Financial Planners in Wisconsin: Ranked Lists by City (2026)
86 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial planners in 86 Wisconsin cities, 7,598 city rankings in all. The largest lists are Franklin (185), Greenfield (184) and New Berlin (184).
Financial planners by city in Wisconsin
Every Wisconsin city with a ranked list of financial planners, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among Wisconsin financial planners
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Rosemeyer Management Group - Platteville | 79 | #1 in Platteville | 5.0★ (41) |
| 2 | Avaii Wealth Management | 79 | #1 in Appleton | 5.0★ (111) |
| 3 | Bernicke Wealth Management | 79 | #1 in Eau Claire | 5.0★ (120) |
| 4 | Financialoscopy Inc | 78 | #1 in Onalaska | 5.0★ (86) |
| 5 | Laura Mossakowski, LLC | 77 | #1 in Green Bay | 5.0★ (61) |
| 6 | McGlone Suttner Wealth Management | 77 | #2 in Appleton | 5.0★ (72) |
| 7 | DBHW Wealth Partners | 76 | #1 in South Milwaukee | 4.7★ (200) |
| 8 | La Crosse Financial Planning | 76 | #2 in Onalaska | 5.0★ (55) |
| 9 | Heritage Financial | 76 | #2 in Green Bay | 5.0★ (49) |
| 10 | Mueller Wealth | 76 | #1 in Two Rivers | 5.0★ (34) |