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Financial Advisors in Wauwatosa, WI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Wauwatosa: DBHW Wealth Partners, RFA Score 73/100; 4.7★ from 200 Google reviews.

  2. 16

    Most-reviewed: Landmark Credit Union, 171 Google reviews at 3.6★, the most of 237 ranked after DBHW Wealth Partners; ranked #16.

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

237 Wauwatosa financial advisors are ranked here by RFA Score, from eight published factors. 72 open Saturdays, based on posted hours. The median Google rating is 4.3★ across 237 rated firms.

Most of this list also appears on the Financial advisors in Milwaukee ranking. See Financial advisors in Milwaukee

Top 10 financial advisors in Wauwatosa 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 Wauwatosa at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1DBHW Wealth Partners734.7★ (200)South Milwaukee, 12 mi away—Top score
2Roman Financial734.8★ (68)Milwaukee, 2 mi away——
3Northwestern Mutual724.6★ (140)Franklin, 10 mi away——
4NorthRock Partners714.9★ (41)Brookfield, 4 mi away——
5Drake & Associates LLC714.8★ (60)Waukesha, 9 mi away——
6Edward Jones - Financial Advisor: Colin J Dewey, ABFP®|CRPC™715.0★ (29)Wauwatosa——
7Jana Schoberg-Modern Woodmen of America715.0★ (41)New Berlin, 6 mi away——
8Dream Bigger Financial, LLC705.0★ (29)Greenfield, 2 mi away——
9Highland Investment Advisors704.9★ (40)Brookfield, 7 mi away——
10The Hamilton Group705.0★ (31)West Allis, 4 mi awaySat—

All 237 financial advisors in Wauwatosa, 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 Wauwatosa

    #1 DBHW Wealth Partners

    Based in South Milwaukee, 12 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 200 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 200 Google reviews
    Hours
    Mon–Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1125 Milwaukee Ave, South Milwaukee, WI 53172
    View profile for DBHW Wealth Partners(414) 764-7330

  2. #2 Roman Financial

    Based in Milwaukee, 2 mi away

    73/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.8★ from 68 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 68 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2600 N Mayfair Rd #1080, Milwaukee, WI 53226
    View profile for Roman Financial(414) 443-2008

  4. #4 NorthRock Partners

    Based in Brookfield, 4 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    13230 Watertown Plank Rd, Elm Grove, WI 53122
    View profile for NorthRock Partners(262) 439-8587

  5. #5 Drake & Associates LLC

    Based in Waukesha, 9 mi away

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.8★ from 60 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 60 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    20965 Crossroads Cir, Waukesha, WI 53186
    View profile for Drake & Associates LLC(414) 409-7226

  10. #10 The Hamilton Group

    Based in West Allis, 4 mi away

    70/100RFA Score

    Ranked #10 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–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    2711 S 84th St, West Allis, WI 53227
    View profile for The Hamilton Group(414) 840-5111

  13. #13 Forward Financial Group

    Based in Sussex, 13 mi away

    69/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    W248N5233 Executive Dr Ste 500, Sussex, WI 53089
    View profile for Forward Financial Group(262) 444-5401

  14. #14 Wealth Enhancement Group

    Based in Milwaukee, 10 mi away

    69/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8909 N Port Washington Rd Ste 206, Milwaukee, WI 53217
    View profile for Wealth Enhancement Group(414) 352-8460

  15. #15 The Leist Group, LLC

    Based in Wauwatosa

    69/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–12 PM · Sat–Sun closed
    Address
    500 Elm Grove Rd #200, Elm Grove, WI 53122
    View profile for The Leist Group, LLC(262) 796-0030

  16. #16 Landmark Credit Union

    Based in West Allis, 3 mi away

    69/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.6★ from 171 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 171 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    4501 W National Ave, West Milwaukee, WI 53214
    View profile for Landmark Credit Union(262) 796-4500

  17. #17 Reserve Advisors

    Based in Milwaukee, 5 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.8★ from 26 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    735 N Water St Ste 175, Milwaukee, WI 53202
    View profile for Reserve Advisors(800) 221-9882

  18. #18 Wangard Partners

    Based in Milwaukee, 2 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.3★ from 28 Google reviews, listed on Google as “Investment service”.

    • 4.3★ from 28 Google reviews
    Hours
    Mon–Fri 7:30 AM–4 PM · Sat–Sun closed
    Address
    1200 N Mayfair Rd Ste 410, Milwaukee, WI 53226
    View profile for Wangard Partners(414) 777-1200

  19. #19 Landmark Credit Union

    Based in West Allis, 4 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.6★ from 130 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 130 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    9515 W National Ave, West Allis, WI 53227
    View profile for Landmark Credit Union(262) 796-4500

  20. #20 Creative Planning

    Based in Brookfield, 6 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Thu 8 AM–4:30 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    17775 W Bluemound Rd, Brookfield, WI 53045
    View profile for Creative Planning(262) 522-4040

  22. #22 IAG Wealth Partners, LLC

    Based in Waukesha, 11 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    N19W24200 Riverwood Dr #150, Waukesha, WI 53188
    View profile for IAG Wealth Partners, LLC(262) 446-8150

  24. #24 Associated Bank

    Based in West Allis, 4 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.8★ from 43 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 43 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
    10701 W National Ave, West Allis, WI 53227
    View profile for Associated Bank(414) 321-2000

How we ranked Wauwatosa financial advisors

We scored 237 Wauwatosa 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 Wauwatosa 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 Wauwatosa: frequently asked questions

Which financial advisor has the highest RFA Score in Wauwatosa?

By RFA Score, the highest-ranked financial advisor in Wauwatosa, WI is DBHW Wealth Partners with an RFA Score of 73/100. It has 4.7★ from 200 Google reviews. Roman Financial (#2) and Northwestern Mutual (#3) follow. We ranked 237 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Wauwatosa?

RankedFinancialAdvisors ranks 237 financial advisors serving Wauwatosa, WI. 2 of them are based in Wauwatosa; the rest serve it from nearby towns. Counts are as of November 2026.

Which financial advisors in Wauwatosa work on weekends?

72 of 237 ranked financial advisors post Saturday hours. The highest-ranked open Saturdays are The Hamilton Group (#10), Landmark Credit Union (#16) and Landmark Credit Union (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Wauwatosa financial advisors have?

The median Google rating among 237 rated financial advisors in Wauwatosa is 4.3★, with a median of 9 reviews. DBHW Wealth Partners has the most, 200 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 Wauwatosa count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 237 financial advisors serving Wauwatosa.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Wauwatosa pages