Licensed · Madison
Licensed & Insured Financial Advisors in Madison, WI
Every financial advisors listed here carries proper licensing and insurance in WI. Protect yourself — always verify credentials before work begins.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Madison, WI by verified customer ratings and review volume. The highest-rated is The Capital Group with a 5.0-star rating from 82 verified reviews. Also in the top tier: Compelling Wealth Advisors - Ameriprise Financial Services, LLC and Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC. The average rating across all listed financial advisors in Madison is 4.9 stars from 22 reviews per business on average.
Financial advisors in Madison typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
22
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
The Capital Group
406 Science Dr, Madison, WI 53711, USA
Compelling Wealth Advisors - Ameriprise Financial Services, LLC
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA
Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA
Financial Advisors Rankings in Madison, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The Capital Group406 Science Dr, Madison, WI 53711, USA | 5.0★ | 82 |
| #2 | Compelling Wealth Advisors - Ameriprise Financial Services, LLC2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA | 5.0★ | 68 |
| #3 | Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA | 5.0★ | 61 |
| #4 | Walkner Condon Financial Advisors3418 Monroe St, Madison, WI 53711, USA | 5.0★ | 20 |
| #5 | Madison Partners1502 W Broadway Suite 301, Madison, WI 53713, USA | 5.0★ | 17 |
| #6 | Shepherd Financial Advisors5555 Odana Rd #104, Madison, WI 53719, USA | 5.0★ | 26 |
| #7 | Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC2923 Marketplace Dr # 100, Fitchburg, WI 53719, USA | 5.0★ | 53 |
| #8 | Goldstein Advisors1241 John Q Hammons Dr Ste 302, Madison, WI 53717, USA | 5.0★ | 2 |
| #9 | Atlas Wealth Advisers2921 Landmark Pl Suite 225, Madison, WI 53713, USA | 5.0★ | 16 |
| #10 | Evolution Financial LLC2701 International Ln Suite 203, Madison, WI 53704, USA | 5.0★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Madison
Walkner Condon Financial Advisors
3418 Monroe St, Madison, WI 53711, USA
Madison Partners
1502 W Broadway Suite 301, Madison, WI 53713, USA
Shepherd Financial Advisors
5555 Odana Rd #104, Madison, WI 53719, USA
Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC
2923 Marketplace Dr # 100, Fitchburg, WI 53719, USA
Goldstein Advisors
1241 John Q Hammons Dr Ste 302, Madison, WI 53717, USA
Atlas Wealth Advisers
2921 Landmark Pl Suite 225, Madison, WI 53713, USA
Evolution Financial LLC
2701 International Ln Suite 203, Madison, WI 53704, USA
EnRich Financial Partners LLC
6502 Grand Teton Plaza UNIT 201, Madison, WI 53719, USA
Lindenwood Financial LLC
622 W Washington Ave Suite 100, Madison, WI 53703, USA
Resonant Capital Advisors
33 E Main St Suite 440, Madison, WI 53703, USA
Midwest Financial Group
2924 Marketplace Dr #200, Fitchburg, WI 53719, USA
Four Lakes Wealth Advisors - Ameriprise Financial Services, LLC
1110 Fourier Dr #100, Madison, WI 53717, USA
Allison O'Connor - Private Wealth Advisor, Ameriprise Financial Services, LLC
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA
Capital Wealth Advisory Group - Ameriprise Financial Services, LLC
7617 Mineral Point Rd #200, Madison, WI 53717, USA
LBW Wealth Management, LLC
6410 Enterprise Ln #120, Madison, WI 53719, USA
Darin J Schubring - Financial Advisor, Ameriprise Financial Services, LLC
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA
Johnson Generational Wealth Management
8010 Excelsior Dr # 200, Madison, WI 53717, USA
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Frequently Asked Questions — Financial Advisors in Madison
What is a fiduciary financial advisor and why does it matter in Madison?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Madison, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Madison?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 1, 2026.
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