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Find Top Financial Advisors in Madison, Wisconsin

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 - 29-May-2023

Madison has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 106 non-vetted advisors in your local area. These financial advisors in Madison , Wisconsin have an average of 11 years of experience.

NOTE: The list of vetted financial advisors in Madison , Wisconsin mentioned below does 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
Zach Kuehl
CFP®
MADISON PARTNERS
1502 W Broadway Ste 301,
Madison, WI 53713
11 Years $58,000,000 $100,000 Fee-Based
Anchor Wealth Management
ANCHOR WEALTH MANAGMENT
4949 Harrison Ave,
Ste 110,
Rockford, IL 61063
Not Disclosed $400,000,000 $0 Fee-Based

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Information on Qualified Financial Advisors in Madison, Wisconsin

Qualifications CRD# 6051170
Firm CRD# 305824

Compensation/Fee Fee-Based


Office Location 1502 W Broadway Ste 301,
Madison,
WI
53713
Phone Number 608-204-5992

At Madison Partners, I work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - my personalized service will help you address your needs, wants, financial goals and objectives for many years to come. My wife, Brittany, and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities. I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them. As a Certified Financial Planner™ professional, I am are required annually to demonstrate heightened levels of competency across a broad range of subject matter. As a fiduciary, I am required to always act in the client's best interest. This is the very highest level for a standard of care for client relationships in our industry.

About Madison Partners

Madison Partners

At Madison Partners, we work with you as your fiduciary partner now and through all stages of your life. Whether your goal is preparing for retirement, college savings, tax planning, or estate strategies - our personalized service will help you address your needs, wants, financial goals and objectives for many years to come.

What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.

We will be open and transparent in our discussions. We will be strategic and comprehensive in our financial planning.
We will be both tax efficient and cost efficient in our investment management, asset allocation and asset location strategy.
We will be diligent in our partnership and will lead the relationships alongside your tax and legal professionals.
We will be a firm you and your family can count on to deliver.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management


Qualifications Firm CRD# 39543
Series 7, 24, 66

Compensation/Fee Fee-Based


Office Location 4949 Harrison Ave,
Ste 110,
Rockford,
IL
61063
Phone Number 815-201-5011

About Anchor Wealth Managment

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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
MEMBERS CAPITAL ADVISORS, INC.
5910 Mineral Point Rd, Madison, WI 53705
57 350 $36,699,593,000
A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.)
HARBOUR INVESTMENTS, INC.
575 D'Onofrio Drive, Suite 300, Madison, WI 53719
213 24931 $4,702,680,907
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
THOMPSON INVESTMENT MANAGEMENT, INC.
1255 Fourier Drive, Suite 200, Madison, WI 53717
21 685 $3,371,912,000
A percentage of AUM, Fixed fees
JOHN F SUBY WEALTH MANAGEMENT LLC
2901 West Beltline Hwy, Suite 201, Madison, WI 53713
5 325 $2,380,713,436
A percentage of AUM, Hourly charges, Fixed fees
RESONANT CAPITAL ADVISORS, LLC
33 E. Main Street, Suite 440, Madison, WI 53703
13 1425 $1,200,725,135
A percentage of AUM, Hourly charges, Fixed fees
WALKNER CONDON FINANCIAL ADVISORS LLC
3418 Monroe Street, Madison, WI 53711
9 1674 $459,235,563
A percentage of AUM, Hourly charges, Fixed fees
RMR WEALTH ADVISORS LLC
400 Interlake Drive, Suite 200, Madison, WI 53716-3808
6 470 $382,508,134
A percentage of AUM, Hourly charges, Fixed fees
POEHLING CAPITAL MANAGEMENT, INC.
525 Junction Road, Suite 8900, Madison, WI 53717
5 1219 $381,270,957
A percentage of AUM, Hourly charges
ENRICH FINANCIAL PARTNERS LLC
6502 Grand Teton Plaza, Suite 201, Madison, WI 53719
8 324 $364,478,282
A percentage of AUM, Hourly charges, Fixed fees
MENDOTA FINANCIAL GROUP, LLC
634 West Main Street, Suite 302, Madison, WI 53703
6 1132 $339,124,911
A percentage of AUM, Fixed fees
PARK CAPITAL MANAGEMENT, LLC
1601 Greenway Cross, Suite 201, Madison, WI 53713
9 881 $303,549,617
A percentage of AUM, Hourly charges, Fixed fees
WISCONSIN CAPITAL MANAGEMENT, LLC
8020 Excelsior Drive Ste. 402, Madison, WI 53717
4 66 $213,785,045
A percentage of AUM
COORDINATED CAPITAL SECURITIES, INC.
704 Riverplace Commerce Center Iii, Madison, WI 53716
53 529 $213,362,572
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
CENTRAL WEALTH MANAGEMENT LLC
1200 John Q. Hammons Drive, Suite 501, Madison, WI 53717
4 631 $126,123,797
A percentage of AUM, Fixed fees
INTREPID WEALTH PARTNERS, LLC
6666 Odana Road, Suite #312, Madison, WI 53719
1 207 $33,000,000
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
    1241 John Q Hammons Dr, Madison, WI  53717 608-829-3259
    2601 W Beltline Hwy, Ste 104, Madison, WI  53713 608-819-0500
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-6644
    2501 W Beltline Hwy, Ste 301, Madison, WI  53713 608-819-0510
    1241 John Q Hammons Dr, Madison, WI  53717 608-829-3246
    2912 Marketplace Dr, Ste 100, Madison, WI  53719 608-663-7526
    2912 Marketplace Dr, Ste 100, Madison, WI  53719 941-475-7561
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-8200
    1110 Fourier Dr, Ste 100, Madison, WI  53717 608-829-6621
    2501 W Beltline Hwy, Ste 301, Madison, WI  53713 608-819-0505

      Frequently Asked Questions

      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.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      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.

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      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.

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