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Wealth Managers in Fort Atkinson, WI: 2026 rankings

50 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fort Atkinson: Compelling Wealth Advisors - Ameriprise Financial Services, LLC, RFA Score 68/100; 5.0★ from 67 Google reviews.

  2. 3

    Most-reviewed: Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC, 60 Google reviews at 5.0★, the most of 50 ranked after Compelling Wealth Advisors - Ameriprise Financial Services, LLC; ranked #3.

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

50 Fort Atkinson wealth managers are ranked here by RFA Score, from eight published factors. 1 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 50 rated firms.

Top 10 wealth managers in Fort Atkinson 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 wealth managers in Fort Atkinson at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Compelling Wealth Advisors - Ameriprise Financial Services, LLC685.0★ (67)Madison, 31 mi away—Top score
2kf. Wealth Management685.0★ (38)Janesville, 19 mi away——
3Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC685.0★ (60)Madison, 31 mi away—Most reviews
4Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC675.0★ (52)Fitchburg, 32 mi away——
5Wealth Enhancement Group655.0★ (35)Brookfield, 36 mi away——
6Allison O'Connor - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (26)Madison, 31 mi away——
7Atlas Wealth Advisers655.0★ (23)Madison, 31 mi away——
8Lake Country Wealth Strategies655.0★ (25)Menomonee Falls, 33 mi awayEvenings—
9IAG Wealth Partners, LLC654.8★ (29)Waukesha, 32 mi away——
10Navigation Wealth Management645.0★ (11)Oconomowoc, 21 mi awaySat—

All 50 wealth managers in Fort Atkinson, 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.

  2. #2 kf. Wealth Management

    Based in Janesville, 19 mi away

    68/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Thu 7:30 AM–4:30 PM · Fri 7:30 AM–3 PM · Sat–Sun closed
    Address
    519 Midland Ct Ste 105, Janesville, WI 53546
    View profile for kf. Wealth Management(608) 728-8401

  4. #4 Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Fitchburg, 32 mi away

    67/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 52 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 52 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    2923 Marketplace Dr #100, Fitchburg, WI 53719
    View profile for Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC(608) 733-3690

  7. #7 Atlas Wealth Advisers

    Based in Madison, 31 mi away

    65/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    2921 Landmark Pl Ste 225, Madison, WI 53713
    View profile for Atlas Wealth Advisers(608) 827-8881

  9. #9 IAG Wealth Partners, LLC

    Based in Waukesha, 32 mi away

    65/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 29 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    N19W24200 Riverwood Dr #150, Waukesha, WI 53188
    View profile for IAG Wealth Partners, LLC(262) 446-8150

  11. #11 Five Nine Wealth Management

    Based in Oconomowoc, 22 mi away

    63/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1300 Summit Ave #203, Oconomowoc, WI 53066
    View profile for Five Nine Wealth Management(262) 354-6000

  14. #14 Wealthspire

    Based in Oconomowoc, 24 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    709B Milwaukee St, Delafield, WI 53018
    View profile for Wealthspire(262) 326-6090

  18. #18 Real Wealth Advisors, LLC

    Based in Brookfield, 37 mi away

    60/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    300 N Executive Dr #125, Brookfield, WI 53005
    View profile for Real Wealth Advisors, LLC(414) 808-2345

All 50 wealth managers

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile.

wealth managers in Fort Atkinson, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Fallon Wealth Management595.0★ (4)31 mi
27Annex Wealth Management593.8★ (9)36 mi
28Guist Wealth Advisors, Inc.592.3★ (3)20 mi
29Wealthspire595.0★ (3)28 mi
30Diversified Wealth Strategies, LLC595.0★ (4)32 mi
31Fischer Wealth Management594.2★ (5)33 mi
32Nicholas Alsteen - Private Wealth Advisor, Ameriprise Financial Services, LLC595.0★ (5)36 mi
33Synergy Bound Wealth Management595.0★ (5)36 mi
34Strategic Wealth Management595.0★ (5)36 mi
35Brandt Wealth Management595.0★ (4)33 mi
36Wealth Enhancement Group593.9★ (7)36 mi
37Du Charme Wealth Management595.0★ (5)37 mi
38LBW Wealth Management, LLC595.0★ (4)34 mi
39Marquardt Wealth Management, LLC595.0★ (4)35 mi
40Merrill Lynch Wealth Management592.4★ (9)30 mi
41Preferred Wealth Advisors584.0★ (4)32 mi
42Johnson Generational Wealth Management585.0★ (4)36 mi
43Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC585.0★ (4)37 mi
44Wealth Distribution Strategies, LLC585.0★ (3)33 mi
45Richard Dallen - Private Wealth Advisor, Ameriprise Financial Services, LLC584.0★ (4)36 mi
46Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC584.0★ (4)36 mi
47Wealth & Wisdom of WI LLC585.0★ (3)36 mi
48Baird Private Wealth Management585.0★ (3)36 mi
49Wealth Enhancement Group583.7★ (3)33 mi
50Sky's Edge Wealth - Ameriprise Financial Services, LLC573.3★ (3)36 mi

Also serving Fort Atkinson

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Fort Atkinson
BusinessGoogle ratingDistance
Ameriprise FinancialIn Fort Atkinson
Baird Private Wealth Management5.0★ (1)21 mi
Beacon Pointe Advisors5.0★ (1)In Fort Atkinson
Behl Wealth Management5.0★ (1)24 mi
Bell Robert M/H D Vest Investment Services SM1.0★ (1)In Fort Atkinson
Brockmann Financial Services5.0★ (2)In Fort Atkinson
Coordinated Capital SecuritiesIn Fort Atkinson
Edward Jones - Financial Advisor: Bruce C Waller, AAMS®5.0★ (5)In Fort Atkinson
Edward Jones - Financial Advisor: Chris Nevermann, AAMS®5.0★ (1)In Fort Atkinson
Edward Jones - Financial Advisor: Meredith G Pennewell5.0★ (3)In Fort Atkinson
Edward Jones - Financial Advisor: Michael EhlersIn Fort Atkinson
Financial Impact Advisors5.0★ (54)In Fort Atkinson
Freedom Wealth Alliance5.0★ (2)35 mi
HD Wealth Solutions Broker dealer LPL1.0★ (2)40 mi
Integrity Wealth Management5.0★ (2)34 mi
Investment Centers of AmericaIn Fort Atkinson
La Belle Vue Wealth Management &Partners5.0★ (1)21 mi
Next Level Planning & Wealth5.0★ (2)36 mi
Northwestern Mutual5.0★ (1)In Fort Atkinson
Wisconsin Wealth Advisors, LLC4.5★ (2)27 mi

How we ranked Fort Atkinson wealth managers

We scored 50 Fort Atkinson wealth managers 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 Fort Atkinson 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 a wealth manager

  1. Confirm the wealth manager 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 a wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Fort Atkinson: frequently asked questions

Which wealth manager has the highest RFA Score in Fort Atkinson?

By RFA Score, the highest-ranked wealth manager in Fort Atkinson, WI is Compelling Wealth Advisors - Ameriprise Financial Services, LLC with an RFA Score of 68/100. It has 5.0★ from 67 Google reviews. kf. Wealth Management (#2) and Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC (#3) follow. We ranked 50 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Fort Atkinson?

RankedFinancialAdvisors ranks 50 wealth managers serving Fort Atkinson, WI. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Fort Atkinson work on weekends?

1 of 50 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays is Navigation Wealth Management (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fort Atkinson wealth managers have?

The median Google rating among 50 rated wealth managers in Fort Atkinson is 5.0★, with a median of 5 reviews. Compelling Wealth Advisors - Ameriprise Financial Services, LLC has the most, 67 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Fort Atkinson count in this ranking?

Yes, if they are within 40 mi of the Fort Atkinson city center, our service radius for wealth managers. 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 wealth managers 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 a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Fort Atkinson ranked?

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

How do I check a wealth manager’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 wealth manager in Fort Atkinson 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 wealth managers 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 Fort Atkinson

  1. November 2026: RFA Scores recalculated for 50 wealth managers serving Fort Atkinson.

More wealth managers and Fort Atkinson pages