City
Wealth management firms in Madison, Wisconsin
As of October 2, 2026, 38 wealth management firms, including broker-dealer firms, with their main office in Madison, Wisconsin reported $22.0 billion in regulatory assets under management; the largest by assets was Harbour Investments, Inc., with $9.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 38
- Regulatory assets under management
- $22.0 billion
- Average per firm
- $580.0 million
- SEC-registered, of those listed
- 22 of 38 (57.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Harbour Investments, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $9.6 billion | 44,629 |
| 2 | Resonant Capital Advisors, LLC | SEC | $3.0 billion | 2,816 |
| 3 | Isthmus Partners, LLC | SEC | $1.4 billion | 1,894 |
| 4 | Madison Partners | SEC | $1.3 billion | 6,213 |
| 5 | Goldstein Advisors, LLC | SEC | $1.1 billion | 4,070 |
| 6 | Park Capital Management, LLC | SEC | $868.0 million | 1,853 |
| 7 | Poehling Capital Management, Inc. | SEC | $591.3 million | 1,489 |
| 8 | Enrich Financial Partners LLC | SEC | $556.8 million | 1,636 |
| 9 | John F Suby Wealth Management LLC | SEC | $464.9 million | 287 |
| 10 | Atlatl Advisers | SEC | $392.7 million | 1,124 |
| 11 | T. Anton Investment House, Inc. | SEC | $366.6 million | 891 |
| 12 | Wisconsin Capital Management, LLC | SEC | $293.6 million | 125 |
| 13 | Walleye Partners LLC | SEC | $276.7 million | 363 |
| 14 | Mendota Financial Group, LLC | SEC | $254.2 million | 881 |
| 15 | Calculated Wealth | SEC | $200.8 million | 194 |
| 16 | Sycamore Investment Consulting Services, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $159.6 million | 116 |
| 17 | CLF Asset Management, Inc. | SEC | $146.9 million | 1,160 |
| 18 | American Investment Advisors Inc | SEC | $137.9 million | 176 |
| 19 | Central Wealth Management LLC | SEC | $136.8 million | 443 |
| 20 | Omni Financial LLC | SEC | $116.9 million | 762 |
| 21 | Leach, Bickmore & Weiss Wealth Management, LLC | SEC | $115.3 million | 608 |
| 22 | Yahara Wealth Management LLC | SEC | $112.0 million | 283 |
| 23 | Wisco Investment Management LLC | State | $99.4 million | 447 |
| 24 | Retirement Income Planning LLC | State | $61.8 million | 385 |
| 25 | Forward Investment Advisors, Inc. | State | $60.9 million | 442 |
| 26 | 2nd Market Capital Advisory Corp. | State | $47.2 million | 37 |
| 27 | Rex Leigh Jones | State | $43.9 million | 122 |
| 28 | Kindness Financial Planning | State | $42.0 million | 115 |
| 29 | Evolution Financial LLC | State | $38.8 million | 208 |
| 30 | Bridgeport Asset Management, LLC. | State | $30.4 million | 163 |
| 31 | Buttonwood Partners, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $16.4 million | 28 |
| 32 | Wullschleger Group | State | $8.1 million | 40 |
| 33 | Harmony Wealth | State | $7.3 million | 47 |
| 34 | Lindenwood Financial LLC | State | $6.7 million | 53 |
| 35 | Mapt Capital | State | $5.9 million | 15 |
| 36 | Future First Finance, LLC | State | $5.3 million | 20 |
| 37 | Perk Planning | State | $0 | 0 |
| 38 | Spruce Hill Capital | State | $0 | 0 |
Wealth management firms in Wisconsin, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.