Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Milestone Investment Advisors, LLC financial advisors in Middleton, WI

Every SEC-registered investment adviser representative at a Milestone Investment Advisors, LLC office in Middleton, A to Z.

The short answer

5 registered advisors work at Milestone Investment Advisors, LLC in Middleton, out of 5 at the firm nationwide; it ranks number 12 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Milestone Investment Advisors, LLC advisors in Middleton, A to Z

Every Milestone Investment Advisors, LLC advisor →

Milestone Investment Advisors, LLC advisors in every city and state →Milestone Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Middleton

All Middleton advisors →

Morgan Stanley 30Ameriprise Financial Services, LLC 18Savant Wealth Management 14Strategic Advisers LLC 13Jacobson & Schmitt Advisors, LLC 10Canopy Wealth Management 8LPL Financial LLC 8Harbour Investments, Inc. 6Northwestern Mutual Investment Services, LLC 6Sentinel Advisory Group, LLC 6Edward Jones 5Googins Advisors, Inc. 4

Questions

How many financial advisors does Milestone Investment Advisors, LLC have in Middleton?

5 investment adviser representatives are registered at Milestone Investment Advisors, LLC offices in Middleton, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Milestone Investment Advisors, LLC one of the largest advisor employers in Middleton?

Milestone Investment Advisors, LLC ranks number 12 in Middleton by registered advisors; Morgan Stanley has the most, with 30.

How do I check a Milestone Investment Advisors, LLC advisor in Middleton?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Milestone Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.