Top Financial Advisors in Madison, Wisconsin
Finding the right financial advisor in Madison is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Madison, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Madison, WI.
Find the Best Financial Advisor Firms in Madison:
MADISON INVESTMENT ADVISORS, LLC
CRD#: 110297
Address: 550 Science Drive, Madison, WI 53711
Clients: 10,903
Average Clients per Advisor: 247
AUM: $ 12.9B
HARBOUR INVESTMENTS, INC.
CRD#: 19258
Address: 575 D'onofrio Drive Suite 300, Madison, WI 53719
Clients: 16,577
In Business for: 39 Years
Average Clients per Advisor: 85
AUM: $ 4.5B
Disclosures: 9
BAKER TILLY WEALTH MANAGEMENT, LLC
CRD#: 167811
Address: 4807 Innovate Lane, Madison, WI 53718
Clients: 466
Average Clients per Advisor: 16
AUM: $ 3.9B
JOHN F SUBY WEALTH MANAGEMENT LLC
CRD#: 150824
Address: 2901 West Beltline Hwy Suite 201, Madison, WI 53713
Clients: 131
Average Clients per Advisor: 32
AUM: $ 1.8B
RESONANT CAPITAL ADVISORS, LLC
CRD#: 298451
Address: 33 E. Main Street Suite 440, Madison, WI 53703
Clients: 118
Average Clients per Advisor: 10
AUM: $ 1.3B
ISTHMUS PARTNERS, LLC
CRD#: 171279
Address: 1 South Pinckney Street Suite 818, Madison, WI 53703
Clients: 153
Average Clients per Advisor: 19
AUM: $ 977M
How We Chose the Top Financial Advisors in Madison, Wisconsin
To create this list of top financial advisor firms in Madison, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Madison has to offer.
Search Financial Advisors in Madison, Wisconsin
Russell G Tieman
Registered Affiliation(s):GALLAGHER FIDUCIARY ADVISORS, LLC
Shannon Katholeen Davidson
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Lynn Margery Andrews
Registered Affiliation(s):PFS INVESTMENTS INC.
Elaine Beckett Rich
Registered Affiliation(s):ENRICH FINANCIAL PARTNERS LLC
Benjamin Michael Motiff
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Kyla Terese Meyer
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
John Edward Pesh
Registered Affiliation(s):LPL FINANCIAL LLC
Robin Lynn Urso
Registered Affiliation(s):COORDINATED CAPITAL SECURITIES, INC.
Lisa Ann Kim
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Ronald Poehling
Registered Affiliation(s):POEHLING CAPITAL MANAGEMENT, INC.
Jacqueline Lynn Keith
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Saunders
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Dawn Marie Goplin
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Robert James Sawicki
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Lloyd Wendell Mennenga
Registered Affiliation(s):MERIT FINANCIAL ADVISORS
Annirose Koci Womack
Registered Affiliation(s):HORACE MANN INVESTORS, INC.
Ann Louise Peiss
Registered Affiliation(s):MORGAN STANLEY
Darrin Michael Sharp
Registered Affiliation(s):MILESTONE INVESTMENT ADVISORS, LLC
Stephanie Ann Warren
Registered Affiliation(s):LPL FINANCIAL LLC
Scott Lyle Kornstedt
Registered Affiliation(s):SAVANT WEALTH MANAGEMENT
Kevin J Patterson
Registered Affiliation(s):MORGAN STANLEY
Chris Allen Swenson
Registered Affiliation(s):WISCONSIN WEALTH ADVISORS, LLC
Gail Elizabeth Vorlob
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Denise Ann Jaehnke
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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