Investment adviser firms in MADISON, Wisconsin
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
30 firms · Source months shown: August 2026
- AMERICAN INVESTMENT ADVISORS INCCRD 104579 · MADISON, WI$137,877,247.00Regulatory AUM · August 2026
- ATLATL ADVISERS LLCCRD 284036 · MADISON, WI$392,672,491.00Regulatory AUM · August 2026
- BAKER TILLY WEALTH MANAGEMENT, LLCCRD 167811 · MADISON, WI$4,601,242,128.00Regulatory AUM · August 2026
- CALCULATED WEALTH LLCCRD 318985 · MADISON, WI$200,778,956.00Regulatory AUM · August 2026
- CENTRAL WEALTH MANAGEMENT LLCCRD 293172 · MADISON, WI$136,834,321.00Regulatory AUM · August 2026
- CLF ASSET MANAGEMENT, INC.CRD 284060 · MADISON, WI$146,884,969.00Regulatory AUM · August 2026
- CMG WEALTH ADVISORS LLCCRD 340600 · MADISON, WINot availableRegulatory AUM · August 2026
- ECIO, INC.CRD 301432 · MADISON, WI$395,623,696.00Regulatory AUM · August 2026
- ENRICH FINANCIAL PARTNERS LLCCRD 111234 · MADISON, WI$556,812,040.00Regulatory AUM · August 2026
- GOLDSTEIN ADVISORS, LLCCRD 323125 · MADISON, WI$1,079,309,444.00Regulatory AUM · August 2026
- HARBOUR INVESTMENTS, INC.CRD 19258 · MADISON, WI$9,599,102,688.00Regulatory AUM · August 2026
- ISTHMUS PARTNERS, LLCCRD 171279 · MADISON, WI$1,438,537,516.00Regulatory AUM · August 2026
- JOHN F SUBY WEALTH MANAGEMENT LLCCRD 150824 · MADISON, WI$464,881,240.00Regulatory AUM · August 2026
- LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLCCRD 281302 · MADISON, WI$115,343,421.00Regulatory AUM · August 2026
- MADISON ASSET MANAGEMENT, LLCCRD 130874 · MADISON, WI$4,862,471,814.00Regulatory AUM · August 2026
- MADISON INVESTMENT ADVISORS, LLCCRD 110297 · MADISON, WI$13,839,469,496.00Regulatory AUM · August 2026
- MADISON WEALTH PARTNERS, INC.CRD 305824 · MADISON, WI$1,303,110,029.00Regulatory AUM · August 2026
- MEMBERS CAPITAL ADVISORS, INC.CRD 105960 · MADISON, WI$39,459,580,809.00Regulatory AUM · August 2026
- MENDOTA FINANCIAL GROUP, LLCCRD 136294 · MADISON, WI$254,196,000.00Regulatory AUM · August 2026
- OMNI FINANCIAL LLCCRD 314670 · MADISON, WI$116,910,095.00Regulatory AUM · August 2026
- PARK CAPITAL MANAGEMENT, LLCCRD 158965 · MADISON, WI$867,986,072.00Regulatory AUM · August 2026
- POEHLING CAPITAL MANAGEMENT, INC.CRD 131668 · MADISON, WI$591,270,000.00Regulatory AUM · August 2026
- RESONANT CAPITAL ADVISORS, LLCCRD 298451 · MADISON, WI$2,955,062,146.00Regulatory AUM · August 2026
- SYCAMORE INVESTMENT CONSULTING SERVICES, LLCCRD 125081 · MADISON, WI$159,553,914.00Regulatory AUM · August 2026
- T. ANTON INVESTMENT HOUSE, INC.CRD 174970 · MADISON, WI$366,642,843.00Regulatory AUM · August 2026
- THOMPSON INVESTMENT MANAGEMENT, INC.CRD 129609 · MADISON, WI$3,084,417,000.00Regulatory AUM · August 2026
- WALLEYE PARTNERS LLCCRD 333435 · MADISON, WI$276,678,000.00Regulatory AUM · August 2026
- WEA FINANCIAL ADVISORS, INC.CRD 144919 · MADISON, WI$507,804,171.00Regulatory AUM · August 2026
- WISCONSIN CAPITAL MANAGEMENT, LLCCRD 110394 · MADISON, WI$256,585,053.00Regulatory AUM · August 2026
- YAHARA WEALTH MANAGEMENT LLCCRD 168325 · MADISON, WI$112,048,767.00Regulatory AUM · August 2026