Best Financial Advisors in MIDDLETON, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$676M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in MIDDLETON
#1
100
CANOPY WEALTH MANAGEMENT
MIDDLETON, WI · Since 2018
$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
95
GOOGINS ADVISORS, INC.
MIDDLETON, WI · Since 2007
$501M AUM4 clientsFee: 0%
Broker-Dealer
#3
95
JACOBSON & SCHMITT ADVISORS, LLC
MIDDLETON, WI · Since 2006
$676M AUM12 clientsFee: 0%
FiduciaryFee-Only
#4
95
MILESTONE INVESTMENT ADVISORS, LLC
MIDDLETON, WI · Since 2013
$878M AUM7 clientsFee: 0%
FiduciaryFee-Only
#5
95
SENTINEL ADVISORY GROUP, LLC
MIDDLETON, WI · Since 2025
$321M AUM8 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in MIDDLETON?
The median advisory fee in MIDDLETON, WI is 0.95% of assets under management per year, based on Form ADV filings from 5 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.