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Top Financial Advisors in Madison

Policom ranked Madison’s economy as the thirteenth strongest in the nation which given its small population of around 250,000 people makes it a very intriguing region for several industries. Home to the university of Wisconsin and the capital city of Wisconsin, Madison has more than enough financial advisors to help you get to where you want to be. Benzinga has sorted through these advisors to put you in the best position moving forward with your money.

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  • CDR# 171279
    $588,847,494
    148
    • Financial planning services
  • $209,766,643
    202
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $10,544,247,316
    7,094
    • Financial planning services
    • Selection of other advisers (including private fund managers)
    • SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS
  • $434,205,627
    120
    • Financial planning services
  • $2,602,321,471
    551
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
  • $177,000,000
    280
    • Financial planning services
  • $403,494,266
    232
    • SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS
  • $4,230,427,000
    167
    • Pension consulting services
  • $228,566,545
    279
    • Financial planning services
  • $108,848,007
    195
    • Financial planning services
    • Pension consulting services
    • Selection of other advisers (including private fund managers)
    • Educational seminars/workshops

To determine the top financial advisors in Madison we poured through all SEC registered advisory firms who have an office in Madison. To winnow down the list we only included advisors who were registered fiduciaries, had no past disclosures and have minimal personal conflicts of interest. To further break down the list to the true top advisors in the area, we gave weight to advisors that offered both investment management and planning, had no conflicts of interest, had offices in multiple states, have a wrap fee program and have over $50 million in assets under management.

ISTHMUS PARTNERS, LLC

CDR# 171279
$588,847,494
148
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1 SOUTH PINCKNEY STREET SUITE 818
MADISON WI, 53703
608-729-0949

$588,847,494
148
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

ENRICH FINANCIAL PARTNERS LLC

CDR# 111234
$209,766,643
202
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
6502 GRAND TETON PLAZA, SUITE 201
MADISON WI, 53719
608-275-3442

$209,766,643
202
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

MADISON INVESTMENT ADVISORS, LLC

CDR# 110297
$10,544,247,316
7,094
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
550 SCIENCE DRIVE
MADISON WI, 53711
608-274-0300

$10,544,247,316
7,094
Works with high networth individuals
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

THUN FINANCIAL ADVISORS

CDR# 146914
$434,205,627
120
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
3330 UNIVERSITY AVE SUITE 316
MADISON WI, 53705
608-237-1318

$434,205,627
120
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management

SVA WEALTH MANAGEMENT, LLC

CDR# 159216
$2,602,321,471
551
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
1221 JOHN Q HAMMONS DRIVE
MADISON WI, 53717-4966
608-824-8800

$2,602,321,471
551
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

FINANCIAL WEALTH MANAGEMENT, LLC

CDR# 140281
$177,000,000
280
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
440 SCIENCE DRIVE SUITE 302
MADISON WI, 53711
608-276-9691

$177,000,000
280
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges

HANSBERGER GROWTH INVESTORS, LP

CDR# 171295
$403,494,266
232
Works with high networth individuals
  • SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS
  • A percentage of assets under your management
550 SCIENCE DRIVE
MADISON WI, 53711
608-274-0300

$403,494,266
232
Works with high networth individuals
  • SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS
  • A percentage of assets under your management

THOMPSON INVESTMENT MANAGEMENT, INC.

CDR# 129609
$4,230,427,000
167
Works with high networth individuals
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
918 DEMING WAY 3RD FLOOR
MADISON WI, 53717
608-827-5700

$4,230,427,000
167
Works with high networth individuals
  • Pension consulting services
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

POEHLING CAPITAL MANAGEMENT, INC.

CDR# 131668
$228,566,545
279
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges
525 JUNCTION ROAD SUITE 8900
MADISON WI, 53717
(608) 664-9600

$228,566,545
279
Works with high networth individuals
  • Financial planning services
  • A percentage of assets under your management
  • Hourly charges

WALKNER CONDON FINANCIAL ADVISORS LLC

CDR# 160109
$108,848,007
195
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
3418 MONROE STREET
MADISON WI, 53711
608-234-4127

$108,848,007
195
Works with high networth individuals
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other