Local Pros · Racine
Local Financial Advisors in Racine, WI
Locally owned and operated financial advisors serving Racine and the surrounding area. Supporting local businesses means faster response and accountability.
As of June 2026, RatingsNearMe ranks 18 financial advisors in Racine, WI by verified customer ratings and review volume. The highest-rated is Riley and Lowe Financial Solutions with a 5.0-star rating from 12 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
18
Businesses listed
4.6★
Avg rating
3
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Riley and Lowe Financial Solutions
1131 Prairie Dr #300, Mt Pleasant, WI 53406, USA
William Smith - Thrivent
927 Main St, Racine, WI 53403, USA
Baird Private Wealth Management
1 Main St UNIT 300, Racine, WI 53403, USA
Financial 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 | Melissa Palmer-Ball - Financial Advisor, Ameriprise Financial Services, LLC840 Lake Ave Ste 250, Racine, WI 53403, USA | 5.0★ | 1 |
| #5 | Stifel5439 Durand Ave #240, Racine, WI 53406, USA | 5.0★ | 1 |
| #6 | Edward Jones - Financial Advisor: Carly J Dreger, AAMS®13200 Globe Dr Suite 213, Mt Pleasant, WI 53177, USA | 5.0★ | 1 |
| #7 | Edward Jones - Financial Advisor: Adam J Cole4060 N Main St Suite 110, Racine, WI 53402, USA | 5.0★ | 2 |
| #8 | Bode Financial Group Ltd4061 N Main St #250, Racine, WI 53402, USA | 5.0★ | 1 |
| #9 | TADA Wealth Advisors (now Thornwood Financial)6226 Bankers Rd Suite 1, Racine, WI 53403, USA | — | — |
| #10 | U.S. Bancorp Advisors - Financial Advisors: Racine4701 Washington Ave, Racine, WI 53406, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Racine
Melissa Palmer-Ball - Financial Advisor, Ameriprise Financial Services, LLC
840 Lake Ave Ste 250, Racine, WI 53403, USA
Stifel
5439 Durand Ave #240, Racine, WI 53406, USA
Edward Jones - Financial Advisor: Carly J Dreger, AAMS®
13200 Globe Dr Suite 213, Mt Pleasant, WI 53177, USA
Edward Jones - Financial Advisor: Adam J Cole
4060 N Main St Suite 110, Racine, WI 53402, USA
Bode Financial Group Ltd
4061 N Main St #250, Racine, WI 53402, USA
TADA Wealth Advisors (now Thornwood Financial)
6226 Bankers Rd Suite 1, Racine, WI 53403, USA
U.S. Bancorp Advisors - Financial Advisors: Racine
4701 Washington Ave, Racine, WI 53406, USA
MGA Wealth Management
5402 Douglas Ave, Racine, WI 53402, USA
U.S. Bancorp Advisors - Financial Advisors: Kevin Kiesig
4701 Washington Ave, Racine, WI 53406, USA
Chad Durfey - Financial Advisor, Ameriprise Financial Services, LLC
1122 S Airline Rd Ste 101, Mt Pleasant, WI 53406, USA
J. Nelson Financial Services & Modern Woodmen Registered Representative Jonathan Nelson
829 S Green Bay Rd #104, Racine, WI 53406, USA
Retirement & Wealth Strategies (RWS Financial Group)
6011 Durand Ave Suite 100, Mt Pleasant, WI 53406, USA
Porasik Yde Wealth Management of Raymond James
245 Main St, Racine, WI 53403, USA
Edward Jones - Financial Advisor: Scott Kortendick
5401 Douglas Ave Suite C, Racine, WI 53402, USA
Raymond James & Associates
245 Main St Suite 201, Racine, WI 53403, USA
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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 1, 2026.
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