Industry Analysis Report

Financial Planner • Madison Wisconsin

Total Businesses

24 analyzed in detail

Categories

11 different business types

Services

332 unique service offerings

Top Service

33.3% Investment Advisory ...

Avg Rating

4.6 ★ average

Total Reviews

652 across all businesses
Top 10 Most Common Services
#1
Investment Advisory Services
8 businesses (33.3%)
#2
Tax planning
7 businesses (29.2%)
#3
Investment Advice
7 businesses (29.2%)
#4
Retirement Planning
7 businesses (29.2%)
#5
Estate planning
6 businesses (25.0%)
#6
Financial planning
6 businesses (25.0%)
#7
Investment advising
6 businesses (25.0%)
#8
Wealth management
6 businesses (25.0%)
#9
Investment Management
6 businesses (25.0%)
#10
Retirement savings consulting
5 businesses (20.8%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 24 businesses reveals critical competitive intelligence for the financial planner industry in Madison Wisconsin. With 332 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.

We're showing you the top 10 most common services your competitors are using. With 332 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.

This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:

It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.

How to Read This Report

The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.

Key Competitive Analysis Points:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Walkner Condon Financial Advisors Open Website Open GBP 20 5 ★ 4 62 0.0% 13 21
Madison Partners Open Website Open GBP 17 5 ★ 4 67 0.0% 3 9
Evolution Financial LLC Open Website Open GBP 3 5 ★ 1 28 0.0% 0 4
Compelling Wealth Advisors - Ameriprise Financial Services, LLC Open Website Open GBP 68 5 ★ 2 10 0.0% 10 19
The Capital Group Open Website Open GBP 82 5 ★ 1 30 0.0% 8 20
Goldstein Advisors Open Website Open GBP 2 5 ★ 1 30 0.0% 4 9
EnRich Financial Partners LLC Open Website Open GBP 3 5 ★ 2 23 0.0% 9 17
Resonant Capital Advisors Open Website Open GBP 1 5 ★ 3 32 0.0% 3 13
Shepherd Financial Advisors Open Website Open GBP 25 5 ★ 3 28 0.0% 15 18
Midwest Financial Group Open Website Open GBP 25 4.4 ★ 2 49 0.0% 9 16
Brent Kimbel - Private Wealth Advisor, Ameriprise Financial Services, LLC Open Website Open GBP 61 5 ★ 2 0 0% 10 19
Carreira Quinn Financial Open Website Open GBP 3 5 ★ 1 16 0.0% 4 13
Atlas Wealth Advisers Open Website Open GBP 16 5 ★ 1 0 0% 12 19
Winston Financial Open Website Open GBP 213 5 ★ 4 22 0.0% 12 18
Lindenwood Financial LLC Open Website Open GBP 2 5 ★ 4 6 0.0% 6 18
Jason Krueger - Private Wealth Advisor, Ameriprise Financial Services, LLC Open Website Open GBP 53 5 ★ 2 0 0% 9 15
LBW Wealth Management, LLC Open Website Open GBP 4 5 ★ 1 11 0.0% 9 18
Edelman Financial Engines Open Website Open GBP 1 5 ★ 3 34 0.0% 10 19
Lincoln Financial Advisors No Website Open GBP 10 1.4 ★ 1 0 0% 8 20
Madison Financial Counseling No Website Open GBP 1 5 ★ 1 0 0% 2 5
Edward Jones - Financial Advisor: Nicholas A Pratt Open Website Open GBP 4 4 ★ 4 0 0% 9 20
Ameriprise Financial Advisors - Madison, WI Open Website Open GBP 1 1 ★ 1 0 0% 4 9
Klaas Financial Open Website Open GBP 35 5 ★ 2 6 0.0% 10 16
WisMed Financial, Inc. Open Website Open GBP 2 5 ★ 1 23 0.0% 9 15

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