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Wealth Managers in Wisconsin: Ranked Lists by City (2026)

79 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →

We rank wealth managers in 79 Wisconsin cities, 2,271 city rankings in all. The largest lists are Salem (73), Hudson (72) and Pleasant Prairie (72).

Wealth managers by city in Wisconsin

Every Wisconsin city with a ranked list of wealth managers, largest first. Each list ranks firms within 40 mi of the city.

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.

Wealth managers ranked by city in Wisconsin
CityRankedRanked #1Its RFA Score
Wealth managers in Salem73Wealth Financial Services & Tax Advisory68
Wealth managers in Hudson72Savant Wealth Management70
Wealth managers in Pleasant Prairie72Wealth Financial Services & Tax Advisory68
Wealth managers in Kenosha65DBHW Wealth Partners68
Wealth managers in River Falls55Savant Wealth Management69
Wealth managers in Fort Atkinson50Compelling Wealth Advisors - Ameriprise Financial Services, LLC68
Wealth managers in Burlington47DBHW Wealth Partners67
Wealth managers in Mount Pleasant44DBHW Wealth Partners69
Wealth managers in Watertown40Compelling Wealth Advisors - Ameriprise Financial Services, LLC67
Wealth managers in Whitewater39kf. Wealth Management69
Wealth managers in Racine38DBHW Wealth Partners69
Wealth managers in Janesville37kf. Wealth Management71
Wealth managers in Caledonia35DBHW Wealth Partners70
Wealth managers in Oconomowoc33DBHW Wealth Partners66
Wealth managers in Franklin32DBHW Wealth Partners70
Wealth managers in Muskego32DBHW Wealth Partners69
Wealth managers in Germantown31DBHW Wealth Partners67
Wealth managers in Shorewood31DBHW Wealth Partners70
Wealth managers in South Milwaukee31DBHW Wealth Partners72
Wealth managers in Sun Prairie31Compelling Wealth Advisors - Ameriprise Financial Services, LLC71
Wealth managers in Sussex31DBHW Wealth Partners68
Wealth managers in Brookfield30DBHW Wealth Partners69
Wealth managers in Cudahy30DBHW Wealth Partners71
Wealth managers in Glendale30DBHW Wealth Partners69
Wealth managers in Greendale30DBHW Wealth Partners70
Wealth managers in Greenfield30DBHW Wealth Partners70
Wealth managers in Hartford30DBHW Wealth Partners65
Wealth managers in Milwaukee30DBHW Wealth Partners70
Wealth managers in New Berlin30DBHW Wealth Partners69
Wealth managers in Oak Creek30DBHW Wealth Partners71
Wealth managers in Richfield30DBHW Wealth Partners67
Wealth managers in Stoughton30Compelling Wealth Advisors - Ameriprise Financial Services, LLC71
Wealth managers in Waukesha30DBHW Wealth Partners68
Wealth managers in Wauwatosa30DBHW Wealth Partners70
Wealth managers in West Allis30DBHW Wealth Partners69
Wealth managers in West Bend30DBHW Wealth Partners65
Wealth managers in Whitefish Bay30DBHW Wealth Partners69
Wealth managers in Brown Deer29DBHW Wealth Partners69
Wealth managers in Cedarburg29Wealth Enhancement Group67
Wealth managers in Fitchburg29Compelling Wealth Advisors - Ameriprise Financial Services, LLC72
Wealth managers in Grafton29DBHW Wealth Partners67
Wealth managers in Madison29Compelling Wealth Advisors - Ameriprise Financial Services, LLC73
Wealth managers in Menomonee Falls29DBHW Wealth Partners68
Wealth managers in Mequon29DBHW Wealth Partners68
Wealth managers in Port Washington29DBHW Wealth Partners66
Wealth managers in Middleton28Compelling Wealth Advisors - Ameriprise Financial Services, LLC72
Wealth managers in Oregon28Compelling Wealth Advisors - Ameriprise Financial Services, LLC72
Wealth managers in Verona28Compelling Wealth Advisors - Ameriprise Financial Services, LLC72
Wealth managers in Appleton27Avaii Wealth Management73
Wealth managers in Kaukauna27Avaii Wealth Management72
Wealth managers in Little Chute27Avaii Wealth Management72
Wealth managers in Monroe26Compelling Wealth Advisors - Ameriprise Financial Services, LLC68
Wealth managers in Portage26Compelling Wealth Advisors - Ameriprise Financial Services, LLC68
Wealth managers in Waunakee26Compelling Wealth Advisors - Ameriprise Financial Services, LLC71
Wealth managers in Baraboo25Compelling Wealth Advisors - Ameriprise Financial Services, LLC68
Wealth managers in De Pere25Avaii Wealth Management70
Wealth managers in Menasha25Avaii Wealth Management73
Wealth managers in Ashwaubenon24Avaii Wealth Management70
Wealth managers in Neenah24Avaii Wealth Management72
Wealth managers in Allouez23Avaii Wealth Management69
Wealth managers in Bellevue23Avaii Wealth Management69
Wealth managers in Green Bay23Avaii Wealth Management68
Wealth managers in Howard23Avaii Wealth Management69
Wealth managers in Manitowoc21Mueller Wealth69
Wealth managers in Oshkosh21Avaii Wealth Management71
Wealth managers in Suamico20Avaii Wealth Management68
Wealth managers in Beaver Dam16Mueller Wealth65
Wealth managers in Beloit16kf. Wealth Management71
Wealth managers in Fond du Lac16Avaii Wealth Management68
Wealth managers in Two Rivers16Mueller Wealth73
Wealth managers in Sheboygan8Mueller Wealth67
Wealth managers in Waupun8Mueller Wealth68
Wealth managers in Marshfield6Lifescape Wealth - Ameriprise Financial Services, LLC68
Wealth managers in Plover6Northern Way Wealth Management71
Wealth managers in Stevens Point6Northern Way Wealth Management70
Wealth managers in Wausau6Point Wealth Management70
Wealth managers in Weston6Eminence Gray Wealth & Wellness68
Wealth managers in Menomonie5Bernicke Wealth Management70
Wealth managers in Wisconsin Rapids5Northern Way Wealth Management70

Highest RFA Scores among Wisconsin wealth managers

Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.

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.