#1Francis LLC
FRANCIS LLC
Serves this area from Brookfield, WI (5 mi)
Retirement Plan Advisors in Menomonee Falls, WI
The top-ranked retirement plan advisors serving Menomonee Falls, WI are Francis LLC, Charter Capital Management, Inc and Sterling Capital Management Inc. We list 21 retirement plan advisors serving Menomonee Falls, WI. 21 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Menomonee Falls, WI (Waukesha County). 21 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Menomonee Falls
#2Charter Capital Management, Inc
CHARTER CAPITAL MANAGEMENT, LLCServes this area from Brookfield, WI (6 mi)#3Sterling Capital Management Inc
STERLING CAPITAL MANAGEMENT INCServes this area from Brookfield, WI (7 mi)#4Richmond Investment Services LLC
RICHMOND INVESTMENT SERVICES LLCServes this area from Mequon, WI (7 mi)#5Spectrum Investment Advisors, Inc.
SPECTRUM INVESTMENT ADVISORS, INC.Serves this area from Mequon, WI (8 mi)#6Lasalle Investment Advisors, Inc.
LASALLE INVESTMENT ADVISORS, INC.Serves this area from Pewaukee, WI (8 mi)#7Blackhawk Capital Partners, LLC
BLACKHAWK CAPITAL PARTNERS, LLCServes this area from Thiensville, WI (8 mi)#8Granite Financial Group
GRANITE FINANCIAL GROUP, LLCServes this area from Brookfield, WI (9 mi)#9Entasis Asset Management LLC
ENTASIS ASSET MANAGEMENT LLCServes this area from Brookfield, WI (9 mi)#10Annex Wealth Management, LLC
ANNEX ADVISORY SERVICES, LLCServes this area from Brookfield, WI (9 mi)
11 more providers serving this area
- Denali Wealth Management, Inc., Mequon, WI (11 mi)
- Pjs Investment Management, Cedarburg, WI (12 mi)
- Paladin Partners, Hartland, WI (12 mi)
- Alpha Investment Consulting Group, LLC, Milwaukee, WI (13 mi)
- Johnson Wealth Inc., Milwaukee, WI (14 mi)
- Robert W. Baird & Co. Incorporated, Milwaukee, WI (14 mi)
- Tidal Investments LLC, Milwaukee, WI (14 mi)
- Capital Wealth Advisors, Ltd., West Bend, WI (17 mi)
- Plus Group Wealth Advisors, LLC, Belgium, WI (27 mi)
- Coordinated Capital Securities, Inc., Fort Atkinson, WI (40 mi)
- Form Wealth Advisors, LLC, WI
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Frequently asked questions
How many retirement plan advisors serve Menomonee Falls?
We list 21 retirement plan advisors serving Menomonee Falls, WI: 0 based there and 21 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Menomonee Falls?
The top-ranked retirement plan advisors serving Menomonee Falls, WI are Francis LLC, Charter Capital Management, Inc, Sterling Capital Management Inc, Richmond Investment Services LLC and Spectrum Investment Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Menomonee Falls are verified against official records?
10 of the top 10 match an active official record: Francis LLC (U.S. Securities and Exchange Commission), Charter Capital Management, Inc (U.S. Securities and Exchange Commission), Sterling Capital Management Inc (U.S. Securities and Exchange Commission), Richmond Investment Services LLC (U.S. Securities and Exchange Commission) and Spectrum Investment Advisors, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .