GATEWAY WEALTH PARTNERS, LLC
Appleton, WI
AUM
$2.28B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
83 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(920) 731-9293
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
344 advisers found
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
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
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
HAMMES REALTY ADVISORS, LLC
Milwaukee, WI
AUM
$2.02B
Wealth Mgmt
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-509-2500
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
HEARTLAND ADVISORS, INC.
Milwaukee, WI
AUM
$1.92B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
414-347-7777
KLCM ADVISORS, INC.
Milwaukee, WI
AUM
$1.88B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
414-765-1234
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
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
AUM
$1.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
920-727-1137
N.E.W. ADVISORY SERVICES, LLC
De Pere, WI
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
920-712-7800
CAMPBELL NEWMAN ASSET MANAGEMENT INC
Milwaukee, WI
AUM
$1.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
414-908-6670
ISTHMUS PARTNERS, LLC
Madison, WI
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-729-0949
MASON WELLS, INC.
Milwaukee, WI
AUM
$1.42B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
414-727-6400
PACKERLAND BROKERAGE SERVICES, INC.
Green Bay, WI
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
165 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
920-662-9500
THE MILWAUKEE COMPANY
Thiensville, WI
AUM
$1.35B
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
262-238-6980
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
MADISON PARTNERS
Madison, WI
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM
608-210-1021
ASSOCIATED INVESTMENT SERVICES, INC.
Green Bay, WI
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & Estates
Team
27 advisors
Clients
More than 500
Fees
Percentage of AUM
800-595-7722
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
KERBERROSE WEALTH MANAGEMENT, LLC
Shawano, WI
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
715.526.9400
CANOPY WEALTH MANAGEMENT
Middleton, WI
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
608-662-9018
GOLDSTEIN ADVISORS, LLC
Madison, WI
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-831-3230