# Financial advisors for charitable organizations in Milwaukee, WI

> AdvisorCensus lists 54 investment advisory firms with a principal office in the Milwaukee metro area that report charitable organizations 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wi/milwaukee/for-charities

## At a glance

- Investment advisory firms: 54
- Registration: SEC-registered investment adviser: 48, State-registered investment adviser: 6
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 20 (37%); Percentage of assets 53 (98%); Hourly charges 16 (30%); Fixed fees 25 (46%); Commissions 2 (4%); Performance-based fees 12 (22%); Other 7 (13%)
- Regulatory assets under management (Item 5.F): $25 million to $100 million 5 (9%); $100 million to $500 million 14 (26%); $500 million to $1 billion 10 (19%); $1 billion to $5 billion 12 (22%); Over $5 billion 12 (22%); Not reported 1 (2%)
- Years registered: Under 5 years 6 (11%); 5 to 9 years 9 (17%); 10 to 19 years 13 (24%); 20 years or more 26 (48%)

## Firms (page 1 of 2, 1 to 50 of 54, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1492 Capital Management, LLC](https://advisorcensus.com/firm/1492-capital-management-llc-milwaukee-wi-148566) ([md](https://advisorcensus.com/firm/1492-capital-management-llc-milwaukee-wi-148566.md)) | 148566 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Fixed fee, Other |
| [1834 Investment Advisors Co.](https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435) ([md](https://advisorcensus.com/firm/1834-investment-advisors-co-milwaukee-wi-105435.md)) | 105435 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 50 | % of assets, Fixed fee |
| [A to Z Financial Planning LLC](https://advisorcensus.com/firm/a-to-z-financial-planning-llc-oak-creek-wi-146960) ([md](https://advisorcensus.com/firm/a-to-z-financial-planning-llc-oak-creek-wi-146960.md)) | 146960 | Oak Creek, WI | State-registered investment adviser | $25 million to $100 million | 18 | % of assets |
| [Allison & Company Financial Counselors, LLC](https://advisorcensus.com/firm/allison-and-company-financial-counselors-llc-milwaukee-wi-129665) ([md](https://advisorcensus.com/firm/allison-and-company-financial-counselors-llc-milwaukee-wi-129665.md)) | 129665 | Milwaukee, WI | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Alpha Investment Consulting Group, LLC](https://advisorcensus.com/firm/alpha-investment-consulting-group-llc-milwaukee-wi-139721) ([md](https://advisorcensus.com/firm/alpha-investment-consulting-group-llc-milwaukee-wi-139721.md)) | 139721 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 20 | % of assets, Fixed fee |
| [Anew Advisors, LLC](https://advisorcensus.com/firm/anew-advisors-llc-wauwatosa-wi-316462) ([md](https://advisorcensus.com/firm/anew-advisors-llc-wauwatosa-wi-316462.md)) | 316462 | Wauwatosa, WI | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Annex Wealth Management, LLC](https://advisorcensus.com/firm/annex-wealth-management-llc-brookfield-wi-127987) ([md](https://advisorcensus.com/firm/annex-wealth-management-llc-brookfield-wi-127987.md)) | 127987 | Brookfield, WI | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Hourly, Fixed fee |
| [Arcataur Capital Management LLC](https://advisorcensus.com/firm/arcataur-capital-management-llc-milwaukee-wi-124663) ([md](https://advisorcensus.com/firm/arcataur-capital-management-llc-milwaukee-wi-124663.md)) | 124663 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Artisan Partners Limited Partnership](https://advisorcensus.com/firm/artisan-partners-limited-partnership-milwaukee-wi-150114) ([md](https://advisorcensus.com/firm/artisan-partners-limited-partnership-milwaukee-wi-150114.md)) | 150114 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Performance fee |
| [Beadell a D Investment Counsel Inc](https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946) ([md](https://advisorcensus.com/firm/beadell-a-d-investment-counsel-inc-mequon-wi-106946.md)) | 106946 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 51 | % of assets |
| [BKM Wealth Management](https://advisorcensus.com/firm/bkm-wealth-management-brookfield-wi-323928) ([md](https://advisorcensus.com/firm/bkm-wealth-management-brookfield-wi-323928.md)) | 323928 | Brookfield, WI | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [Broadview Financial Management, LLC](https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550) ([md](https://advisorcensus.com/firm/broadview-financial-management-llc-wauwatosa-wi-143550.md)) | 143550 | Wauwatosa, WI | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly |
| [Campbell Newman Asset Management Inc](https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003) ([md](https://advisorcensus.com/firm/campbell-newman-asset-management-inc-milwaukee-wi-107003.md)) | 107003 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets, Fixed fee, Other |
| [Capital Investment Services of America Inc](https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639) ([md](https://advisorcensus.com/firm/capital-investment-services-of-america-inc-milwaukee-wi-110639.md)) | 110639 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 46 | % of assets |
| [Client First Investment Management LLC](https://advisorcensus.com/firm/client-first-investment-management-llc-west-bend-wi-282600) ([md](https://advisorcensus.com/firm/client-first-investment-management-llc-west-bend-wi-282600.md)) | 282600 | West Bend, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Coveredbridge](https://advisorcensus.com/firm/coveredbridge-milwaukee-wi-304069) ([md](https://advisorcensus.com/firm/coveredbridge-milwaukee-wi-304069.md)) | 304069 | Milwaukee, WI | State-registered investment adviser | Not reported | 4 | Other |
| [Cushing Capital Partners, LLC](https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497) ([md](https://advisorcensus.com/firm/cushing-capital-partners-llc-delafield-wi-313497.md)) | 313497 | Delafield, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Dana Investment Advisors Inc](https://advisorcensus.com/firm/dana-investment-advisors-inc-waukesha-wi-105879) ([md](https://advisorcensus.com/firm/dana-investment-advisors-inc-waukesha-wi-105879.md)) | 105879 | Waukesha, WI | SEC-registered investment adviser | Over $5 billion | 47 | % of assets, Fixed fee, Performance fee |
| [Denali Wealth Management, Inc.](https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323) ([md](https://advisorcensus.com/firm/denali-wealth-management-inc-mequon-wi-153323.md)) | 153323 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Diversified Management Inc](https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680) ([md](https://advisorcensus.com/firm/diversified-management-inc-milwaukee-wi-106680.md)) | 106680 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Fixed fee |
| [Ellenbecker Investment Group](https://advisorcensus.com/firm/ellenbecker-investment-group-waukesha-wi-173851) ([md](https://advisorcensus.com/firm/ellenbecker-investment-group-waukesha-wi-173851.md)) | 173851 | Waukesha, WI | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Other |
| [Envision Financial LLC](https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365) ([md](https://advisorcensus.com/firm/envision-financial-llc-brookfield-wi-314365.md)) | 314365 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Fiduciary Management, Inc.](https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149) ([md](https://advisorcensus.com/firm/fiduciary-management-inc-milwaukee-wi-109149.md)) | 109149 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 46 | % of assets |
| [Friedlander & Co Inc](https://advisorcensus.com/firm/friedlander-and-co-inc-milwaukee-wi-105150) ([md](https://advisorcensus.com/firm/friedlander-and-co-inc-milwaukee-wi-105150.md)) | 105150 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 44 | % of assets, Fixed fee |
| [Geneva Capital Management LLC](https://advisorcensus.com/firm/geneva-capital-management-llc-milwaukee-wi-105432) ([md](https://advisorcensus.com/firm/geneva-capital-management-llc-milwaukee-wi-105432.md)) | 105432 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 39 | % of assets, Performance fee, Other |
| [Global Value Investment Corporation](https://advisorcensus.com/firm/global-value-investment-corporation-milwaukee-wi-144260) ([md](https://advisorcensus.com/firm/global-value-investment-corporation-milwaukee-wi-144260.md)) | 144260 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Performance fee |
| [Granite Financial Group](https://advisorcensus.com/firm/granite-financial-group-brookfield-wi-168675) ([md](https://advisorcensus.com/firm/granite-financial-group-brookfield-wi-168675.md)) | 168675 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Heartland Advisors, Inc.](https://advisorcensus.com/firm/heartland-advisors-inc-milwaukee-wi-29433) ([md](https://advisorcensus.com/firm/heartland-advisors-inc-milwaukee-wi-29433.md)) | 29433 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets |
| [IAG Wealth Partners, LLC](https://advisorcensus.com/firm/iag-wealth-partners-llc-waukesha-wi-109721) ([md](https://advisorcensus.com/firm/iag-wealth-partners-llc-waukesha-wi-109721.md)) | 109721 | Waukesha, WI | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Fixed fee |
| [Johnson Wealth Inc.](https://advisorcensus.com/firm/johnson-wealth-inc-milwaukee-wi-125557) ([md](https://advisorcensus.com/firm/johnson-wealth-inc-milwaukee-wi-125557.md)) | 125557 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee |
| [KLCM Advisors, Inc.](https://advisorcensus.com/firm/klcm-advisors-inc-milwaukee-wi-107847) ([md](https://advisorcensus.com/firm/klcm-advisors-inc-milwaukee-wi-107847.md)) | 107847 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 33 | % of assets, Fixed fee |
| [Landaas & Company](https://advisorcensus.com/firm/landaas-and-company-milwaukee-wi-47487) ([md](https://advisorcensus.com/firm/landaas-and-company-milwaukee-wi-47487.md)) | 47487 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Hourly, Commissions |
| [Marietta Investment Partners, LLC](https://advisorcensus.com/firm/marietta-investment-partners-llc-milwaukee-wi-108479) ([md](https://advisorcensus.com/firm/marietta-investment-partners-llc-milwaukee-wi-108479.md)) | 108479 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets |
| [Morgan Dempsey Capital Management LLC](https://advisorcensus.com/firm/morgan-dempsey-capital-management-llc-milwaukee-wi-106288) ([md](https://advisorcensus.com/firm/morgan-dempsey-capital-management-llc-milwaukee-wi-106288.md)) | 106288 | Milwaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 31 | % of assets |
| [National Investment Services of America, LLC](https://advisorcensus.com/firm/national-investment-services-of-america-llc-milwaukee-wi-307169) ([md](https://advisorcensus.com/firm/national-investment-services-of-america-llc-milwaukee-wi-307169.md)) | 307169 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Performance fee |
| [Nicholas Co Inc](https://advisorcensus.com/firm/nicholas-co-inc-milwaukee-wi-108347) ([md](https://advisorcensus.com/firm/nicholas-co-inc-milwaukee-wi-108347.md)) | 108347 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 58 | % of assets, Performance fee |
| [Northwestern Mutual Investment Management Company, LLC](https://advisorcensus.com/firm/northwestern-mutual-investment-management-company-llc-milwaukee-wi-307865) ([md](https://advisorcensus.com/firm/northwestern-mutual-investment-management-company-llc-milwaukee-wi-307865.md)) | 307865 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 5 | % of assets, Performance fee |
| [Oarsman Capital, Inc](https://advisorcensus.com/firm/oarsman-capital-inc-milwaukee-wi-109993) ([md](https://advisorcensus.com/firm/oarsman-capital-inc-milwaukee-wi-109993.md)) | 109993 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets |
| [Operose Advisors LLC](https://advisorcensus.com/firm/operose-advisors-llc-milwaukee-wi-287465) ([md](https://advisorcensus.com/firm/operose-advisors-llc-milwaukee-wi-287465.md)) | 287465 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Fixed fee |
| [PJS Investment Management](https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701) ([md](https://advisorcensus.com/firm/pjs-investment-management-cedarburg-wi-104701.md)) | 104701 | Cedarburg, WI | SEC-registered investment adviser | $500 million to $1 billion | 44 | % of assets, Fixed fee |
| [Plus Group Wealth Advisors, LLC](https://advisorcensus.com/firm/plus-group-wealth-advisors-llc-belgium-wi-300714) ([md](https://advisorcensus.com/firm/plus-group-wealth-advisors-llc-belgium-wi-300714.md)) | 300714 | Belgium, WI | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Other |
| [Portside Investment Advisors, LLC](https://advisorcensus.com/firm/portside-investment-advisors-llc-port-washington-wi-294494) ([md](https://advisorcensus.com/firm/portside-investment-advisors-llc-port-washington-wi-294494.md)) | 294494 | Port Washington, WI | State-registered investment adviser | $25 million to $100 million | 8 | % of assets, Performance fee |
| [Provident Trust Company](https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118) ([md](https://advisorcensus.com/firm/provident-trust-company-waukesha-wi-110118.md)) | 110118 | Waukesha, WI | SEC-registered investment adviser | Over $5 billion | 25 | % of assets |
| [Reinhart Partners, LLC](https://advisorcensus.com/firm/reinhart-partners-llc-mequon-wi-106432) ([md](https://advisorcensus.com/firm/reinhart-partners-llc-mequon-wi-106432.md)) | 106432 | Mequon, WI | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Performance fee |
| [Richardson Capital Management, LLC](https://advisorcensus.com/firm/richardson-capital-management-llc-menomonee-falls-wi-130985) ([md](https://advisorcensus.com/firm/richardson-capital-management-llc-menomonee-falls-wi-130985.md)) | 130985 | Menomonee Falls, WI | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Hourly, Fixed fee |
| [Richmond Investment Services LLC](https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451) ([md](https://advisorcensus.com/firm/richmond-investment-services-llc-mequon-wi-327451.md)) | 327451 | Mequon, WI | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Riverwater Partners LLC](https://advisorcensus.com/firm/riverwater-partners-llc-milwaukee-wi-283540) ([md](https://advisorcensus.com/firm/riverwater-partners-llc-milwaukee-wi-283540.md)) | 283540 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly |
| [Robert W. Baird & Co. Incorporated](https://advisorcensus.com/firm/robert-w-baird-and-co-incorporated-milwaukee-wi-8158) ([md](https://advisorcensus.com/firm/robert-w-baird-and-co-incorporated-milwaukee-wi-8158.md)) | 8158 | Milwaukee, WI | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Hourly, Fixed fee, Commissions, Performance fee, Other |
| [Shakespeare Wealth Management, LLC](https://advisorcensus.com/firm/shakespeare-wealth-management-llc-pewaukee-wi-111950) ([md](https://advisorcensus.com/firm/shakespeare-wealth-management-llc-pewaukee-wi-111950.md)) | 111950 | Pewaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets |
| [Skylands Capital, LLC](https://advisorcensus.com/firm/skylands-capital-llc-milwaukee-wi-131183) ([md](https://advisorcensus.com/firm/skylands-capital-llc-milwaukee-wi-131183.md)) | 131183 | Milwaukee, WI | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/wi/milwaukee/for-charities/page/2.md

## Questions people ask

**Which financial advisors in Milwaukee, WI work with charitable organizations?**
54 investment advisory firms with a principal office in the Milwaukee metro area report charitable organizations 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.

**How many financial advisory firms are there in Milwaukee, WI?**
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.

**How many fee-only financial advisors are in Milwaukee, WI?**
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.

**How many financial advisors in Milwaukee, WI offer financial planning?**
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.

**Are the financial advisors in Milwaukee, WI fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors for charitable organizations in Milwaukee, WI: 54 firms from Form ADV filings as of October 2026.