{ "path": "/advisors/wi/milwaukee", "url": "https://advisorcensus.com/advisors/wi/milwaukee", "page_type": "metro", "title": "Financial advisors in Milwaukee, WI", "filters": {}, "scope_total": 160, "faq": [ { "q": "How many financial advisory firms are there in Milwaukee, WI?", "a": "AdvisorCensus lists 160 investment advisory firms with a principal office in the Milwaukee metro area, from Form ADV filings as of October 2026: 93 SEC-registered, 46 state-registered, and 21 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Milwaukee, WI?", "a": "50 of the 160 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Milwaukee, WI offer financial planning?", "a": "77 of the 139 firms in Milwaukee, WI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Milwaukee, WI fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 50 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 160 investment advisory firms with a principal office in the Milwaukee metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Milwaukee has 160 investment advisory firms with a principal office in the metro area as of October 2026: 93 SEC-registered, 46 state-registered, and 21 exempt reporting advisers. 50 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 38 report under $100 million in regulatory assets under management. The metro area has 656,436 households, 74,716 of them with income of $200,000 or more, or 467 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Milwaukee, WI: 160 firms from Form ADV filings as of October 2026.", "total_firms": 160, "page": 1, "total_pages": 4, "sort": "name", "registration_types": { "sec": 93, "state": 46, "exempt": 21 }, "fee_model_mix": [ { "code": "fee-only", "count": 50 }, { "code": "percentage_of_aum", "count": 125 }, { "code": "hourly", "count": 58 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 69 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 25 }, { "code": "other", "count": 24 }, { "code": "not_reported", "count": 21 } ], "years_registered_distribution": [ { "code": "under_5", "count": 44 }, { "code": "5_to_9", "count": 25 }, { "code": "10_to_19", "count": 42 }, { "code": "20_plus", "count": 47 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 16 }, { "code": "25m_100m", "count": 22 }, { "code": "100m_500m", "count": 42 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 16 }, { "code": "over_5b", "count": 13 }, { "code": "not_reported", "count": 36 } ], "firms": [ { "crd_number": 148566, "name": "1492 Capital Management, LLC", "name_as_filed": "1492 CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/1492-capital-management-llc-milwaukee-wi-148566", "city": "Milwaukee", "state": "WI", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 105435, "name": "1834 Investment Advisors Co.", "name_as_filed": "1834 INVESTMENT ADVISORS CO.", "url": "https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435", "city": "Milwaukee", "state": "WI", "years_registered": 50, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283455, "name": "4387 Capital Management LLC", "name_as_filed": "4387 CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/4387-capital-management-llc-mequon-wi-283455", "city": "Mequon", "state": "WI", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146960, "name": "A to Z Financial Planning LLC", "name_as_filed": "A TO Z FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/a-to-z-financial-planning-llc-oak-creek-wi-146960", "city": "Oak Creek", "state": "WI", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 136815, "name": "Aegis Wealth Advisors. LLC", "name_as_filed": "AEGIS WEALTH ADVISORS. LLC", "url": "https://advisorcensus.com/firm/aegis-wealth-advisors-llc-hartland-wi-136815", "city": "Hartland", "state": "WI", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108154, "name": "Affiliated Financial Advisors Inc", "name_as_filed": "AFFILIATED FINANCIAL ADVISORS INC", "url": "https://advisorcensus.com/firm/affiliated-financial-advisors-inc-milwaukee-wi-108154", "city": "Milwaukee", "state": "WI", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143387, "name": "Alliance Wealth Management Milwaukee, Inc.", "name_as_filed": "ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.", "url": "https://advisorcensus.com/firm/alliance-wealth-management-milwaukee-inc-milwaukee-wi-143387", "city": "Milwaukee", "state": "WI", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 129665, "name": "Allison & Company Financial Counselors, LLC", "name_as_filed": "ALLISON & COMPANY FINANCIAL COUNSELORS, LLC", "url": "https://advisorcensus.com/firm/allison-and-company-financial-counselors-llc-milwaukee-wi-129665", "city": "Milwaukee", "state": "WI", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 139721, "name": "Alpha Investment Consulting Group, LLC", "name_as_filed": "ALPHA INVESTMENT CONSULTING GROUP, LLC", "url": "https://advisorcensus.com/firm/alpha-investment-consulting-group-llc-milwaukee-wi-139721", "city": "Milwaukee", "state": "WI", "years_registered": 20, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316462, "name": "Anew Advisors, LLC", "name_as_filed": "ANEW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/anew-advisors-llc-wauwatosa-wi-316462", "city": "Wauwatosa", "state": "WI", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127987, "name": "Annex Wealth Management, LLC", "name_as_filed": "ANNEX WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/annex-wealth-management-llc-brookfield-wi-127987", "city": "Brookfield", "state": "WI", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124663, "name": "Arcataur Capital Management LLC", "name_as_filed": "ARCATAUR CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arcataur-capital-management-llc-milwaukee-wi-124663", "city": "Milwaukee", "state": "WI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150114, "name": "Artisan Partners Limited Partnership", "name_as_filed": "ARTISAN PARTNERS LIMITED PARTNERSHIP", "url": "https://advisorcensus.com/firm/artisan-partners-limited-partnership-milwaukee-wi-150114", "city": "Milwaukee", "state": "WI", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336580, "name": "Aurea Investments LLC", "name_as_filed": "AUREA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/aurea-investments-llc-milwaukee-wi-336580", "city": "Milwaukee", "state": "WI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323309, "name": "Baird Capital Management Company, LLC", "name_as_filed": "BAIRD CAPITAL MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/baird-capital-management-company-llc-milwaukee-wi-323309", "city": "Milwaukee", "state": "WI", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 269982, "name": "Baird Principal Group Management Company I, LLC", "name_as_filed": "BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC", "url": "https://advisorcensus.com/firm/baird-principal-group-management-company-i-llc-milwaukee-wi-269982", "city": "Milwaukee", "state": "WI", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 292786, "name": "Baird Principal Group Management Company II, LLC", "name_as_filed": "BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC", "url": "https://advisorcensus.com/firm/baird-principal-group-management-company-ii-llc-milwaukee-wi-292786", "city": "Milwaukee", "state": "WI", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326646, "name": "Baird Principal Group Management Company, LLC", "name_as_filed": "BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/baird-principal-group-management-company-llc-milwaukee-wi-326646", "city": "Milwaukee", "state": "WI", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145166, "name": "Baird Venture Partners Management Company III, LLC", "name_as_filed": "BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC", "url": "https://advisorcensus.com/firm/baird-venture-partners-management-company-iii-llc-milwaukee-wi-145166", "city": "Milwaukee", "state": "WI", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168956, "name": "Baird Venture Partners Management Company IV, LLC", "name_as_filed": "BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC", "url": "https://advisorcensus.com/firm/baird-venture-partners-management-company-iv-llc-milwaukee-wi-168956", "city": "Milwaukee", "state": "WI", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298155, "name": "Baird Venture Partners Management Company V, LLC", "name_as_filed": "BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC", "url": "https://advisorcensus.com/firm/baird-venture-partners-management-company-v-llc-milwaukee-wi-298155", "city": "Milwaukee", "state": "WI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106946, "name": "Beadell a D Investment Counsel Inc", "name_as_filed": "BEADELL A D INVESTMENT COUNSEL INC", "url": "https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946", "city": "Mequon", "state": "WI", "years_registered": 51, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300281, "name": "Behl Wealth Management", "name_as_filed": "BEHL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/behl-wealth-management-delafield-wi-300281", "city": "Delafield", "state": "WI", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299170, "name": "Benevest & Associates, Inc.", "name_as_filed": "BENEVEST & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/benevest-and-associates-inc-brookfield-wi-299170", "city": "Brookfield", "state": "WI", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 323928, "name": "BKM Wealth Management", "name_as_filed": "BKM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bkm-wealth-management-brookfield-wi-323928", "city": "Brookfield", "state": "WI", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168385, "name": "Black Maple Capital Management LP", "name_as_filed": "BLACK MAPLE CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/black-maple-capital-management-lp-milwaukee-wi-168385", "city": "Milwaukee", "state": "WI", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158020, "name": "Blackhawk Capital Partners, LLC", "name_as_filed": "BLACKHAWK CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/blackhawk-capital-partners-llc-thiensville-wi-158020", "city": "Thiensville", "state": "WI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 153995, "name": "Bluemound Asset Management, LLC", "name_as_filed": "BLUEMOUND ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bluemound-asset-management-llc-muskego-wi-153995", "city": "Muskego", "state": "WI", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165048, "name": "Boardwalk Financial Strategies LLC", "name_as_filed": "BOARDWALK FINANCIAL STRATEGIES LLC", "url": "https://advisorcensus.com/firm/boardwalk-financial-strategies-llc-hartland-wi-165048", "city": "Hartland", "state": "WI", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322779, "name": "Bogenschneider, Ryan", "name_as_filed": "BOGENSCHNEIDER, RYAN", "url": "https://advisorcensus.com/firm/bogenschneider-ryan-elm-grove-wi-322779", "city": "Elm Grove", "state": "WI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332173, "name": "Breakthru Advisory Services, LLC", "name_as_filed": "BREAKTHRU ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/breakthru-advisory-services-llc-muskego-wi-332173", "city": "Muskego", "state": "WI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 143550, "name": "Broadview Financial Management, LLC", "name_as_filed": "BROADVIEW FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550", "city": "Wauwatosa", "state": "WI", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 130919, "name": "Brook Capital", "name_as_filed": "BROOK CAPITAL", "url": "https://advisorcensus.com/firm/brook-capital-brookfield-wi-130919", "city": "Brookfield", "state": "WI", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331360, "name": "Bruce Wood Capital, LLC", "name_as_filed": "BRUCE WOOD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/bruce-wood-capital-llc-mequon-wi-331360", "city": "Mequon", "state": "WI", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 106283, "name": "Bultman Investment Management, Inc.", "name_as_filed": "BULTMAN INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bultman-investment-management-inc-brookfield-wi-106283", "city": "Brookfield", "state": "WI", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107003, "name": "Campbell Newman Asset Management Inc", "name_as_filed": "CAMPBELL NEWMAN ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003", "city": "Milwaukee", "state": "WI", "years_registered": 54, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 145329, "name": "Capital Innovations, LLC", "name_as_filed": "CAPITAL INNOVATIONS, LLC", "url": "https://advisorcensus.com/firm/capital-innovations-llc-waukesha-wi-145329", "city": "Waukesha", "state": "WI", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110639, "name": "Capital Investment Services of America Inc", "name_as_filed": "CAPITAL INVESTMENT SERVICES OF AMERICA INC", "url": "https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639", "city": "Milwaukee", "state": "WI", "years_registered": 46, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164385, "name": "Capital Midwest Advisors II, LLC", "name_as_filed": "CAPITAL MIDWEST ADVISORS II, LLC", "url": "https://advisorcensus.com/firm/capital-midwest-advisors-ii-llc-mequon-wi-164385", "city": "Mequon", "state": "WI", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282974, "name": "Capital Midwest Advisors III", "name_as_filed": "CAPITAL MIDWEST ADVISORS III", "url": "https://advisorcensus.com/firm/capital-midwest-advisors-iii-mequon-wi-282974", "city": "Mequon", "state": "WI", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 155263, "name": "Capital Wealth Advisors, Ltd.", "name_as_filed": "CAPITAL WEALTH ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/capital-wealth-advisors-ltd-west-bend-wi-155263", "city": "West Bend", "state": "WI", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313823, "name": "Character Capital LLC", "name_as_filed": "CHARACTER CAPITAL LLC", "url": "https://advisorcensus.com/firm/character-capital-llc-milwaukee-wi-313823", "city": "Milwaukee", "state": "WI", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 35919, "name": "Charter Capital Management, Inc", "name_as_filed": "CHARTER CAPITAL MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/charter-capital-management-inc-brookfield-wi-35919", "city": "Brookfield", "state": "WI", "years_registered": 45, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111280, "name": "Christiansen Asset Management LLC", "name_as_filed": "CHRISTIANSEN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/christiansen-asset-management-llc-mequon-wi-111280", "city": "Mequon", "state": "WI", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282600, "name": "Client First Investment Management LLC", "name_as_filed": "CLIENT FIRST INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/client-first-investment-management-llc-west-bend-wi-282600", "city": "West Bend", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304069, "name": "Coveredbridge", "name_as_filed": "COVEREDBRIDGE", "url": "https://advisorcensus.com/firm/coveredbridge-milwaukee-wi-304069", "city": "Milwaukee", "state": "WI", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 313497, "name": "Cushing Capital Partners, LLC", "name_as_filed": "CUSHING CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497", "city": "Delafield", "state": "WI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319710, "name": "Cuvm, LLC", "name_as_filed": "CUVM, LLC", "url": "https://advisorcensus.com/firm/cuvm-llc-mequon-wi-319710", "city": "Mequon", "state": "WI", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 305012, "name": "CVC Manager, LLC", "name_as_filed": "CVC MANAGER, LLC", "url": "https://advisorcensus.com/firm/cvc-manager-llc-milwaukee-wi-305012", "city": "Milwaukee", "state": "WI", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281520, "name": "CWP Private Wealth Management", "name_as_filed": "CWP PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cwp-private-wealth-management-west-bend-wi-281520", "city": "West Bend", "state": "WI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/wi", "label": "Financial advisors in Wisconsin" }, "metro": { "path": "/advisors/wi/milwaukee", "label": "Financial advisors in Milwaukee, WI" }, "city_pages": [ { "path": "/advisors/wi/milwaukee/brookfield", "label": "Financial advisors in Brookfield, WI", "firm_count": 19 }, { "path": "/advisors/wi/milwaukee/mequon", "label": "Financial advisors in Mequon, WI", "firm_count": 17 } ], "fee_pages": [ { "path": "/advisors/wi/milwaukee/fee-only", "label": "Fee-only financial advisors in Milwaukee, WI", "firm_count": 50 }, { "path": "/advisors/wi/milwaukee/flat-fee", "label": "Flat-fee financial advisors in Milwaukee, WI", "firm_count": 69 }, { "path": "/advisors/wi/milwaukee/hourly", "label": "Hourly financial advisors in Milwaukee, WI", "firm_count": 58 } ], "niche_pages": [ { "path": "/advisors/wi/milwaukee/airline-pilots", "firm_count": 1, "label": "Financial advisors for airline pilots in Milwaukee, WI" } ] }, "csv": "https://advisorcensus.com/advisors/wi/milwaukee.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 6, "sec_registered_at_start": 92, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 6 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }