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Same-Day Financial Advisors in Waukesha, WI
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Waukesha, WI by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Shakespeare Wealth Management, LLC with a 5.0-star rating from 4 Google reviews and an RNM Score of 67/100. 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 July 4, 2026 · RNM Score = 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
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating from its first four Google reviews.
Edgewater Dr Suite 101, Pewaukee, WI 53072, USATop-rated Milwaukee financial advisor with a flawless 5.0-star rating from 40 reviews.
W248N5233 Executive Dr Suite 500, Sussex, WI 53089, USATrusted Milwaukee financial advisor with a strong 4.7-star rating from 40 reviews.
20965 Crossroads Cir, Waukesha, WI 53186, USAFinancial 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 July 2026
All Financial Advisors in Waukesha
Trusted by clients with a 4.9-star rating from 40 reviews.
13230 Watertown Plank Rd, Elm Grove, WI 53122, USA
4.8 stars from 65 reviews, reflecting consistently high client satisfaction.
2600 N Mayfair Rd #1080, Milwaukee, WI 53226, 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
Earns exceptional 5.0 stars from two Google reviews in Milwaukee.
115 S 84th St Suite 275, Milwaukee, WI 53214, 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
A solid 4.2-star rating from 21 Google reviews reflects consistent client satisfaction.
100 E Wisconsin Ave # 2300, Milwaukee, WI 53202, 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 3 reviews, reflecting strong local client satisfaction.
342 N Water St Suite 600, Milwaukee, WI 53202, 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
Earns a perfect 5.0-star rating from a handful of Google reviews.
555 E Wells St #1900, 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
5.0 stars from 1 Google review, an exceptional start for this Milwaukee financial advisor.
12200 Corporate Pkwy Suite 200, Mequon, WI 53092, USA
Trusted by clients with a 4.7-star rating from nearly 200 reviews.
1125 Milwaukee Ave, South Milwaukee, WI 53172, 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, offering a clean reputation slate.
5402 Douglas Ave, Racine, WI 53402, USA
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Financial Advisors in Waukesha, WI — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Shakespeare Wealth Management, LLC | 67/100 | 5.0 ★ | 4 |
| 2 | Forward Financial Group | 78/100 | 5.0 ★ | 40 |
| 3 | Drake & Associates LLC | 73/100 | 4.7 ★ | 40 |
| 4 | Vantage Financial Partners | 77/100 | 4.9 ★ | 40 |
| 5 | Roman Financial | 78/100 | 4.8 ★ | 65 |
| 6 | Beacon Pointe Advisors | 62/100 | 5.0 ★ | 1 |
| 7 | Alliance Wealth Management Milwaukee | 62/100 | 5.0 ★ | 1 |
| 8 | John Witczak - Sangwin Investments | 64/100 | 5.0 ★ | 2 |
| 9 | Equitable Advisors | 54/100 | 4.2 ★ | 5 |
| 10 | Northwestern Mutual | 62/100 | 4.2 ★ | 21 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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