Madison, Wisconsin, known for its thriving educational institutions, is home to a metro area population of over 1 million. This city with five lakes has a rich history of architecture, music, and art, as well as a cost of living that is 7% higher than the national average. To create a solid financial strategy, you might require the guidance of a professional financial advisor to ensure you’re making the right financial decisions and investments. This may seem easier said than done, with over 1,860 financial advisors located in the city. FinancialAdvisor.net can make finding top professional advisors less intimidating, can assist in making the best financial decisions based on your goals, and in avoiding costly mistakes.
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Madison, Wisconsin, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 21 non-vetted financial advisors in Madison, Wisconsin, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Madison, Wisconsin have an average of 23 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd, Madison, WI, 53705 | 105960 | $32,032,395,000 | 361 | A Percentage of AUM, Fixed Fees, Other (FEE FROM AFFILIATES.) |
MADISON INVESTMENT ADVISORS, LLC 550 Science Drive, Madison, WI, 53711 | 110297 | $12,949,877,511 | 14261 | A Percentage of AUM, Fixed Fees |
BAKER TILLY WEALTH MANAGEMENT, LLC 4807 Innovate Lane, Madison, WI, 53718 | 167811 | $4,800,233,228 | 3569 | A Percentage of AUM, Hourly charges, Fixed Fees |
HARBOUR INVESTMENTS, INC. 575 D'Onofrio Drive, Suite 300 Madison, WI, 53719 | 19258 | $4,468,811,819 | 28573 | A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees, Commission Based |
MADISON ASSET MANAGEMENT 550 Science Drive, Madison, WI, 53711 | 130874 | $3,920,106,732 | 50 | A Percentage of AUM, Fixed Fees |
THOMPSON INVESTMENT MANAGEMENT, INC. 1255 Fourier Drive, Suite 200 Madison, WI, 53717 | 129609 | $2,425,678,000 | 779 | A Percentage of AUM, Fixed Fees |
JOHN F SUBY WEALTH MANAGEMENT LLC 2901 West Beltline Hwy, Suite 201 Madison, WI, 53713 | 150824 | $1,750,916,698 | 322 | A Percentage of AUM, Hourly charges, Fixed Fees |
RESONANT CAPITAL ADVISORS, LLC 33 E. Main Street, Suite 440 Madison, WI, 53703 | 298451 | $1,345,426,552 | 1702 | A Percentage of AUM, Hourly charges, Fixed Fees |
ISTHMUS PARTNERS, LLC 1 South Pinckney Street, Suite 818 Madison, WI, 53703 | 171279 | $977,296,272 | 1293 | A Percentage of AUM, Hourly charges, Fixed Fees |
GOLDSTEIN ADVISORS, LLC 1241 John Q Hammons Dr, Suite 302 Madison, WI, 53717 | 323125 | $634,882,604 | 3401 | A Percentage of AUM, Fixed Fees |
WALKNER CONDON FINANCIAL ADVISORS LLC 3418 Monroe Street, Madison, WI, 53711 | 160109 | $486,677,461 | 2007 | A Percentage of AUM, Hourly charges, Fixed Fees |
MADISON PARTNERS 1502 W Broadway, Suite 301 Madison, WI, 53713 | 305824 | $461,551,362 | 3006 | A Percentage of AUM |
WEA FINANCIAL ADVISORS, INC. 660 John Nolen Drive, Madison, WI, 53713 | 144919 | $400,469,937 | 666 | A Percentage of AUM, Hourly charges |
ENRICH FINANCIAL PARTNERS LLC 6502 Grand Teton Plaza, Suite 201, Madison, WI, 53719 | 111234 | $347,100,571 | 384 | A Percentage of AUM, Hourly charges, Fixed Fees |
RMR WEALTH ADVISORS LLC 400 Interlake Drive, Suite 200 Madison, WI, 53716-3808 | 151173 | $344,225,174 | 517 | A Percentage of AUM, Hourly charges, Fixed Fees |
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