AdvisorCensus / Financial advisors / Wisconsin / Milwaukee, WI / New firms

New investment advisory firms in Milwaukee, WI

7 investment advisory firms in Milwaukee, WI first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Milwaukee, WI · Atom feed · How this list is built

August 2026 (1)

Firm	Location	Registration
Paladin Partners	Hartland, WI	SEC-registered investment adviser

June 2026 (2)

Firm	Location	Registration
Pavlic Investment Advisors, Inc.	Delafield, WI	SEC-registered investment adviser
Significance Capital Management LLC	Milwaukee, WI	SEC-registered investment adviser

May 2026 (1)

Firm	Location	Registration
Milborn Advisors, Ltd	Milwaukee, WI	SEC-registered investment adviser

April 2026 (3)

Firm	Location	Registration
Character Capital LLC	Milwaukee, WI	Exempt reporting adviser
Lasalle Investment Advisors, Inc.	Pewaukee, WI	SEC-registered investment adviser
Morgan-ALY Wealth Management, LLC	Waukesha, WI	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Milwaukee, WI. https://advisorcensus.com/advisors/wi/milwaukee/new-firms
https://advisorcensus.com/advisors/wi/milwaukee/new-firms