{ "path": "/advisors/wi/milwaukee/for-businesses", "url": "https://advisorcensus.com/advisors/wi/milwaukee/for-businesses", "page_type": "metro_answer", "title": "Financial advisors for businesses in Milwaukee, WI", "filters": {}, "scope_total": 54, "faq": [ { "q": "Which financial advisors in Milwaukee, WI work with businesses?", "a": "54 investment advisory firms with a principal office in the Milwaukee metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "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 54 investment advisory firms with a principal office in the Milwaukee metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "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 for businesses in Milwaukee, WI: 54 firms from Form ADV filings as of October 2026.", "total_firms": 54, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 47, "state": 7, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 51 }, { "code": "hourly", "count": 19 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 28 }, { "code": "commissions", "count": 3 }, { "code": "performance_based", "count": 11 }, { "code": "other", "count": 9 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 7 }, { "code": "5_to_9", "count": 7 }, { "code": "10_to_19", "count": 16 }, { "code": "20_plus", "count": 24 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 0 }, { "code": "25m_100m", "count": 5 }, { "code": "100m_500m", "count": 17 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 12 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 3 } ], "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": 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": 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": 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": 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": 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": 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": 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": 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": 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": 105879, "name": "Dana Investment Advisors Inc", "name_as_filed": "DANA INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/dana-investment-advisors-inc-waukesha-wi-105879", "city": "Waukesha", "state": "WI", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153323, "name": "Denali Wealth Management, Inc.", "name_as_filed": "DENALI WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323", "city": "Mequon", "state": "WI", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173851, "name": "Ellenbecker Investment Group", "name_as_filed": "ELLENBECKER INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/ellenbecker-investment-group-waukesha-wi-173851", "city": "Waukesha", "state": "WI", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 282711, "name": "Entasis Asset Management LLC", "name_as_filed": "ENTASIS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711", "city": "Brookfield", "state": "WI", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109149, "name": "Fiduciary Management, Inc.", "name_as_filed": "FIDUCIARY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149", "city": "Milwaukee", "state": "WI", "years_registered": 46, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130687, "name": "Francis LLC", "name_as_filed": "FRANCIS LLC", "url": "https://advisorcensus.com/firm/francis-llc-brookfield-wi-130687", "city": "Brookfield", "state": "WI", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105432, "name": "Geneva Capital Management LLC", "name_as_filed": "GENEVA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/geneva-capital-management-llc-milwaukee-wi-105432", "city": "Milwaukee", "state": "WI", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 144260, "name": "Global Value Investment Corporation", "name_as_filed": "GLOBAL VALUE INVESTMENT CORPORATION", "url": "https://advisorcensus.com/firm/global-value-investment-corporation-milwaukee-wi-144260", "city": "Milwaukee", "state": "WI", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158292, "name": "Global View Capital Management LLC", "name_as_filed": "GLOBAL VIEW CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/global-view-capital-management-llc-waukesha-wi-158292", "city": "Waukesha", "state": "WI", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168675, "name": "Granite Financial Group", "name_as_filed": "GRANITE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/granite-financial-group-brookfield-wi-168675", "city": "Brookfield", "state": "WI", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 29433, "name": "Heartland Advisors, Inc.", "name_as_filed": "HEARTLAND ADVISORS, INC.", "url": "https://advisorcensus.com/firm/heartland-advisors-inc-milwaukee-wi-29433", "city": "Milwaukee", "state": "WI", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109721, "name": "IAG Wealth Partners, LLC", "name_as_filed": "IAG WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/iag-wealth-partners-llc-waukesha-wi-109721", "city": "Waukesha", "state": "WI", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125557, "name": "Johnson Wealth Inc.", "name_as_filed": "JOHNSON WEALTH INC.", "url": "https://advisorcensus.com/firm/johnson-wealth-inc-milwaukee-wi-125557", "city": "Milwaukee", "state": "WI", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107847, "name": "KLCM Advisors, Inc.", "name_as_filed": "KLCM ADVISORS, INC.", "url": "https://advisorcensus.com/firm/klcm-advisors-inc-milwaukee-wi-107847", "city": "Milwaukee", "state": "WI", "years_registered": 33, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 137361, "name": "Korbitz Financial Planning LLC", "name_as_filed": "KORBITZ FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361", "city": "Milwaukee", "state": "WI", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 47487, "name": "Landaas & Company", "name_as_filed": "LANDAAS & COMPANY", "url": "https://advisorcensus.com/firm/landaas-and-company-milwaukee-wi-47487", "city": "Milwaukee", "state": "WI", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 108479, "name": "Marietta Investment Partners, LLC", "name_as_filed": "MARIETTA INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/marietta-investment-partners-llc-milwaukee-wi-108479", "city": "Milwaukee", "state": "WI", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 291305, "name": "Milborn Advisors, Ltd", "name_as_filed": "MILBORN ADVISORS, LTD", "url": "https://advisorcensus.com/firm/milborn-advisors-ltd-milwaukee-wi-291305", "city": "Milwaukee", "state": "WI", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106288, "name": "Morgan Dempsey Capital Management LLC", "name_as_filed": "MORGAN DEMPSEY CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/morgan-dempsey-capital-management-llc-milwaukee-wi-106288", "city": "Milwaukee", "state": "WI", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307169, "name": "National Investment Services of America, LLC", "name_as_filed": "NATIONAL INVESTMENT SERVICES OF AMERICA, LLC", "url": "https://advisorcensus.com/firm/national-investment-services-of-america-llc-milwaukee-wi-307169", "city": "Milwaukee", "state": "WI", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108347, "name": "Nicholas Co Inc", "name_as_filed": "NICHOLAS CO INC", "url": "https://advisorcensus.com/firm/nicholas-co-inc-milwaukee-wi-108347", "city": "Milwaukee", "state": "WI", "years_registered": 58, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 109993, "name": "Oarsman Capital, Inc", "name_as_filed": "OARSMAN CAPITAL, INC", "url": "https://advisorcensus.com/firm/oarsman-capital-inc-milwaukee-wi-109993", "city": "Milwaukee", "state": "WI", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287465, "name": "Operose Advisors LLC", "name_as_filed": "OPEROSE ADVISORS LLC", "url": "https://advisorcensus.com/firm/operose-advisors-llc-milwaukee-wi-287465", "city": "Milwaukee", "state": "WI", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104701, "name": "PJS Investment Management", "name_as_filed": "PJS INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701", "city": "Cedarburg", "state": "WI", "years_registered": 44, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300714, "name": "Plus Group Wealth Advisors, LLC", "name_as_filed": "PLUS GROUP WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/plus-group-wealth-advisors-llc-belgium-wi-300714", "city": "Belgium", "state": "WI", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 294494, "name": "Portside Investment Advisors, LLC", "name_as_filed": "PORTSIDE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/portside-investment-advisors-llc-port-washington-wi-294494", "city": "Port Washington", "state": "WI", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106432, "name": "Reinhart Partners, LLC", "name_as_filed": "REINHART PARTNERS, LLC", "url": "https://advisorcensus.com/firm/reinhart-partners-llc-mequon-wi-106432", "city": "Mequon", "state": "WI", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327451, "name": "Richmond Investment Services LLC", "name_as_filed": "RICHMOND INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451", "city": "Mequon", "state": "WI", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283540, "name": "Riverwater Partners LLC", "name_as_filed": "RIVERWATER PARTNERS LLC", "url": "https://advisorcensus.com/firm/riverwater-partners-llc-milwaukee-wi-283540", "city": "Milwaukee", "state": "WI", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 8158, "name": "Robert W. Baird & Co. Incorporated", "name_as_filed": "ROBERT W. BAIRD & CO. 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