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Financial Advisors in Janesville, WI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Janesville: kf. Wealth Management, RFA Score 75/100; 5.0★ from 38 Google reviews.

  2. 5

    Most-reviewed: Klaas Financial, 60 Google reviews at 5.0★, the most of 39 ranked; ranked #5.

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

39 Janesville financial advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 39 rated firms.

Top 10 financial advisors in Janesville 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 Janesville at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1kf. Wealth Management755.0★ (38)Janesville—Top score
2Associated Bank723.9★ (55)JanesvilleSat—
3Financial Impact Advisors715.0★ (54)Fort Atkinson, 19 mi away——
4Blackhawk Community Credit Union - Milwaukee St713.7★ (54)JanesvilleSat—
5Klaas Financial715.0★ (60)Loves Park, 25 mi away—Most reviews
6Uncommon Cents Investing715.0★ (14)Janesville——
7Blackhawk Community Credit Union - Court St703.3★ (57)JanesvilleSat—
8BMO Bank N.A Branches693.3★ (26)Janesville——
9Kumlien Advisory Group685.0★ (8)Janesville——
10Associated Bank684.1★ (31)Beloit, 11 mi awaySat—

All 39 financial advisors in Janesville, 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 Janesville

    #1 kf. Wealth Management

    Based in Janesville

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–3 PM · Sat–Sun closed
    Address
    519 Midland Ct Ste 105, Janesville, WI 53546
    View profile for kf. Wealth Management(608) 728-8401

  2. #2 Associated Bank

    Based in Janesville

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 3.9★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 55 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2720 N Lexington Dr, Janesville, WI 53545
    View profile for Associated Bank(608) 756-5112

  3. #3 Financial Impact Advisors

    Based in Fort Atkinson, 19 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    37 Milwaukee Ave E, Fort Atkinson, WI 53538
    View profile for Financial Impact Advisors(920) 563-9226

  5. #5 Klaas Financial

    Based in Loves Park, 25 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 60 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    4707 Perry Ridge Ln, Loves Park, IL 61111
    View profile for Klaas Financial(815) 877-8440

  6. #6 Uncommon Cents Investing

    Based in Janesville

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon 8:30 AM–3 PM · Tue–Thu 8:30 AM–4 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    1215 Suffolk Dr #100, Janesville, WI 53546
    View profile for Uncommon Cents Investing(608) 563-2437

  10. #10 Associated Bank

    Based in Beloit, 11 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.1★ from 31 Google reviews, listed on Google as “Financial planner”.

    • 4.1★ from 31 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    602 Henry Ave, Beloit, WI 53511
    View profile for Associated Bank(608) 364-9044

  13. #13 Associated Bank

    Based in Whitewater, 18 mi away

    65/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.4★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 17 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    219 W Center St, Whitewater, WI 53190
    View profile for Associated Bank(262) 473-6880

  18. #18 BMO Bank N.A Branches

    Based in Beloit, 13 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 3.0★ from 37 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 E Grand Ave, Beloit, WI 53511
    View profile for BMO Bank N.A Branches(608) 365-2221

  20. #20 Associated Bank

    Based in Machesney Park, 23 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.8★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 33 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    622 Roosevelt Rd, Machesney Park, IL 61115
    View profile for Associated Bank(815) 987-3610

  24. #24 LifeCircle

    Based in Beloit, 13 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Sat 7 AM–8 PM · Sun closed
    Address
    604 Pleasant St Unit 110, Beloit, WI 53511
    View profile for LifeCircle(608) 365-2115

All 39 financial advisors

#1 to #25 are shown in full above. Here are #26 to #39, in RFA Score order; each links to its profile.

financial advisors in Janesville, ranks 26 to 39
RankBusinessRFA ScoreGoogle ratingDistance
26Strong Tower Advisors625.0★ (7)22 mi
27BMO Bank N.A Branches623.1★ (20)22 mi
28Associated Bank622.8★ (22)20 mi
29Michael Santucci Inc623.7★ (3)10 mi
30Strategic Wealth Management625.0★ (5)18 mi
31Edward Jones - Financial Advisor: Bruce C Waller, AAMS®625.0★ (5)19 mi
32Price Lawson, Inc.615.0★ (4)19 mi
33Alt Tax & Financial Services Inc614.8★ (16)In Janesville
34Edward Jones - Financial Advisor: Lea Evers, CFP®|AAMS®|CRPS™605.0★ (3)19 mi
35Edward Jones - Financial Advisor: Thomas M Fendrick605.0★ (3)20 mi
36Edward Jones - Financial Advisor: Meredith G Pennewell605.0★ (3)19 mi
37Jones Financial Group of Raymond James603.8★ (6)25 mi
38Edward Jones - Financial Advisor: Chris Erfurth, CEPA®|AAMS®595.0★ (3)24 mi
39BDE Tax and Professional Services525.0★ (8)24 mi

Also serving Janesville

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 Janesville
BusinessGoogle ratingDistance
Alec Schutz - ThriventIn Janesville
Aviva Life & Annuity Co5.0★ (1)In Janesville
Edward Jones - Financial Advisor: Cari L Henning5.0★ (1)In Janesville
Edward Jones - Financial Advisor: Lonnie M Klecker, CFP®|ABFP®|AAMS®5.0★ (2)In Janesville
Edward Jones - Financial Advisor: Megan L McCarthy-Cline5.0★ (1)In Janesville
Edward Jones - Financial Advisor: Thomas R Waller, ABFP®|AAMS®5.0★ (2)In Janesville
Edward Jones - Financial Advisor: Tom Lindell, CFP®|ABFP®5.0★ (2)In Janesville
Erik Haworth - ThriventIn Janesville
FSM Wealth, Inc.In Janesville
Gateway Financial Partners formerly known as Shaw & Holden Financial5.0★ (1)In Janesville
IAG Wealth Partners, LLCIn Janesville
Karl Miller - Thrivent5.0★ (1)In Janesville
Nikki Austin - ThriventIn Janesville
Northwestern Mutual: Scott Wedige5.0★ (2)In Janesville
Paramount Financial Strategies - Ameriprise Financial Services, LLC5.0★ (1)In Janesville
Remagiment AdvisorsIn Janesville
Rumage Drascic Group5.0★ (1)In Janesville
Stifel - The Nimmo Group5.0★ (2)In Janesville
Three Pillars Wealth ManagementIn Janesville
Wells Fargo Advisors3.0★ (2)In Janesville

How we ranked Janesville financial advisors

We scored 39 Janesville 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 Janesville 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 Janesville: frequently asked questions

Which financial advisor has the highest RFA Score in Janesville?

By RFA Score, the highest-ranked financial advisor in Janesville, WI is kf. Wealth Management with an RFA Score of 75/100. It has 5.0★ from 38 Google reviews. Associated Bank (#2) and Financial Impact Advisors (#3) follow. We ranked 39 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Janesville?

RankedFinancialAdvisors ranks 39 financial advisors serving Janesville, WI. 15 of them are based in Janesville; 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 Janesville work on weekends?

11 of 39 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are Associated Bank (#2), Blackhawk Community Credit Union - Milwaukee St (#4) and Blackhawk Community Credit Union - Court St (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Janesville financial advisors have?

The median Google rating among 39 rated financial advisors in Janesville is 5.0★, with a median of 7 reviews. Klaas Financial has the most, 60 reviews, and ranks #5. 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 Janesville count in this ranking?

Yes, if they are within 25 mi of the Janesville 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 Janesville 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 Janesville 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 Janesville

  1. November 2026: RFA Scores recalculated for 39 financial advisors serving Janesville.

More financial advisors and Janesville pages