AdvisorCensus / Financial advisors / Wisconsin / Milwaukee, WI / Branch offices
Advisory firms with an office in Milwaukee, WI, headquartered elsewhere
96 investment advisory firms with a principal office outside the Milwaukee, WI metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Allspring Global Investments, LLC | Milwaukee, WI | Charlotte, NC | SEC-registered investment adviser |
| Alongside, LLC | New Berlin, WI | Austin, TX | SEC-registered investment adviser |
| Aspiriant, LLC | Pewaukee, WI | Los Angeles, CA | SEC-registered investment adviser |
| Associated Investment Services, Inc. | Brookfield, WI | Green Bay, WI | SEC-registered investment adviser |
| Baker Tilly Wealth Management, LLC | Milwaukee, WI | Madison, WI | SEC-registered investment adviser |
| Barrett Upton Capital Partners | Milwaukee, WI | Lake Forest, IL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Brookfield, WI | Newport Beach, CA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Hartland, WI | Reno, NV | SEC-registered investment adviser |
| BOK Financial Advisors | Milwaukee, WI | Tulsa, OK | SEC-registered investment adviser |
| Brandes Investment Partners, LP | Brookfield, WI | La Jolla, CA | SEC-registered investment adviser |
| Calamos Advisors LLC | Milwaukee, WI | Naperville, IL | SEC-registered investment adviser |
| Calamos Wealth Management LLC | Milwaukee, WI | Naperville, IL | SEC-registered investment adviser |
| CIBC Private Wealth Advisors, Inc. | Milwaukee, WI | Chicago, IL | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Wauwatosa, WI | Minneapolis, MN | SEC-registered investment adviser |
| Concorde Asset Management, LLC | Kewaskum, WI | Ann Arbor, MI | SEC-registered investment adviser |
| Coordinated Capital Securities, Inc. | Brookfield, WI | Fort Atkinson, WI | SEC-registered investment adviser |
| Crabel Capital Management, LLC | Milwaukee, WI | Los Angeles, CA | SEC-registered investment adviser |
| Creative Planning | Brookfield, WI | Overland Park, KS | SEC-registered investment adviser |
| Crescent Grove Advisors | Milwaukee, WI | Lake Forest, IL | SEC-registered investment adviser |
| Curi Capital, LLC | Milwaukee, WI | Chicago, IL | SEC-registered investment adviser |
| Dickmeyer Boyce Financial Management, Inc | Brookfield, WI | Fort Wayne, IN | SEC-registered investment adviser |
| Ehlers | Waukesha, WI | Minneapolis, MN | SEC-registered investment adviser |
| Encompass More Asset Management LLC | New Berlin, WI | Danville, CA | SEC-registered investment adviser |
| Endowment Wealth Management, Inc. | Brookfield, WI | Appleton, WI | SEC-registered investment adviser |
| Equitable Advisors, LLC | Milwaukee, WI | New York, NY | SEC-registered investment adviser |
| F/M Investments LLC | Milwaukee, WI | Washington, DC | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Milwaukee, WI | Ontario, CA | SEC-registered investment adviser |
| Forum Financial Management, LP | Mequon, WI | Lombard, IL | SEC-registered investment adviser |
| Founders Financial Securities, LLC | Cedarburg, WI | Towson, MD | SEC-registered investment adviser |
| Freeport Financial Partners LLC | Mequon, WI | Chicago, IL | SEC-registered investment adviser |
| Gateway Wealth Partners, LLC | Germantown, WI | Appleton, WI | SEC-registered investment adviser |
| Gibbs Wealth Management, LLC | Elm Grove, WI | Alpharetta, GA | SEC-registered investment adviser |
| Goldstone Financial Group, LLC | Glendale, WI | Oakbrook Terrace, IL | SEC-registered investment adviser |
| Granite Harbor Advisors, Inc. | Hartland, WI | Houston, TX | SEC-registered investment adviser |
| Great Lakes Advisors, LLC | Milwaukee, WI | Chicago, IL | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Brookfield, WI | Berwyn, PA | SEC-registered investment adviser |
| Harbour Investments, Inc. | Greenfield, WI | Madison, WI | SEC-registered investment adviser |
| Heck Capital Advisors, LLC | Milwaukee, WI | Rhinelander, WI | SEC-registered investment adviser |
| Highland Investment Advisors LLC | Brookfield, WI | Ponte Vedra, FL | SEC-registered investment adviser |
| Iams Wealth Management, LLC | Delafield, WI | Omaha, NE | SEC-registered investment adviser |
| Independent Advisor Alliance, LLC | Delafield, WI | Charlotte, NC | SEC-registered investment adviser |
| Independent Financial Group, LLC | Delafield, WI | San Diego, CA | SEC-registered investment adviser |
| Independent Financial Partners | Brookfield, WI | Tampa, FL | SEC-registered investment adviser |
| Infinity Financial Services Advisory | Brookfield, WI | Oakland, CA | SEC-registered investment adviser |
| Intrua Financial | Brookfield, WI | Houston, TX | SEC-registered investment adviser |
| JMG Financial Group Ltd | Pewaukee, WI | Downers Grove, IL | SEC-registered investment adviser |
| KCD Financial, Inc. | Waukesha, WI | Green Bay, WI | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Waukesha, WI | Austin, TX | SEC-registered investment adviser |
| Landolt Securities, Inc. | West Bend, WI | Lake Bluff, IL | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Wauwatosa, WI | Elmhurst, IL | SEC-registered investment adviser |
| Lido | Mequon, WI | Los Angeles, CA | SEC-registered investment adviser |
| Lsia | Milwaukee, WI | Bloomfield Hills, MI | SEC-registered investment adviser |
| Madison Asset Management | Milwaukee, WI | Madison, WI | SEC-registered investment adviser |
| Madison Investment Advisors, LLC | Milwaukee, WI | Madison, WI | SEC-registered investment adviser |
| Madison Partners | Pewaukee, WI | Madison, WI | SEC-registered investment adviser |
| Mariner | Brookfield, WI | Overland Park, KS | SEC-registered investment adviser |
| Marquette Associates, Inc. | Milwaukee, WI | Chicago, IL | SEC-registered investment adviser |
| McKinley Money, LLC | Pewaukee, WI | Eau-Claire, WI | SEC-registered investment adviser |
| Merit Financial Advisors | West Bend, WI | Alpharetta, GA | SEC-registered investment adviser |
| Mutual Advisors, LLC | Cedarburg, WI | Omaha, NE | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Waukesha, WI | Omaha, NE | SEC-registered investment adviser |
| MWA Financial Services, Inc. | Brookfield, WI | Rock Island, IL | SEC-registered investment adviser |
| NBT Capital Management, Inc. | Milwaukee, WI | Norwich, NY | SEC-registered investment adviser |
| Newedge Advisors | Milwaukee, WI | New Orleans, LA | SEC-registered investment adviser |
| Northland Asset Management | Milwaukee, WI | Minneapolis, MN | SEC-registered investment adviser |
| Northrock Partners, LLC | Elm Grove, WI | Minneapolis, MN | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Brookfield, WI | Scottsdale, AZ | SEC-registered investment adviser |
| Packerland Brokerage Services, Inc. | Brookfield, WI | Green Bay, WI | SEC-registered investment adviser |
| Piper Sandler & Co. | Milwaukee, WI | Minneapolis, MN | SEC-registered investment adviser |
| Principal Securities, Inc. | Wauwatosa, WI | Des Moines, IA | SEC-registered investment adviser |
| Ptma Investment Advisors | Milwaukee, WI | Denver, CO | SEC-registered investment adviser |
| Ptma Investment Advisors | Milwaukee, WI | Naperville, IL | SEC-registered investment adviser |
| Regal Investment Advisors LLC | Pewaukee, WI | Kentwood, MI | SEC-registered investment adviser |
| Resonant Capital Advisors, LLC | Brookfield, WI | Madison, WI | SEC-registered investment adviser |
| Retirement Income Strategies, LLC | Brookfield, WI | Evansville, WI | SEC-registered investment adviser |
| Rosemeyer Management Group | Glendale, WI | Platteville, WI | SEC-registered investment adviser |
| Russell Investments | Milwaukee, WI | Seattle, WA | SEC-registered investment adviser |
| Sequent Planning, LLC | Hales Corners, WI | Omaha, NE | SEC-registered investment adviser |
| Sikich Financial | Brookfield, WI | Springfield, IL | SEC-registered investment adviser |
| Silvercrest Asset Management Group LLC | Milwaukee, WI | New York, NY | SEC-registered investment adviser |
| Steward Partners Investment Advisory, LLC | Mequon, WI | Stamford, CT | SEC-registered investment adviser |
| TCFG Investment Advisors, LLC | Brookfield, WI | Laguna Niguel, CA | SEC-registered investment adviser |
| The Mather Group, LLC | Milwaukee, WI | Chicago, IL | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Cedarburg, WI | Minneapolis, MN | SEC-registered investment adviser |
| U.S. Bancorp Asset Management, Inc. | Milwaukee, WI | Minneapolis, MN | SEC-registered investment adviser |
| UMB Private Wealth Management, LLC | Milwaukee, WI | Overland Park, KS | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Hartland, WI | Scottsdale, AZ | SEC-registered investment adviser |
| USI Securities, Inc. | Brookfield, WI | Glastonbury, CT | SEC-registered investment adviser |
| Valmark Advisers, Inc. | Menomonee Falls, WI | Akron, OH | SEC-registered investment adviser |
| Venture Investors LLC | Milwaukee, WI | Madison, WI | Exempt reporting adviser |
| Voya Financial Advisors, Inc. | Milwaukee, WI | Windsor, CT | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Bayside, WI | Plymouth, MN | SEC-registered investment adviser |
| Wealth Management | Grafton, WI | Norfolk, NE | SEC-registered investment adviser |
| Wealthspire Advisors | Delafield, WI | New York, NY | SEC-registered investment adviser |
| Westward Investment Advisory | Milwaukee, WI | Mission, KS | SEC-registered investment adviser |
| World Investment Advisors, LLC | Waukesha, WI | Lincroft, NJ | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
This firm lists an office in Milwaukee, WI on Form ADV, but its filing gives no principal office location, so where it is headquartered is not known. It is not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Wellth Advisory Services, LLC | Brookfield, WI | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Milwaukee, WI, headquartered elsewhere. https://advisorcensus.com/advisors/wi/milwaukee/branch-offices https://advisorcensus.com/advisors/wi/milwaukee/branch-offices