Best Value · Racine
Affordable Financial Advisors in Racine, WI
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As of June 2026, RatingsNearMe ranks 18 financial advisors in Racine, WI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Riley and Lowe Financial Solutions with a 5.0-star rating from 12 Google reviews and an RNM Score of 72/100. Also in the top tier: William Smith - Thrivent and Baird Private Wealth Management. The average rating across all listed financial advisors in Racine is 4.6 stars from 3 reviews per business on average.
Financial advisors in Racine 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.
Best Overall
Edward Jones - Financial Advisor: Carly J Dreger, AAMS®
As a well-established national firm with a locally accredited advisor, Edward Jones offers trusted, personalized financial guidance backed by extensive resources.
Most Reviewed
Ameriprise Financial Services, LLC
A high number of reviews typically reflects a broad client base and consistent service, making it easier to gauge satisfaction levels.
When choosing a financial advisor in Racine, verify credentials and fee structures upfront, and consider interviewing multiple firms to find one whose approach aligns with your financial goals.
Local Market Snapshot
18
Businesses listed
4.6★
Avg rating
3
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 12 Google reviews, this Racine financial advisor is highly recommended.
1131 Prairie Dr #300, Mt Pleasant, WI 53406, USARated 5.0 stars from 3 Google reviews for financial guidance in Racine.
927 Main St, Racine, WI 53403, USARated 5.0 stars from 2 Google reviews, this Racine advisor is highly regarded.
1 Main St UNIT 300, Racine, WI 53403, USAFinancial Advisors Rankings in Racine, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Riley and Lowe Financial Solutions1131 Prairie Dr #300, Mt Pleasant, WI 53406, USA | 5.0★ | 12 |
| #2 | William Smith - Thrivent927 Main St, Racine, WI 53403, USA | 5.0★ | 3 |
| #3 | Baird Private Wealth Management1 Main St UNIT 300, Racine, WI 53403, USA | 5.0★ | 2 |
| #4 | Stifel5439 Durand Ave #240, Racine, WI 53406, USA | 5.0★ | 1 |
| #5 | J. Nelson Financial Services & Modern Woodmen Registered Representative Jonathan Nelson829 S Green Bay Rd #104, Racine, WI 53406, USA | 5.0★ | 1 |
| #6 | Bode Financial Group Ltd4061 N Main St #250, Racine, WI 53402, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Carly J Dreger, AAMS®13200 Globe Dr Suite 213, Mt Pleasant, WI 53177, USA | 5.0★ | 1 |
| #8 | Chad Durfey - Financial Advisor, Ameriprise Financial Services, LLC1122 S Airline Rd Ste 101, Mt Pleasant, WI 53406, USA | — | — |
| #9 | U.S. Bancorp Advisors - Financial Advisors: Racine4701 Washington Ave, Racine, WI 53406, USA | — | — |
| #10 | Porasik Yde Wealth Management of Raymond James245 Main St, Racine, WI 53403, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Racine
5.0 stars from 1 review, reflecting exceptional client satisfaction in Racine.
5439 Durand Ave #240, Racine, WI 53406, USA
Earns a perfect 5.0-star rating from its small but satisfied client base in Racine.
829 S Green Bay Rd #104, Racine, WI 53406, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
4061 N Main St #250, Racine, WI 53402, USA
5.0-star rating from initial Google reviews, reflecting strong client satisfaction.
13200 Globe Dr Suite 213, Mt Pleasant, WI 53177, USA
This financial advisor has no online reviews yet to reference.
1122 S Airline Rd Ste 101, Mt Pleasant, WI 53406, USA
No reviews yet; check back soon for client feedback on this Racine financial advisor.
4701 Washington Ave, Racine, WI 53406, USA
This financial advisor has no reviews yet, so client experiences are unconfirmed.
245 Main St, Racine, WI 53403, USA
A local financial advisor in Racine with no customer reviews yet to reference.
6011 Durand Ave Suite 100, Mt Pleasant, WI 53406, USA
No reviews yet; contact this Racine financial advisor to learn about their services.
5401 Douglas Ave Suite C, Racine, WI 53402, USA
This financial advisor has no online reviews yet, offering a clean reputation slate.
5402 Douglas Ave, Racine, WI 53402, USA
No reviews yet; check back for client feedback on this Racine financial advisor.
245 Main St Suite 201, Racine, WI 53403, USA
Mixed 1.0-star rating from one Google review suggests caution.
4701 Washington Ave, Racine, WI 53406, USA
Exceptional 5.0-star rating based on two Google reviews from local clients.
4060 N Main St Suite 110, Racine, WI 53402, USA
Rated 5.0 stars from one Google review, reflecting exceptional early client satisfaction.
840 Lake Ave Ste 250, Racine, WI 53403, USA
Racine financial advisor with no online reviews yet—new to Google or just starting out.
6226 Bankers Rd Suite 1, Racine, WI 53403, USA
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Financial Advisors in Racine, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Riley and Lowe Financial Solutions | 72/100 | 5.0 ★ | 12 |
| 2 | William Smith - Thrivent | 66/100 | 5.0 ★ | 3 |
| 3 | Baird Private Wealth Management | 64/100 | 5.0 ★ | 2 |
| 4 | Stifel | 62/100 | 5.0 ★ | 1 |
| 5 | J. Nelson Financial Services & Modern Woodmen Registered Representative Jonathan Nelson | 62/100 | 5.0 ★ | 1 |
| 6 | Bode Financial Group Ltd | 62/100 | 5.0 ★ | 1 |
| 7 | Edward Jones - Financial Advisor: Carly J Dreger, AAMS® | 62/100 | 5.0 ★ | 1 |
| 8 | Chad Durfey - Financial Advisor, Ameriprise Financial Services, LLC | 3/100 | — | 0 |
| 9 | U.S. Bancorp Advisors - Financial Advisors: Racine | 3/100 | — | 0 |
| 10 | Porasik Yde Wealth Management of Raymond James | 3/100 | — | 0 |
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 Racine
What is a fiduciary financial advisor and why does it matter in Racine?
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 Racine, 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 Racine?
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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