SEC-registered financial advisors in Milwaukee, WI
Common fee types
- 100%Percentage of assets
- 38%Fixed or flat fee
Showing 24 of 34
- 1492 Capital Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
- 1834 Investment Advisors Co.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Affiliated Financial Advisors Inc$500M to $1BSEC recordPercentage of assets
- Alpha Investment Consulting Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Arcataur Capital Management LLC$100M to $500MSEC recordPercentage of assets
- Artisan Partners Limited Partnership$1B or moreSEC recordPercentage of assetsPerformance-based
- Black Maple Capital Management LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- Campbell Newman Asset Management Inc$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Capital Investment Services of America Inc$1B or moreSEC recordPercentage of assets
- Diversified Management Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Fiduciary Management, Inc.$1B or moreSEC recordPercentage of assets
- Friedlander & Co Inc$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Geneva Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Global Value Investment Corporation$100M to $500MSEC recordPercentage of assetsPerformance-based
- Heartland Advisors, Inc.$1B or moreSEC recordPercentage of assets
- Johnson Wealth Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- KLCM Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Landaas & Company$1B or moreSEC recordPercentage of assetsHourlyCommissions
- Marietta Investment Partners, LLC$500M to $1BSEC recordPercentage of assets
- Milborn Advisors, Ltd$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Morgan Dempsey Capital Management LLC$100M to $500MSEC recordPercentage of assets
- National Investment Services of America, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Nicholas Co Inc$1B or moreSEC recordPercentage of assetsPerformance-based
- Oarsman Capital, Inc$1B or moreSEC recordPercentage of assets
- Operose Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Riverwater Partners LLC$500M to $1BSEC recordPercentage of assetsHourly
- Robert W. Baird & Co. Incorporated$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissionsPerformance-basedOther
- Significance Capital Management LLCUnder $25MSEC recordPercentage of assets
- Sims Capital Management LLC$25M to $100MSEC recordPercentage of assetsOther
- Skylands Capital, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- The Milwealth Group, LLC$100M to $500MSEC recordPercentage of assets
- Tidal Investments LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Transcend Advisor Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Uniplan Investment Counsel, Inc.$100M to $500MSEC recordPercentage of assets
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.