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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

Data updated on April 1, 2026
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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.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterTikTokYouTube
Beacon Pointe AdvisorsAddressMadisonWisconsinUnited StatesEmailPhone00Link
Voyage Financial AdvisorsAddressStevens PointWisconsinUnited StatesEmailPhone25Link
Thrivent Financial-Badgerland Group-Travis Kloehn/Jesse Fenske/Jennifer GardnerAddressNew LondonWisconsinUnited StatesEmailPhone00Link
WealthspireAddressMadisonWisconsinUnited StatesEmailPhone05Link
UMB Private Wealth Management CenterAddressMilwaukeeWisconsinUnited StatesEmailPhone00Link
WealthspireAddressAppletonWisconsinUnited StatesEmailPhone01Link
Elite Retirement GroupAddressKronenwetterWisconsinUnited StatesEmailPhone15Link
WealthspireAddressMilwaukeeWisconsinUnited StatesEmailPhone04Link
NorthRock Partners - AppletonAddressWisconsinUnited StatesEmailPhone05Link
Riverstone Wealth ManagementAddressPlymouthWisconsinUnited StatesEmailPhone00Link
[
  {
    "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"
  }
]

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Number of Financial advisors locations by each city/area

City/AreaPopulationNumber Of Financial advisors
Madison 248.95K27
Green Bay 105.21K12
Milwaukee 600.15K11
Janesville 64.12K10
Appleton 74.14K8
Eau Claire 67.78K8
Brookfield 38.02K7
Oshkosh 66.56K6
Fond du Lac County -5
Sheboygan 48.80K5
Stevens Point 26.60K5
Waukesha 71.97K5
Fitchburg 28.00K4
Hudson 13.57K4
La Crosse 52.31K4
Mequon 23.13K4
Mount Pleasant 26.27K4
New Berlin 39.83K4
Sun Prairie 32.37K4
Verona 12.54K4
Fort Atkinson 12.43K3
Manitowoc 33.01K3
Marshfield 18.62K3
New London 7.17K3
Rib Mountain 5.65K3
Rice Lake 8.39K3
Whitefish Bay 14.11K3
Baraboo 12.15K2
Beaver Dam 16.56K2
Delafield 7.18K2
Dodgeville 4.65K2
Elm Grove 6.17K2
Germantown 19.99K2
Glendale 12.87K2
Kimberly 6.74K2
Lake Geneva 7.78K2
Medford 4.34K2
Menasha 17.57K2
Middleton 18.98K2
Pewaukee 8.21K2
Phillips 1.39K2
Platteville 12.57K2
Plymouth 8.51K2
Port Washington 11.58K2
Racine 77.74K2
River Falls 15.27K2
Wauwatosa 47.61K2
Weston 15.07K2
Altoona 7.32K1
Amery 2.83K1
Ashland 8.04K1
Berlin 5.42K1
Black River Falls 3.56K1
Boscobel 3.19K1
Caledonia 24.68K1
Cedarburg 11.48K1
Columbus 5.00K1
Durand 1.85K1
Elkhorn 9.89K1
Franklin 36.22K1
Greenfield 37.35K1
Harrison 7.30K1
Hartford 14.36K1
Holmen 9.65K1
Johnson Creek 2.91K1
Kronenwetter 7.63K1
Marinette 10.80K1
Menomonee Falls 36.12K1
Menomonie 16.30K1
Neenah 25.79K1
New Holstein 3.22K1
North Hudson 3.82K1
Onalaska 18.47K1
Park Falls 2.33K1
Pleasant Prairie 20.73K1
Portage 10.38K1
Prairie du Chien 5.76K1
Reedsburg 9.55K1
Rhinelander 7.53K1
Ripon 7.70K1
River Hills 1.61K1
Rochester 3.77K1
Seymour 3.44K1
Shawano 9.13K1
Sheboygan Falls 7.84K1
Somers 9.45K1
South Milwaukee 21.23K1
Sparta 9.68K1
Superior 26.58K1
Twin Lakes 6.09K1
Watertown 23.82K1
Wautoma 2.14K1
West Allis 60.62K1
Westby 2.26K1
Whitewater 14.69K1
Wrightstown 3.33K1

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

286

Number of Financial advisors in Wisconsin with Email

68

List of Financial advisors in Wisconsin with Social Media Accounts

131

Facebook Profiles

82

Instagram Handles

141

LinkedIn Profiles

83

X Handles

2

TikTok Profiles

95

YouTube Channels

Download sales qualified leads of Financial advisors in the Wisconsin

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

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.

286

Number of Financial advisors in Wisconsin with website

3

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.

5

Number of 1 star-rated Financial advisors in Wisconsin

2

Number of 2 star-rated Financial advisors in Wisconsin

12

Number of 3 star-rated Financial advisors in Wisconsin

17

Number of 4 star-rated Financial advisors in Wisconsin

129

Number of 5 star-rated Financial advisors in Wisconsin

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The total number of Financial advisors in Wisconsin is 289.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial advisors in Wisconsin at an affordable price.

You can download the complete dataset of sales qualified leads of Financial advisors in Wisconsin once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial advisors in Wisconsin dataset costs $149.

There are 286 Financial advisors in Wisconsin with phone numbers.

There are 68 Financial advisors in Wisconsin with email addresses.

There are 90 Financial advisors in Wisconsin with both phone numbers and email lists.

There are 141 Financial advisors in Wisconsin with LinkedIn Profiles.

There are 131 Financial advisors in Wisconsin with Facebook Profiles.

There are 82 Financial advisors in Wisconsin with Instagram Handles.

There are 83 Financial advisors in Wisconsin with X Handles.

There are 2 Financial advisors in Wisconsin with TikTok Profiles.

There are 95 Financial advisors in Wisconsin with YouTube Channels.

The total count of Financial advisors in Wisconsin with a website is 286.

The total count of Financial advisors in Wisconsin without a website is 3.

There are 129 5-star rated Financial advisors in Wisconsin.

There are 17 4-star rated Financial advisors in Wisconsin.

There are 12 3-star rated Financial advisors in Wisconsin.

There are 2 2-star rated Financial advisors in Wisconsin.

There are 5 1-star rated Financial advisors in Wisconsin.

The average age of Financial advisors in Wisconsin is 6 years and 2 months.

Madison, Green Bay, and Milwaukee are the top 3 cities with the most number of Financial advisors in Wisconsin. Madison leads at the top with 27 Financial advisors, at 9.34%. Green Bay follows with 12 Financial advisors, at 4.15%. Milwaukee comes third with 11 Financial advisors, accounting for 3.81% of its total.

Madison, with the most number of Financial advisors, is the best city for Financial advisors in Wisconsin. It tops with 27 Financial advisors, which is 9.34% of the total Financial advisors in Wisconsin.

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With the email addresses of Financial advisors, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial advisors ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.