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Financial Advisors in Fitchburg, WI: 2026 rankings

119 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fitchburg: The Stark Collection Agency, RFA Score 77/100; 4.8★ from 2,527 Google reviews; open evenings.

  2. 10

    Most-reviewed: State Collection Service Inc, 422 Google reviews at 4.3★, the most of 119 ranked after The Stark Collection Agency; ranked #10.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

119 Fitchburg financial advisors are ranked here by RFA Score, from eight published factors. 19 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 5.0★ across 119 rated firms.

Top 10 financial advisors in Fitchburg at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Fitchburg at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1The Stark Collection Agency774.8★ (2,527)Madison, 7 mi awayEveningsTop score
2Winston Financial745.0★ (251)Madison, 6 mi away——
3Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC725.0★ (52)Fitchburg——
4The Capital Group725.0★ (108)Madison, 7 mi away——
5Compelling Wealth Advisors - Ameriprise Financial Services, LLC715.0★ (67)Madison, 6 mi away——
6Klaas Financial715.0★ (34)Fitchburg——
7Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC715.0★ (60)Madison, 6 mi away——
8Jeff Jacobson - COUNTRY Financial Representative705.0★ (20)Fitchburg——
9Shepherd Financial Advisors695.0★ (29)Madison, 5 mi away——
10State Collection Service Inc694.3★ (422)Madison, 11 mi away—Most reviews

All 119 financial advisors in Fitchburg, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Fitchburg

    #1 The Stark Collection Agency

    Based in Madison, 7 mi away

    77/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 2,527 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 2,527 Google reviews
    Hours
    Mon–Thu 8 AM–7 PM · Fri 8 AM–5 PM · Sat–Sun closed
    Address
    402 Gammon Pl Ste 240, Madison, WI 53719
    View profile for The Stark Collection Agency(877) 274-7764

  2. #2 Winston Financial

    Based in Madison, 6 mi away

    74/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 251 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 251 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    34 Schroeder Ct Ste 260, Madison, WI 53711
    View profile for Winston Financial(608) 358-3612

  3. #3 Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Fitchburg

    72/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2923 Marketplace Dr #100, Fitchburg, WI 53719
    View profile for Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC(608) 733-3690

  4. #4 The Capital Group

    Based in Madison, 7 mi away

    72/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 108 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 108 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    406 Science Dr, Madison, WI 53711
    View profile for The Capital Group(608) 268-5100

  6. #6 Klaas Financial

    Based in Fitchburg

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Tue 8 AM–12 PM · Wed 8 AM–5 PM · Thu–Fri 8 AM–12 PM · Sat–Sun closed
    Address
    5951 McKee Rd #200, Fitchburg, WI 53719
    View profile for Klaas Financial(608) 442-5637

  13. #13 Atlas Wealth Advisers

    Based in Madison, 5 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2921 Landmark Pl Ste 225, Madison, WI 53713
    View profile for Atlas Wealth Advisers(608) 827-8881

  15. #15 WEA Member Benefits

    Based in Madison, 8 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.4★ from 115 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 115 Google reviews
    Hours
    Mon–Fri 7:30 AM–5 PM · Sat–Sun closed
    Address
    660 John Nolen Drive Service Rd, Madison, WI 53713
    View profile for WEA Member Benefits(800) 279-4030

  16. #16 Madison Partners

    Based in Madison, 9 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 31 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    1502 W Broadway Ste 301, Madison, WI 53713
    View profile for Madison Partners(608) 210-1021

  22. #22 Hector A. Gutierrez

    Based in Middleton, 9 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    8500 Greenway Blvd, Middleton, WI 53562
    View profile for Hector A. Gutierrez(608) 422-1508

  23. #23 Sentinel Advisory Group

    Based in Middleton, 10 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    1600 Aspen Commons Suite 825, Middleton, WI 53562
    View profile for Sentinel Advisory Group(608) 579-9350

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 119 ranked financial advisors here; the rest are on their profiles.

financial advisors in Fitchburg, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Fallon Wealth Management675.0★ (4)In Fitchburg
27Darin J Schubring - Financial Advisor, Ameriprise Financial Services, LLC675.0★ (9)6 mi
28Harmony Wealth675.0★ (4)In Fitchburg
29Associated Bank663.6★ (27)In Fitchburg
30Savant Wealth Management665.0★ (14)9 mi
31Madison REIA665.0★ (13)9 mi
32North Star Resource Group665.0★ (3)In Fitchburg
33Wealth Distribution Strategies, LLC665.0★ (3)In Fitchburg
34BMO Bank N.A Branches664.4★ (7)5 mi
35Transamerica Financial Advisors Inc.664.2★ (10)6 mi
36Custer Burish Financial Services664.4★ (11)7 mi
37Old National Bank664.1★ (7)4 mi
38Tyler Riekena - COUNTRY Financial Representative654.8★ (35)19 mi
39Capital Wealth Advisory Group - Ameriprise Financial Services, LLC654.5★ (8)7 mi
40Merit Financial Advisors654.2★ (39)12 mi
41Adler Financial LLC655.0★ (4)5 mi
42Madison Partners655.0★ (16)16 mi
43Bankers Life654.1★ (8)7 mi
44Baker Schultz Tax and Financial, LLC653.1★ (7)3 mi
45LBW Wealth Management, LLC655.0★ (4)7 mi
46Associated Bank653.8★ (17)8 mi
47Sorge CPA & Business Advisors, SC - Monona653.9★ (44)10 mi
48Christopher F. Anicete CLTC - Financial Advisor655.0★ (6)10 mi
49Atlatl Advisers655.0★ (3)5 mi
50Ryan Bell - Financial Advisor655.0★ (3)5 mi

Also serving Fitchburg

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Fitchburg
BusinessGoogle ratingDistance
Astraios Financial5.0★ (2)4 mi
Chris Wilbricht: Primerica - Financial Services5.0★ (1)In Fitchburg
Edward Jones - Financial Advisor: Bradley M Stepp5.0★ (2)In Fitchburg
Edward Jones - Financial Advisor: Matt MironIn Fitchburg
Edward Jones - Financial Advisor: McKenzie A Clary5.0★ (2)In Fitchburg
Edward Jones - Financial Advisor: Stephanie BlankenheimIn Fitchburg
Elias Zografi - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Fitchburg
Eventus Wealth Advisors - Ameriprise Financial Services, LLCIn Fitchburg
Legacy Wealth SolutionsIn Fitchburg
Murphey Financial CoachingIn Fitchburg
Power Play FinancialIn Fitchburg
Quantitative PartnersIn Fitchburg
Remagiment Advisors5.0★ (1)In Fitchburg
Retirement Income Advisors1.0★ (1)In Fitchburg
RMR Wealth Advisors, LLCIn Fitchburg
Royal Alliance Associates IncIn Fitchburg
Shannon Anderson - Financial Advisor, Ameriprise Financial Services, LLCIn Fitchburg
Wisconsin Financial GroupIn Fitchburg
Wisconsin Financial Group - Marisa MenzelIn Fitchburg
WisMed Financial, Inc.5.0★ (2)In Fitchburg

How we ranked Fitchburg financial advisors

We scored 119 Fitchburg financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fitchburg data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Fitchburg: frequently asked questions

Which financial advisor has the highest RFA Score in Fitchburg?

By RFA Score, the highest-ranked financial advisor in Fitchburg, WI is The Stark Collection Agency with an RFA Score of 77/100. It has 4.8★ from 2,527 Google reviews. It is open evenings. Winston Financial (#2) and Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC (#3) follow. We ranked 119 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Fitchburg?

RankedFinancialAdvisors ranks 119 financial advisors serving Fitchburg, WI. 11 of them are based in Fitchburg; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Fitchburg work on weekends?

19 of 119 ranked financial advisors post Saturday hours and 4 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fitchburg financial advisors have?

The median Google rating among 119 rated financial advisors in Fitchburg is 5.0★, with a median of 8 reviews. The Stark Collection Agency has the most, 2,527 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Fitchburg count in this ranking?

Yes, if they are within 25 mi of the Fitchburg city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Fitchburg ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Fitchburg a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fitchburg

  1. November 2026: RFA Scores recalculated for 119 financial advisors serving Fitchburg.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Fitchburg pages