Best Financial Advisors in MIDDLETON, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MIDDLETON
CANOPY WEALTH MANAGEMENT
MIDDLETON, WI · Since 2018
JACOBSON & SCHMITT ADVISORS, LLC
MIDDLETON, WI · Since 2006
MILESTONE INVESTMENT ADVISORS, LLC
MIDDLETON, WI · Since 2013
GOOGINS ADVISORS, INC.
MIDDLETON, WI · Since 2007
SENTINEL ADVISORY GROUP, LLC
MIDDLETON, WI · Since 2025
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.