Financial advisers in Waukesha, WI

8 registered investment adviser firms in Waukesha managing $19.2B in assets, based on public SEC Form ADV filings.

Provident Trust Company

Waukesha, WI · Est. 2000

RegionalInternational

Fee-only

AUM: $6.9B
Per adviser: $3.4B
Advisers: 2

No reported disclosures

Dana Investment Advisors INC

Waukesha, WI · Est. 1979

RegionalInternational

Fee-based

AUM: $6.1B
Per adviser: $217M
Advisers: 28

No reported disclosures

Ellenbecker Investment Group

Waukesha, WI · Est. 2014

Regional

Fee-based

AUM: $2.1B
Per adviser: $159M
Advisers: 13

No reported disclosures

Iag Wealth Partners, LLC

Waukesha, WI · Est. 2009

Regional

Fee-based

AUM: $1.9B
Per adviser: $125M
Advisers: 15

No reported disclosures

Capital Innovations, LLC

Waukesha, WI · Est. 2011

Local

Fee-based

AUM: $807M
Per adviser: $202M
Advisers: 4

No reported disclosures

Global View Capital Management LLC

Waukesha, WI · Est. 2011

Regional

Fee-based

AUM: $775M
Per adviser: $7M
Advisers: 107

No reported disclosures

Drake & Associates, LLC

Waukesha, WI · Est. 2019

Local

Fee-only

AUM: $607M
Per adviser: $43M
Advisers: 14

No reported disclosures

Morgan-Aly Wealth Management, LLC

Waukesha, WI · Est. 2026

LocalInternational

Fee-only

AUM: $105M
Per adviser: $53M
Advisers: 2

No reported disclosures