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Wealth Managers in Racine, WI: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Racine: DBHW Wealth Partners, RFA Score 69/100; 4.7★ from 200 Google reviews.

  2. 2

    Most-reviewed: Wealth Financial Services & Tax Advisory, 167 Google reviews at 4.9★, the most of 38 ranked after DBHW Wealth Partners; ranked #2.

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

38 Racine wealth managers are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 38 rated firms.

Top 10 wealth managers in Racine 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 Racine at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1DBHW Wealth Partners694.7★ (200)South Milwaukee, 13 mi away—Top score
2Wealth Financial Services & Tax Advisory664.9★ (167)Buffalo Grove, 40 mi away—Most reviews
3Wealth Enhancement Group645.0★ (35)Brookfield, 28 mi away——
4Wealth Enhancement Group635.0★ (38)Milwaukee, 32 mi away——
5Lake Country Wealth Strategies625.0★ (25)Menomonee Falls, 33 mi awayEvenings—
6IAG Wealth Partners, LLC624.8★ (29)Waukesha, 32 mi away——
7Resilient Wealth Planning | Milwaukee Financial Advisor625.0★ (16)Brookfield, 27 mi away——
8Serenity Wealth Management, Sean O'Connor MBA615.0★ (8)Salem, 19 mi awaySat—
9WealthCamp Advisors615.0★ (25)Crystal Lake, 39 mi awaySat—
10Savant Wealth Management614.9★ (22)Arlington Heights, 38 mi away——

All 38 wealth managers in Racine, 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 Racine

    #1 DBHW Wealth Partners

    Based in South Milwaukee, 13 mi away

    69/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.7★ from 200 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 200 Google reviews
    Hours
    Mon–Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1125 Milwaukee Ave, South Milwaukee, WI 53172
    View profile for DBHW Wealth Partners(414) 764-7330

  4. #4 Wealth Enhancement Group

    Based in Milwaukee, 32 mi away

    63/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 38 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 38 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    8909 N Port Washington Rd Ste 206, Milwaukee, WI 53217
    View profile for Wealth Enhancement Group(414) 352-8460

  6. #6 IAG Wealth Partners, LLC

    Based in Waukesha, 32 mi away

    62/100RFA Score

    Ranked #6 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

  9. #9 WealthCamp Advisors

    Based in Crystal Lake, 39 mi away

    61/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1805 Nish Rd, Crystal Lake, IL 60012
    View profile for WealthCamp Advisors(815) 455-7622

  10. #10 Savant Wealth Management

    Based in Arlington Heights, 38 mi away

    61/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    475 Half Day Rd Ste 210, Lincolnshire, IL 60069
    View profile for Savant Wealth Management(847) 541-6888

  11. #11 Real Wealth Advisors, LLC

    Based in Brookfield, 27 mi away

    60/100RFA Score

    Ranked #11 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

  14. #14 Du Charme Wealth Management

    Based in New Berlin, 25 mi away

    59/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2665 S Moorland Rd Suites 100 & 212, New Berlin, WI 53151
    View profile for Du Charme Wealth Management(262) 505-5740

  16. #16 Annex Wealth Management

    Based in Brookfield, 28 mi away

    59/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.8★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    17950 W Corporate Dr Ste 300, Brookfield, WI 53045
    View profile for Annex Wealth Management(262) 786-6363

  20. #20 Wolter Wealth Management

    Based in Libertyville, 34 mi away

    58/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–12 PM · Sat–Sun closed
    Address
    1590 S Milwaukee Ave #302, Libertyville, IL 60048
    View profile for Wolter Wealth Management(224) 331-0311

  21. #21 PMG Wealth Management

    Based in Crystal Lake, 38 mi away

    58/100RFA Score

    Ranked #21 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–Fri 8 AM–3:30 PM · Sat–Sun closed
    Address
    60 Landover Pkwy Suite D, Hawthorn Woods, IL 60047
    View profile for PMG Wealth Management(847) 550-6100

  24. #24 Wealthspire

    Based in Milwaukee, 23 mi away

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial advisor”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    330 E Kilbourn Ave Ste 1219, Milwaukee, WI 53202
    View profile for Wealthspire(414) 509-1321

All 38 wealth managers

#1 to #25 are shown in full above. Here are #26 to #38, in RFA Score order; each links to its profile.

wealth managers in Racine, ranks 26 to 38
RankBusinessRFA ScoreGoogle ratingDistance
26Wealthspire585.0★ (7)39 mi
27Shannon Lutze - Private Wealth Advisor, Ameriprise Financial Services, LLC585.0★ (4)31 mi
28Richard Dallen - Private Wealth Advisor, Ameriprise Financial Services, LLC584.0★ (4)28 mi
29ellio Wealth Advisors - Ameriprise Financial Services, LLC573.7★ (3)26 mi
30Fischer Wealth Management574.2★ (5)33 mi
31Annex Wealth Management, Mequon Branch574.3★ (6)36 mi
32Diversified Wealth Strategies, LLC575.0★ (4)34 mi
33Fortress Wealth and Retirement575.0★ (5)37 mi
34Shakespeare Wealth Management, LLC575.0★ (4)35 mi
35Brian Luedke - Forward Wealth Group574.3★ (6)37 mi
3615 Wealth575.0★ (3)34 mi
37Pickwick Wealth Management565.0★ (4)40 mi
38Annex Wealth Management Lake Country Branch565.0★ (3)38 mi

Also serving Racine

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 Racine
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)In Racine
BMO Bank N.A Branches3.3★ (12)In Racine
Bode Financial Group Ltd5.0★ (1)In Racine
CLA (CliftonLarsonAllen)In Racine
Edward Jones - Financial Advisor: Adam J Cole5.0★ (2)In Racine
Gwidt Wealth Management Group of Raymond JamesIn Racine
J. Nelson Financial Services & Modern Woodmen Registered Representative Jonathan Nelson5.0★ (1)In Racine
Johnson Keland ManagementIn Racine
Melissa Palmer-Ball - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Racine
Porasik Yde Wealth Management of Raymond JamesIn Racine
Racine Financial Empowerment CenterIn Racine
Raymond James & AssociatesIn Racine
Robert W Baird & Co5.0★ (1)In Racine
Stifel5.0★ (1)In Racine
U.S. Bancorp Advisors - Financial Advisors: Jeffrey PerryIn Racine
U.S. Bancorp Advisors - Financial Advisors: Kevin Kiesig1.0★ (1)In Racine
U.S. Bank - Wealth Management Banker: Ashley Wright3.0★ (2)In Racine
Wells Fargo Advisors5.0★ (1)In Racine
William Smith - Thrivent5.0★ (3)In Racine
Wintrust Wealth ManagementIn Racine

How we ranked Racine wealth managers

We scored 38 Racine 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 Racine 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 Racine: frequently asked questions

Which wealth manager has the highest RFA Score in Racine?

By RFA Score, the highest-ranked wealth manager in Racine, WI is DBHW Wealth Partners with an RFA Score of 69/100. It has 4.7★ from 200 Google reviews. Wealth Financial Services & Tax Advisory (#2) and Wealth Enhancement Group (#3) follow. We ranked 38 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Racine?

RankedFinancialAdvisors ranks 38 wealth managers serving Racine, WI. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Racine work on weekends?

2 of 38 ranked wealth managers post Saturday hours. The highest-ranked open Saturdays are Serenity Wealth Management, Sean O'Connor MBA (#8) and WealthCamp Advisors (#9). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Racine wealth managers have?

The median Google rating among 38 rated wealth managers in Racine is 5.0★, with a median of 6 reviews. DBHW Wealth Partners has the most, 200 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 Racine count in this ranking?

Yes, if they are within 40 mi of the Racine 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 Racine 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 Racine 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 Racine

  1. November 2026: RFA Scores recalculated for 38 wealth managers serving Racine.

More wealth managers and Racine pages