City
Wealth management firms in Waukesha, Wisconsin
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Waukesha, Wisconsin reported $5.5 billion in regulatory assets under management; the largest by assets was Ellenbecker Investment Group, with $2.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $5.5 billion
- Average per firm
- $681.5 million
- SEC-registered, of those listed
- 5 of 8 (62.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ellenbecker Investment Group | SEC | $2.1 billion | 2,287 |
| 2 | Iag Wealth Partners, LLC | SEC | $1.9 billion | 6,310 |
| 3 | Global View Capital Management LLC | SEC | $775.2 million | 8,863 |
| 4 | Drake & Associates, LLC | SEC | $607.3 million | 3,401 |
| 5 | Morgan-Aly Wealth Management, LLC | SEC | $105.3 million | 390 |
| 6 | Domo Capital Management, LLC | State | $25.0 million | 138 |
| 7 | Launch Wealth Management | State | $5.6 million | 22 |
| 8 | Black & White Investment Management LLC | State | $2.0 million | 10 |
Wealth management firms in Wisconsin, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.