Top 10 advisors in Madison
We’ve curated a list of the best financial advisors in Madison, take a look at it below
Find an advisor in Madison| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,389,109,398 | 219 advisors | ||
| 2 | $2,425,678,000 | 19 advisors | ||
| 3 | $1,719,096,338 | 5 advisors | ||
| 4 | $1,105,337,209 | 17 advisors | ||
| 5 | $977,296,272 | 15 advisors | ||
| 6 | $782,203,578 | 19 advisors | ||
| 7 | $543,017,001 | 12 advisors | ||
| 8 | $338,536,989 | 5 advisors | ||
| 9 | $335,087,545 | 5 advisors | ||
| 10 | $317,353,475 | 6 advisors |
How we came up with this list
To generate our top financial advisors list in Madison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Madison. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Harbour Investments, Inc.
Assets under management
$3,389,109,398
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
2. Thompson Investment Management, Inc.
Assets under management
$2,425,678,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
3. John F Suby Wealth Management LLC
Assets under management
$1,719,096,338
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Resonant Capital Advisors, LLC
Assets under management
$1,105,337,209
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Investment, Institutional And Business Consulting Services
5. Isthmus Partners, LLC
Assets under management
$977,296,272
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
6. Goldstein Advisors, LLC
Assets under management
$782,203,578
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Madison Partners
Assets under management
$543,017,001
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Rmr Wealth Advisors LLC
Assets under management
$338,536,989
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Poehling Capital Management, Inc.
Assets under management
$335,087,545
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Mendota Financial Group, LLC
Assets under management
$317,353,475
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Your first meeting is free.