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Best Financial Planners in Madison, Wisconsin

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Claimed listings first, then by BizScore. How we score

6Financial Planners scored in Madison
55Average BizScore
67Top BizScore
33%AI Visibility 50 or higher
68Average SEO score
3.8Average Google rating (5 rated)

Top Financial Planners in Madison

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Showing 1-6 of 6 Financial Planners listings in Madison, WI · page 1 of 1

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Mariner of Madison website

Score breakdown

AI Visibility64
AI Ready32
SEO71
Freshness-
  • Financial Planner
  • Madison, Wisconsin
  • (608) 351-1287
  • marinerfinance.com
Category rank by BizScore: #4 of 25 Financial Planner listings in MadisonScores updated Oct 28, 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
AI Ready-
SEO75
Freshness-
  • 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...

Category rank by BizScore: #7 of 25 Financial Planner listings in MadisonScores updated Jun 9, 2026

#3The Capital Group of Madison

5.0 Google rating

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The Capital Group of Madison website

Score breakdown

AI Visibility44
AI Ready2
SEO76
Freshness100
  • Financial Planner
  • Madison, Wisconsin
  • (608) 268-5100
  • capitalone.com

The Capital Group of Madison: 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...

Category rank by BizScore: #8 of 25 Financial Planner listings in MadisonScores updated Oct 24, 2026
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Ameriprise Financial Advisors - Madison website

Score breakdown

AI Visibility43
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Madison, Wisconsin
  • (608) 829-6600
  • ameriprise.com
Category rank by BizScore: #11 of 25 Financial Planner listings in MadisonScores updated Jun 7, 2026

#5Lincoln Financial Advisors of Madison

2.8 Google rating · 11 reviews

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Lincoln Financial Advisors of Madison website

Score breakdown

AI Visibility31
AI Ready-
SEO67
Freshness-
  • Financial Planner
  • Madison, Wisconsin
  • (608) 287-3000
  • lincoln.com
Category rank by BizScore: #16 of 25 Financial Planner listings in MadisonScores updated Sep 28, 2026

#6Walkner Condon Financial Advisors

5.0 Google rating

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Walkner Condon Financial Advisors website

Score breakdown

AI Visibility10
AI Ready-
SEO45
Freshness-
  • Financial Planner
  • Madison, Wisconsin
  • (608) 234-4127
  • walknercondon.com
Category rank by BizScore: #24 of 25 Financial Planner listings in MadisonScores updated Sep 20, 2026
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What the Data Shows for Financial Planners in Madison

33% of the 6 financial planners we measured in Madison reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 40, compared with an average SEO score of 68.

The average Google rating across 5 rated financial planners is 3.8, and the median listing has 6 reviews.

None of the 6 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 6 financial planners in Madison, Wisconsin by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. 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 ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

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

6 financial planners in Madison currently meet the profile-quality bar for this page, with an average BizScore of 55 and a top score of 67.

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. 33% 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.