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Highest Rated · Waukesha
Top-Rated Financial Advisors in Waukesha, WI
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Waukesha, WI by verified customer ratings and review volume. The highest-rated is Shakespeare Wealth Management, LLC with a 5.0-star rating from 4 verified reviews. Also in the top tier: Forward Financial Group and Drake & Associates LLC. The average rating across all listed financial advisors in Waukesha is 4.8 stars from 22 reviews per business on average.
Financial advisors in Waukesha typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
22
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Shakespeare Wealth Management, LLC
Edgewater Dr Suite 101, Pewaukee, WI 53072, USA
Forward Financial Group
W248N5233 Executive Dr Suite 500, Sussex, WI 53089, USA
Drake & Associates LLC
20965 Crossroads Cir, Waukesha, WI 53186, USA
Financial Advisors Rankings in Waukesha, WI
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Shakespeare Wealth Management, LLCEdgewater Dr Suite 101, Pewaukee, WI 53072, USA | 5.0★ | 4 |
| #2 | Forward Financial GroupW248N5233 Executive Dr Suite 500, Sussex, WI 53089, USA | 5.0★ | 40 |
| #3 | Drake & Associates LLC20965 Crossroads Cir, Waukesha, WI 53186, USA | 4.7★ | 40 |
| #4 | Vantage Financial Partners13230 Watertown Plank Rd, Elm Grove, WI 53122, USA | 4.9★ | 40 |
| #5 | Roman Financial2600 N Mayfair Rd #1080, Milwaukee, WI 53226, USA | 4.8★ | 65 |
| #6 | Beacon Pointe Advisors10700 Research Dr Suite 150, Milwaukee, WI 53226, USA | 5.0★ | 1 |
| #7 | Alliance Wealth Management Milwaukee135 S 84th St # 135, Milwaukee, WI 53214, USA | 5.0★ | 1 |
| #8 | John Witczak - Sangwin Investments115 S 84th St Suite 275, Milwaukee, WI 53214, USA | 5.0★ | 2 |
| #9 | Equitable AdvisorsMilwaukee Center, 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202, USA | 4.2★ | 5 |
| #10 | Northwestern Mutual100 E Wisconsin Ave # 2300, Milwaukee, WI 53202, USA | 4.2★ | 21 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Waukesha
Vantage Financial Partners
13230 Watertown Plank Rd, Elm Grove, WI 53122, USA
Roman Financial
2600 N Mayfair Rd #1080, Milwaukee, WI 53226, USA
Beacon Pointe Advisors
10700 Research Dr Suite 150, Milwaukee, WI 53226, USA
Alliance Wealth Management Milwaukee
135 S 84th St # 135, Milwaukee, WI 53214, USA
John Witczak - Sangwin Investments
115 S 84th St Suite 275, Milwaukee, WI 53214, USA
Equitable Advisors
Milwaukee Center, 111 E Kilbourn Ave UNIT 800, Milwaukee, WI 53202, USA
Northwestern Mutual
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202, USA
Wealthspire
330 E Kilbourn Ave Suite 1219, Milwaukee, WI 53202, USA
Cove Financial Planning, LLC
342 N Water St Suite 600, Milwaukee, WI 53202, USA
Landaas & Company
411 E Wisconsin Ave, Milwaukee, WI 53202, USA
Johnson Financial Group
555 E Wells St #1900, Milwaukee, WI 53202, USA
Merrill Lynch Wealth Management
833 E Michigan St, Milwaukee, WI 53202, USA
Wealth Enhancement Group
8909 N Port Washington Rd Suite 206, Milwaukee, WI 53217, USA
MHF Wealth Partners
12200 Corporate Pkwy Suite 200, Mequon, WI 53092, USA
DBHW Wealth Partners
1125 Milwaukee Ave, South Milwaukee, WI 53172, USA
Edward Jones - Financial Advisor: Carly J Dreger, AAMS®
13200 Globe Dr Suite 213, Mt Pleasant, WI 53177, USA
MGA Wealth Management
5402 Douglas Ave, Racine, WI 53402, USA
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Frequently Asked Questions — Financial Advisors in Waukesha
What is a fiduciary financial advisor and why does it matter in Waukesha?
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 Waukesha, 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 Waukesha?
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: May 17, 2026.
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