Fiduciary advisors in Waukesha, WI

7 registered advisers

With 7 SEC-registered fiduciary advisors, Waukesha is a smaller Wisconsin advisory market. 7 are fee-only.

CAPITAL INNOVATIONS, LLC

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

DANA INVESTMENT ADVISORS INC

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

DRAKE & ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #154854
Typical Fee--
AUM$419M
Minimum--
Clients2,611

ELLENBECKER INVESTMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #173851
Typical Fee--
AUM$1.7B
Minimum--
Clients2,152

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #158292
Typical Fee--
AUM$708M
Minimum--
Clients7,570

IAG WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #109721
Typical Fee--
AUM$1.6B
Minimum--
Clients5,857

PROVIDENT TRUST COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waukesha, WisconsinCRD #110118
Typical Fee--
AUM$6.9B
Minimum--
Clients1,037
Fiduciary Advisors in Waukesha, Wisconsin | FiduciaryListings