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Best Financial Planners in Madison, Wisconsin

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Rankings use the published BizScore formulas. How we score

5Financial Planners scored in Madison
63Average BizScore
74Top BizScore
40%AI Visibility 50 or higher
79Average SEO score
4.9Average Google rating (5 rated)

Top Financial Planners in Madison

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Showing 1-5 of 5 Financial Planners listings in Madison, WI · page 1 of 1

#1Midwest Financial Group

4.4 Google rating · 19 reviews

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Midwest Financial Group website

Score breakdown

AI Visibility62
SEO91
  • Financial Planner
  • Madison, Wisconsin
  • (608) 807-4775
  • brilliantmaps.com

Midwest Financial Group is a financial planner in Madison, Wisconsin, located at 2924 Marketplace Dr #200. It holds a rating of 4.40 based on 19 reviews. The firm has built a solid reputation among the customers it has served. The office sits on Marketplace...

Ranked #3 of 25 Financial Planner listings in MadisonScores updated Jun 30, 2026

#2Lindenwood Financial LLC of Madison

5.0 Google rating · 2 reviews

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Lindenwood Financial LLC of Madison website

Score breakdown

AI Visibility50
SEO75
  • Financial Planner
  • Madison, Wisconsin
  • (608) 218-4646
  • lindenwoodfinancial.com

Lindenwood Financial LLC of Madison is a Financial Planner in Madison, WI. The firm provides personalized financial planning, retirement planning, investment management, tax planning, education planning, estate planning, charitable giving, and healthcare...

Ranked #7 of 25 Financial Planner listings in MadisonScores updated Jun 9, 2026

#3The Capital Group

5.0 Google rating

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The Capital Group website

Score breakdown

AI Visibility44
SEO76
  • Financial Planner
  • Madison, Wisconsin
  • (608) 268-5100
  • capitalone.com

The Capital Group is a Financial Planner in Madison, WI. They offer comprehensive financial planning services to individuals and businesses, specializing in credit cards, checking and savings accounts, auto loans, and business banking solutions. With a...

Ranked #8 of 25 Financial Planner listings in MadisonScores updated Jun 7, 2026

#4Edelman Financial Engines of Madison

4.9 Google rating · 123 reviews

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Edelman Financial Engines of Madison website

Score breakdown

AI Visibility45
SEO79
  • Financial Planner
  • Madison, Wisconsin
  • (833) 752-6333
  • edelmanfinancialengines.com

Edelman Financial Engines of Madison: Edelman Financial Engines is a financial planner in Madison, WI. The firm provides a variety of specialized services, including wealth management, retirement planning, investment management, tax planning, estate planning, and insurance guidance. Serving a...

Ranked #10 of 25 Financial Planner listings in MadisonScores updated Sep 17, 2026

#5Goldstein Advisors

5.0 Google rating

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Goldstein Advisors website

Score breakdown

AI Visibility38
SEO73
  • Financial Planner
  • Madison, Wisconsin
  • (608) 831-3230
  • goldsteinbuick.com

Goldstein Advisors: Goldstein Buick GMC is a car dealership in Albany, NY. The dealership serves the needs of Capital District residents and businesses, providing a variety of new and used cars, trucks, and SUVs, as well as GMC commercial vehicles such as cargo vans, box trucks...

Ranked #12 of 25 Financial Planner listings in MadisonScores updated Jun 7, 2026
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BizScoreAI ranks 5 financial planners in Madison, Wisconsin by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Madison ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Madison, Wisconsin does BizScoreAI track?

5 financial planners in Madison currently meet the profile-quality bar for this page, with an average BizScore of 63 and a top score of 74.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 40% of measured financial planners in Madison score 50 or higher.

Is being listed free?

Yes. Every financial planner in Madison is listed and scored for free, and claiming a listing is free too.