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Investment Advisors in Richfield, WI: 2026 rankings

87 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Richfield: F Street, RFA Score 71/100; 4.6★ from 111 Google reviews.

  2. 13

    Most-reviewed: Acc-U-Rite Tax Service Inc., 119 Google reviews at 4.9★, the most of 87 ranked; ranked #13.

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

87 Richfield investment advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.6★ across 87 rated firms.

Top 10 investment advisors in Richfield 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 investment advisors in Richfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1F Street714.6★ (111)Milwaukee, 20 mi awayTop score
2FiduciaOne, LLC685.0★ (18)Menomonee Falls, 13 mi away—
3Investors Associated LLP684.8★ (21)Oconomowoc, 14 mi away—
4Wangard Partners674.3★ (28)Milwaukee, 16 mi away—
5Fidelity Investments653.8★ (20)Brookfield, 15 mi away—
6Mark Phillips-Modern Woodmen of America655.0★ (11)Oconomowoc, 20 mi away—
7PJS Investment Management645.0★ (4)Cedarburg, 11 mi away—
8Highland Investment Advisors644.9★ (40)Brookfield, 16 mi away—
9Fortress Wealth and Retirement645.0★ (5)Mequon, 14 mi away—
10Smart Asset Capital644.1★ (9)Waukesha, 17 mi away—

All 87 investment advisors in Richfield, 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 Richfield

    #1 F Street

    Based in Milwaukee, 20 mi away

    71/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.6★ from 111 Google reviews, listed on Google as “Investment company”.

    • 4.6★ from 111 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1134 N 9th St #200, Milwaukee, WI 53233
    View profile for F Street(414) 376-3276

  2. #2 FiduciaOne, LLC

    Based in Menomonee Falls, 13 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 18 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 18 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    N27 W23953 Paul Rd Ste 105, Pewaukee, WI 53072
    View profile for FiduciaOne, LLC(262) 465-6877

  4. #4 Wangard Partners

    Based in Milwaukee, 16 mi away

    67/100RFA Score

    Ranked #4 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

  5. #5 Fidelity Investments

    Based in Brookfield, 15 mi away

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.8★ from 20 Google reviews, listed on Google as “Investment service”.

    • 3.8★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    600 N Barker Rd, Brookfield, WI 53045
    View profile for Fidelity Investments(800) 992-3130

  19. #19 FirstPathway Partners

    Based in Milwaukee, 21 mi away

    61/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    311 E Chicago St #510, Milwaukee, WI 53202
    View profile for FirstPathway Partners(414) 431-0742

Investment 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 87 ranked investment advisors here; the rest are on their profiles.

investment advisors in Richfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Drake & Associates LLC585.0★ (19)14 mi
27Creative Planning585.0★ (20)16 mi
28Jim Collicott - Edelman Financial Engines585.0★ (17)14 mi
29Resilient Wealth Planning | Milwaukee Financial Advisor575.0★ (16)16 mi
30Shannon Daly - Edelman Financial Engines574.9★ (17)17 mi
31Edelman Financial Engines565.0★ (9)14 mi
32Associated Bank - 80155563.5★ (13)9 mi
33DeRemer Agency565.0★ (9)15 mi
34Edward Jones - Financial Advisor: Scott Cayo, CFP®555.0★ (7)12 mi
35Client First Tax & Wealth Advisors553.8★ (12)12 mi
36Locust Investments | Buying Homes Cash554.6★ (13)17 mi
37Edward Jones - Financial Advisor: Byron M Schuster555.0★ (5)10 mi
38Associated Bank553.8★ (43)20 mi
39Charles Schwab553.0★ (6)5 mi
40Keil Financial Partners555.0★ (12)20 mi
41Merritt Wealth & Retirement Advisors of Raymond James555.0★ (7)14 mi
42Associated Bank553.7★ (44)20 mi
43Charles Schwab543.5★ (19)16 mi
44Baird Private Wealth Management544.3★ (7)14 mi
45Edward Jones - Financial Advisor: Alec R Lothert544.0★ (4)9 mi
46Northwestern Mutual544.0★ (20)21 mi
47Retirement Plan Solutions545.0★ (7)17 mi
48Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC545.0★ (4)12 mi
49Edward Jones - Financial Advisor: Nick Walschinski, ChFC®544.0★ (4)10 mi
50Associated Bank542.9★ (12)12 mi

Also serving Richfield

20 more investment 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 investment advisors serving Richfield
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)10 mi
CM&A - Czukas Mc Call & Associates Inc4.5★ (2)12 mi
Cushing Capital Partners5.0★ (2)17 mi
Edward Jones - Financial Advisor: Cody Ganchar5.0★ (2)5 mi
Edward Jones - Financial Advisor: Dan Gehring5.0★ (2)16 mi
Edward Jones - Financial Advisor: Mark V Thompson, CFP®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Scott Freeze5.0★ (2)6 mi
Edward Jones - Financial Advisor: Tyge C Olson, CFP®5.0★ (2)13 mi
Freedom Wealth Alliance5.0★ (2)15 mi
Gary Dunco - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)14 mi
Integrity Wealth Management5.0★ (2)16 mi
Merit Financial Advisors3.0★ (2)12 mi
Morgan Stanley Financial Advisors5.0★ (2)16 mi
Northwestern Mutual5.0★ (2)17 mi
Northwestern Mutual-Brookfield3.0★ (2)16 mi
Rick Napholz - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)16 mi
Stifel5.0★ (2)14 mi
Straight Arrow Financial Group5.0★ (1)In Richfield
Wealth Freedom AdvisorsIn Richfield
Wells Fargo Advisors2.0★ (2)12 mi

How we ranked Richfield investment advisors

We scored 87 Richfield investment 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 Richfield 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Richfield: frequently asked questions

Which investment advisor has the highest RFA Score in Richfield?

By RFA Score, the highest-ranked investment advisor in Richfield, WI is F Street with an RFA Score of 71/100. It has 4.6★ from 111 Google reviews. FiduciaOne, LLC (#2) and Investors Associated LLP (#3) follow. We ranked 87 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Richfield?

RankedFinancialAdvisors ranks 87 investment advisors serving Richfield, WI. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Richfield work on weekends?

12 of 87 ranked investment advisors post Saturday hours and 1 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Richfield investment advisors have?

The median Google rating among 87 rated investment advisors in Richfield is 4.6★, with a median of 7 reviews. Acc-U-Rite Tax Service Inc. has the most, 119 reviews, and ranks #13. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Richfield count in this ranking?

Yes, if they are within 25 mi of the Richfield city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Richfield ranked?

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

How do I check an investment 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 investment advisor in Richfield 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 investment 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 Richfield

  1. November 2026: RFA Scores recalculated for 87 investment advisors serving Richfield.

More investment advisors and Richfield pages