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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
608-204-5992Top Financial Advisor Firms in Madison, Wisconsin (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 Advisor | Office Location | Phone 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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