#1Alpha Investment Consulting Group, LLC
ALPHA INVESTMENT CONSULTING GROUP, LLC
Based in Milwaukee, WI
Retirement Plan Advisors in Milwaukee County, WI
The top-ranked retirement plan advisors serving Milwaukee County, WI are Alpha Investment Consulting Group, LLC, Johnson Wealth Inc. and Robert W. Baird & Co. Incorporated. We list 24 retirement plan advisors serving Milwaukee County, WI. 24 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 Milwaukee County, WI. 24 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 Milwaukee County
#2Johnson Wealth Inc.
JOHNSON WEALTH INC.Based in Milwaukee, WI#3Robert W. Baird & Co. Incorporated
ROBERT W. BAIRD & CO. INCORPORATEDBased in Milwaukee, WI#4Tidal Investments LLC
TIDAL INVESTMENTS LLCBased in Milwaukee, WI#5Entasis Asset Management LLC
ENTASIS ASSET MANAGEMENT LLCServes this area from Brookfield, WI (15 mi)#6Charter Capital Management, Inc
CHARTER CAPITAL MANAGEMENT, LLCServes this area from Brookfield, WI (16 mi)#7Granite Financial Group
GRANITE FINANCIAL GROUP, LLCServes this area from Brookfield, WI (16 mi)#8Annex Wealth Management, LLC
ANNEX ADVISORY SERVICES, LLCServes this area from Brookfield, WI (16 mi)#9Sterling Capital Management Inc
STERLING CAPITAL MANAGEMENT INCServes this area from Brookfield, WI (17 mi)#10Francis LLC
FRANCIS LLCServes this area from Brookfield, WI (19 mi)
14 more providers serving this area
- Denali Wealth Management, Inc., Mequon, WI (21 mi)
- Spectrum Investment Advisors, Inc., Mequon, WI (22 mi)
- Lasalle Investment Advisors, Inc., Pewaukee, WI (23 mi)
- Richmond Investment Services LLC, Mequon, WI (23 mi)
- Blackhawk Capital Partners, LLC, Thiensville, WI (23 mi)
- Pjs Investment Management, Cedarburg, WI (27 mi)
- Paladin Partners, Hartland, WI (28 mi)
- Capital Wealth Advisors, Ltd., West Bend, WI (38 mi)
- Plus Group Wealth Advisors, LLC, Belgium, WI (41 mi)
- Abbit Management Corp, MI
- Captrust Wealth Advisors, Holland, MI (90 mi)
- West Michigan Advisors, MI
- Db & C Advisors, LLC, Holland, MI (91 mi)
- Advisory Alpha, LLC, Holland, MI (91 mi)
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Frequently asked questions
How many retirement plan advisors serve Milwaukee County?
We list 24 retirement plan advisors serving Milwaukee County, WI: 4 based there and 20 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 Milwaukee County?
The top-ranked retirement plan advisors serving Milwaukee County, WI are Alpha Investment Consulting Group, LLC, Johnson Wealth Inc., Robert W. Baird & Co. Incorporated, Tidal Investments LLC and Entasis Asset Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Milwaukee County are verified against official records?
10 of the top 10 match an active official record: Alpha Investment Consulting Group, LLC (U.S. Securities and Exchange Commission), Johnson Wealth Inc. (U.S. Securities and Exchange Commission), Robert W. Baird & Co. Incorporated (U.S. Securities and Exchange Commission), Tidal Investments LLC (U.S. Securities and Exchange Commission) and Entasis Asset Management LLC (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 .
Cities in Milwaukee County
Communities served
South Milwaukee, Cudahy, Whitefish Bay, Greendale, Glendale, Shorewood, Brown Deer, St. Francis, Hales Corners, Fox Point, Bayside, West Milwaukee, River Hills