Best Financial Advisors in MADISON, Wisconsin

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

31

Registered Firms

0.95%

Median Fee

of assets/year

$508M

Median AUM

31

Firms Listed

in our database

Top-Ranked Advisors in MADISON

TRUSTAGE INVESTMENT MANAGEMENT

MADISON, WI · Since 1983

$39.5B AUM41 clientsFee: 0%

FiduciaryFee-Only

SYCAMORE INVESTMENT CONSULTING SERVICES, LLC

MADISON, WI · Since 2025

$160M AUM2 clientsFee: 0%

FiduciaryFee-Only

MADISON ASSET MANAGEMENT

MADISON, WI · Since 2004

$4.9B AUM44 clientsFee: 0%

FiduciaryFee-Only

WEA FINANCIAL ADVISORS, INC.

MADISON, WI · Since 2020

$508M AUM4 clientsFee: 0%

FiduciaryFee-Only

PARK CAPITAL MANAGEMENT, LLC

MADISON, WI · Since 2019

$868M AUM5 clientsFee: 0%

FiduciaryFee-Only

BAKER TILLY WEALTH MANAGEMENT, LLC

MADISON, WI · Since 2020

$4.6B AUM21 clientsFee: 0%

FiduciaryFee-Only

YAHARA WEALTH MANAGEMENT LLC

MADISON, WI · Since 2026

$112M AUM2 clientsFee: 0%

FiduciaryFee-Only

T. ANTON INVESTMENT HOUSE, INC.

MADISON, WI · Since 2017

$367M AUM3 clientsFee: 0%

FiduciaryFee-Only

ATLATL ADVISERS

MADISON, WI · Since 2024

$393M AUM7 clientsFee: 0%

FiduciaryFee-Only

CLF ASSET MANAGEMENT, INC.

MADISON, WI · Since 2024

$147M AUM5 clientsFee: 0%

FiduciaryFee-Only

CENTRAL WEALTH MANAGEMENT LLC

MADISON, WI · Since 2025

$137M AUM1 clientsFee: 0%

FiduciaryFee-Only

ECIO, INC.

MADISON, WI · Since 2024

$396M AUM4 clientsFee: 0%

FiduciaryFee-Only

OMNI FINANCIAL LLC

MADISON, WI · Since 2024

$117M AUM1 clientsFee: 0%

FiduciaryFee-Only

CALCULATED WEALTH

MADISON, WI · Since 2025

$201M AUM4 clientsFee: 0%

FiduciaryFee-Only

CMG WEALTH ADVISORS LLC

MADISON, WI · Since 2026

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

AMERICAN INVESTMENT ADVISORS INC

MADISON, WI · Since 2024

$138M AUM2 clientsFee: 0%

FiduciaryFee-Only

MADISON INVESTMENT ADVISORS, LLC

MADISON, WI · Since 1996

$13.8B AUM44 clientsFee: 0%

FiduciaryFee-Only

ENRICH FINANCIAL PARTNERS LLC

MADISON, WI · Since 2015

$557M AUM4 clientsFee: 0%

FiduciaryFee-Only

THOMPSON INVESTMENT MANAGEMENT, INC.

MADISON, WI · Since 2003

$3.1B AUM6 clientsFee: 0%

FiduciaryFee-Only

POEHLING CAPITAL MANAGEMENT, INC.

MADISON, WI · Since 2004

$591M AUM6 clientsFee: 0%

FiduciaryFee-Only

MENDOTA FINANCIAL GROUP, LLC

MADISON, WI · Since 2007

$254M AUM5 clientsFee: 0%

FiduciaryFee-Only

JOHN F SUBY WEALTH MANAGEMENT LLC

MADISON, WI · Since 2009

$465M AUM3 clientsFee: 0%

FiduciaryFee-Only

WALKNER CONDON FINANCIAL ADVISORS LLC

MADISON, WI · Since 2019

$1.0B AUM16 clientsFee: 0%

FiduciaryFee-Only

ISTHMUS PARTNERS, LLC

MADISON, WI · Since 2014

$1.4B AUM8 clientsFee: 0%

FiduciaryFee-Only

LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC

MADISON, WI · Since 2026

$115M AUM1 clientsFee: 0%

FiduciaryFee-Only

RESONANT CAPITAL ADVISORS, LLC

MADISON, WI · Since 2018

$3.0B AUM14 clientsFee: 0%

FiduciaryFee-Only

MADISON PARTNERS

MADISON, WI · Since 2020

$1.3B AUM17 clientsFee: 0%

FiduciaryFee-Only

GOLDSTEIN ADVISORS, LLC

MADISON, WI · Since 2022

$1.1B AUM10 clientsFee: 0%

FiduciaryFee-Only

WALLEYE PARTNERS LLC

MADISON, WI · Since 2024

$277M AUM3 clientsFee: 0%

FiduciaryFee-Only

WISCONSIN CAPITAL MANAGEMENT, LLC

MADISON, WI · Since 1997

$257M AUM2 clientsFee: 0%

FiduciaryFee-Only1 complaint

HARBOUR INVESTMENTS, INC.

MADISON, WI · Since 1987

$9.6B AUM213 clientsFee: 0%

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

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.