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
Andrew D Rohrer
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Scott E Kelly
Registered Affiliation(s):GALLAGHER FIDUCIARY ADVISORS, LLC
James Brian Zimmerman
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
David Richard Bernier
Registered Affiliation(s):MEMBERS CAPITAL ADVISORS, INC.
Alan Lloyd Winsand
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Greg Richard Wagner
Registered Affiliation(s):HARBOUR INVESTMENTS, INC.
Michael Peck Manno
Registered Affiliation(s):WORLD EQUITY GROUP, INC.
John Charles Wong
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Richard Joseph Braun
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Paul Michael Rushmann
Registered Affiliation(s):WEA FINANCIAL ADVISORS, INC.
David Sebag
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Gary Orvin Fossum
Registered Affiliation(s):LPL FINANCIAL LLC
Michael D Baer
Registered Affiliation(s):PARK AVENUE SECURITIES LLC
Michael G Palm
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Brian Springer
Registered Affiliation(s):TRANSAMERICA FINANCIAL ADVISORS, INC
Clifford Wullschleger
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Scott David Knapp
Registered Affiliation(s):MEMBERS CAPITAL ADVISORS, INC.
Jason Michael Maas
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jan Emil Peterson
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Dawn Marie Panas
Registered Affiliation(s):MORGAN STANLEY
Mary Ellen Schwartz
Registered Affiliation(s):SYMPHONIC FINANCIAL ADVISORS LLC
Jeffrey Thomas Matthias
Registered Affiliation(s):MADISON INVESTMENT ADVISORS, LLC
John Richard Whalen
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Paul Edward Blaney
Registered Affiliation(s):CHARLES SCHWAB & CO., 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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