLC
Waukesha, WI
AUM
$1.87B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-446-8150
CAPITAL INNOVATIONS, LLC
Waukesha, WI
AUM
$806.7M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
262-746-3100
GLOBAL VIEW CAPITAL MANAGEMENT LLC
Waukesha, WI
AUM
$775.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
107 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
262-650-1030
DRAKE & ASSOCIATES, LLC
Waukesha, WI
AUM
$607.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
414-409-7226
MORGAN-ALY WEALTH MANAGEMENT, LLC
Waukesha, WI
AUM
$105.3M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
2626910100