Investment advisers in Waukesha, WI
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Provident Trust Company | $6.86 billion | 12 | 0 |
| Dana Investment Advisors Inc | $6.08 billion | 60 | 0 |
| Ellenbecker Investment Group | $2.06 billion | 51 | 0 |
| Iag Wealth Partners, LLC | $1.87 billion | 15 | 0 |
| Capital Innovations, LLC | $806.7 million | 4 | 0 |
| Global View Capital Management LLC | $775.2 million | 122 | 0 |
| Drake & Associates, LLC | $607.3 million | 36 | 0 |
| Morgan-aly Wealth Management, LLC | $105.3 million | 3 | 0 |