Fiduciary advisors in Madison, WI

28 registered advisers

28 SEC-registered fiduciary advisory firms operate in Madison, Wisconsin. The fee-only share stands at 89%, with 25 firms declining all forms of commission-based compensation. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

AMERICAN INVESTMENT ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #104579
Typical Fee--
AUM$124M
Minimum--
Clients161

ATLATL ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #284036
Typical Fee--
AUM$230M
Minimum--
Clients234

BAKER TILLY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #167811
Typical Fee--
AUM$4.6B
Minimum--
Clients2,165

CALCULATED WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #318985
Typical Fee--
AUM$201M
Minimum--
Clients194

CLF ASSET MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #284060
Typical Fee--
AUM$110M
Minimum--
Clients990

ECIO, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #301432
Typical Fee--
AUM$232M
Minimum--
Clients195

ENRICH FINANCIAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #111234
Typical Fee--
AUM$478M
Minimum--
Clients1,534

GOLDSTEIN ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #323125
Typical Fee--
AUM$1.1B
Minimum--
Clients4,070

HARBOUR INVESTMENTS, INC.

Also Compensated via Brokerage
Madison, WisconsinCRD #19258
Typical Fee--
AUM$7.6B
Minimum--
Clients38,692

ISTHMUS PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #171279
Typical Fee--
AUM$1.4B
Minimum--
Clients1,894

JOHN F SUBY WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #150824
Typical Fee1.00%
AUM$428M
Minimum--
Clients286

MADISON ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #130874
Typical Fee--
AUM$5.2B
Minimum--
Clients44

MADISON INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #110297
Typical Fee--
AUM$13.3B
Minimum--
Clients15,949

MADISON PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #305824
Typical Fee1.25%
AUM$1.3B
Minimum--
Clients6,213

MENDOTA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #136294
Typical Fee--
AUM$255M
Minimum--
Clients919

OMNI FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #314670
Typical Fee1.50%
AUM$117M
Minimum--
Clients762

PARK CAPITAL MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Madison, WisconsinCRD #158965
Typical Fee--
AUM$733M
Minimum--
Clients1,338

POEHLING CAPITAL MANAGEMENT, INC.

Clean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #131668
Typical Fee--
AUM$591M
Minimum--
Clients1,489

RESONANT CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #298451
Typical Fee--
AUM$2.2B
Minimum--
Clients2,409

SYCAMORE INVESTMENT CONSULTING SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #125081
Typical Fee--
AUM$160M
Minimum--
Clients116

T. ANTON INVESTMENT HOUSE, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #174970
Typical Fee--
AUM$332M
Minimum--
Clients869

THOMPSON INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #129609
Typical Fee--
AUM$2.7B
Minimum--
Clients882

TRUSTAGE INVESTMENT MANAGEMENT

Fee-OnlyAlso Compensated via Product Sales
Madison, WisconsinCRD #105960
Typical Fee--
AUM$37.3B
Minimum--
Clients363

WALKNER CONDON FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #160109
Typical Fee--
AUM$733M
Minimum--
Clients2,556

WALLEYE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #333435
Typical Fee--
AUM$277M
Minimum--
Clients363

WEA FINANCIAL ADVISORS, INC.

Fee-Only, No ConflictsClean Record
Madison, WisconsinCRD #144919
Typical Fee--
AUM$554M
Minimum--
Clients620

WISCONSIN CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Madison, WisconsinCRD #110394
Typical Fee--
AUM$257M
Minimum--
Clients99

YAHARA WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Madison, WisconsinCRD #168325
Typical Fee--
AUM$107M
Minimum--
Clients274
Fiduciary Advisors in Madison, Wisconsin | FiduciaryListings