# Financial advisors in Milwaukee, WI

> AdvisorCensus lists 160 investment advisory firms with a principal office in the Milwaukee metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/wi/milwaukee/page/2

## At a glance

- Investment advisory firms: 160
- Registration: SEC-registered investment adviser: 93, State-registered investment adviser: 46, Exempt reporting adviser: 21
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 50 (36%); Percentage of assets 125 (90%); Hourly charges 58 (42%); Fixed fees 69 (50%); Commissions 5 (4%); Performance-based fees 25 (18%); Other 24 (17%); No compensation arrangements reported 21
- Regulatory assets under management (Item 5.F): Under $25 million 16 (10%); $25 million to $100 million 22 (14%); $100 million to $500 million 42 (26%); $500 million to $1 billion 15 (9%); $1 billion to $5 billion 16 (10%); Over $5 billion 13 (8%); Not reported 36 (23%)
- Years registered: Under 5 years 44 (28%); 5 to 9 years 25 (16%); 10 to 19 years 42 (26%); 20 years or more 47 (29%); Not reported 2 (1%)

## Firms (page 2 of 4, 51 to 100 of 160, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [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 |
| [Debuey, LLC](https://advisorcensus.com/firm/debuey-llc-mequon-wi-286154) ([md](https://advisorcensus.com/firm/debuey-llc-mequon-wi-286154.md)) | 286154 | Mequon, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Direction Financial Management, LLC](https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985) ([md](https://advisorcensus.com/firm/direction-financial-management-llc-germantown-wi-165985.md)) | 165985 | Germantown, WI | State-registered investment adviser | Not reported | 13 | Hourly, Fixed fee |
| [Diversified Capital Wealth Management, LLC](https://advisorcensus.com/firm/diversified-capital-wealth-management-llc-mequon-wi-168428) ([md](https://advisorcensus.com/firm/diversified-capital-wealth-management-llc-mequon-wi-168428.md)) | 168428 | Mequon, WI | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly |
| [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 |
| [Drake & Associates, LLC](https://advisorcensus.com/firm/drake-and-associates-llc-waukesha-wi-154854) ([md](https://advisorcensus.com/firm/drake-and-associates-llc-waukesha-wi-154854.md)) | 154854 | Waukesha, WI | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets, Hourly |
| [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 |
| [Entasis Asset Management LLC](https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711) ([md](https://advisorcensus.com/firm/entasis-asset-management-llc-brookfield-wi-282711.md)) | 282711 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [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 |
| [Family Investment Planning, LLC](https://advisorcensus.com/firm/family-investment-planning-llc-elm-grove-wi-156132) ([md](https://advisorcensus.com/firm/family-investment-planning-llc-elm-grove-wi-156132.md)) | 156132 | Elm Grove, WI | State-registered investment adviser | Under $25 million | 15 | Hourly, Fixed fee |
| [Fiduciaone](https://advisorcensus.com/firm/fiduciaone-pewaukee-wi-327737) ([md](https://advisorcensus.com/firm/fiduciaone-pewaukee-wi-327737.md)) | 327737 | Pewaukee, WI | State-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee |
| [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 |
| [Financial Strategies, Inc.](https://advisorcensus.com/firm/financial-strategies-inc-brookfield-wi-113097) ([md](https://advisorcensus.com/firm/financial-strategies-inc-brookfield-wi-113097.md)) | 113097 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Fortress Planning Group](https://advisorcensus.com/firm/fortress-planning-group-pewaukee-wi-157900) ([md](https://advisorcensus.com/firm/fortress-planning-group-pewaukee-wi-157900.md)) | 157900 | Pewaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Francis LLC](https://advisorcensus.com/firm/francis-llc-brookfield-wi-130687) ([md](https://advisorcensus.com/firm/francis-llc-brookfield-wi-130687.md)) | 130687 | Brookfield, WI | SEC-registered investment adviser | Not reported | 22 | Hourly, Fixed fee |
| [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 |
| [Fulton Investment Advisers, Inc.](https://advisorcensus.com/firm/fulton-investment-advisers-inc-wauwatosa-wi-110989) ([md](https://advisorcensus.com/firm/fulton-investment-advisers-inc-wauwatosa-wi-110989.md)) | 110989 | Wauwatosa, WI | State-registered investment adviser | Under $25 million | 27 | % of assets |
| [Gateway Capital Partners, LLC](https://advisorcensus.com/firm/gateway-capital-partners-llc-milwaukee-wi-313532) ([md](https://advisorcensus.com/firm/gateway-capital-partners-llc-milwaukee-wi-313532.md)) | 313532 | Milwaukee, WI | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Geder Investment Management, Inc.](https://advisorcensus.com/firm/geder-investment-management-inc-elm-grove-wi-113237) ([md](https://advisorcensus.com/firm/geder-investment-management-inc-elm-grove-wi-113237.md)) | 113237 | Elm Grove, WI | State-registered investment adviser | $25 million to $100 million | 34 | % of assets, Hourly |
| [Generation Growth Capital Partners I, LLC](https://advisorcensus.com/firm/generation-growth-capital-partners-i-llc-milwaukee-wi-163521) ([md](https://advisorcensus.com/firm/generation-growth-capital-partners-i-llc-milwaukee-wi-163521.md)) | 163521 | Milwaukee, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Generation Growth Capital Partners II, LLC](https://advisorcensus.com/firm/generation-growth-capital-partners-ii-llc-milwaukee-wi-163533) ([md](https://advisorcensus.com/firm/generation-growth-capital-partners-ii-llc-milwaukee-wi-163533.md)) | 163533 | Milwaukee, WI | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Generation Growth Capital Partners III, LLC](https://advisorcensus.com/firm/generation-growth-capital-partners-iii-llc-milwaukee-wi-285276) ([md](https://advisorcensus.com/firm/generation-growth-capital-partners-iii-llc-milwaukee-wi-285276.md)) | 285276 | Milwaukee, WI | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Generation Growth Capital Partners IV, LLC](https://advisorcensus.com/firm/generation-growth-capital-partners-iv-llc-milwaukee-wi-326570) ([md](https://advisorcensus.com/firm/generation-growth-capital-partners-iv-llc-milwaukee-wi-326570.md)) | 326570 | Milwaukee, WI | Exempt reporting adviser | Not reported | 3 | Not reported |
| [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 |
| [Gentian Financial, Inc.](https://advisorcensus.com/firm/gentian-financial-inc-mequon-wi-174216) ([md](https://advisorcensus.com/firm/gentian-financial-inc-mequon-wi-174216.md)) | 174216 | Mequon, WI | State-registered investment adviser | Not reported | 11 | % of assets, Hourly, Fixed fee |
| [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 |
| [Global View Capital Management LLC](https://advisorcensus.com/firm/global-view-capital-management-llc-waukesha-wi-158292) ([md](https://advisorcensus.com/firm/global-view-capital-management-llc-waukesha-wi-158292.md)) | 158292 | Waukesha, WI | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Hourly, Fixed fee |
| [Golden Angels Investors, LLC](https://advisorcensus.com/firm/golden-angels-investors-llc-brookfield-wi-292447) ([md](https://advisorcensus.com/firm/golden-angels-investors-llc-brookfield-wi-292447.md)) | 292447 | Brookfield, WI | Exempt reporting adviser | Not reported | Not reported | Not reported |
| [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 |
| [GTG Wealth Management, LLC](https://advisorcensus.com/firm/gtg-wealth-management-llc-elm-grove-wi-126273) ([md](https://advisorcensus.com/firm/gtg-wealth-management-llc-elm-grove-wi-126273.md)) | 126273 | Elm Grove, WI | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee, Other |
| [Haese Financial Group Inc](https://advisorcensus.com/firm/haese-financial-group-inc-jackson-wi-108980) ([md](https://advisorcensus.com/firm/haese-financial-group-inc-jackson-wi-108980.md)) | 108980 | Jackson, WI | State-registered investment adviser | Not reported | 22 | % of assets, Hourly, Fixed fee |
| [Hammes Realty Advisors, LLC](https://advisorcensus.com/firm/hammes-realty-advisors-llc-milwaukee-wi-165693) ([md](https://advisorcensus.com/firm/hammes-realty-advisors-llc-milwaukee-wi-165693.md)) | 165693 | Milwaukee, WI | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [HBW RIA Services, LLC](https://advisorcensus.com/firm/hbw-ria-services-llc-west-bend-wi-319056) ([md](https://advisorcensus.com/firm/hbw-ria-services-llc-west-bend-wi-319056.md)) | 319056 | West Bend, WI | State-registered investment adviser | Not reported | 4 | Other |
| [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 |
| [Hilltop Financial Advisors](https://advisorcensus.com/firm/hilltop-financial-advisors-milwaukee-wi-274030) ([md](https://advisorcensus.com/firm/hilltop-financial-advisors-milwaukee-wi-274030.md)) | 274030 | Milwaukee, WI | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee, Other |
| [Hohensee Financial Services, Inc.](https://advisorcensus.com/firm/hohensee-financial-services-inc-dousman-wi-113381) ([md](https://advisorcensus.com/firm/hohensee-financial-services-inc-dousman-wi-113381.md)) | 113381 | Dousman, WI | State-registered investment adviser | Under $25 million | 34 | % of assets, Hourly |
| [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 |
| [Intrinsic Investors LLC](https://advisorcensus.com/firm/intrinsic-investors-llc-wauwatosa-wi-111968) ([md](https://advisorcensus.com/firm/intrinsic-investors-llc-wauwatosa-wi-111968.md)) | 111968 | Wauwatosa, WI | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [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 |
| [Kademian Financial Group Inc](https://advisorcensus.com/firm/kademian-financial-group-inc-milwaukee-wi-109459) ([md](https://advisorcensus.com/firm/kademian-financial-group-inc-milwaukee-wi-109459.md)) | 109459 | Milwaukee, WI | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [KDHH Investments LLC](https://advisorcensus.com/firm/kdhh-investments-llc-west-bend-wi-110358) ([md](https://advisorcensus.com/firm/kdhh-investments-llc-west-bend-wi-110358.md)) | 110358 | West Bend, WI | State-registered investment adviser | Under $25 million | 25 | % of assets |
| [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 |
| [Korbitz Financial Planning LLC](https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361) ([md](https://advisorcensus.com/firm/korbitz-financial-planning-llc-milwaukee-wi-137361.md)) | 137361 | Milwaukee, WI | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Kult Wealth Management Group, LLC](https://advisorcensus.com/firm/kult-wealth-management-group-llc-brookfield-wi-126740) ([md](https://advisorcensus.com/firm/kult-wealth-management-group-llc-brookfield-wi-126740.md)) | 126740 | Brookfield, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Other |
| [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 |
| [Larson Wealth Management, LLC](https://advisorcensus.com/firm/larson-wealth-management-llc-west-bend-wi-168272) ([md](https://advisorcensus.com/firm/larson-wealth-management-llc-west-bend-wi-168272.md)) | 168272 | West Bend, WI | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Lasalle Investment Advisors, Inc.](https://advisorcensus.com/firm/lasalle-investment-advisors-inc-pewaukee-wi-109303) ([md](https://advisorcensus.com/firm/lasalle-investment-advisors-inc-pewaukee-wi-109303.md)) | 109303 | Pewaukee, WI | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions, Performance fee |
| [Launch Wealth Management](https://advisorcensus.com/firm/launch-wealth-management-waukesha-wi-338414) ([md](https://advisorcensus.com/firm/launch-wealth-management-waukesha-wi-338414.md)) | 338414 | Waukesha, WI | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Liberty Financial Group, Inc.](https://advisorcensus.com/firm/liberty-financial-group-inc-elm-grove-wi-111272) ([md](https://advisorcensus.com/firm/liberty-financial-group-inc-elm-grove-wi-111272.md)) | 111272 | Elm Grove, WI | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**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.

## Related pages

- [Financial advisors in Wisconsin](https://advisorcensus.com/advisors/wi) (https://advisorcensus.com/advisors/wi.md)
- [Financial advisors in Milwaukee, WI](https://advisorcensus.com/advisors/wi/milwaukee) (https://advisorcensus.com/advisors/wi/milwaukee.md)
- [Fee-only financial advisors in Milwaukee, WI](https://advisorcensus.com/advisors/wi/milwaukee/fee-only) (https://advisorcensus.com/advisors/wi/milwaukee/fee-only.md)
- [Flat-fee financial advisors in Milwaukee, WI](https://advisorcensus.com/advisors/wi/milwaukee/flat-fee) (https://advisorcensus.com/advisors/wi/milwaukee/flat-fee.md)
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- [Financial advisors in Madison](https://advisorcensus.com/advisors/wi/madison) (https://advisorcensus.com/advisors/wi/madison.md)
- [Financial advisors in Appleton](https://advisorcensus.com/advisors/wi/appleton) (https://advisorcensus.com/advisors/wi/appleton.md)
- [Financial advisors in Green Bay](https://advisorcensus.com/advisors/wi/green-bay) (https://advisorcensus.com/advisors/wi/green-bay.md)
- [Financial advisors in Oshkosh](https://advisorcensus.com/advisors/wi/oshkosh) (https://advisorcensus.com/advisors/wi/oshkosh.md)
- [Financial advisors in Eau Claire](https://advisorcensus.com/advisors/wi/eau-claire) (https://advisorcensus.com/advisors/wi/eau-claire.md)
- [Financial advisors in Wausau](https://advisorcensus.com/advisors/wi/wausau) (https://advisorcensus.com/advisors/wi/wausau.md)
- [Financial advisors in La Crosse](https://advisorcensus.com/advisors/wi/la-crosse) (https://advisorcensus.com/advisors/wi/la-crosse.md)
- [Financial advisors in Kenosha](https://advisorcensus.com/advisors/wi/kenosha) (https://advisorcensus.com/advisors/wi/kenosha.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/wi/milwaukee.csv

Cite as: AdvisorCensus. Financial advisors in Milwaukee, WI: 160 firms from Form ADV filings as of October 2026.