Fiduciary advisors in Wisconsin

185registered advisers
165fee-only verified

Milwaukee's old-line manufacturing wealth and Madison's university-adjacent economy give Wisconsin two distinct advisory corridors. The state has 185 SEC-registered fiduciary advisors, 165 operating fee-only. Wisconsin's favorable treatment of retirement distributions -- with a partial exclusion for qualified plan withdrawals -- creates specific planning opportunities that local advisors incorporate routinely.

Cities

Altoona3Appleton15Belgium1Brookfield13Cedarburg1De Pere3Delafield2Eau-Claire1Elm Grove2Evansville1Fort Atkinson1Green Bay8Hartland1Hobart1Hudson1Janesville1La Crosse2Lake Geneva2Madison28Marshfield1Mcfarland1Menomonee Falls1Mequon6Middleton4Milwaukee46Mishicot1Mount Pleasant1Muskego1Neenah2Oshkosh1Pewaukee2Platteville1Plover2Rhinelander1River Falls1Shawano1Sheboygan1Sister Bay1Stevens Point2Sun Prairie1Thiensville2Tomah1Waukesha7Waunakee1Wausau4Wauwatosa2West Bend3

Top advisors

1492 CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #148566
Typical Fee--
AUM$220M
Minimum--
Clients101

1834 INVESTMENT ADVISORS CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #105435
Typical Fee--
AUM$1.0B
Minimum--
Clients924

401K INVESTMENT PROFESSIONALS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waunakee, WisconsinCRD #282495
Typical Fee--
AUM$311M
Minimum--
Clients131

ADVISORS MANAGEMENT GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
La Crosse, WisconsinCRD #113020
Typical Fee1.25%
AUM$713M
Minimum--
Clients4,862

AFFILIATED FINANCIAL ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #108154
Typical Fee--
AUM$541M
Minimum--
Clients2,207

ALPHA INVESTMENT CONSULTING GROUP, LLC

Fee-Only, No ConflictsClean Record
Milwaukee, WisconsinCRD #139721
Typical Fee--
AUM$636M
Minimum--
Clients11

AMERICAN INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #104579
Typical Fee--
AUM$124M
Minimum--
Clients161

ANNEX WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #127987
Typical Fee--
AUM$8.1B
Minimum--
Clients22,003

ANTHONY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
De Pere, WisconsinCRD #312256
Typical Fee--
AUM$27M
Minimum--
Clients1

ARCATAUR CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #124663
Typical Fee--
AUM$404M
Minimum--
Clients708

ARTISAN PARTNERS LIMITED PARTNERSHIP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #150114
Typical Fee--
AUM$162.7B
Minimum--
Clients267

ASSOCIATED INVESTMENT SERVICES, INC.

Also Compensated via Brokerage
Green Bay, WisconsinCRD #1464
Typical Fee--
AUM$1.0B
Minimum--
Clients5,050

ATLATL ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #284036
Typical Fee--
AUM$230M
Minimum--
Clients234

AVAII WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #298165
Typical Fee1.55%
AUM$443M
Minimum--
Clients2,402

BAIRD CAPITAL MANAGEMENT COMPANY, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #323309
Typical Fee--
AUM$740M
Minimum--
Clients10

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #269982
Typical Fee--
AUM$40M
Minimum--
Clients1

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #292786
Typical Fee--
AUM$75M
Minimum--
Clients1

BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #326646
Typical Fee--
AUM$86M
Minimum--
Clients1

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #145166
Typical Fee--
AUM$2M
Minimum--
Clients3

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #168956
Typical Fee--
AUM$255M
Minimum--
Clients3

BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #298155
Typical Fee--
AUM$227M
Minimum--
Clients3

BAKER TILLY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #167811
Typical Fee--
AUM$4.6B
Minimum--
Clients2,165

BEADELL A D INVESTMENT COUNSEL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Mequon, WisconsinCRD #106946
Typical Fee--
AUM$250M
Minimum--
Clients130

BERNICKE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Altoona, WisconsinCRD #335431
Typical Fee--
AUM$802M
Minimum--
Clients2,530

BKM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #323928
Typical Fee--
AUM$652M
Minimum--
Clients1,921

BLACK MAPLE CAPITAL MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #168385
Typical Fee--
AUM$298M
Minimum--
Clients8

BLACKHAWK CAPITAL PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Thiensville, WisconsinCRD #158020
Typical Fee--
AUM$336M
Minimum--
Clients295

BOARDWALK FINANCIAL STRATEGIES LLC

Fee-Only, No ConflictsClean Record
Hartland, WisconsinCRD #165048
Typical Fee--
AUM$176M
Minimum--
Clients592

BREAKTHRU ADVISORY SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Muskego, WisconsinCRD #332173
Typical Fee1.50%
AUM$243M
Minimum--
Clients585

BROADVIEW FINANCIAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wauwatosa, WisconsinCRD #143550
Typical Fee--
AUM$623M
Minimum--
Clients1,273

BROOK CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #130919
Typical Fee--
AUM$283M
Minimum--
Clients1,490

BUSKA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wausau, WisconsinCRD #170627
Typical Fee--
AUM$529M
Minimum--
Clients3,520

CALCULATED WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #318985
Typical Fee--
AUM$201M
Minimum--
Clients194

CAMPBELL NEWMAN ASSET MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #107003
Typical Fee--
AUM$1.3B
Minimum--
Clients1,382

CANOPY WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Middleton, WisconsinCRD #297717
Typical Fee--
AUM$1.2B
Minimum--
Clients2,608

CAPITAL INNOVATIONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #145329
Typical Fee--
AUM$373M
Minimum--
Clients9

CAPITAL INVESTMENT SERVICES OF AMERICA INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #110639
Typical Fee1.00%
AUM$1.3B
Minimum--
Clients937

CAPITAL WEALTH ADVISORS, LTD.

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Bend, WisconsinCRD #155263
Typical Fee--
AUM$114M
Minimum--
Clients530

CHARTER CAPITAL MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brookfield, WisconsinCRD #35919
Typical Fee--
AUM$412M
Minimum--
Clients377

CLF ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #284060
Typical Fee--
AUM$110M
Minimum--
Clients990

CLIENT FIRST INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Bend, WisconsinCRD #282600
Typical Fee--
AUM$272M
Minimum--
Clients1,578

COLLAR CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #152325
Typical Fee1.50%
AUM$176M
Minimum--
Clients297

CONCEPTUAL FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #167513
Typical Fee--
AUM$190M
Minimum--
Clients778

COORDINATED CAPITAL SECURITIES, INC.

Also Compensated via Brokerage
Fort Atkinson, WisconsinCRD #14762
Typical Fee--
AUM$160M
Minimum--
Clients248

COPPER HARBOR INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #169978
Typical Fee--
AUM$665M
Minimum--
Clients228

CORNERSTONE FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Appleton, WisconsinCRD #324255
Typical Fee1.50%
AUM$220M
Minimum--
Clients1,429

CUSHING CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Delafield, WisconsinCRD #313497
Typical Fee--
AUM$233M
Minimum--
Clients659

CWP PRIVATE WEALTH MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
West Bend, WisconsinCRD #281520
Typical Fee--
AUM$222M
Minimum--
Clients1,053

DANA INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #105879
Typical Fee--
AUM$5.8B
Minimum--
Clients3,699

DENALI WEALTH MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Mequon, WisconsinCRD #153323
Typical Fee--
AUM$183M
Minimum--
Clients376
View all 185 advisors in Wisconsin
Fiduciary Financial Advisors in Wisconsin | FiduciaryListings