Skip to main content
Fidelon
← All firms
Market Standing · 2026
The most transparent firms in Milwaukee-Waukesha.
215 scored firmsTop 10 recognizedfidelon.com/markets/milwaukee-waukesha-wi
#1IA-only$1.3B91.5ARecognized · #1 Firm
2IA-only—91Arank within Top 10; below the 80 standard
3IA-only—91Arank within Top 10; below the 80 standard
4IA-only—91Arank within Top 10; below the 80 standard
5IA-only$300K91ARecognized · Top 10
6IA-only$540K91ARecognized · Top 10
7IA-only—90.9Arank within Top 10; below the 80 standard
8IA-only—90.8Arank within Top 10; below the 80 standard
9IA-only$48.2M90.7ARecognized · Top 10
10IA-only$5.6M90.7ARecognized · Top 10
11
Review Services
CRD 110277
IA-only$227M90.5A—
12IA-only$272M90.3A—
13
Skp Wealth
CRD 331673
IA-only$1.9M90.3A—
14
The Milwaukee
CRD 123452
IA-only$1.3B90.3A—
15
Coveredbridge
CRD 304069
IA-only—90.1A—
16
Francis
CRD 130687
IA-only—89.9A—
17IA-only—89.9A—
18IA-only$42.5M89.8A—
19IA-only$135M89.7A—
20IA-only$11.2M89.7A—
21IA-only$20.2M89.7A—
22IA-only$14.5M89.5A—
23IA-only$159M89.4A—
24
Sawbill Capital
CRD 331758
IA-only$11.8M89.2A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.