Resonant Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, WI. Its latest Form ADV filing, dated March 30, 2026, reports $3.0B in regulatory assets under management, 25 employees, 1 office, and 2,816 accounts.
Assets Under Management
$3.0B
Employees
25
Offices
1 office
Total Clients
619
Primary office
MADISON, WI
33 E. MAIN STREET, SUITE 440, MADISON, WI, United States
Top client segmentHNWI represent 67.2% of total clients.
Top client categories% of clientsClients
1
HNWI
67.2%
416
2
Individuals
31.2%
193
3
Charitable
0.8%
5
4
Corporations
0.8%
5
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 30, 2026
Discretionary86.4%
$2.6B
86% of total RAUM86.4%
Non-discretionary13.6%
$402M
14% of total RAUM13.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.0B
Total Accounts2,816
10Y AUM Change+$3.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee25:1
10Y Employee Change+24 (+2400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.