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

Arcataur Capital Management LLC financial advisors in Milwaukee, WI

Every SEC-registered investment adviser representative at a Arcataur Capital Management LLC office in Milwaukee, A to Z.

The short answer

6 registered advisors work at Arcataur Capital Management LLC in Milwaukee, out of 6 at the firm nationwide; it ranks number 24 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Arcataur Capital Management LLC advisors in Milwaukee, A to Z

Every Arcataur Capital Management LLC advisor →

Arcataur Capital Management LLC advisors in every city and state →Arcataur Capital Management LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Milwaukee

All Milwaukee advisors →

Robert W. Baird & Co. Incorporated 369Northwestern Mutual Investment Services, LLC 109Johnson Wealth Inc. 37Morgan Stanley 37J.P. Morgan Securities LLC 33Wells Fargo Clearing Services, LLC 31RBC Capital Markets, LLC 28Equitable Advisors, LLC 23Osaic Wealth, Inc. 23Russell Investments 21Landaas & Company 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17

Questions

How many financial advisors does Arcataur Capital Management LLC have in Milwaukee?

6 investment adviser representatives are registered at Arcataur Capital Management LLC offices in Milwaukee, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Arcataur Capital Management LLC one of the largest advisor employers in Milwaukee?

Arcataur Capital Management LLC ranks number 24 in Milwaukee by registered advisors; Robert W. Baird & Co. Incorporated has the most, with 369.

How do I check a Arcataur Capital Management LLC advisor in Milwaukee?

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 Arcataur Capital Management 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.