List of Financial advisors in Wisconsin
There are 289 Financial advisors in Wisconsin as of April 1, 2026; which is an 0.00% increase from 2023. Of these locations, 141 Financial advisors which is 48.79% of all Financial advisors in Wisconsin are single-owner operations, while the remaining 148 which is 51.21% are part of larger brands. The top three cities with the most Financial advisors are Madison with 27 Financial advisors, Green Bay with 12 Financial advisors, Milwaukee with 11 Financial advisors. Average age of Financial advisors in Wisconsin is 6 years and 2 months.Financial advisors are also establishing a strong digital presence across various platforms: 141 have LinkedIn profiles, 131 have Facebook Pages, 82 are active on Instagram, 83 have X (formerly Twitter) handles, 2 are on TikTok, and 95 have YouTube channels. About 286 Financial advisors have their own website and the remaining 3 don’t have their own website.
- 289
Number of Financial advisors
- 68
Email addresses
- 286
Phone numbers
- 286
With Websites
- 141
LinkedIn Profiles
- 131
Facebook Profiles
- 82
Instagram Handles
- 83
X Handles
- 2
TikTok Profiles
- 95
YouTube Channels
Download list of Financial advisors in Wisconsin
You can download Financial advisors email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | TikTok | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors | Address | Madison | Wisconsin | United States | Phone | 0 | 0 | Link | |||||||
| Voyage Financial Advisors | Address | Stevens Point | Wisconsin | United States | Phone | 2 | 5 | Link | |||||||
| Thrivent Financial-Badgerland Group-Travis Kloehn/Jesse Fenske/Jennifer Gardner | Address | New London | Wisconsin | United States | Phone | 0 | 0 | Link | |||||||
| Wealthspire | Address | Madison | Wisconsin | United States | Phone | 0 | 5 | Link | |||||||
| UMB Private Wealth Management Center | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 0 | Link | |||||||
| Wealthspire | Address | Appleton | Wisconsin | United States | Phone | 0 | 1 | Link | |||||||
| Elite Retirement Group | Address | Kronenwetter | Wisconsin | United States | Phone | 1 | 5 | Link | |||||||
| Wealthspire | Address | Milwaukee | Wisconsin | United States | Phone | 0 | 4 | Link | |||||||
| NorthRock Partners - Appleton | Address | Wisconsin | United States | Phone | 0 | 5 | Link | ||||||||
| Riverstone Wealth Management | Address | Plymouth | Wisconsin | United States | Phone | 0 | 0 | Link |
[
{
"name": "Beacon Pointe Advisors",
"address": "83**********",
"phone": "********4248",
"email": "in**@be**********",
"lat": 43.0886847,
"lng": -89.5263366,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Madison",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial advisors"
},
{
"name": "Voyage Financial Advisors",
"address": "29**********",
"phone": "********1122",
"email": "me**********@th**********",
"lat": 44.502382,
"lng": -89.5124142,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Stevens Point",
"star_count": 5,
"rating_count": 2,
"category_name": "Financial consultants,Financial planners,Financial advisors"
},
{
"name": "Thrivent Financial-Badgerland Group-Travis Kloehn/Jesse Fenske/Jennifer Gardner",
"address": "10**********",
"phone": "********3133",
"email": "me**********@th**********",
"lat": 44.3943002,
"lng": -88.7395648,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "New London",
"star_count": 0,
"rating_count": 0,
"category_name": "Insurance agencies,Financial consultants,Financial advisors"
},
{
"name": "Wealthspire",
"address": "10**********",
"phone": "********1322",
"email": "cr*********@we**********",
"lat": 43.1432247,
"lng": -89.2985977,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Madison",
"star_count": 5,
"rating_count": 0,
"category_name": "Financial advisors"
},
{
"name": "UMB Private Wealth Management Center",
"address": "78**********",
"phone": "********6101",
"email": "Ta**********@um*****",
"lat": 43.040689,
"lng": -87.909938,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Milwaukee",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Financial advisors"
},
{
"name": "Wealthspire",
"address": "25**********",
"phone": "********5688",
"email": "cr*********@we**********",
"lat": 44.301214,
"lng": -88.3679189,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Appleton",
"star_count": 1,
"rating_count": 0,
"category_name": "Financial advisors"
},
{
"name": "Elite Retirement Group",
"address": "12**********",
"phone": "********8899",
"email": "fr*******@re**********",
"lat": 44.8363192,
"lng": -89.6536602,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Kronenwetter",
"star_count": 5,
"rating_count": 1,
"category_name": "Tax preparation services,Financial planners,Financial advisors,National tax services,Tax preparations"
},
{
"name": "Wealthspire",
"address": "33**********",
"phone": "********1321",
"email": "cr*********@we**********",
"lat": 43.0431442,
"lng": -87.9075061,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Milwaukee",
"star_count": 4,
"rating_count": 0,
"category_name": "Financial advisors"
},
{
"name": "NorthRock Partners - Appleton",
"address": "49**********",
"phone": "********8531",
"email": "in**@no**********",
"lat": 44.2626705,
"lng": -88.4807916,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": null,
"star_count": 5,
"rating_count": 0,
"category_name": "Financial advisors,Investment services,Financial planners,Financial consultants,Tax consultants"
},
{
"name": "Riverstone Wealth Management",
"address": "51**********",
"phone": "********4510",
"email": "ad********@lp*****",
"lat": 43.7471427,
"lng": -87.9738382,
"url": "ht**********",
"country": "United States",
"state": "Wisconsin",
"city": "Plymouth",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial advisors"
}
]Loading...
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Number of Financial advisors locations by each city/area
| City/Area | Population | Number Of Financial advisors |
|---|---|---|
| Madison | 248.95K | 27 |
| Green Bay | 105.21K | 12 |
| Milwaukee | 600.15K | 11 |
| Janesville | 64.12K | 10 |
| Appleton | 74.14K | 8 |
| Eau Claire | 67.78K | 8 |
| Brookfield | 38.02K | 7 |
| Oshkosh | 66.56K | 6 |
| Fond du Lac County | - | 5 |
| Sheboygan | 48.80K | 5 |
| Stevens Point | 26.60K | 5 |
| Waukesha | 71.97K | 5 |
| Fitchburg | 28.00K | 4 |
| Hudson | 13.57K | 4 |
| La Crosse | 52.31K | 4 |
| Mequon | 23.13K | 4 |
| Mount Pleasant | 26.27K | 4 |
| New Berlin | 39.83K | 4 |
| Sun Prairie | 32.37K | 4 |
| Verona | 12.54K | 4 |
| Fort Atkinson | 12.43K | 3 |
| Manitowoc | 33.01K | 3 |
| Marshfield | 18.62K | 3 |
| New London | 7.17K | 3 |
| Rib Mountain | 5.65K | 3 |
| Rice Lake | 8.39K | 3 |
| Whitefish Bay | 14.11K | 3 |
| Baraboo | 12.15K | 2 |
| Beaver Dam | 16.56K | 2 |
| Delafield | 7.18K | 2 |
| Dodgeville | 4.65K | 2 |
| Elm Grove | 6.17K | 2 |
| Germantown | 19.99K | 2 |
| Glendale | 12.87K | 2 |
| Kimberly | 6.74K | 2 |
| Lake Geneva | 7.78K | 2 |
| Medford | 4.34K | 2 |
| Menasha | 17.57K | 2 |
| Middleton | 18.98K | 2 |
| Pewaukee | 8.21K | 2 |
| Phillips | 1.39K | 2 |
| Platteville | 12.57K | 2 |
| Plymouth | 8.51K | 2 |
| Port Washington | 11.58K | 2 |
| Racine | 77.74K | 2 |
| River Falls | 15.27K | 2 |
| Wauwatosa | 47.61K | 2 |
| Weston | 15.07K | 2 |
| Altoona | 7.32K | 1 |
| Amery | 2.83K | 1 |
| Ashland | 8.04K | 1 |
| Berlin | 5.42K | 1 |
| Black River Falls | 3.56K | 1 |
| Boscobel | 3.19K | 1 |
| Caledonia | 24.68K | 1 |
| Cedarburg | 11.48K | 1 |
| Columbus | 5.00K | 1 |
| Durand | 1.85K | 1 |
| Elkhorn | 9.89K | 1 |
| Franklin | 36.22K | 1 |
| Greenfield | 37.35K | 1 |
| Harrison | 7.30K | 1 |
| Hartford | 14.36K | 1 |
| Holmen | 9.65K | 1 |
| Johnson Creek | 2.91K | 1 |
| Kronenwetter | 7.63K | 1 |
| Marinette | 10.80K | 1 |
| Menomonee Falls | 36.12K | 1 |
| Menomonie | 16.30K | 1 |
| Neenah | 25.79K | 1 |
| New Holstein | 3.22K | 1 |
| North Hudson | 3.82K | 1 |
| Onalaska | 18.47K | 1 |
| Park Falls | 2.33K | 1 |
| Pleasant Prairie | 20.73K | 1 |
| Portage | 10.38K | 1 |
| Prairie du Chien | 5.76K | 1 |
| Reedsburg | 9.55K | 1 |
| Rhinelander | 7.53K | 1 |
| Ripon | 7.70K | 1 |
| River Hills | 1.61K | 1 |
| Rochester | 3.77K | 1 |
| Seymour | 3.44K | 1 |
| Shawano | 9.13K | 1 |
| Sheboygan Falls | 7.84K | 1 |
| Somers | 9.45K | 1 |
| South Milwaukee | 21.23K | 1 |
| Sparta | 9.68K | 1 |
| Superior | 26.58K | 1 |
| Twin Lakes | 6.09K | 1 |
| Watertown | 23.82K | 1 |
| Wautoma | 2.14K | 1 |
| West Allis | 60.62K | 1 |
| Westby | 2.26K | 1 |
| Whitewater | 14.69K | 1 |
| Wrightstown | 3.33K | 1 |
How many Financial advisors are there in Wisconsin?
There are a total of 289 Financial advisors in Wisconsin as of April 01, 2026.
Number of Financial advisors in Wisconsin with Phone Number
Number of Financial advisors in Wisconsin with Email
List of Financial advisors in Wisconsin with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
YouTube Channels
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Data of Financial advisors in Wisconsin with/without Website
Download the list of Financial advisors in Wisconsin as of April 01, 2026 with and without website information.
Number of Financial advisors in Wisconsin with website
Number of Financial advisors in Wisconsin without website
List of Financial advisors in Wisconsin By Ratings
Download the data of the number of star-rated Financial advisors in Wisconsin as of April 01, 2026.
Number of 1 star-rated Financial advisors in Wisconsin
Number of 2 star-rated Financial advisors in Wisconsin
Number of 3 star-rated Financial advisors in Wisconsin
Number of 4 star-rated Financial advisors in Wisconsin
Number of 5 star-rated Financial advisors in Wisconsin
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