Investment advisers in Madison, WI

30 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in WI

Firm	Assets	Employees	Disclosures
Trustage Investment Management	$39.46 billion	62	2
Madison Investment Advisors, LLC	$13.84 billion	92	0
Harbour Investments, Inc.	$9.60 billion	232	4
Baker Tilly Wealth Management, LLC	$5.19 billion	31	0
Madison Asset Management	$4.86 billion	92	0
Thompson Investment Management, Inc.	$3.08 billion	17	0
Resonant Capital Advisors, LLC	$2.96 billion	25	0
Isthmus Partners, LLC	$1.44 billion	17	0
Madison Partners	$1.30 billion	17	0
Goldstein Advisors, LLC	$1.08 billion	19	0
Park Capital Management, LLC	$868.0 million	9	0
Poehling Capital Management, Inc.	$591.3 million	6	0
Enrich Financial Partners LLC	$556.8 million	8	0
Wea Financial Advisors, Inc.	$507.8 million	4	0
John F Suby Wealth Management LLC	$464.9 million	3	0
Ecio, Inc.	$395.6 million	8	0
Atlatl Advisers	$392.7 million	10	0
T. Anton Investment House, Inc.	$366.6 million	6	0
Wisconsin Capital Management, LLC	$293.6 million	5	2
Walleye Partners LLC	$276.7 million	5	0
Mendota Financial Group, LLC	$254.2 million	5	0
Calculated Wealth	$200.8 million	5	0
Sycamore Investment Consulting Services, LLC	$159.6 million	2	0
Clf Asset Management, Inc.	$146.9 million	5	0
Cmg Wealth Advisors LLC	$138.4 million	5	0
American Investment Advisors Inc	$137.9 million	2	0
Central Wealth Management LLC	$136.8 million	4	0
Omni Financial LLC	$116.9 million	2	0
Leach, Bickmore & Weiss Wealth Management, LLC	$115.3 million	6	0
Yahara Wealth Management LLC	$112.0 million	2	0