Best Financial Advisors in Eau Claire, WI
15 firms listed · 14 in Eau Claire · 9 rated 4.5+
Data verified October 18, 2026
Keystone Financial
“Pat Couture and his team are wonderful to work with and take great care of us.”
Decades Financial
“Very good people that you feel you can trust with your finances.”
Mainstreet Capital Management
“They give facts, figures and information and let you decide how you want to direct them.”
Nine Pillars Wealth Management
“They are very good at helping me manage my retirement account.”
Trust Point
The 15 firms listed for Eau Claire, WI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Eau Claire, WI
Of the 15 firms we list here, 14 are in Eau Claire itself and 1 comes from Altoona (2 mi). 9 of the firms on this page have a rating, and all of them are rated 5.0, across 23 reviews. 1 lists staff certifications (CFP) and 1 has a BBB rating of A or A+. 12 have ten or more years of experience, the longest 30 years. 1 offers payment plans. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 12 list a public email and 1 takes bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Eau Claire listed here?
14 of the 15 firms are located in Eau Claire. The others come from other towns within 5 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Webb Investment Group - Stifel
Jones Financial Consulting
Gilfi
Raymond James - Blue Granite Wealth
Royal Alliance Associates
Justin J. Zoromski of Integrated Wealth Partners
Barthen Financial & Insurance Services
Truejourney
Jansen Wealth Management
Why these companies made our list
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