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Find The Best Financial Advisors in Madison, Wisconsin

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.

How To Find The Best Financial Advisors in Madison, Wisconsin

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 1 vetted financial advisors and 107 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 11 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.

List of Qualified Financial Advisors in Madison, Wisconsin

advisor-photo

Zach Kuehl

Madison Partners

1502 W Broadway Ste 301

Madison, WI 53713

608-204-5992

Top Financial Advisor Firms in Madison, Wisconsin (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
MEMBERS CAPITAL ADVISORS, INC.
5910 Mineral Point Rd,
Madison, WI, 53705
105960 $36,699,593,000 350 A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.)
MADISON INVESTMENT ADVISORS, LLC
550 Science Drive,
Madison, WI, 53711
110297 $19,427,234,565 14054 A percentage of AUM, Fixed fees
MADISON ASSET MANAGEMENT
550 Science Drive,
Madison, WI, 53711
130874 $5,413,292,510 1239 A percentage of AUM, Fixed fees
HARBOUR INVESTMENTS, INC.
575 D'Onofrio Drive, Suite 300
Madison, WI, 53719
19258 $4,702,680,907 24931 A percentage of AUM, Hourly charges, Fixed fees, Commision Based
BAKER TILLY WEALTH MANAGEMENT, LLC
4807 Innovate Lane,
Madison, WI, 53718
167811 $3,911,868,384 2981 A percentage of AUM, Hourly charges, Fixed fees
THOMPSON INVESTMENT MANAGEMENT, INC.
1255 Fourier Drive, Suite 200
Madison, WI, 53717
129609 $3,371,912,000 685 A percentage of AUM, Fixed fees
JOHN F SUBY WEALTH MANAGEMENT LLC
2901 West Beltline Hwy, Suite 201
Madison, WI, 53713
150824 $2,380,713,436 325 A percentage of AUM, Hourly charges, Fixed fees
RESONANT CAPITAL ADVISORS, LLC
33 E. Main Street, Suite 440
Madison, WI, 53703
298451 $1,200,725,135 1425 A percentage of AUM, Hourly charges, Fixed fees
ISTHMUS PARTNERS, LLC
1 South Pinckney Street, Suite 818
Madison, WI, 53703
171279 $952,505,865 1264 A percentage of AUM, Hourly charges, Fixed fees
WALKNER CONDON FINANCIAL ADVISORS LLC
3418 Monroe Street,
Madison, WI, 53711
160109 $459,235,563 1674 A percentage of AUM, Hourly charges, Fixed fees
WEA FINANCIAL ADVISORS, INC.
660 John Nolen Drive,
Madison, WI, 53713
144919 $446,229,963 587 A percentage of AUM, Hourly charges, Fixed fees
MADISON PARTNERS
1502 W Broadway, Suite 301
Madison, WI, 53713
305824 $432,911,122 2419 A percentage of AUM
RMR WEALTH ADVISORS LLC
400 Interlake Drive, Suite 200
Madison, WI, 53716-3808
151173 $382,508,134 470 A percentage of AUM, Hourly charges, Fixed fees
POEHLING CAPITAL MANAGEMENT, INC.
525 Junction Road, Suite 8900
Madison, WI, 53717
131668 $381,270,957 1219 A percentage of AUM, Hourly charges
ENRICH FINANCIAL PARTNERS LLC
6502 Grand Teton Plaza, Suite 201,
Madison, WI, 53719
111234 $364,478,282 324 A percentage of AUM, Hourly charges, Fixed fees

Additional Financial Advisors in Madison, Wisconsin

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Barbara Finley
Inquire with Barbara
1241 John Q Hammons Dr, Madison, WI 53717 608-829-3259
Brent Kimbel
Inquire with Brent
2601 W Beltline Hwy, Ste 104 Madison, WI 53713 608-819-0500
Andrew Lochner
Inquire with Andrew
1110 Fourier Dr, Ste 100 Madison, WI 53717 608-829-6644
Abigail L Grodecki
Inquire with Abigail
2501 W Beltline Hwy, Ste 301 Madison, WI 53713 608-819-0510
Andy Roe
Inquire with Andy
1241 John Q Hammons Dr, Madison, WI 53717 608-829-3246
Aaron Zimmer
Inquire with Aaron
2912 Marketplace Dr, Ste 100 Madison, WI 53719 608-663-7526
Stan Jahn
Inquire with Stan
2912 Marketplace Dr, Ste 100 Madison, WI 53719 941-475-7561
John Williams
Inquire with John
1110 Fourier Dr, Ste 100 Madison, WI 53717 608-829-8200
Gregory J Thoemke
Inquire with Gregory
1110 Fourier Dr, Ste 100 Madison, WI 53717 608-829-6621
Paul H Childers
Inquire with Paul
2501 W Beltline Hwy, Ste 301 Madison, WI 53713 608-819-0505

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