PROVIDENT TRUST COMPANY

Tel: 262-521-2300 N16 W23217 Stone Ridge Drive Suite 310 Waukesha, Wisconsin 53188-1199

About PROVIDENT TRUST COMPANY

PROVIDENT TRUST COMPANY is a Waukesha, Wisconsin based financial advisory firm with nearly $5,743,082,043 in assets under management and provides investment advisory services for 1119 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

110118

Firm SEC#:

801-58213

Assets Under Management:

$5,743,082,043

No. of Clients:

1119

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Wisconsin?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Wisconsin, Waukesha

FirmCRD#:105879
SEC#:801-14828
No. of Advisors:61
No. of Clients:3327
AUM:$4,505,412,092
FirmCRD#:173851
SEC#:801-80600
No. of Advisors:39
No. of Clients:2060
AUM:$1,491,336,546
FirmCRD#:109721
SEC#:801-70404
No. of Advisors:13
No. of Clients:5365
AUM:$1,333,579,724
FirmCRD#:158292
SEC#:801-72887
No. of Advisors:105
No. of Clients:6508
AUM:$593,801,273
FirmCRD#:154854
SEC#:801-115301
No. of Advisors:25
No. of Clients:2332
AUM:$313,071,682
FirmCRD#:145329
SEC#:801-72322
No. of Advisors:4
No. of Clients:9
AUM:$204,289,880

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.