Top 10 financial advisors in Madison, WI
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.
Harbour Investments, Inc.
Harbour Investments, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $3,389,109,398 of assets under management and employs about 219 people. Harbour Investments, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, subscription fees, fixed fees and commissions.
Assets under management
$3,389,109,398
Headcount
219 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
Fixed fees
Commissions
SEC number
801-29185
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Thompson Investment Management, Inc.
Thompson Investment Management, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $2,425,678,000 of assets under management and employs about 19 people. Thompson Investment Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$2,425,678,000
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-62562
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
John F Suby Wealth Management LLC
John F Suby Wealth Management LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $1,719,096,338 of assets under management and employs about 5 people. John F Suby Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,719,096,338
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70434
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
Resonant Capital Advisors, LLC
Resonant Capital Advisors, LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $1,105,337,209 of assets under management and employs about 17 people. Resonant Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,105,337,209
Headcount
17 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114001
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
Isthmus Partners, LLC
Isthmus Partners, LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $977,296,272 of assets under management and employs about 15 people. Isthmus Partners, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$977,296,272
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79683
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
Goldstein Advisors, LLC
Goldstein Advisors, LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $782,203,578 of assets under management and employs about 19 people. Goldstein Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$782,203,578
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-126612
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
Madison Partners
Madison Partners is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $543,017,001 of assets under management and employs about 12 people. Madison Partners uses a fee structure of and a percentage of assets under your management.
Assets under management
$543,017,001
Headcount
12 advisors
Fee structure
A percentage of assets under your management
SEC number
801-118168
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Rmr Wealth Advisors LLC
Rmr Wealth Advisors LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $338,536,989 of assets under management and employs about 5 people. Rmr Wealth Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$338,536,989
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70487
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Poehling Capital Management, Inc.
Poehling Capital Management, Inc. is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $335,087,545 of assets under management and employs about 5 people. Poehling Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and commissions.
Assets under management
$335,087,545
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Commissions
SEC number
801-63189
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
Mendota Financial Group, LLC
Mendota Financial Group, LLC is a financial advisory firm based in Madison, Wisconsin. It currently has approximately $317,353,475 of assets under management and employs about 6 people. Mendota Financial Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$317,353,475
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-67644
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.