Financial advisers in Middleton, WI
5 registered investment adviser firms in Middleton managing $3.5B in assets, based on public SEC Form ADV filings.
Canopy Wealth Management
Middleton, WI · Est. 2018
Regional
- AUM
- $1.2B
- Per adviser
- $165M
- Advisers
- 7
No reported disclosures
Milestone Investment Advisors, LLC
Middleton, WI · Est. 2013
Local
- AUM
- $878M
- Per adviser
- $125M
- Advisers
- 7
No reported disclosures
Jacobson & Schmitt Advisors, LLC
Middleton, WI · Est. 2006
LocalInternational
- AUM
- $676M
- Per adviser
- $56M
- Advisers
- 12
No reported disclosures
Googins Advisors, INC.
Middleton, WI · Est. 2007
LocalInternational
- AUM
- $501M
- Per adviser
- $125M
- Advisers
- 4
No reported disclosures
Sentinel Advisory Group, LLC
Middleton, WI · Est. 2025
Local
- AUM
- $321M
- Per adviser
- $40M
- Advisers
- 8
No reported disclosures