AdvisorCensus / Financial advisors / Wisconsin / Milwaukee, WI / Charles Schwab
Financial advisors in Milwaukee, WI using Charles Schwab
49 SEC-registered investment advisory firms headquartered in the Milwaukee, WI metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1834 Investment Advisors Co. | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Affiliated Financial Advisors Inc | Milwaukee | SEC-registered investment adviser | $500 million to $1 billion |
| Annex Wealth Management, LLC | Brookfield | SEC-registered investment adviser | Over $5 billion |
| Arcataur Capital Management LLC | Milwaukee | SEC-registered investment adviser | $100 million to $500 million |
| Beadell a D Investment Counsel Inc | Mequon | SEC-registered investment adviser | $100 million to $500 million |
| Blackhawk Capital Partners, LLC | Thiensville | SEC-registered investment adviser | $100 million to $500 million |
| Boardwalk Financial Strategies LLC | Hartland | SEC-registered investment adviser | $100 million to $500 million |
| Breakthru Advisory Services, LLC | Muskego | SEC-registered investment adviser | $100 million to $500 million |
| Broadview Financial Management, LLC | Wauwatosa | SEC-registered investment adviser | $500 million to $1 billion |
| Campbell Newman Asset Management Inc | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Capital Investment Services of America Inc | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Capital Wealth Advisors, Ltd. | West Bend | SEC-registered investment adviser | $100 million to $500 million |
| Client First Investment Management LLC | West Bend | SEC-registered investment adviser | $100 million to $500 million |
| CWP Private Wealth Management | West Bend | SEC-registered investment adviser | $100 million to $500 million |
| Dana Investment Advisors Inc | Waukesha | SEC-registered investment adviser | Over $5 billion |
| Denali Wealth Management, Inc. | Mequon | SEC-registered investment adviser | $100 million to $500 million |
| Diversified Management Inc | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Drake & Associates, LLC | Waukesha | SEC-registered investment adviser | $500 million to $1 billion |
| Ellenbecker Investment Group | Waukesha | SEC-registered investment adviser | $1 billion to $5 billion |
| Entasis Asset Management LLC | Brookfield | SEC-registered investment adviser | $100 million to $500 million |
| Envision Financial LLC | Brookfield | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Management, Inc. | Milwaukee | SEC-registered investment adviser | Over $5 billion |
| Financial Strategies, Inc. | Brookfield | SEC-registered investment adviser | $100 million to $500 million |
| Global Value Investment Corporation | Milwaukee | SEC-registered investment adviser | $100 million to $500 million |
| Global View Capital Management LLC | Waukesha | SEC-registered investment adviser | $500 million to $1 billion |
| Heartland Advisors, Inc. | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Intrinsic Investors LLC | Wauwatosa | SEC-registered investment adviser | $100 million to $500 million |
| KLCM Advisors, Inc. | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Kult Wealth Management Group, LLC | Brookfield | SEC-registered investment adviser | $100 million to $500 million |
| Landaas & Company | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Liberty Financial Group, Inc. | Elm Grove | SEC-registered investment adviser | $100 million to $500 million |
| Marietta Investment Partners, LLC | Milwaukee | SEC-registered investment adviser | $500 million to $1 billion |
| Milborn Advisors, Ltd | Milwaukee | SEC-registered investment adviser | $100 million to $500 million |
| Morgan Dempsey Capital Management LLC | Milwaukee | SEC-registered investment adviser | $100 million to $500 million |
| Nicholas Co Inc | Milwaukee | SEC-registered investment adviser | Over $5 billion |
| Oarsman Capital, Inc | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Operose Advisors LLC | Milwaukee | SEC-registered investment adviser | $1 billion to $5 billion |
| Paladin Partners | Hartland | SEC-registered investment adviser | $100 million to $500 million |
| Pavlic Investment Advisors, Inc. | Delafield | SEC-registered investment adviser | $100 million to $500 million |
| Plus Group Wealth Advisors, LLC | Belgium | SEC-registered investment adviser | $100 million to $500 million |
| Review Services Inc | Brookfield | SEC-registered investment adviser | $100 million to $500 million |
| Richardson Capital Management, LLC | Menomonee Falls | SEC-registered investment adviser | $500 million to $1 billion |
| Riverwater Partners LLC | Milwaukee | SEC-registered investment adviser | $500 million to $1 billion |
| Shakespeare Wealth Management, LLC | Pewaukee | SEC-registered investment adviser | $500 million to $1 billion |
| Sims Capital Management LLC | Milwaukee | SEC-registered investment adviser | $25 million to $100 million |
| Spectrum Investment Advisors, Inc. | Mequon | SEC-registered investment adviser | $1 billion to $5 billion |
| The Kieckhefer Group | Mequon | SEC-registered investment adviser | $100 million to $500 million |
| The Milwealth Group, LLC | Milwaukee | SEC-registered investment adviser | $100 million to $500 million |
| Tidal Investments LLC | Milwaukee | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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