Top 10 advisors in Wisconsin
We’ve curated a list of the best financial advisors in Wisconsin, take a look at it below
Find your perfect advisorAssets under management
$128,675,520,784
Number of advisors
483
Assets under management
$13,213,149,862
Number of advisors
26
Assets under management
$6,188,417,826
Number of advisors
109
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Assets under management
$5,026,791,348
Number of advisors
20
Assets under management
$4,882,201,529
Number of advisors
15
Assets under management
$4,839,010,903
Number of advisors
13
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Assets under management
$4,652,395,168
Number of advisors
118
Assets under management
$4,641,902,413
Number of advisors
114
Assets under management
$4,517,381,895
Number of advisors
41
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Assets under management
$3,389,109,398
Number of advisors
219
How we came up with this list
To generate our top financial advisors in Wisconsin, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by state, in this case Wisconsin. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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