Financial advisors in Waukesha, WI: 2026 report
555 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Waukesha, WI hold 555 ranked entries. Financial advisors have the most, with 234.
Key numbers for Waukesha
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
555
ranked entries by RFA Score, in 5 specialty lists
3,145
specialty listings serving the city; a firm counts once per specialty
4.8
median of the specialties’ median Google ratings
Advisor specialties in Waukesha, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 234 | 1,203 | 4.3 | 8 |
| Financial planners | 174 | 850 | 4.2 | 11 |
| Investment advisors | 92 | 623 | 4.8 | 7 |
| Wealth managers | 30 | 300 | 5.0 | 7 |
| Stockbrokers | 25 | 169 | 5.0 | 5 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Waukesha, 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 Waukesha, WI: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/waukesha-wi-financial-advisors-2026, data as of November 9, 2026.
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