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Top RIA Firms in Madison, Wisconsin
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Madison, Wisconsin. This hub covers 29 matching firms with $89.2B in total reported AUM and median AUM of $507.8M.
Firms
29
Matching current profiles
Total AUM
$89.2B
Reported regulatory AUM
Median AUM
$507.8M
Across firms with AUM
Largest firm
$39.5B
Trustage Investment Management
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Trustage Investment Management CRD 105960 · Corporation | MADISON, WI | $39.5B Mar 2026 | +$4.0B+11.3% | +$7.4B+23.2% | +$11.8B+42.6% | +$28.1B+246.1% | 0 employees+0.0% over 3Y | -12 accounts-3.3% over 3Y |
| 2. Madison Investment Advisors, LLC CRD 110297 · Limited Liability Company | MADISON, WI | $13.8B Mar 2026 | +$602.0M+4.5% | -$573.7M-4.0% | +$1.5B+12.5% | +$8.1B+139.7% | -3 employees-3.2% over 3Y | +2,117 accounts+15.1% over 3Y |
| 3. Harbour Investments, INC. CRD 19258 · Corporation | MADISON, WI | $9.6B May 2026 | +$2.0B+26.8% | +$5.1B+114.8% | +$6.2B+185.6% | +$9.3B+3627.3% | +13 employees+5.9% over 3Y | +16,056 accounts+56.2% over 3Y |
| 4. Madison Asset Management CRD 130874 · Limited Liability Company | MADISON, WI | $4.9B Mar 2026 | +$377.6M+8.4% | -$100.1M-2.0% | -$332.2M-6.4% | -$1.1B-18.7% | -3 employees-3.2% over 3Y | -1,156 accounts-97.0% over 3Y |
| 5. Baker Tilly Wealth Management, LLC CRD 167811 · Limited Liability Company | MADISON, WI | $4.6B Jan 2026 | +$192.3M+4.4% | +$689.4M+17.6% | +$2.1B+85.5% | +$4.3B+1667.4% | -13 employees-28.9% over 3Y | -816 accounts-27.4% over 3Y |
| 6. Thompson Investment Management, INC. CRD 129609 · Corporation | MADISON, WI | $3.1B Mar 2026 | +$424.6M+16.0% | +$658.7M+27.2% | -$1.5B-32.3% | +$2.2B+233.1% | -2 employees-10.5% over 3Y | +162 accounts+20.8% over 3Y |
| 7. Resonant Capital Advisors, LLC CRD 298451 · Limited Liability Company | MADISON, WI | $3.0B Mar 2026 | +$738.4M+33.3% | +$1.6B+119.6% | +$2.1B+251.7% | — | +8 employees+47.1% over 3Y | +1,114 accounts+65.5% over 3Y |
| 8. Isthmus Partners, LLC CRD 171279 · Limited Liability Company | MADISON, WI | $1.4B Jan 2026 | +$329.8M+29.7% | +$486.0M+51.0% | +$742.3M+106.6% | — | +2 employees+13.3% over 3Y | +630 accounts+49.8% over 3Y |
| 9. Madison Partners CRD 305824 · Corporation | MADISON, WI | $1.3B May 2026 | +$208.9M+19.1% | +$841.6M+182.3% | +$1.1B+454.4% | — | +7 employees+70.0% over 3Y | +3,207 accounts+106.7% over 3Y |
| 10. Goldstein Advisors, LLC CRD 323125 · Limited Liability Company | MADISON, WI | $1.1B Feb 2026 | +$135.9M+14.4% | +$444.4M+70.0% | — | — | +2 employees+11.8% over 3Y | +669 accounts+19.7% over 3Y |
| 11. Walkner Condon Financial Advisors LLC CRD 160109 · Limited Liability Company | MADISON, WI | $1.0B Mar 2026 | +$298.4M+40.7% | +$544.5M+111.9% | +$695.1M+206.8% | — | +7 employees+63.6% over 3Y | +1,157 accounts+57.6% over 3Y |
| 12. Park Capital Management, LLC CRD 158965 · Limited Liability Company | MADISON, WI | $868.0M Mar 2026 | +$135.2M+18.5% | +$562.4M+184.1% | +$691.5M+391.9% | +$739.8M+577.0% | 0 employees+0.0% over 3Y | +831 accounts+81.3% over 3Y |
| 13. Poehling Capital Management, INC. CRD 131668 · Corporation | MADISON, WI | $591.3M Feb 2026 | +$175.2M+42.1% | +$210.0M+55.1% | +$315.7M+114.6% | +$488.7M+476.6% | +1 employees+20.0% over 3Y | +270 accounts+22.1% over 3Y |
| 14. Enrich Financial Partners LLC CRD 111234 · Limited Liability Company | MADISON, WI | $556.8M Mar 2026 | +$78.3M+16.4% | +$192.3M+52.8% | +$319.8M+134.9% | +$484.9M+673.8% | 0 employees+0.0% over 3Y | +1,312 accounts+404.9% over 3Y |
| 15. Wea Financial Advisors, INC. CRD 144919 · Corporation | MADISON, WI | $507.8M Apr 2026 | -$46.5M-8.4% | +$107.3M+26.8% | +$180.1M+55.0% | +$246.2M+94.1% | +1 employees+33.3% over 3Y | -50 accounts-7.5% over 3Y |
| 16. John F Suby Wealth Management LLC CRD 150824 · Limited Liability Company | MADISON, WI | $464.9M Apr 2026 | +$37.4M+8.7% | -$1.3B-73.4% | -$1.1B-69.8% | +$301.0M+183.7% | -2 employees-40.0% over 3Y | -35 accounts-10.9% over 3Y |
| 17. Ecio, INC. CRD 301432 · Corporation | MADISON, WI | $395.6M May 2026 | +$163.9M+70.7% | — | — | +$264.6M+201.9% | +1 employees+14.3% over 1Y | +46 accounts+23.6% over 1Y |
| 18. Atlatl Advisers CRD 284036 · Limited Liability Company | MADISON, WI | $392.7M May 2026 | +$162.8M+70.8% | — | — | +$269.6M+219.1% | 0 employees+0.0% over 1Y | +890 accounts+380.3% over 1Y |
| 19. T. Anton Investment House, INC. CRD 174970 · Corporation | MADISON, WI | $366.6M Mar 2026 | +$34.8M+10.5% | +$131.6M+56.0% | +$150.0M+69.2% | +$262.7M+252.7% | +1 employees+20.0% over 3Y | +22 accounts+2.5% over 3Y |
| 20. Walleye Partners LLC CRD 333435 · Limited Liability Company | MADISON, WI | $276.7M May 2026 | +$75.6M+37.6% | — | — | — | +1 employees+25.0% over 1Y | +144 accounts+65.8% over 1Y |
| 21. Wisconsin Capital Management, LLC CRD 110394 · Limited Liability Company | MADISON, WI | $256.6M Aug 2025 | -$9.3M-3.5% | +$42.8M+20.0% | -$16.6M-6.1% | -$203.6M-44.2% | +1 employees+25.0% over 3Y | +33 accounts+50.0% over 3Y |
| 22. Mendota Financial Group, LLC CRD 136294 · Limited Liability Company | MADISON, WI | $254.2M Mar 2026 | -$176.9M-41.0% | -$72.2M-22.1% | +$25.0M+10.9% | +$148.1M+139.7% | -1 employees-16.7% over 3Y | -114 accounts-11.5% over 3Y |
| 23. Calculated Wealth CRD 318985 · Limited Liability Company | MADISON, WI | $200.8M Apr 2026 | +$58.5M+41.1% | — | — | +$71.8M+55.6% | +1 employees+25.0% over 1Y | -121 accounts-38.4% over 1Y |
| 24. Sycamore Investment Consulting Services, LLC CRD 125081 · Limited Liability Company | MADISON, WI | $159.6M Dec 2025 | +$87.6M+121.6% | +$87.6M+121.6% | +$87.6M+121.6% | +$87.6M+121.6% | 0 employees+0.0% over Total | +77 accounts+197.4% over 3Y |
| 25. Clf Asset Management, INC. CRD 284060 · Corporation | MADISON, WI | $146.9M Mar 2026 | +$36.4M+33.0% | — | — | +$57.9M+65.1% | 0 employees+0.0% over 1Y | +170 accounts+17.2% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.