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Financial Advisors in Milwaukee, WI — Free Estimates
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As of June 2026, RatingsNearMe ranks 18 financial advisors in Milwaukee, WI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is DBHW Wealth Partners with a 4.7-star rating from 190 Google reviews and an RNM Score of 82/100. Also in the top tier: Roman Financial and Forward Financial Group. The average rating across all listed financial advisors in Milwaukee is 4.8 stars from 24 reviews per business on average.
Financial advisors in Milwaukee 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
18
Businesses listed
4.8★
Avg rating
24
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Trusted by clients with a 4.7-star rating from nearly 200 reviews.
1125 Milwaukee Ave, South Milwaukee, WI 53172, USA4.8 stars from 65 reviews, reflecting consistently high client satisfaction.
2600 N Mayfair Rd #1080, Milwaukee, WI 53226, USATop-rated Milwaukee financial advisor with a flawless 5.0-star rating from 40 reviews.
W248N5233 Executive Dr Suite 500, Sussex, WI 53089, USAFinancial Advisors Rankings in Milwaukee, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | DBHW Wealth Partners1125 Milwaukee Ave, South Milwaukee, WI 53172, USA | 4.7★ | 190 |
| #2 | Roman Financial2600 N Mayfair Rd #1080, Milwaukee, WI 53226, USA | 4.8★ | 65 |
| #3 | Forward Financial GroupW248N5233 Executive Dr Suite 500, Sussex, WI 53089, USA | 5.0★ | 40 |
| #4 | Vantage Financial Partners13230 Watertown Plank Rd, Elm Grove, WI 53122, USA | 4.9★ | 40 |
| #5 | Northwestern Mutual100 E Wisconsin Ave # 2300, Milwaukee, WI 53202, USA | 4.2★ | 21 |
| #6 | Equitable AdvisorsMilwaukee Center, 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202, USA | 4.2★ | 5 |
| #7 | Shakespeare Wealth Management, LLCEdgewater Dr Suite 101, Pewaukee, WI 53072, USA | 5.0★ | 4 |
| #8 | Cove Financial Planning, LLC342 N Water St Suite 600, Milwaukee, WI 53202, USA | 5.0★ | 3 |
| #9 | Merrill Lynch Wealth Management833 E Michigan St, Milwaukee, WI 53202, USA | 5.0★ | 2 |
| #10 | Wealth Enhancement Group8909 N Port Washington Rd Suite 206, Milwaukee, WI 53217, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Milwaukee
Trusted by clients with a 4.9-star rating from 40 reviews.
13230 Watertown Plank Rd, Elm Grove, WI 53122, USA
A solid 4.2-star rating from 21 Google reviews reflects consistent client satisfaction.
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202, USA
Solid 4.2-star rating based on 5 Google reviews for financial guidance in Milwaukee.
Milwaukee Center, 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202, USA
Earns a perfect 5.0-star rating from its first four Google reviews.
Edgewater Dr Suite 101, Pewaukee, WI 53072, USA
5.0 stars from 3 reviews, reflecting strong local client satisfaction.
342 N Water St Suite 600, Milwaukee, WI 53202, USA
A 5.0-star rating from two Google reviews reflects exceptional client satisfaction.
833 E Michigan St, Milwaukee, WI 53202, USA
Exceptional 5.0-star rating based on a few client reviews.
8909 N Port Washington Rd Suite 206, Milwaukee, WI 53217, USA
Milwaukee financial advisor with a 4.0-star rating based on a handful of client reviews.
411 E Wisconsin Ave, Milwaukee, WI 53202, USA
A trusted Milwaukee financial advisor with a perfect 5.0-star rating from clients.
10700 Research Dr Suite 150, Milwaukee, WI 53226, USA
5.0★ from 1 review on Google for a Milwaukee financial advisor.
135 S 84th St # 135, Milwaukee, WI 53214, USA
Milwaukee financial advisor with a solid 4.0-star rating from 4 Google reviews.
330 E Kilbourn Ave Suite 1219, Milwaukee, WI 53202, USA
5.0 stars from 1 Google review, an exceptional start for this Milwaukee financial advisor.
12200 Corporate Pkwy Suite 200, Mequon, WI 53092, USA
Earns exceptional 5.0 stars from two Google reviews in Milwaukee.
115 S 84th St Suite 275, Milwaukee, WI 53214, USA
Trusted Milwaukee financial advisor with a strong 4.7-star rating from 40 reviews.
20965 Crossroads Cir, Waukesha, WI 53186, USA
Earns a perfect 5.0-star rating from a handful of Google reviews.
555 E Wells St #1900, Milwaukee, WI 53202, USA
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Financial Advisors in Milwaukee, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | DBHW Wealth Partners | 82/100 | 4.7 ★ | 190 |
| 2 | Roman Financial | 78/100 | 4.8 ★ | 65 |
| 3 | Forward Financial Group | 78/100 | 5.0 ★ | 40 |
| 4 | Vantage Financial Partners | 77/100 | 4.9 ★ | 40 |
| 5 | Northwestern Mutual | 62/100 | 4.2 ★ | 21 |
| 6 | Equitable Advisors | 54/100 | 4.2 ★ | 5 |
| 7 | Shakespeare Wealth Management, LLC | 67/100 | 5.0 ★ | 4 |
| 8 | Cove Financial Planning, LLC | 66/100 | 5.0 ★ | 3 |
| 9 | Merrill Lynch Wealth Management | 64/100 | 5.0 ★ | 2 |
| 10 | Wealth Enhancement Group | 64/100 | 5.0 ★ | 2 |
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 Milwaukee
What is a fiduciary financial advisor and why does it matter in Milwaukee?
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 Milwaukee, 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 Milwaukee?
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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