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RIAs in Madison, Wisconsin

Explore 30 RIAs headquartered in Madison, with $89B in combined reported AUM.

RIAs30Headquartered here
Total AUM$89BReported regulatory AUM
Total Employees706Reported by these RIAs
% of Total State AUM7.1%% Of total State AUM Reported

All RIAs in Madison

30 RIAs
Showing 1–24 of 30 RIAs

Trustage Investment Management

MADISON, WI
Reported AUM$39.5B
Employees62
44.3% of city AUMView RIA ↗

Madison Investment Advisors, LLC

MADISON, WI
Reported AUM$13.8B
Employees92
15.5% of city AUMView RIA ↗

Harbour Investments, Inc.

MADISON, WI
Reported AUM$9.6B
Employees232
10.8% of city AUMView RIA ↗

Baker Tilly Wealth Management, LLC

MADISON, WI
Reported AUM$5.2B
Employees31
5.8% of city AUMView RIA ↗

Madison Asset Management

MADISON, WI
Reported AUM$4.9B
Employees92
5.5% of city AUMView RIA ↗

Thompson Investment Management, Inc.

MADISON, WI
Reported AUM$3.1B
Employees17
3.5% of city AUMView RIA ↗

Resonant Capital Advisors, LLC

MADISON, WI
Reported AUM$3B
Employees25
3.3% of city AUMView RIA ↗

Isthmus Partners, LLC

MADISON, WI
Reported AUM$1.4B
Employees17
1.6% of city AUMView RIA ↗

Madison Partners

MADISON, WI
Reported AUM$1.3B
Employees17
1.5% of city AUMView RIA ↗

Goldstein Advisors, LLC

MADISON, WI
Reported AUM$1.1B
Employees19
1.2% of city AUMView RIA ↗

Park Capital Management, LLC

MADISON, WI
Reported AUM$868M
Employees9
1.0% of city AUMView RIA ↗

Poehling Capital Management, Inc.

MADISON, WI
Reported AUM$591.3M
Employees6
0.7% of city AUMView RIA ↗

Enrich Financial Partners LLC

MADISON, WI
Reported AUM$556.8M
Employees8
0.6% of city AUMView RIA ↗

Wea Financial Advisors, Inc.

MADISON, WI
Reported AUM$507.8M
Employees4
0.6% of city AUMView RIA ↗

John F Suby Wealth Management LLC

MADISON, WI
Reported AUM$464.9M
Employees3
0.5% of city AUMView RIA ↗

Ecio, Inc.

MADISON, WI
Reported AUM$395.6M
Employees8
0.4% of city AUMView RIA ↗

Atlatl Advisers

MADISON, WI
Reported AUM$392.7M
Employees10
0.4% of city AUMView RIA ↗

T. Anton Investment House, Inc.

MADISON, WI
Reported AUM$366.6M
Employees6
0.4% of city AUMView RIA ↗

Wisconsin Capital Management, LLC

MADISON, WI
Reported AUM$293.6M
Employees5
0.3% of city AUMView RIA ↗

Walleye Partners LLC

MADISON, WI
Reported AUM$276.7M
Employees5
0.3% of city AUMView RIA ↗

Mendota Financial Group, LLC

MADISON, WI
Reported AUM$254.2M
Employees5
0.3% of city AUMView RIA ↗

Calculated Wealth

MADISON, WI
Reported AUM$200.8M
Employees5
0.2% of city AUMView RIA ↗

Sycamore Investment Consulting Services, LLC

MADISON, WI
Reported AUM$159.6M
Employees2
0.2% of city AUMView RIA ↗

Clf Asset Management, Inc.

MADISON, WI
Reported AUM$146.9M
Employees5
0.2% of city AUMView RIA ↗

AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.

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