Best Financial Planners in Madison, Wisconsin
Claimed listings first, then by BizScore. How we score
Top Financial Planners in Madison
Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business
Showing 1-6 of 6 Financial Planners listings in Madison, WI · page 1 of 1

Score breakdown
- Financial Planner
- Madison, Wisconsin
- (608) 351-1287
- marinerfinance.com

Score breakdown
- 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...

Score breakdown
- 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...

Score breakdown
- Financial Planner
- Madison, Wisconsin
- (608) 829-6600
- ameriprise.com

Score breakdown
- Financial Planner
- Madison, Wisconsin
- (608) 287-3000
- lincoln.com

Score breakdown
- Financial Planner
- Madison, Wisconsin
- (608) 234-4127
- walknercondon.com
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.