Firms by city
Registered investment advisers in Waukesha, WI
8 SEC-registered advisers headquartered in Waukesha, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Provident Trust | Waukesha, WI | $6.86B |
| Dana Investment Advisors | Waukesha, WI | $6.08B |
| Ellenbecker Investment Group | Waukesha, WI | $2.06B |
| IAG Wealth Partners | Waukesha, WI | $1.87B |
| Capital Innovations | Waukesha, WI | $807M |
| Global View Capital Management | Waukesha, WI | $775M |
| Drake & Associates | Waukesha, WI | $607M |
| Morgan-Aly Wealth Management | Waukesha, WI | $105M |
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $6.86B
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $6.08B
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $2.06B
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $1.87B
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $807M
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $775M
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $607M
- Headquarters
- Waukesha, WI
- Regulatory AUM
- $105M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Waukesha on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Wisconsin.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.