#1Tidal Investments LLC
TIDAL INVESTMENTS LLC
Serves this area from Milwaukee, WI (21 mi)
Retirement Plan Advisors in Racine, WI
The top-ranked retirement plan advisors serving Racine, WI are Tidal Investments LLC, Robert W. Baird & Co. Incorporated and Johnson Wealth Inc.. We list 18 retirement plan advisors serving Racine, WI. 18 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Racine, WI (Racine County). 18 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Racine
#2Robert W. Baird & Co. Incorporated
ROBERT W. BAIRD & CO. INCORPORATEDServes this area from Milwaukee, WI (22 mi)#3Johnson Wealth Inc.
JOHNSON WEALTH INC.Serves this area from Milwaukee, WI (22 mi)#4Alpha Investment Consulting Group, LLC
ALPHA INVESTMENT CONSULTING GROUP, LLCServes this area from Milwaukee, WI (22 mi)#5Entasis Asset Management LLC
ENTASIS ASSET MANAGEMENT LLCServes this area from Brookfield, WI (26 mi)#6Granite Financial Group
GRANITE FINANCIAL GROUP, LLCServes this area from Brookfield, WI (27 mi)#7Annex Wealth Management, LLC
ANNEX ADVISORY SERVICES, LLCServes this area from Brookfield, WI (27 mi)#8Charter Capital Management, Inc
CHARTER CAPITAL MANAGEMENT, LLCServes this area from Brookfield, WI (28 mi)#9Sterling Capital Management Inc
STERLING CAPITAL MANAGEMENT INCServes this area from Brookfield, WI (28 mi)#10Francis LLC
FRANCIS LLCServes this area from Brookfield, WI (31 mi)
8 more providers serving this area
- Lasalle Investment Advisors, Inc., Pewaukee, WI (33 mi)
- Form Wealth Advisors, LLC, WI
- Paladin Partners, Hartland, WI (38 mi)
- Abbit Management Corp, MI
- Captrust Wealth Advisors, Holland, MI (87 mi)
- West Michigan Advisors, MI
- Db & C Advisors, LLC, Holland, MI (88 mi)
- Advisory Alpha, LLC, Holland, MI (88 mi)
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Frequently asked questions
How many retirement plan advisors serve Racine?
We list 18 retirement plan advisors serving Racine, WI: 0 based there and 18 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Racine?
The top-ranked retirement plan advisors serving Racine, WI are Tidal Investments LLC, Robert W. Baird & Co. Incorporated, Johnson Wealth Inc., Alpha Investment Consulting Group, LLC and Entasis Asset Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Racine are verified against official records?
10 of the top 10 match an active official record: Tidal Investments LLC (U.S. Securities and Exchange Commission), Robert W. Baird & Co. Incorporated (U.S. Securities and Exchange Commission), Johnson Wealth Inc. (U.S. Securities and Exchange Commission), Alpha Investment Consulting Group, LLC (U.S. Securities and Exchange Commission) and Entasis Asset Management LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .