Best Financial Advisors near Racine, WI

We have one firm in Racine on file, and it is on this list, along with 14 from Kenosha (9, 10 mi), Mt Pleasant (4, 2 mi) and Oak Creek (1, 14 mi).

1 open weekends · 12 rated 4.5+

Data verified October 24, 2026

Bode Financial Group

Bode Financial Group

5.0 1 review
Since 2009
4061 N Main St #250
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Kaizen Cpas + Advisors

Kaizen Cpas + Advisors

4.9 47 reviews
“I have been highly impressed with their service--particularly the onboarding process, which was thoughtful and thorough.”
Since 2021Prices online
Kenosha, WI · 10 mi from Racine
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PPG Partners

PPG Partners

4.6 19 reviews
“He frequently visits my office as opposed to me having to fly out to meet with a firm, saving my practice from lost production, time with family, etc.”
4 attorneysServes southeastern Wisconsin, northern Illinois, United StatesSince 1962BBB accredited
Kenosha, WI · 10 mi from Racine
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Tirabassi Felland & Clark

Tirabassi Felland & Clark

4.5 12 reviews
“Any questions that we may have he can answer for us.”
Free consultationSince 1999FinancingPrices online
Kenosha, WI · 10 mi from Racine
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Savaglia Financial Advisors

Savaglia Financial Advisors

5.0 2 reviews
“He is realistic and practical in his advice, which in turn produces trust.”
BBB A+Since 2002
Oak Creek, WI · 14 mi from Racine
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Financial Service Group

Financial Service Group

5.0 1 review
“Besides solid personalized financial guidance advice, the team's genuine interest in their client's well being as they navigate through life has been incredible.”
BBB A+Since 1982
Mt Pleasant, WI · 2 mi from Racine
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The 15 firms listed for Racine, 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: Racine, WI

12 of the 15 firms on this page have a rating, from 4.5 to 5.0 across 215 reviews; 1 has 50 or more reviews. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), financial planning (2) and tax planning (2). 2 have a BBB rating of A or A+. 11 have ten or more years of experience, the longest 60 years. 1 offers payment plans and 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 12 list a public email and 3 take 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.

Do any financial advisers listed for Racine offer a free first meeting?

2 of the 15 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.

Retirement Advocates

Retirement Advocates

4.9 10 reviews
“I will never be able to thank her enough for the guidance she provided.”
Virtual consultationsServes NationwideSince 2016
Kenosha, WI · 10 mi from Racine
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The Schaeffer Financial Group

The Schaeffer Financial Group

5.0 5 reviews
“They are a nice group of people”
Since 2003
Kenosha, WI · 10 mi from Racine
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Riley and Lowe Financial Solutions

Riley and Lowe Financial Solutions

5.0 9 reviews
“They are very helpful and are so knowledgeable in investing and helping us for college planning.”
Since 2015
Mt Pleasant, WI · 2 mi from Racine
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Prophet Asset Management

Prophet Asset Management

Since 2011
Kenosha, WI · 10 mi from Racine
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Zoerner Financial

Zoerner Financial

Since 2020
Kenosha, WI · 10 mi from Racine
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Thornwood Financial

Thornwood Financial

5.0 1 review
“They will help you determine your lifestyle, stress level, security, and most importantly, your legacy.”
Free consultationSince 2021
Mt Pleasant, WI · 2 mi from Racine
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Pulera Financial Services

Pulera Financial Services

5.0 2 reviews
“Wonderful professional experience with these gentlemen.”
Kenosha, WI · 10 mi from Racine
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Berthel Fisher & Co

Berthel Fisher & Co

Since 2013
Kenosha, WI · 10 mi from Racine
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Retirement & Wealth Strategies

Retirement & Wealth Strategies

Since 2014
Mt Pleasant, WI · 2 mi from Racine
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Why these companies made our list

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