Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
REAL WEALTH ADVISORS LLC
Brookfield, WI
AUM
—
Team
2 advisors
Clients
101-250
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
414-808-2345
THRESHOLD COMPASS STRATEGIES, INC.
Sheboygan, WI
AUM
—
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
920-238-8880
VERITAS FINANCIAL SERVICES, LLC
Plymouth, WI
AUM
—
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
920-893-5262
VOGEL CONSULTING, LLC
Brookfield, WI
AUM
—
Team
3 advisors
Clients
11-25
Fees
Hourly charges; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
262-790-4960
ZIEGLER LINK-AGE MANAGEMENT III, LLC
Milwaukee, WI
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
414-978-6400
MASON STREET ADVISORS, LLC
Milwaukee, WI
AUM
$39.08B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; SEE SCHEDULE D-MISCELLANEOUS
414-665-5400
KELLOGG ASSET MANAGEMENT, LLC
Green Bay, WI
AUM
$2.86B
Team
9 advisors
Clients
—
Fees
Percentage of AUM
800-236-5215
SENTRY INVESTMENT MANAGEMENT, L.L.C.
Stevens Point, WI
AUM
$1.43B
Team
8 advisors
Clients
—
Fees
Percentage of AUM
715-346-6000
FRIEDLANDER & CO INC
Milwaukee, WI
AUM
$564.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
414-273-0308
STERLING CAPITAL MANAGEMENT INC
Brookfield, WI
AUM
$296.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
262-970-9700
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
Madison, WI
AUM
$159.6M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
608-827-6414
AUM
$136.8M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
239-404-1093
LASALLE INVESTMENT ADVISORS, INC.
Pewaukee, WI
AUM
$133.6M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
262-650-1099