Find Top Financial Advisors in Madison, Wisconsin

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Madison, the capital city of Wisconsin, lies west of Milwaukee and is also known for its abundance in educational institutions. Ranked 2nd in education, this college town also has a very low crime rate making it a good place to live for families, professionals and new grads. The cost of living in Madison is 7% higher than the national average, so it may be beneficial to have an experienced financial advisor by your side to guide you towards a more secure financial future. There are over 1860 financial advisors to choose from in the Madison area and deciding on the right financial advisor who will work best with your specific financial situation may be daunting. That's where WiserAdvisor can help. We specialize in connecting people to vetted fiduciary financial advisors.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Madison, Wisconsin.

Finding the Top Financial Advisor in Madison, Wisconsin
Last Updated - 27-Nov-2022

Madison has 2 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 105 non-vetted advisors in your local area. These financial advisors in Madison, Wisconsin have an average of 23 years of experience.

NOTE: The list of financial advisors in Madison, Wisconsin mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Madison, Wisconsin.

Qualified Financial Advisors in Madison, Wisconsin
Financial Advisor Experience AUM Minimum Assets Fee Structure
Dean Hessler
2501 West Beltline Highway Suite 103,
Madison, WI 53713
23 Not Specified Not Specified Fee-Based
Anchor Wealth Management
4949 Harrison Ave,
Ste 110,
Rockford, IL 61063
Not Disclosed $400,000,000 $0 Fee-Based

Information on Qualified Financial Advisors in Madison

Qualifications CRD# 2652956
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 2501 West Beltline Highway Suite 103,
Phone Number 608-234-5121

I've been in the financial industry since 1995 because my passion in life is to help my clients succeed. It always gives me great joy to see them reach the financial goals they've worked so hard to achieve. In my spare time, I love staying fit, hiking, biking and doing landscape projects in my yard. I'm also a proud Returned Peace Corps Volunteer.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Qualifications Firm CRD# 39543
Series 7, 24, 66

Compensation/Fee Fee-Based

Office Location 4949 Harrison Ave,
Ste 110,
Phone Number 815-201-5011

About Anchor Wealth Managment

As with any long journey, we begin wealth management planning with the end in mind. By understanding where you want to be when the journey ends, we are better able to chart the course as your financial advisors. And while we can never predict all of the bumps and diversions, we can better prepare for them.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Top Financial Advisor Firms in Madison, Wisconsin (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
5910 Mineral Point Rd,
Madison, WI 53705
$36,699,593,000 350 A percentage of AUM
Fixed fees
575 D'Onofrio Drive , Suite 300,
Madison, WI 53719
$4,702,680,907 24931 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
1255 Fourier Drive , Suite 200,
Madison, WI 53717
$3,371,912,000 685 A percentage of AUM
Fixed fees
2901 West Beltline Hwy , Suite 201,
Madison, WI 53713
$2,380,713,436 325 A percentage of AUM
Hourly charges
Fixed fees
33 E. Main Street , Suite 440,
Madison, WI 53703
$1,200,725,135 1425 A percentage of AUM
Hourly charges
Fixed fees
3418 Monroe Street,
Madison, WI 53711
$459,235,563 1674 A percentage of AUM
Hourly charges
Fixed fees
400 Interlake Drive , Suite 200,
Madison, WI 53716-3808
$382,508,134 470 A percentage of AUM
Hourly charges
Fixed fees
525 Junction Road , Suite 8900,
Madison, WI 53717
$381,270,957 1219 A percentage of AUM
Hourly charges
6502 Grand Teton Plaza, Suite 201,
Madison, WI 53719
$364,478,282 324 A percentage of AUM
Hourly charges
Fixed fees
634 West Main Street , Suite 302,
Madison, WI 53703
$339,124,911 1132 A percentage of AUM
Fixed fees
1601 Greenway Cross , Suite 201,
Madison, WI 53713
$303,549,617 881 A percentage of AUM
Hourly charges
Fixed fees
8020 Excelsior Drive Ste. 402,
Madison, WI 53717
$213,785,045 66 A percentage of AUM
704 Riverplace Commerce Center Iii,
Madison, WI 53716
$213,362,572 529 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
1200 John Q. Hammons Drive , Suite 501,
Madison, WI 53717
$126,123,797 631 A percentage of AUM
Fixed fees
6666 Odana Road , Suite #312,
Madison, WI 53719
$33,000,000 207 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

    List of Additional Advisors in Madison, Wisconsin*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barbara Finley
    Inquire with Barbara
    1241 John Q Hammons Dr, Madison, WI  53717 608-829-3259
    Brent Kimbel
    Inquire with Brent
    2601 W Beltline Hwy, Ste 104, Madison, WI  53713 608-819-0500
    Andrew Lochner
    Inquire with Andrew
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-6644
    Abigail L Grodecki
    Inquire with Abigail
    2501 W Beltline Hwy, Ste 301, Madison, WI  53713 608-819-0510
    Andy Roe
    Inquire with Andy
    1241 John Q Hammons Dr, Madison, WI  53717 608-829-3246
    Aaron Zimmer
    Inquire with Aaron
    2912 Marketplace Dr, Ste 100, Madison, WI  53719 608-663-7526
    Stan Jahn
    Inquire with Stan
    2912 Marketplace Dr, Ste 100, Madison, WI  53719 941-475-7561
    John Williams
    Inquire with John
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-8200
    Gregory J Thoemke
    Inquire with Gregory
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-6621
    Paul H Childers
    Inquire with Paul
    2501 W Beltline Hwy, Ste 301, Madison, WI  53713 608-819-0505
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?