Investment Advisors in Wisconsin

852 advisors · 188 firms

Cities in Wisconsin

Milwaukee (269) Madison (64) Brookfield (50) Appleton (45) Green Bay (40) Waukesha (32) Middleton (25) Franklin (23) Wauwatosa (16) Mequon (16) Wausau (12) Eau Claire (9) Sheboygan (9) Oshkosh (7) West Bend (7) Fitchburg (7) La Crosse (6) Onalaska (6) Janesville (6) Germantown (6) Oconomowoc (6) Racine (5) Kenosha (5) Altoona (5) Hudson (5) Cedarburg (5) De Pere (5) Marshfield (5) Stevens Point (4) Beloit (4)

Top Firms in Wisconsin

Firm	AUM	Advisors
ROBERT W. BAIRD & CO. INCORPORATED	$91.8B	450
HECK CAPITAL ADVISORS, LLC	$5.6B	1
MEMBERS CAPITAL ADVISORS, INC.	$2.8B	0
HARBOUR INVESTMENTS, INC.	$2.7B	17
BAKER TILLY WEALTH MANAGEMENT, LLC	$2.4B	0
JOHNSON WEALTH INC.	$1.7B	4
ASSOCIATED INVESTMENT SERVICES, INC.	$1.0B	4
GATEWAY WEALTH PARTNERS, LLC	$762.2M	0
UNIPLAN INVESTMENT COUNSEL, INC.	$681.0M	0
DANA INVESTMENT ADVISORS INC	$568.3M	2

Advisors in Wisconsin

Robert Michael Zyzo

CRD# 2761499

OSAIC WEALTH, INC.

Waukesha, WI

1 disclosure(s)

Shannon Michelle Zur

CRD# 4625360

Brookfield, WI

1 disclosure(s)

May Lee Yang

CRD# 2897751

PFS INVESTMENTS INC.

Milwaukee, WI

1 disclosure(s)

Vinh Xuan Ho

CRD# 6756182

EQUITABLE ADVISORS, LLC

Milwaukee, WI

1 disclosure(s)

David W Green

CRD# 5926869

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Middleton, WI

1 disclosure(s)

Bryan W Brehm

CRD# 5056772

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Milwaukee, WI

1 disclosure(s)

Carl W Johnson

CRD# 3164166

INTERNATIONAL ASSETS INVESTMENT MANAGEME...

Madison, WI

1 disclosure(s)

Kurt W Zipp

CRD# 4442616

BELPOINTE ASSET MANAGEMENT LLC

Oconomowoc, WI

1 disclosure(s)

Randy W Potter

CRD# 3234812

J.P. MORGAN SECURITIES LLC

Wauwatosa, WI

1 disclosure(s)

Robert Thomas Viau

CRD# 4211503

LPL FINANCIAL LLC

Burlington, WI

1 disclosure(s)

Richard Ross Vande Vegte

CRD# 5581224

ROBERT W. BAIRD & CO. INCORPORATED

Milwaukee, WI

1 disclosure(s)

Janice C Uberecken

CRD# 2341262

LPL ENTERPRISE, LLC

Superior, WI

1 disclosure(s)

Michael David Underhill

CRD# 2334382

CAPITAL INNOVATIONS, LLC

Waukesha, WI

1 disclosure(s)

Laurie Ann Ufnowski

CRD# 1548386

AMERIPRISE FINANCIAL SERVICES, LLC

Brookfield, WI

1 disclosure(s)

Andrew T Heller

CRD# 6981475

LPL FINANCIAL LLC

Kenosha, WI

1 disclosure(s)

Gary T Brewton

CRD# 4998814

TITLETOWN WEALTH MANAGEMENT, LLC

Green Bay, WI

1 disclosure(s)

Gregg S Lentz

CRD# 1716699

Mequon, WI

1 disclosure(s)

Anne S Kies

CRD# 4989806

PFS INVESTMENTS INC.

Fitchburg, WI

1 disclosure(s)

Gregory S Dorf

CRD# 6095319

EQUITABLE ADVISORS, LLC

Brookfield, WI

1 disclosure(s)

Scott S Wedige

CRD# 6262792

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Janesville, WI

1 disclosure(s)

Scott S Webb

CRD# 4227092

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Eau Claire, WI

1 disclosure(s)

Diane M Larson

CRD# 3213218

TRANSAMERICA FINANCIAL ADVISORS, LLC

Madison, WI

1 disclosure(s)

Heather N Cousin

CRD# 3209746

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Milwaukee, WI

1 disclosure(s)

Clara N Koschnitzke Hoffmann

CRD# 5755363

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Milwaukee, WI

1 disclosure(s)

Tomika N Holland

CRD# 4499423

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Milwaukee, WI

1 disclosure(s)

Richard N Dallen

CRD# 1507980

AMERIPRISE FINANCIAL SERVICES, LLC

Brookfield, WI

1 disclosure(s)

Kevin P Pachucki

CRD# 4547725

LPL FINANCIAL LLC

Madison, WI

1 disclosure(s)

Robert P Mohr

CRD# 5751709

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Milwaukee, WI

1 disclosure(s)

Kevin P Hoy

CRD# 5088895

NORTHWESTERN MUTUAL INVESTMENT SERVICES,...

Wauwatosa, WI

1 disclosure(s)

Clark P Caine

CRD# 4091047

PACKERLAND BROKERAGE SERVICES, INC.

Green Bay, WI

1 disclosure(s)