Financial advisers in Madison, WI
30 registered investment adviser firms in Madison managing $88.3B in assets, based on public SEC Form ADV filings.
Trustage Investment Management
Madison, WI · Est. 1983
- AUM
- $39.5B
- Per adviser
- $962M
- Advisers
- 41
No reported disclosures
Madison Investment Advisors, LLC
Madison, WI · Est. 1996
- AUM
- $13.8B
- Per adviser
- $315M
- Advisers
- 44
No reported disclosures
Harbour Investments, INC.
Madison, WI · Est. 1987
- AUM
- $9.6B
- Per adviser
- $45M
- Advisers
- 213
Madison Asset Management
Madison, WI · Est. 2004
- AUM
- $4.9B
- Per adviser
- $111M
- Advisers
- 44
No reported disclosures
Baker Tilly Wealth Management, LLC
Madison, WI · Est. 2020
- AUM
- $4.6B
- Per adviser
- $219M
- Advisers
- 21
No reported disclosures
Thompson Investment Management, INC.
Madison, WI · Est. 2003
- AUM
- $3.1B
- Per adviser
- $514M
- Advisers
- 6
No reported disclosures
Resonant Capital Advisors, LLC
Madison, WI · Est. 2018
- AUM
- $3.0B
- Per adviser
- $211M
- Advisers
- 14
No reported disclosures
Isthmus Partners, LLC
Madison, WI · Est. 2014
- AUM
- $1.4B
- Per adviser
- $180M
- Advisers
- 8
No reported disclosures
Madison Partners
Madison, WI · Est. 2020
- AUM
- $1.3B
- Per adviser
- $77M
- Advisers
- 17
No reported disclosures
Goldstein Advisors, LLC
Madison, WI · Est. 2022
- AUM
- $1.1B
- Per adviser
- $108M
- Advisers
- 10
No reported disclosures
Park Capital Management, LLC
Madison, WI · Est. 2019
- AUM
- $868M
- Per adviser
- $174M
- Advisers
- 5
No reported disclosures
Poehling Capital Management, INC.
Madison, WI · Est. 2004
- AUM
- $591M
- Per adviser
- $99M
- Advisers
- 6
No reported disclosures
Enrich Financial Partners LLC
Madison, WI · Est. 2015
- AUM
- $557M
- Per adviser
- $139M
- Advisers
- 4
No reported disclosures
Wea Financial Advisors, INC.
Madison, WI · Est. 2020
- AUM
- $508M
- Per adviser
- $127M
- Advisers
- 4
No reported disclosures
John F Suby Wealth Management LLC
Madison, WI · Est. 2009
- AUM
- $465M
- Per adviser
- $155M
- Advisers
- 3
No reported disclosures
Ecio, INC.
Madison, WI · Est. 2024
- AUM
- $396M
- Per adviser
- $99M
- Advisers
- 4
No reported disclosures
Atlatl Advisers
Madison, WI · Est. 2024
- AUM
- $393M
- Per adviser
- $56M
- Advisers
- 7
No reported disclosures
T. Anton Investment House, INC.
Madison, WI · Est. 2017
- AUM
- $367M
- Per adviser
- $122M
- Advisers
- 3
No reported disclosures
Walleye Partners LLC
Madison, WI · Est. 2024
- AUM
- $277M
- Per adviser
- $92M
- Advisers
- 3
No reported disclosures
Wisconsin Capital Management, LLC
Madison, WI · Est. 1997
- AUM
- $257M
- Per adviser
- $128M
- Advisers
- 2
No reported disclosures
Mendota Financial Group, LLC
Madison, WI · Est. 2007
- AUM
- $254M
- Per adviser
- $51M
- Advisers
- 5
No reported disclosures
Calculated Wealth
Madison, WI · Est. 2025
- AUM
- $201M
- Per adviser
- $50M
- Advisers
- 4
No reported disclosures
Sycamore Investment Consulting Services, LLC
Madison, WI · Est. 2025
- AUM
- $160M
- Per adviser
- $80M
- Advisers
- 2
No reported disclosures
Clf Asset Management, INC.
Madison, WI · Est. 2024
- AUM
- $147M
- Per adviser
- $29M
- Advisers
- 5
No reported disclosures
American Investment Advisors INC
Madison, WI · Est. 2024
- AUM
- $138M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Central Wealth Management LLC
Madison, WI · Est. 2025
- AUM
- $137M
- Per adviser
- $137M
- Advisers
- 1
No reported disclosures
Omni Financial LLC
Madison, WI · Est. 2024
- AUM
- $117M
- Per adviser
- $117M
- Advisers
- 1
No reported disclosures
Leach, Bickmore & Weiss Wealth Management, LLC
Madison, WI · Est. 2026
- AUM
- $115M
- Per adviser
- $115M
- Advisers
- 1
No reported disclosures
Yahara Wealth Management LLC
Madison, WI · Est. 2026
- AUM
- $112M
- Per adviser
- $56M
- Advisers
- 2
No reported disclosures
Cmg Wealth Advisors LLC
Madison, WI · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures