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Mccarthy Grittinger Financial Group Llc

McCarthy Grittinger Financial Group provides investment advisory and financial planning services for individuals and families.

Financial Services
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Headquarters
Milwaukee, Wisconsin, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
1995Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
33 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Mccarthy Grittinger Financial Group Llc do?

The firm is independent and fee-only. Its primary service is ongoing investment management using a financial planning approach.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm serves individuals, not institutions, endowments or retirement plans.

What the business offers

Services & capabilities.

Investment management

The firm provides ongoing investment management using a financial planning approach.

Source: LinkedIn company description · Retrieved October 13, 2026

Financial planning counsel

The firm may provide general counsel on financial, tax, retirement, insurance and estate planning.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWMccarthy Grittinger Financial Group Llc listed #9 on Fiduciary tax preparation firms, September 19, 2026Open the published source list.
Mccarthy Grittinger Financial Group Llc

#9 Fiduciary tax preparation firms

Snapshot: September 19, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026 and September 29, 2026. How the company lists are built.

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