#1Capital Wealth Advisors, Ltd.
CAPITAL WEALTH ADVISORS, LTD.
Based in West Bend, WI
Retirement Plan Advisors in West Bend, WI
The top-ranked retirement plan advisors serving West Bend, WI are Capital Wealth Advisors, Ltd., Pjs Investment Management and Richmond Investment Services LLC. We list 19 retirement plan advisors serving West Bend, WI. 19 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 West Bend, WI (Washington County). 19 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 West Bend
#2Pjs Investment Management
P. J. SCHMIDT INVESTMENT MANAGEMENT, INCServes this area from Cedarburg, WI (13 mi)#3Richmond Investment Services LLC
RICHMOND INVESTMENT SERVICES LLCServes this area from Mequon, WI (16 mi)#4Blackhawk Capital Partners, LLC
BLACKHAWK CAPITAL PARTNERS, LLCServes this area from Thiensville, WI (16 mi)#5Spectrum Investment Advisors, Inc.
SPECTRUM INVESTMENT ADVISORS, INC.Serves this area from Mequon, WI (17 mi)#6Plus Group Wealth Advisors, LLC
PLUS GROUP WEALTH ADVISORS, LLCServes this area from Belgium, WI (18 mi)#7Denali Wealth Management, Inc.
DENALI WEALTH MANAGEMENT, INC.Serves this area from Mequon, WI (19 mi)#8Francis LLC
FRANCIS LLCServes this area from Brookfield, WI (23 mi)#9Paladin Partners
PALADIN PARTNERS, LLCServes this area from Hartland, WI (23 mi)#10Lasalle Investment Advisors, Inc.
LASALLE INVESTMENT ADVISORS, INC.Serves this area from Pewaukee, WI (23 mi)
9 more providers serving this area
- Charter Capital Management, Inc, Brookfield, WI (24 mi)
- Sterling Capital Management Inc, Brookfield, WI (25 mi)
- Granite Financial Group, Brookfield, WI (27 mi)
- Annex Wealth Management, LLC, Brookfield, WI (27 mi)
- Entasis Asset Management LLC, Brookfield, WI (27 mi)
- Alpha Investment Consulting Group, LLC, Milwaukee, WI (29 mi)
- Johnson Wealth Inc., Milwaukee, WI (30 mi)
- Robert W. Baird & Co. Incorporated, Milwaukee, WI (30 mi)
- Tidal Investments LLC, Milwaukee, WI (30 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve West Bend?
We list 19 retirement plan advisors serving West Bend, WI: 1 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 West Bend?
The top-ranked retirement plan advisors serving West Bend, WI are Capital Wealth Advisors, Ltd., Pjs Investment Management, Richmond Investment Services LLC, Blackhawk Capital Partners, LLC and Spectrum Investment Advisors, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving West Bend are verified against official records?
10 of the top 10 match an active official record: Capital Wealth Advisors, Ltd. (U.S. Securities and Exchange Commission), Pjs Investment Management (U.S. Securities and Exchange Commission), Richmond Investment Services LLC (U.S. Securities and Exchange Commission), Blackhawk Capital Partners, LLC (U.S. Securities and Exchange Commission) and Spectrum Investment Advisors, Inc. (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 .