Best Financial Advisors in MADISON, Wisconsin
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MADISON
Page 1 of 2 · 31 firms
TRUSTAGE INVESTMENT MANAGEMENT
MADISON, WI · Since 1983
MADISON ASSET MANAGEMENT
MADISON, WI · Since 2004
BAKER TILLY WEALTH MANAGEMENT, LLC
MADISON, WI · Since 2020
WEA FINANCIAL ADVISORS, INC.
MADISON, WI · Since 2020
PARK CAPITAL MANAGEMENT, LLC
MADISON, WI · Since 2019
T. ANTON INVESTMENT HOUSE, INC.
MADISON, WI · Since 2017
ECIO, INC.
MADISON, WI · Since 2024
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
MADISON, WI · Since 2025
ATLATL ADVISERS
MADISON, WI · Since 2024
CLF ASSET MANAGEMENT, INC.
MADISON, WI · Since 2024
CENTRAL WEALTH MANAGEMENT LLC
MADISON, WI · Since 2025
OMNI FINANCIAL LLC
MADISON, WI · Since 2024
AMERICAN INVESTMENT ADVISORS INC
MADISON, WI · Since 2024
MADISON INVESTMENT ADVISORS, LLC
MADISON, WI · Since 1996
THOMPSON INVESTMENT MANAGEMENT, INC.
MADISON, WI · Since 2003
YAHARA WEALTH MANAGEMENT LLC
MADISON, WI · Since 2026
CALCULATED WEALTH
MADISON, WI · Since 2025
CMG WEALTH ADVISORS LLC
MADISON, WI · Since 2026
RESONANT CAPITAL ADVISORS, LLC
MADISON, WI · Since 2018
POEHLING CAPITAL MANAGEMENT, INC.
MADISON, WI · Since 2004
ISTHMUS PARTNERS, LLC
MADISON, WI · Since 2014
ENRICH FINANCIAL PARTNERS LLC
MADISON, WI · Since 2015
MENDOTA FINANCIAL GROUP, LLC
MADISON, WI · Since 2007
JOHN F SUBY WEALTH MANAGEMENT LLC
MADISON, WI · Since 2009
WALKNER CONDON FINANCIAL ADVISORS LLC
MADISON, WI · Since 2019
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MADISON?
The median advisory fee in MADISON, WI is 0.95% of assets under management per year, based on Form ADV filings from 31 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.