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
209 advisers found
MADISON INVESTMENT ADVISORS, LLC
Madison, WI
AUM
$13.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-274-0300
HECK CAPITAL ADVISORS, LLC
Rhinelander, WI
AUM
$11.31B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
715-361-1500
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
HARBOUR INVESTMENTS, INC.
Madison, WI
AUM
$9.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
213 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
608-662-6100
ORGEL WEALTH MANAGEMENT, LLC
Altoona, WI
AUM
$9.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
715-835-6525
ANNEX WEALTH MANAGEMENT, LLC
Brookfield, WI
AUM
$8.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
74 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
262-786-6363
BAKER TILLY WEALTH MANAGEMENT, LLC
Madison, WI
AUM
$4.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
833-761-0673
NICOLET WEALTH MANAGEMENT
Green Bay, WI
AUM
$4.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
45 advisors
Clients
More than 500
Fees
Percentage of AUM
920-430-1400
NORTH STAR ASSET MANAGEMENT INC
Neenah, WI
AUM
$3.35B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM
920-729-7900
RESONANT CAPITAL ADVISORS, LLC
Madison, WI
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608)-733-6220
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
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
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
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
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
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
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
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