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Find Top Financial Advisors in Altoona, Wisconsin

Looking for a financial advisor? Look no further than WiserAdvisor. It is an excellent place to start your search to compare pre-screened and trustworthy financial advisors and firms to find the one that meets your needs. It is important for those who want to make informed decisions about their finances to consider working with a financial advisor, as seeking assistance from a skilled professional can provide you with insights that can greatly impact your financial journey. On our directory for Altoona, Wisconsin, you can find a vetted financial professional proficient in services including financial planning, investment management, and more. We also recommend using our free advisor match tool to compare up to 3 financial advisors matched to your specific needs.

How To Find Trusted Financial Advisors in Altoona, Wisconsin

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

Qualified Financial Advisors in Altoona, Wisconsin

VETTED
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC206 Broadway Avenue S, Suite 460Rochester, MN 55904
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
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Information on Qualified Financial Advisors in Altoona, Wisconsin

Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Firm CRD# 104510
Compensation/Fee
Fee-Based
Office Location
206 Broadway Avenue S, Suite 460,Rochester,MN 55904
Phone Number
877-208-7414

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FINRA/SEC Registered Advisors

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Firm Name
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLCMilwaukee, WI
No. of Advisors260
AUM$281,345,911,200
No. of Clients25
Fee StructureA percentage of AUM, Performance Based
Firm Name
ARTISAN PARTNERS LIMITED PARTNERSHIPMilwaukee, WI
No. of Advisors503
AUM$151,331,807,781
No. of Clients259
Fee StructureA percentage of AUM, Performance Based
Firm Name
TRUSTAGE INVESTMENT MANAGEMENTMadison, WI
No. of Advisors64
AUM$35,460,961,000
No. of Clients350
Fee StructureA percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.)
Firm Name
MASON STREET ADVISORS, LLCMilwaukee, WI
No. of Advisors14
AUM$28,558,864,166
No. of Clients31
Fee StructureA percentage of AUM, Other (SEE SCHEDULE D-MISCELLANEOUS)
Firm Name
FIDUCIARY MANAGEMENT, INC.Milwaukee, WI
No. of Advisors26
AUM$14,936,427,714
No. of Clients769
Fee StructureA percentage of AUM
Firm Name
MADISON INVESTMENT ADVISORS, LLCMadison, WI
No. of Advisors95
AUM$13,237,436,659
No. of Clients14743
Fee StructureA percentage of AUM, Fixed fees
Firm Name
TIDAL INVESTMENTS LLCMilwaukee, WI
No. of Advisors52
AUM$11,334,422,677
No. of Clients373
Fee StructureA percentage of AUM, Fixed fees
Firm Name
NATIONAL INVESTMENT SERVICES OF AMERICA, LLCMilwaukee, WI
No. of Advisors35
AUM$9,848,742,000
No. of Clients313
Fee StructureA percentage of AUM, Performance Based
Firm Name
JOHNSON WEALTH INC.Milwaukee, WI
No. of Advisors137
AUM$8,435,966,964
No. of Clients2516
Fee StructureA percentage of AUM, Fixed fees
Firm Name
ORGEL WEALTH MANAGEMENT, LLCAltoona, WI
No. of Advisors78
AUM$7,104,580,359
No. of Clients10031
Fee StructureA percentage of AUM, Fixed fees
Firm Name
HECK CAPITAL ADVISORS, LLCRhinelander, WI
No. of Advisors20
AUM$6,656,170,303
No. of Clients3566
Fee StructureA percentage of AUM, Hourly charges, Fixed fees, Other (PROJECT FEES)
Firm Name
NICHOLAS CO INCMilwaukee, WI
No. of Advisors17
AUM$6,320,548,103
No. of Clients13
Fee StructureA percentage of AUM, Performance Based
Firm Name
GENEVA CAPITAL MANAGEMENT LLCMilwaukee, WI
No. of Advisors21
AUM$5,841,894,931
No. of Clients3835
Fee StructureA percentage of AUM, Other (MODEL PORTFOLIO FEES BASED ON UNDERLYING ASSETS.)
Firm Name
PROVIDENT TRUST COMPANYWaukesha, WI
No. of Advisors12
AUM$5,743,082,043
No. of Clients1119
Fee StructureA percentage of AUM
Firm Name
ANNEX WEALTH MANAGEMENT, LLCBrookfield, WI
No. of Advisors139
AUM$5,583,981,406
No. of Clients18642
Fee StructureA percentage of AUM, Hourly charges, Fixed fees

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