Ways to browse advisors serving Wisconsin

Pick a specialty or descriptor to browse more advisors serving Wisconsin.

By how they work

Type	Advisors
Large-firm	7,080
Flat-fee	5,975
Seasoned	3,696
Independent	2,990
CFP®-certified	1,646

By who they serve

Type	Advisors
High-net-worth	1,293
Baby Boomer	178
Gen X	6
Millennial	5

Browse by city

Find advisors near a specific metro area in Wisconsin.

City	Advisors
Waukesha, WI	2,815
Milwaukee, WI	2,779
Mount Pleasant, WI	1,465
Racine, WI	1,291
Madison, WI	1,197
Appleton, WI	1,127
Oshkosh, WI	729
Green Bay, WI	711
Neenah, WI	671
Kenosha, WI	604
Beloit, WI	545
Whitewater, WI	366
Watertown, WI	336
Fort Atkinson, WI	335
Elkhorn, WI	269
Janesville, WI	252
Eau Claire, WI	246
Platteville, WI	244
Onalaska, WI	225
Menomonie, WI	223
Fond du Lac, WI	219
Sparta, WI	215
La Crosse, WI	210
Sheboygan, WI	170
Wausau, WI	164
Manitowoc, WI	144
Baraboo, WI	108
Plover, WI	102
Stevens Point, WI	96
Wisconsin Rapids, WI	94
Beaver Dam, WI	76
Marinette, WI	67
Marshfield, WI	45
Shawano, WI	44
Rice Lake, WI	42

Browse by specialty

Find advisors serving Wisconsin who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	6,518
Retired	4,677
Wealth management	4,165
Tax-loss harvesting	3,863
Executive	3,150
Retirement income strategy	2,324
Retirement plans for business owners (SEP, solo 401k)	2,192
College savings (529s, UTMA, etc.)	1,383
General retirement planning	1,222
Active portfolio management	1,144
Approaching retirement	1,123
Options & derivatives strategies	1,058
Income planning	1,045
Annuities	1,030
Private / alternative investments	919
General estate planning guidance	889
ESG / Sustainable investing	812
Social Security optimization	753
Business exit / sale strategy	722
HENRY (High Earners, Not Rich Yet)	684
Business ownership considerations	644
Passive / index investing	591
Charitable giving & philanthropy	577
Cash flow / budgeting	570
Retirement withdrawal strategies	534
Multi-generational wealth transfer	483
Concentrated stock management	473
Mid-Career Professionals	469
Self-Employed	376
Business succession planning	315
Equity compensation tax strategy	219
Financial Professional	195
Divorce financial planning	193
Real estate investing	193
General tax planning	164
Factor investing / smart beta	132
Established Professionals	119
Women Professionals	116
Tax strategies for small businesses	96
Divorced	90
Debt management	84
Planning for children with special needs	83
Long-term care insurance	74
Educators, Teachers, and Academics	62
Married/Couples/Partners	59
Attorney	57
Doctor or Medical Professional	53
Roth conversion strategy	38
Business sale tax planning	36
Intergenerational Families	35
Life insurance needs analysis	31
Values-based investing	27
Military & Veterans	26
Liquidity event planning	20
Parents	20
Religious/faith focused	19
Young Professionals	19
Family Business	17
Airline Pilot	16
Business Financial Management	16
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	16
Disability insurance	15
Early retirement planning	15
Charitable giving tax strategies	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Retired	11
Stock option exercise strategy	11
Medicare planning	10
Women's Finance	10
Young Families	10
Trust structures (GRAT, IDGT, revocable)	9
Professional Athlete	7
Women Business Owners	5
Christian Faith Based	4
Exec comp design	3
Student loan debt	3

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