Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 | A Percentage of AUM, Performance Based |
2 | ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue, Milwaukee, WI, 53202-5391 | $247,790,348,025 | 316065 | 4071 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based, Performance Based, Other (HARD DOLLAR PAYMENTS FOR RESEARCH) |
3 | ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202 | $128,675,520,784 | 272 | 483 | A Percentage of AUM, Performance Based |
4 | TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd, Madison, WI, 53705 | $32,032,395,000 | 361 | 62 | A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.) |
5 | MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue, Milwaukee, WI, 53202-4797 | $25,569,711,808 | 27 | 12 | A Percentage of AUM |
6 | FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202 | $13,213,149,862 | 831 | 26 | A Percentage of AUM |
7 | MADISON INVESTMENT ADVISORS, LLC 550 Science Drive, Madison, WI, 53711 | $12,949,877,511 | 14261 | 96 | A Percentage of AUM, Fixed Fees |
8 | NATIONAL INVESTMENT SERVICES OF AMERICA, LLC 777 East Wisconsin Avenue, Suite 2350, Milwaukee, WI, 53202 | $7,925,313,000 | 302 | 37 | A Percentage of AUM, Performance Based |
9 | JOHNSON WEALTH INC. 555 East Wells Street, Suite 1900 Milwaukee, WI, 53202 | $7,746,236,885 | 1544 | 117 | A Percentage of AUM, Fixed Fees |
10 | ORGEL WEALTH MANAGEMENT, LLC 2420 Rivers Edge Drive, Altoona, WI, 54720 | $6,255,250,814 | 9697 | 75 | A Percentage of AUM, Fixed Fees |
11 | HECK CAPITAL ADVISORS, LLC 15 East Anderson Street, Rhinelander, WI, 54501 | $5,620,331,499 | 3475 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (PROJECT FEES) |
12 | TIDAL INVESTMENTS LLC 234 West Florida Street, Suite 203 Milwaukee, WI, 53204 | $5,574,754,331 | 711 | 41 | A Percentage of AUM, Fixed Fees |
13 | GENEVA CAPITAL MANAGEMENT LLC 411 E. Wisconsin Ave., Suite 2320 Milwaukee, WI, 53202 | $5,026,791,348 | 3618 | 20 | A Percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.) |
14 | NICHOLAS CO INC 411 E. Wisconsin Ave., Ste 2100 Milwaukee, WI, 53202-4467 | $4,882,201,529 | 15 | 15 | A Percentage of AUM, Performance Based |
15 | PROVIDENT TRUST COMPANY N16 W23217 Stone Ridge Drive, Suite 310 Waukesha, WI, 53188-1199 | $4,839,167,748 | 1206 | 13 | A Percentage of AUM |
QualificationsFirm CRD# 307865
Assets Under Management $262,082,656,098
No. Of Clients19
Clients Per Financial Advisor0
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $262B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 209 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 8158
Assets Under Management $247,790,348,025
No. Of Clients316065
Clients Per Financial Advisor78
ROBERT W. BAIRD & CO. INCORPORATED is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $248B assets under management, the firm specializes in crafting personalized retirement planning solutions for 316065 clients. The team consists of 4071 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150114
Assets Under Management $128,675,520,784
No. Of Clients272
Clients Per Financial Advisor1
ARTISAN PARTNERS LIMITED PARTNERSHIP is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $129B assets under management, the firm specializes in crafting personalized retirement planning solutions for 272 clients. The team consists of 483 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105960
Assets Under Management $32,032,395,000
No. Of Clients361
Clients Per Financial Advisor6
TRUSTAGE INVESTMENT MANAGEMENT is a financial advisory firm situated in Madison, Wisconsin. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 361 clients. The team consists of 62 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 114085
Assets Under Management $25,569,711,808
No. Of Clients27
Clients Per Financial Advisor2
MASON STREET ADVISORS, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109149
Assets Under Management $13,213,149,862
No. Of Clients831
Clients Per Financial Advisor32
FIDUCIARY MANAGEMENT, INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 831 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110297
Assets Under Management $12,949,877,511
No. Of Clients14261
Clients Per Financial Advisor149
MADISON INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14261 clients. The team consists of 96 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 307169
Assets Under Management $7,925,313,000
No. Of Clients302
Clients Per Financial Advisor8
NATIONAL INVESTMENT SERVICES OF AMERICA, LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 125557
Assets Under Management $7,746,236,885
No. Of Clients1544
Clients Per Financial Advisor13
JOHNSON WEALTH INC. is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1544 clients. The team consists of 117 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 168219
Assets Under Management $6,255,250,814
No. Of Clients9697
Clients Per Financial Advisor129
ORGEL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Altoona, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9697 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 143848
Assets Under Management $5,620,331,499
No. Of Clients3475
Clients Per Financial Advisor165
HECK CAPITAL ADVISORS, LLC is a financial advisory firm situated in Rhinelander, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3475 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 164201
Assets Under Management $5,574,754,331
No. Of Clients711
Clients Per Financial Advisor17
TIDAL INVESTMENTS LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 711 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 105432
Assets Under Management $5,026,791,348
No. Of Clients3618
Clients Per Financial Advisor181
GENEVA CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3618 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108347
Assets Under Management $4,882,201,529
No. Of Clients15
Clients Per Financial Advisor1
NICHOLAS CO INC is a financial advisory firm situated in Milwaukee, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110118
Assets Under Management $4,839,167,748
No. Of Clients1206
Clients Per Financial Advisor93
PROVIDENT TRUST COMPANY is a financial advisory firm situated in Waukesha, Wisconsin. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1206 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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