RIAs in Waukesha, Wisconsin
Explore 8 RIAs headquartered in Waukesha, with $19.2B in combined reported AUM.
RIAs8Headquartered here
Total AUM$19.2BReported regulatory AUM
Total Employees303Reported by these RIAs
% of Total State AUM1.5%% Of total State AUM Reported
All RIAs in Waukesha
8 RIAsShowing 1–8 of 8 RIAs
Provident Trust Company
WAUKESHA, WIReported AUM$6.9B
Employees12
35.8% of city AUMView RIA ↗
Dana Investment Advisors Inc
WAUKESHA, WIReported AUM$6.1B
Employees60
31.7% of city AUMView RIA ↗
Ellenbecker Investment Group
WAUKESHA, WIReported AUM$2.1B
Employees51
10.8% of city AUMView RIA ↗
Iag Wealth Partners, LLC
WAUKESHA, WIReported AUM$1.9B
Employees15
9.8% of city AUMView RIA ↗
Capital Innovations, LLC
WAUKESHA, WIReported AUM$806.7M
Employees4
4.2% of city AUMView RIA ↗
Global View Capital Management LLC
WAUKESHA, WIReported AUM$775.2M
Employees122
4.0% of city AUMView RIA ↗
Drake & Associates, LLC
WAUKESHA, WIReported AUM$607.3M
Employees36
3.2% of city AUMView RIA ↗
Morgan-Aly Wealth Management, LLC
WAUKESHA, WIReported AUM$105.3M
Employees3
0.5% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.