Financial advisors in New Berlin, WI: 2026 report
575 ranked entriesUpdated 5 trade lists
The 5 specialty lists for New Berlin, WI hold 575 ranked entries. Financial advisors have the most, with 244.
Key numbers for New Berlin
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
575
ranked entries by RFA Score, in 5 specialty lists
3,044
specialty listings serving the city; a firm counts once per specialty
4.8
median of the specialties’ median Google ratings
Advisor specialties in New Berlin, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 244 | 1,242 | 4.3 | 9 |
| Financial planners | 184 | 836 | 4.1 | 11 |
| Investment advisors | 92 | 584 | 4.8 | 7 |
| Wealth managers | 30 | 243 | 5.0 | 7 |
| Stockbrokers | 25 | 139 | 5.0 | 5 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of New Berlin, 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 New Berlin, WI: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/new-berlin-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.