Top Financial Advisors in Milwaukee, Wisconsin
Finding the right financial advisor in Milwaukee is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Milwaukee, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Milwaukee, WI.
Find the Best Financial Advisor Firms in Milwaukee:
ROBERT W. BAIRD & CO. INCORPORATED
CRD#: 8158
Address: 777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391
Clients: 152,341
In Business for: 106 Years
Average Clients per Advisor: 49
AUM: $ 342.1B
Disclosures: 74
TIDAL INVESTMENTS LLC
CRD#: 164201
Address: 234 West Florida Street Suite 203, Milwaukee, WI 53204
Clients: 53
Average Clients per Advisor: 2
AUM: $ 27.3B
JOHNSON WEALTH INC.
CRD#: 125557
Address: 555 East Wells Street Suite 1900, Milwaukee, WI 53202
Clients: 212
Average Clients per Advisor: 3
AUM: $ 9.1B
LANDAAS & COMPANY
CRD#: 47487
Address: 411 E. Wisconsin Ave 20th Floor, Milwaukee, WI 53202
Clients: 1,226
In Business for: 36 Years
Average Clients per Advisor: 58
AUM: $ 1.7B
Disclosures: 2
DIVERSIFIED MANAGEMENT INC
CRD#: 106680
Address: 330 E. Kilbourn Ave. Suite 1475, Milwaukee, WI 53202
Clients: 115
Average Clients per Advisor: 19
AUM: $ 1.7B
OPEROSE ADVISORS LLC
CRD#: 287465
Address: 731 North Water Street Suite 790, Milwaukee, WI 53202
Clients: 131
Average Clients per Advisor: 16
AUM: $ 1.6B
How We Chose the Top Financial Advisors in Milwaukee, Wisconsin
To create this list of top financial advisor firms in Milwaukee, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Milwaukee has to offer.
Search Financial Advisors in Milwaukee, Wisconsin
Laurie Jean Tebon
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Craig Ralph Pluta
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Christopher Lee Doughty
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Wendy Marie Wallace
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jay A Lamar
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Keith Franklin Martens
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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