Trends · data through September 2026

Financial Advisors & Retirement Plans in Wisconsin

Iceflower tracks 40 stores from 40 financial advisors & retirement plans in Wisconsin.

Rankings come from real card and bank transactions across a panel of 130M+ US and EU consumers. We publish relative growth and rankings, never revenue figures. About the data

Tracked chains
40
Tracked stores
40
Consumer panel
130M+

Store footprint

Store map

40 tracked store locations in Wisconsin. The 7 largest tracked chains are highlighted.

  • Prime Financial Services (1)
  • Accurate Tax of Racine & Kenosha (1)
  • Ambas Financial Services (1)
  • Granite Peak CPAs (1)
  • 1st Choice Tax Services (1)
  • Quigley Tax Services (1)
  • Universal Tax & Bookkeeping (1)
  • Other tracked chains

Top tracked chains by store count

  • 1 P Prime Financial Services 1
  • 2 A Accurate Tax of Racine & Kenosha 1
  • 3 A Ambas Financial Services 1
  • 4 G Granite Peak CPAs 1
  • 5 1 1st Choice Tax Services 1
  • 6 Q Quigley Tax Services 1
  • 7 U Universal Tax & Bookkeeping 1
  • 8 S Superior Shores Team 1
  • 9 T Tax Team 1
  • 10 M MG Multiservicios Milwaukee 1
  • 11 J Jackson Bosco Tax Service 1
  • 12 M Moras Tax Services 1
  • 13 I Itzel Tax Services 1
  • 14 M MasterTax logo MasterTax 1
  • 15 C Contable Tax Group 1
  • 16 M Multicultural Entrepreneurial Institute 1
  • 17 M Murray's Tax Service 1
  • 18 T The Bookkeepers 1
  • 19 A American Tax Service 1
  • 20 W Wheeler's Tax Service 1
  • 21 T Tax & Accounting Management 1
  • 22 T Tax Solutions Plus 1
  • 23 A ABC Accounting Inc. 1
  • 24 C Carefree Tax Service 1
  • 25 T Tax Pro Tax Services LLC 1
  • 26 A Anthony Silva 1
  • 27 O One World Tax Prep 1
  • 28 E Esparza Tax Services 1
  • 29 K Konkel Accounting 1
  • 30 C Christine M King 1
  • 31 T Taxes By Tasha 1
  • 32 H H Tax Accounting 1
  • 33 M MKE Accounting LLC 1
  • 34 N Nicole J Riley 1
  • 35 A AmPm Tax Preparation Services 1
  • 36 F Fiserv logo Fiserv 1
  • 37 P Preferred Wealth Advisors 1
  • 38 A A Tax 1
  • 39 M Marcy's Tax Service 1
  • 40 S St. Croix Tax 1

More trends

Ready to see your market clearly?

Create an account, pick a plan, and explore your merchants, competitors and customers the way they actually behave.