Top Financial Advisory Firms in Wisconsin
Find the best financial advisory firms in Wisconsin. All agencies are vetted with real client reviews and transparent pricing.
2 agencies foundUpdated Feb 2026
Madison, Wisconsin201-5001974
SVA is a professional services firm based in the Midwest, offering comprehensive accounting and consulting services tailored to a diverse range of industries. With over 50 years of experience, SVA emphasizes delivering measurable results and fostering strong client relationships through a commitment to integrity, teamwork, and innovation. Their services include accounting, audit and assurance, tax strategies, and various advisory services aimed at helping clients achieve their business goals.
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Waukesha, Wisconsin11-501980
Dana Investment Advisors is an Asset Management firm that guides investors through an ever-changing market environment. Dana actively manages a broad range of public U.S. .
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