Vantage Financial Partners, LLC, a local investment advisory firm headquartered in Elm Grove, WI, is committed to delivering comprehensive financial solutions to a wide range of clients. With over 1,200 individual clients and an impressive $431,280,000 in assets under management, Vantage Financial Partners has established itself as a trusted partner in managing clients' wealth. Operating from five offices, the firm maintains a local presence and is well-positioned to serve clients in Elm Grove and beyond. Vantage Financial Partners boasts a team of 20 employees, with nine dedicated to providing investment advisory services. This enables the firm to offer personalized attention and expertise to their clients. The investment advisors at Vantage Financial Partners average approximately $48,750,000 in assets under management per advisor, aligning with industry standards. Their extensive experience and knowledge contribute to their ability to manage portfolios effectively and create tailored investment strategies. Vantage Financial Partners' compensation structure is diverse, including a percentage of assets under management and fixed fees. This ensures flexibility and transparency in their fee arrangements, allowing for a fair and aligned relationship with their clients. Approximately half of their assets under management are derived from employer 401Ks and individual accounts, indicating their expertise in this space. The firm has gained valuable experience in managing these types of assets, providing clients with tailored solutions and effective portfolio management. With a strong team of advisors, including Matthew Niederbaumer, Andrew Meyer, and Jeremy Gardner, who have demonstrated long-term commitment to the firm, Vantage Financial Partners continues to uphold their reputation for excellence and dedication to their clients' financial success.

Robert W. Baird & Co. Incorporated is a national investment advisory firm headquartered in Milwaukee, WI, boasting a vast network of 162 offices. With a total of 4,071 employees, including 2,975 dedicated to investment advisory services, they possess a wealth of expertise in the financial industry. Each investment advisor manages an average of approximately $83,290,000 in assets under management, aligning with the industry average. The compensation structure at Robert W. Baird & Co. Incorporated encompasses various methods, such as a percentage of assets under management, hourly charges, fixed fees, commissions, and performance-based fees. While their assets under management in 401K and individual accounts represent less than 30%, the firm possesses the capability to effectively manage employer funds. Notably, 71% of the assets they oversee are managed on a discretionary basis, allowing for flexible decision-making. In addition to their core investment advisory services, Robert W. Baird & Co. Incorporated extends their expertise to other financial domains. They offer services as a commodity pool operator or commodity trading advisor, regardless of whether they are registered or exempt from registration. Furthermore, the firm serves as a registered municipal advisor. With an impressive client base exceeding 141,620 individuals, Robert W. Baird & Co. Incorporated manages a substantial $247,790,348,000 in assets. The firm takes pride in its long-serving advisors, including notable professionals like James Vermillion, Patrick Lawton, and Erik Dahlberg. These seasoned experts contribute to the firm's reputation for providing top-tier financial guidance and investment solutions to their discerning clientele.

The Milwaukee Company, headquartered in Thiensville, WI, is a prominent local investment advisory firm with a solid track record in the industry. Boasting a team of seven highly skilled professionals, they are dedicated to providing exceptional investment advisory services. With an average of $78,560,000 in assets under management per investment advisor, their expertise aligns with the industry average. Their compensation structure is flexible, including options such as a percentage of assets under management, fixed fees, and hourly charges. The Milwaukee Company manages an impressive portfolio, currently overseeing over $936,013,000 in assets for more than 10 individual clients. Their specialized focus lies in catering to high net worth individuals, reflecting their proficiency in handling substantial financial resources. Notably, all of the assets entrusted to The Milwaukee Company are managed on a discretionary basis, showcasing the firm's ability to make autonomous investment decisions in line with client goals and risk tolerances. With two offices, The Milwaukee Company maintains a strong local presence within the Thiensville community. The firm takes pride in its experienced team, with notable long-tenured advisors such as Jacob Willms, Shrey Patel, and Andrew Willms. These individuals bring extensive industry knowledge and expertise, further reinforcing the firm's reputation for delivering exceptional investment advisory services. Overall, The Milwaukee Company distinguishes itself as a trusted and reliable partner for individuals seeking comprehensive investment guidance, capitalizing on their local roots and experienced team to deliver superior results for their clients.

WFA Asset Management Corp is a small investment advisory firm based out of Whitefish Bay, WI. With one office, the company operates with a team of seven dedicated professionals, three of whom specialize in providing investment advisory services. On average, each investment advisor manages approximately $104,400,000 in assets, which aligns with the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges. The firm manages a diverse portfolio, with around half of their assets under management coming from employer 401Ks or individuals. Their extensive experience in this area has solidified their reputation. WFA Asset Management Corp primarily focuses on discretionary management, with 95% of the assets they oversee falling under this category. With a strong emphasis on personalized service, the firm caters to over 380 individual clients who entrust them with a substantial $313,186,000 in assets under management. At WFA Asset Management Corp, clients benefit from the expertise and dedication of their seasoned advisors. Marilou Davido, Nhi Duong, and Nicholas Enea, some of the longest-tenured advisors at the firm, contribute to its success and commitment to delivering exceptional financial solutions. With their location in Whitefish Bay, WI, WFA Asset Management Corp is well-positioned to serve a diverse range of clients, providing comprehensive investment advisory services tailored to their unique needs. The firm's track record and expertise make them a trusted partner in achieving financial goals and securing long-term prosperity.

PJS Investment Management, headquartered in Cedarburg, WI, is a reputable investment advisory firm providing comprehensive financial solutions to a diverse clientele. With a team of 15 talented professionals, including 6 dedicated investment advisors, PJS Investment Management offers expert guidance tailored to each client's unique needs. Backed by extensive industry knowledge, the firm boasts an impressive average of approximately $285,820,000 in assets under management per investment advisor, surpassing the industry standard. PJS Investment Management prides itself on its diverse compensation structure, which includes various methods such as a percentage of assets under management. Their client base consists of over 230 individuals, with assets under management exceeding $637,530,000. While the firm primarily serves high net worth individuals, they also possess the capacity to manage employer funds, although 401K and individual accounts constitute less than 30% of their total assets under management. With an emphasis on discretionary management, PJS Investment Management holds the trust of their clients, as 96% of the assets they manage are discretionary. Their local presence and commitment to personalized service make them a trusted partner in the Cedarburg community. The firm operates from a single office, and it boasts a team of seasoned advisors, including Patrick Sommerfield, Jason Lacey, and Kelly Mesarich, who have long been dedicated to the success of their clients' financial objectives. PJS Investment Management combines experience, expertise, and personalized attention to deliver exceptional investment advisory services, ensuring clients receive the tailored strategies and results they deserve.

Beadell A D Investment Counsel Inc, headquartered in Mequon, WI, is a reputable investment advisory firm serving clients in the region. With a single office, the firm comprises a dedicated team of two employees, each offering comprehensive investment advisory services. The firm's average assets under management per investment advisor amount to approximately $97,190,000, aligning with the industry average. Beadell A D Investment Counsel Inc employs a diverse compensation structure, including a percentage of assets under management. While their focus primarily lies on managing discretionary assets, they possess the expertise to handle employer funds in addition to serving 401K and individual accounts, which collectively account for less than 30% of their total assets under management. The firm's core clientele consists of high-net-worth individuals, and they proudly oversee a portfolio of over $194,388,000 in assets under management, distributed among more than 30 individual clients. Anthony Beadell and Jon Beadell are among the firm's longest-tenured registered advisors, contributing their extensive experience and knowledge to the organization. Beadell A D Investment Counsel Inc stands out for their commitment to providing personalized investment advisory services, ensuring that each client's financial goals and preferences are understood and catered to. With their expertise and dedication, the firm strives to deliver sound investment strategies that align with their clients' long-term objectives.

Campbell Newman Asset Management Inc, based out of Milwaukee, WI, is a small investment advisory firm with a strong reputation in the industry. With 8 dedicated employees, including 4 providing investment advisory services, they offer a personalized approach to wealth management. Their compensation structure encompasses various types, ensuring alignment with client goals. Specializing in employer 401Ks and individual accounts, Campbell Newman Asset Management Inc has amassed an impressive client base of over 1,020 individuals. Their assets under management exceed $1,079,978,000, reflecting the trust placed in their expertise. Notably, all the assets they manage are discretionary, empowering the firm to make strategic decisions in the best interest of their clients. Operating from a single office location, Campbell Newman Asset Management Inc emphasizes the value of long-term client relationships. Their team comprises seasoned advisors, including Mary Brown, Rimas Milaitis, and Thomas Bolgert, who bring extensive experience and expertise to the firm. By understanding clients' financial aspirations and risk tolerances, Campbell Newman Asset Management Inc develops tailored investment strategies. With a commitment to transparency, integrity, and delivering superior results, they strive to enhance their clients' financial well-being.

IAG Wealth Partners, LLC is a reputable investment advisory firm based in Waukesha, WI, boasting three well-established offices. With a team of 14 skilled professionals, IAG Wealth Partners provides comprehensive investment advisory services to a diverse range of clients. The firm manages an impressive average of $78.7 million in assets under management per investment advisor, aligning closely with industry standards. The compensation structure at IAG Wealth Partners incorporates various approaches, such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately 50% of their assets under management stem from employer 401Ks or individual investors, indicating their expertise and strong presence in this sector. All of the assets under their management are handled with discretionary authority, offering clients peace of mind and the flexibility to meet their financial goals effectively. In addition to investment advisory services, IAG Wealth Partners serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. This diversified approach allows the firm to offer a comprehensive suite of financial solutions tailored to meet their clients' unique needs. With an extensive client base of over 1,580 individuals and an impressive $1,101,832,000 in assets under management, IAG Wealth Partners has established itself as a trusted and reliable partner in wealth management. The firm takes pride in their experienced team, which includes long-tenured advisors like Anne Sapienza, Christopher Mitchell, and Susan Kuhlenbeck. These seasoned professionals bring a wealth of knowledge and expertise to provide personalized and strategic financial guidance to their valued clients.

Financial Solutions, LLC is a prominent investment advisory firm headquartered in Waukesha, WI, with three strategically located offices. With a team of 12 dedicated professionals, half of whom specialize in investment advisory services, the firm delivers exceptional financial solutions to its clients. Renowned for their expertise, the investment advisors at Financial Solutions, LLC manage an impressive average of $142,070,000 in assets per advisor, surpassing the industry norm. The firm offers a diverse compensation structure, tailoring their fees to meet individual client needs. These options include a percentage of assets under management, hourly charges, fixed fees, and commissions. While a majority of their assets under management are derived from discretionary portfolios, the company possesses the necessary expertise to effectively manage employer funds, although 401(k) and individual accounts comprise less than 30% of their assets. In addition to their comprehensive investment advisory services, Financial Solutions, LLC serves as a registered representative of a broker-dealer and also operates as an insurance broker or agent. This multi-faceted approach allows them to address a wide range of financial needs. With an extensive client base of over 290 individuals, Financial Solutions, LLC oversees an impressive $852,406,000 in assets under management. The firm takes pride in its longstanding team of advisors, including esteemed professionals such as William Kenton, Kenneth Stuckert, and Jeffrey Stuckert, who have played integral roles in the firm's success. Financial Solutions, LLC remains dedicated to providing top-tier financial solutions, empowering their clients to achieve their investment goals and secure their financial future.

Kowal Investment Group, LLC is a prominent investment advisory firm headquartered in Waukesha, WI, offering comprehensive financial solutions to individuals and organizations. With a dedicated team of 26 professionals, including 12 experienced investment advisors, they provide expert guidance tailored to their clients' unique financial goals. The firm boasts an impressive average of $75,540,000 in assets under management per investment advisor, aligning with the industry's standard. Kowal Investment Group, LLC's compensation structure encompasses various types, such as a percentage of assets under management, ensuring a client-centric approach to their services. With a vast client base of over 860 individuals, Kowal Investment Group, LLC manages a substantial $934,771,000 in assets. Notably, nearly half of these assets are derived from employer 401Ks and individuals, showcasing the firm's extensive expertise in this specialized area. Importantly, all the assets under their management are handled with full discretion, underscoring their commitment to providing personalized and confidential service. Operating from five offices, Kowal Investment Group, LLC prides itself on being deeply rooted in the local community. The firm's long-standing reputation is bolstered by the tenure of their esteemed advisors, including Aaron Spitzner, Joseph Still, and John White, who have played pivotal roles in the firm's success. Kowal Investment Group, LLC sets itself apart through its unwavering dedication to delivering exceptional financial advice and building long-term relationships with clients. With their comprehensive expertise and client-focused approach, they strive to help individuals and organizations achieve their financial objectives efficiently and effectively.

Cushing Capital Partners, LLC is a respected and client-focused investment advisory firm based in Delafield, WI. With a single office location, they cater to a diverse clientele seeking personalized financial solutions. Cushing Capital Partners, LLC boasts a substantial client base of over 120 individuals, entrusting the firm with a total of more than $186,806,000 in assets under management. Specializing in serving high-net-worth individuals, the firm successfully manages a majority of assets for this demographic. Although 401K and individual accounts account for less than 30% of their assets under management, Cushing Capital Partners, LLC possesses the expertise and capability to effectively handle employer funds. An impressive 87% of the assets they manage are under their discretionary control, highlighting their ability to make informed investment decisions on behalf of their clients. Their compensation structure is designed to align with their clients' interests and includes various types such as a percentage of assets under management and fixed fees. Cushing Capital Partners, LLC prides itself on a team of five dedicated employees, with three of them specializing in investment advisory services. Each investment advisor manages an average of approximately $62,270,000 in assets, which aligns with industry averages. The firm's success is attributed, in part, to the expertise and commitment of their longest-tenured advisors, including Jacob Mayer, Matthew Ottusch, and Jacqueline Speth. These experienced professionals contribute their extensive knowledge and skill to the firm's overall success. Cushing Capital Partners, LLC offers comprehensive financial services, including investment management, retirement planning, and estate planning. They prioritize building long-lasting client relationships based on trust, transparency, and a commitment to helping their clients achieve their financial goals.