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 the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is The Capital Group with a 5.0-star rating from 82 Google reviews and an RNM Score of 82/100. 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 10, 2026 · RNM Score = 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 10, 2026
Last updated
Top Rated Financial Advisors
Earning a perfect 5.0-star rating from over 80 client reviews in Madison.
406 Science Dr, Madison, WI 53711, USARated 5.0 stars from 68 Google reviews in Madison, Wisconsin.
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USAEarns 5.0 stars from 61 Google reviews for trusted financial guidance in Madison.
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USAFinancial 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 | Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC2923 Marketplace Dr # 100, Fitchburg, WI 53719, USA | 5.0★ | 53 |
| #5 | Shepherd Financial Advisors5555 Odana Rd #104, Madison, WI 53719, USA | 5.0★ | 26 |
| #6 | Walkner Condon Financial Advisors3418 Monroe St, Madison, WI 53711, USA | 5.0★ | 20 |
| #7 | Atlas Wealth Advisers2921 Landmark Pl Suite 225, Madison, WI 53713, USA | 5.0★ | 16 |
| #8 | Goldstein Advisors1241 John Q Hammons Dr Ste 302, Madison, WI 53717, USA | 5.0★ | 2 |
| #9 | Allison O'Connor - Private Wealth Advisor, Ameriprise Financial Services, LLC2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA | 5.0★ | 26 |
| #10 | Midwest Financial Group2924 Marketplace Dr #200, Fitchburg, WI 53719, USA | 4.4★ | 25 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Madison
Rated 5.0 stars from 53 Google reviews, this Madison financial advisor is highly trusted.
2923 Marketplace Dr # 100, Fitchburg, WI 53719, USA
Consistently earns perfect 5.0★ ratings from dozens of client reviews.
5555 Odana Rd #104, Madison, WI 53719, USA
Trusted Madison financial advisor with a perfect 5.0★ rating from 20 reviews.
3418 Monroe St, Madison, WI 53711, USA
5.0 stars from 16 reviews, reflecting exceptional client satisfaction in Madison.
2921 Landmark Pl Suite 225, Madison, WI 53713, USA
Enjoying a perfect 5.0-star rating from their first couple of reviews on Google.
1241 John Q Hammons Dr Ste 302, Madison, WI 53717, USA
Rated 5.0 stars from 26 reviews, this Madison financial advisor earns exceptional client trust.
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA
Trusted by clients, this Madison financial advisor holds a solid 4.4★ rating from 25 reviews.
2924 Marketplace Dr #200, Fitchburg, WI 53719, USA
Rated 4.5 stars from 8 Google reviews, a trusted local financial advisor.
7617 Mineral Point Rd #200, Madison, WI 53717, USA
Exceptional 5.0-star rating from four Google reviews for a Madison financial advisor.
6410 Enterprise Ln #120, Madison, WI 53719, USA
A solid 4.0-star rating based on 4 Google reviews.
1110 Fourier Dr #100, Madison, WI 53717, USA
Exceptional 5.0-star rating from 3 Google reviews in Madison, WI.
8010 Excelsior Dr # 200, Madison, WI 53717, USA
A 5.0-star rating from 2 Google reviews reflects strong early client satisfaction.
622 W Washington Ave Suite 100, Madison, WI 53703, USA
Rated 5.0 stars from a small number of Google reviews in Madison.
33 E Main St Suite 440, Madison, WI 53703, USA
Boasting a perfect 5.0-star rating from 17 Google reviews, this Madison advisor is highly trusted.
1502 W Broadway Suite 301, Madison, WI 53713, USA
Earns a perfect 5.0-star rating from 9 Google reviews in Madison.
2601 W Beltline Hwy Ste 104, Madison, WI 53713, USA
5.0 rating from 3 reviews reflects exceptional client satisfaction.
6502 Grand Teton Plaza UNIT 201, Madison, WI 53719, USA
Trusted Madison financial advisor with a perfect 5.0 rating from 3 client reviews.
2701 International Ln Suite 203, Madison, WI 53704, USA
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Financial Advisors in Madison, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | The Capital Group | 82/100 | 5.0 ★ | 82 |
| 2 | Compelling Wealth Advisors - Ameriprise Financial Services, LLC | 81/100 | 5.0 ★ | 68 |
| 3 | Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC | 81/100 | 5.0 ★ | 61 |
| 4 | Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC | 80/100 | 5.0 ★ | 53 |
| 5 | Shepherd Financial Advisors | 76/100 | 5.0 ★ | 26 |
| 6 | Walkner Condon Financial Advisors | 75/100 | 5.0 ★ | 20 |
| 7 | Atlas Wealth Advisers | 74/100 | 5.0 ★ | 16 |
| 8 | Goldstein Advisors | 64/100 | 5.0 ★ | 2 |
| 9 | Allison O'Connor - Private Wealth Advisor, Ameriprise Financial Services, LLC | 76/100 | 5.0 ★ | 26 |
| 10 | Midwest Financial Group | 66/100 | 4.4 ★ | 25 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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 10, 2026.
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