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Best Financial Advisors near Milwaukee, Wisconsin


To help Americans find the best financial advisors in Milwaukee, Wisconsin, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Milwaukee, Wisconsin.


1. Adviseme National Advisors
   (414) 704-2875
8831 West Auer Ave, Milwaukee, Wisconsin

Adviseme National Advisors, registered in 2006, manages $1.2 billion for 1,653 clients.

2. The Mather Group
   (262) 825-4876
250 East Wisconsin Avenue Suite 1800, Milwaukee, Wisconsin

The Mather Group, registered in 2011, manages $3.9 billion for 1,827 clients.

3. Optimum Investment Advisors
   (312) 782-1515
400 East Wisconsin Ave Suite 102, Milwaukee, Wisconsin

Optimum Investment Advisors, registered in 1989, manages $452.2 million for 420 clients.

4. Heck Capital Advisors
   (414) 509-6630
833 E. Michigan Street Suite 1460, Milwaukee, Wisconsin

Heck Capital Advisors, registered in 2007, manages $5.7 billion for 976 clients.

5. Next Generation Wealth Management
   (414) 257-4248
10700 Research Drive, Suite 150. Milwaukee, WI

Next Generation Wealth Management, registered in 2008, manages $346.7 million for 281 clients.

6. Review Services
   (262) 784-9690
13255 West Bluemound Road, Suite 205. Brookfield, WI

Review Services, registered in 1991, manages $117.4 million for 181 clients.

7. Marquette Associates
   (414) 209-3290
735 N. Water Street Suite 1440, Milwaukee, Wisconsin

Marquette Associates, registered in 1997, manages $7.1 billion for 61 clients.

8. Diversified Management
   (414) 292-1900
222 E. Erie Street, Suite 401. Milwaukee, WI

Diversified Management, registered in 1994, manages $1.3 billion for 297 clients.

9. Charter Capital Management
   (414) 257-3700
13805 W Burleigh Road, Suite 100. Brookfield, WI

Charter Capital Management, registered in 1981, manages $218.5 million for 285 clients.

10. McCarthy Grittinger Financial Group
   (414) 475-1369
125 South 84th Street, Suite 130. Milwaukee, WI

McCarthy Grittinger Financial Group, registered in 1999, manages $308.1 million for 221 clients.

11. Marietta Investment Partners
   (414) 289-9080
100 East Wisconsin Avenue, Suite 2650 Milwaukee, WI

Marietta Investment Partners, registered in 2000, manages $435.7 million for 139 clients.

12. Campbell Newman Asset Management
   (414) 908-6670
330 East Kilbourn Avenue, Suite 1125. Milwaukee, WI

Campbell Newman Asset Management, registered in 1972, manages $775.7 million for 913 clients.

13. Fiduciary Management
   (414) 226-4545
100 East Wisconsin Avenue, Suite 2200. Milwaukee, WI

Fiduciary Management, registered in 1980, manages $23.5 billion for 1,303 clients.

14. Sadoff Investment Management
   (414) 352-8460
250 W. Coventry CT #109 Milwaukee, WI

Sadoff Investment Management, registered in 1978, manages $1.5 billion for 638 clients.

15. Ziegler Capital Management
   (312) 368-1442
309 North Water Street Suite 315, Milwaukee, Wisconsin

Ziegler Capital Management, registered in 2005, manages $10.7 billion for 2,598 clients.

16. KLCM Advisors
   (414) 765-1234
330 E Kilbourn Avenue, Suite 1180. Milwaukee, WI

KLCM Advisors, registered in 1993, manages $893.9 million for 465 clients.

17. Geneva Capital Management
   (414) 224-6002
100 E Wisconsin Avenue, Suite 2550 Milwaukee, WI

Geneva Capital Management, registered in 1986, manages $5.3 billion for 3,099 clients.

18. Northern Oak Wealth Management
   (414) 278-0590
555 E. Wells Street, Suite 1625 Milwaukee, WI

Northern Oak Wealth Management, registered in 1976, manages $881.9 million for 405 clients.

19. Wealthspire Advisors
   (888) 303-2357
600 N. Broadway Suite 400, Milwaukee, Wisconsin

Wealthspire Advisors, registered in 2013, manages $4.6 billion for 2,366 clients.

20. Wealthspire Advisors
   (888) 303-2357
Multiple Locations

Wealthspire Advisors, registered in 2013, manages $4.6 billion for 2,366 clients.



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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Top Cities for Wisconsin


Brookfield, Wisconsin Butler, Wisconsin Elm Grove, Wisconsin Greendale, Wisconsin Hales Corners, Wisconsin Lannon, Wisconsin Madison, Wisconsin Milwaukee, Wisconsin Pewaukee, Wisconsin Waukesha, Wisconsin

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