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Financial advisors in Beaver Dam, WI: 2026 report

46 ranked entriesUpdated 4 trade lists

The 4 specialty lists for Beaver Dam, WI hold 46 ranked entries. Wealth managers have the most, with 16. Among lists with 10 or more ranked, wealth managers have the highest median Google rating: 5.0.

Key numbers for Beaver Dam

Shares use ranked businesses as their base. A firm in two specialty lists counts in both.

46

ranked entries by RFA Score, in 4 specialty lists

261

specialty listings serving the city; a firm counts once per specialty

4.7

median of the specialties’ median Google ratings

Advisor specialties in Beaver Dam, by ranked firms

Advisor specialties serving Beaver Dam, WI, 2026
SpecialtyRankedServing the cityMedian ratingMedian reviews
Wealth managers161165.06
Financial advisors14604.56
Financial planners11444.27
Investment advisors5415.04

Method and basis

  • Serving counts are active, de-duplicated firms within each specialty’s service radius of Beaver Dam, as of November 9, 2026.
  • Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
  • Median rating, median reviews and the shares are measured over ranked businesses.
  • Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Beaver Dam, WI: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/beaver-dam-wi-financial-advisors-2026, data as of November 9, 2026.

Data is free to reuse with a link to this page. Read how we rank.