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Best Financial Advisors near Waukesha, Wisconsin


To help Americans find the best financial advisors in Waukesha, 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 Waukesha, Wisconsin.


1. Francis Investment Counsel
   (262) 781-8950
19435 W. Capitol Drive Brookfield, WI

Francis Investment Counsel, registered in 2004, manages $170.3 million for 2 clients.

2. 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.

3. 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.

4. 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.

5. Provident Trust Company
   (262) 521-2300
N16 W23217 Stone Ridge Drive, Suite 310. Waukesha, WI

Provident Trust Company, registered in 2000, manages $4.3 billion for 1,226 clients.

6. Legacy Capital Partners
   (414) 271-1664
1200 North Mayfair Road, Suite 360. Milwaukee, WI

Legacy Capital Partners, registered in 1972, manages $407.4 million for 196 clients.

7. Southport Capital
   (423) 265-2700
200 South Executive Drive Suite #101, Brookfield, Wisconsin

Southport Capital, registered in 2001, manages $631.9 million for 2,262 clients.

8. SVA Wealth Management
   (262) 641-6888
18650 W Corporate Drive, Suite 200, Brookfield, Wisconsin

SVA Wealth Management, registered in 2011, manages $2.7 billion for 1,344 clients.

9. Wealthspire Advisors
   (888) 303-2357
709b Milwaukee Street, Delafield, Wisconsin

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

10. Johnson Wealth
   (262) 787-4377
14000 W North Avenue, Brookfield, Wisconsin

Johnson Wealth, registered in 2003, manages $7.3 billion for 885 clients.

11. Midland Financial Advisors
   (262) 303-4503
524 Milwaukee ST., Suite 300. Delafield, WI

Midland Financial Advisors, registered in 2009, manages $256.3 million for 368 clients.

12. Voyager Capital Management
   (262) 797-0111
300 North Executive Drive Suite 105, Brookfield, Wisconsin

Voyager Capital Management, registered in 2004, manages $180.5 million for 71 clients.

13. WHN Investor Services
   (262) 792-9001
300 N. Corporate DR., Suite 215. Brookfield, WI

WHN Investor Services, registered in 1991, manages $14.5 million for 17 clients.

14. Voit & Company
   (262) 784-2775
165 S. Calhoun Road Brookfield, WI

Voit & Company, registered in 2002, manages $253.3 million for 201 clients.

15. Brandes Investment Partners
   (262) 783-1515
15400 West Capitol Drive Suite 102, Brookfield, Wisconsin

Brandes Investment Partners, registered in 1985, manages $23.7 billion for 7,618 clients.

16. Annex Wealth Management
   (262) 786-6363
Multiple Locations

Annex Wealth Management, registered in 2004, manages $2.7 billion for 6,010 clients.

17. Shakespeare Wealth Management
   (262) 814-1600
N22 W27847 Edgewater Drive, Suite 101. Pewaukee, WI

Shakespeare Wealth Management, registered in 2015, manages $274.3 million for 212 clients.

18. Dana Investment Advisors
   (262) 782-3631
20700 Swenson Drive, Suite 400 Waukesha, WI

Dana Investment Advisors, registered in 1979, manages $4.5 billion for 1,729 clients.

19. Belpointe Asset Management
   (480) 646-3504
249 Pawling Avenue Suite 104, Hartland, Wisconsin

Belpointe Asset Management, registered in 2008, manages $1.7 billion for 5,003 clients.

20. Belpointe Asset Management
   (480) 646-3504
Multiple Locations

Belpointe Asset Management, registered in 2008, manages $1.7 billion for 5,003 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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Dash Investments
   (800) 549-3227

Dash Investments, registered in 2018, manages $194.3 million for 214 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 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 Middleton, Wisconsin Milwaukee, Wisconsin Pewaukee, Wisconsin

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