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Smart Asset CapitalInvestment advisor in Waukesha, WI

Smart Asset Capital is an investment advisor at 200 W Main St, Waukesha, WI 53186, ranked #4 of 92 investment advisors in Waukesha and rated 4.1 from 9 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Waukesha, WIUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Smart Asset Capital
Address200 W Main St, Waukesha, WI 53186Get directions
Phone(414) 928-1389
Websitesmartassetcapital.com
Google rating4.1 from 9 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Waukesha and 11 towns within 25 miles: New Berlin, Brookfield, Sussex, Muskego, West Allis, Wauwatosa, Greenfield, Greendale, Menomonee Falls, Franklin and Oconomowoc.

Based in Waukesha, WIView on map

Questions about Smart Asset Capital

How is Smart Asset Capital ranked in Waukesha?

Smart Asset Capital is ranked #4 of 92 investment advisors in Waukesha by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Smart Asset Capital serve?

Serves Waukesha and 11 towns within 25 miles: New Berlin, Brookfield, Sussex, Muskego, West Allis, Wauwatosa, Greenfield, Greendale, Menomonee Falls, Franklin and Oconomowoc. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about Smart Asset Capital?

Smart Asset Capital has a rating of 4.1 from 9 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Smart Asset Capital?

Call Smart Asset Capital on (414) 928-1389. The business is at 200 W Main St, Waukesha, WI 53186. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

Smart Asset Capital compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Smart Asset Capital (this business)—684.1 (9)——
FiduciaOne, LLC#2705.0 (18)NoNo3.9 mi
Investors Associated LLP#3694.8 (21)NoNo8.8 mi
Wangard Partners#5684.3 (28)NoNo9.5 mi

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