AdvisorCensus / Financial advisors / Wisconsin / Milwaukee, WI / RBC Capital Markets, LLC
Financial advisors in Milwaukee, WI using RBC Capital Markets, LLC
3 SEC-registered investment advisory firms headquartered in the Milwaukee, WI metro area name RBC Capital Markets, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Friedlander & Co Inc | Milwaukee | SEC-registered investment adviser | $500 million to $1 billion |
| Paladin Partners | Hartland | SEC-registered investment adviser | $100 million to $500 million |
| Sterling Capital Management Inc | Brookfield | SEC-registered investment adviser | $100 million to $500 million |
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. RBC Capital Markets, LLC nationwide
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AdvisorCensus. Financial advisors in Milwaukee, WI using RBC Capital Markets, LLC. https://advisorcensus.com/advisors/wi/milwaukee/custodians/rbc-capital-markets https://advisorcensus.com/advisors/wi/milwaukee/custodians/rbc-capital-markets