Investment adviser firms in WAUKESHA, Wisconsin
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
8 firms · Source months shown: August 2026
- CAPITAL INNOVATIONS, LLCCRD 145329 · WAUKESHA, WI$806,657,637.00Regulatory AUM · August 2026
- DANA INVESTMENT ADVISORS INCCRD 105879 · WAUKESHA, WI$6,076,522,387.00Regulatory AUM · August 2026
- DRAKE & ASSOCIATES, LLCCRD 154854 · WAUKESHA, WI$607,255,901.00Regulatory AUM · August 2026
- ELLENBECKER INVESTMENT GROUP, INC.CRD 173851 · WAUKESHA, WI$2,062,688,555.00Regulatory AUM · August 2026
- GLOBAL VIEW CAPITAL MANAGEMENT LLCCRD 158292 · WAUKESHA, WI$775,151,544.00Regulatory AUM · August 2026
- IAG WEALTH PARTNERS, LLCCRD 109721 · WAUKESHA, WI$1,868,964,951.00Regulatory AUM · August 2026
- MORGAN-ALY WEALTH MANAGEMENT, LLCCRD 328483 · WAUKESHA, WI$105,268,201.00Regulatory AUM · August 2026
- PROVIDENT TRUST COMPANYCRD 110118 · WAUKESHA, WI$6,858,453,576.00Regulatory AUM · August 2026