Cleary Gull Email Format
Financial ServicesWisconsin, United States11-50 Employees
Cleary Gull Advisors is a privately held, Milwaukee-based firm in the financial services sector, operating as part of Johnson Financial Group. It oversees more than $9 billion in assets under administration and serves high net worth individuals and families, including airline pilots, with tailored strategies to grow and preserve wealth. The firm delivers highly customized, comprehensive guidance and planning to meet client-specific goals. Its institutional arm provides consulting and advisory services to not-for-profit hospitals and senior living communities nationwide. The company became part of Johnson Financial Group through a 2016 acquisition. In 2022, the leadership transitioned with the departure of the firm's chief executive.