Fiduciary advisors in Milwaukee, WI

46 registered advisers

46 SEC-registered fiduciary advisory firms operate in Milwaukee, Wisconsin. Among them, 43 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.

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

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

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

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

BLACK MAPLE CAPITAL MANAGEMENT LP

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

CAMPBELL NEWMAN ASSET MANAGEMENT INC

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

CAPITAL INVESTMENT SERVICES OF AMERICA INC

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

DIVERSIFIED MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #106680
Typical Fee--
AUM$1.7B
Minimum--
Clients1,706

FIDUCIARY MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #109149
Typical Fee--
AUM$15.0B
Minimum--
Clients686

FRIEDLANDER & CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #105150
Typical Fee--
AUM$565M
Minimum--
Clients64

GENEVA CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #105432
Typical Fee--
AUM$6.2B
Minimum--
Clients4,141

GLOBAL VALUE INVESTMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #144260
Typical Fee1.50%
AUM$194M
Minimum--
Clients515

HAMMES REALTY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #165693
Typical Fee--
AUM$1.8B
Minimum--
Clients5

HEARTLAND ADVISORS, INC.

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #29433
Typical Fee--
AUM$1.9B
Minimum--
Clients93

JOHNSON WEALTH INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #125557
Typical Fee--
AUM$9.1B
Minimum--
Clients6,888

KLCM ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #107847
Typical Fee--
AUM$1.5B
Minimum--
Clients623

LANDAAS & COMPANY

Also Compensated via Brokerage
Milwaukee, WisconsinCRD #47487
Typical Fee--
AUM$1.7B
Minimum--
Clients4,030

MARIETTA INVESTMENT PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #108479
Typical Fee--
AUM$605M
Minimum--
Clients144

MASON STREET ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #114085
Typical Fee--
AUM$35.0B
Minimum--
Clients31

MASON WELLS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #173069
Typical Fee--
AUM$1.9B
Minimum--
Clients4

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #106288
Typical Fee--
AUM$287M
Minimum--
Clients563

NATIONAL INVESTMENT SERVICES OF AMERICA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #307169
Typical Fee--
AUM$12.9B
Minimum--
Clients342

NICHOLAS CO INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #108347
Typical Fee--
AUM$6.1B
Minimum--
Clients13

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Fee-OnlyAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #307865
Typical Fee--
AUM$300.0B
Minimum--
Clients29

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Also Compensated via Brokerage
Milwaukee, WisconsinCRD #2881
Typical Fee--
AUM--
Minimum--
Clients--

OARSMAN CAPITAL, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #109993
Typical Fee--
AUM$927M
Minimum--
Clients1,872

OPEROSE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #287465
Typical Fee--
AUM$1.9B
Minimum--
Clients1,418

RIVER1 ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #329230
Typical Fee--
AUM$108M
Minimum--
Clients1

RIVERWATER PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #283540
Typical Fee--
AUM$600M
Minimum--
Clients190

ROBERT W. BAIRD & CO. INCORPORATED

Also Compensated via Brokerage
Milwaukee, WisconsinCRD #8158
Typical Fee--
AUM$342.1B
Minimum--
Clients350,776

SIMS CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #129398
Typical Fee--
AUM$56M
Minimum--
Clients17

SKYLANDS CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #131183
Typical Fee--
AUM$724M
Minimum--
Clients15

THE MILWEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #108931
Typical Fee--
AUM$436M
Minimum--
Clients817

TIDAL INVESTMENTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #164201
Typical Fee--
AUM$27.3B
Minimum--
Clients390

TRANSCEND ADVISOR GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #311746
Typical Fee--
AUM$207M
Minimum--
Clients764

UNIPLAN INSTITUTIONAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #314367
Typical Fee--
AUM--
Minimum--
Clients--

UNIPLAN INVESTMENT COUNSEL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Milwaukee, WisconsinCRD #154718
Typical Fee--
AUM$1.1B
Minimum--
Clients2,483
Fiduciary Advisors in Milwaukee, Wisconsin | FiduciaryListings