#1Form Wealth Advisors, LLC
FORM WEALTH ADVISORS, LLC
Based in WI
Retirement Plan Advisors in Walworth County, WI
The top-ranked retirement plan advisors serving Walworth County, WI are Form Wealth Advisors, LLC, Barrett Wealth Connection LLC and Coordinated Capital Securities, Inc.. We list 13 retirement plan advisors serving Walworth County, WI. 13 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 Walworth County, WI. 13 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 Walworth County
#2Barrett Wealth Connection LLC
BARRETT WEALTH CONNECTION LLCServes this area from Spring Grove, IL (22 mi)#3Coordinated Capital Securities, Inc.
COORDINATED CAPITAL SECURITIES, INC.Serves this area from Fort Atkinson, WI (23 mi)#4Paladin Partners
PALADIN PARTNERS, LLCServes this area from Hartland, WI (32 mi)#5Annex Wealth Management, LLC
ANNEX ADVISORY SERVICES, LLCServes this area from Brookfield, WI (32 mi)#6American Community Wealth Management, LLC
AMERICAN COMMUNITY WEALTH MANAGEMENT, LLCServes this area from Crystal Lake, IL (32 mi)#7Lasalle Investment Advisors, Inc.
LASALLE INVESTMENT ADVISORS, INC.Serves this area from Pewaukee, WI (32 mi)#8Granite Financial Group
GRANITE FINANCIAL GROUP, LLCServes this area from Brookfield, WI (33 mi)#9Entasis Asset Management LLC
ENTASIS ASSET MANAGEMENT LLCServes this area from Brookfield, WI (33 mi)#10Sterling Capital Management Inc
STERLING CAPITAL MANAGEMENT INCServes this area from Brookfield, WI (34 mi)
3 more providers serving this area
- Francis LLC, Brookfield, WI (35 mi)
- Charter Capital Management, Inc, Brookfield, WI (37 mi)
- Hendricks Wealth And Estate Management, Algonquin, IL (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Walworth County?
We list 13 retirement plan advisors serving Walworth County, WI: 1 based there and 12 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 Walworth County?
The top-ranked retirement plan advisors serving Walworth County, WI are Form Wealth Advisors, LLC, Barrett Wealth Connection LLC, Coordinated Capital Securities, Inc., Paladin Partners and Annex Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Walworth County are verified against official records?
10 of the top 10 match an active official record: Form Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Barrett Wealth Connection LLC (U.S. Securities and Exchange Commission), Coordinated Capital Securities, Inc. (U.S. Securities and Exchange Commission), Paladin Partners (U.S. Securities and Exchange Commission) and Annex Wealth 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 .
Communities served
Whitewater, Elkhorn, Delavan, Lake Geneva, East Troy, Bloomfield, Williams Bay, Genoa City, Delavan Lake, Walworth, Como, Fontana-on-Geneva Lake, Sharon, Darien, Lauderdale Lakes, Potter Lake, Lyons, Lake Ivanhoe, Turtle Lake, Lake Lorraine, Allens Grove, Springfield, Big Foot Prairie