Top 10 financial advisor firms in Madison

22 SEC-registered financial advisor firms are headquartered in Madison, WI, with $12.1B in combined regulatory assets under management. The largest by assets are Resonant Capital Advisors ($2.96B), Isthmus Partners ($1.44B) and Madison Wealth Partners ($1.3B).

22
Financial advisor firms: $12.1B
Their combined AUM: $285M
Median firm AUM: 6,431
Clients of the top 10

The 10 largest by assets

1
Resonant Capital Advisors
RIA
$2.96B
0.40% to 0.75% a year
2
Isthmus Partners
RIA
$1.44B
0.60% to 1.25% a year
3
Madison Wealth Partners
RIA
$1.3B
Up to 1.25% a year
4
Goldstein Advisors
RIA
$1.08B
0.70% to 1.35% a year
5
Park Capital Management
RIA
$868M
0.70% to 1.10% a year
6
Poehling Capital Management
RIA
$591M
0.50% to 1.25% a year
7
EnRich Financial Partners
RIA
$557M
0.25% to 1.10% a year
8
John F Suby Wealth Management
RIA
$465M
0.30% to 1.00% a year
9
Atlatl Advisers
RIA
$393M
Regulatory AUM
10
T. Anton Investment House
RIA
$367M
0.60% to 1.00%

Profiles of the top 10

No. 1 · RIA

Resonant Capital Advisors

Resonant Capital Advisors is an investment adviser based in Madison, WI, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.96 billion, as filed on 15 June 2026.

Resonant Capital Advisors charges 0.40%–0.75% a year for its Discretionary Investment Management.

Regulatory AUM: $2.96B
Clients: 619
Advisory staff: 14
Fee schedule: 0.40% to 0.75% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 33 E. Main Street, Suite 440, Madison, WI 53703
Phone: 608-733-6220
Website: resonantcapital.com

No. 2 · RIA

Isthmus Partners

Isthmus Partners is an investment adviser based in Madison, WI, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.44 billion, as filed on 23 January 2026.

Isthmus Partners charges 0.60%–1.25% a year for its Counseled Portfolios.

Regulatory AUM: $1.44B
Clients: 381
Advisory staff: 8
Founded: 2014
Fee schedule: 0.60% to 1.25% a year
Custodians: Charles Schwab, Godfrey & Kahn, Bmo Harris, State Street
Headquarters: 1 South Pinckney Street, Suite 800, Madison, WI 53703
Phone: 608-729-0949
Website: isthmuspartnersllc.com

No. 3 · RIA

Madison Wealth Partners

Madison Wealth Partners is an investment adviser based in Madison, WI, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.3 billion, as filed on 17 September 2026.

Madison Wealth Partners charges up to 1.25% a year for its Wealth Management & Sub-Adviser Fees.

Regulatory AUM: $1.3B
Clients: 2,077
Advisory staff: 17
Fee schedule: Up to 1.25% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 1502 W Broadway, Suite 301, Madison, WI 53713
Phone: 608-210-1021
Website: themadisonpartners.com

No. 4 · RIA

Goldstein Advisors

Goldstein Advisors is an investment adviser based in Madison, WI, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.08 billion, as filed on 22 July 2026.

Goldstein Advisors charges 0.70%–1.35% a year for its Portfolio Management Services.

Regulatory AUM: $1.08B
Clients: 1,070
Advisory staff: 10
Fee schedule: 0.70% to 1.35% a year
Custodians: Charles Schwab
Headquarters: 1241 John Q Hammons DR, Suite 302, Madison, WI 53717
Phone: 608-831-3230
Website: goldsteinadvisors.com

No. 5 · RIA

Park Capital Management

Park Capital Management is an investment adviser based in Madison, WI, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include pension and profit-sharing plans, high-net-worth individuals, and individual clients. Its regulatory assets under management total $868 million, as filed on 6 March 2026.

Park Capital Management charges 0.70%–1.10% a year for its Investment Management Services.

Regulatory AUM: $868M
Clients: 625
Advisory staff: 5
Fee schedule: 0.70% to 1.10% a year
Custodians: Charles Schwab, Empower
Headquarters: 1601 Greenway Cross, Suite 201, Madison, WI 53713
Phone: 608-440-8608
Website: parkcapitalmgt.com

No. 6 · RIA

Poehling Capital Management

Poehling Capital Management is an investment adviser based in Madison, WI, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $591 million, as filed on 10 February 2026.

Poehling Capital Management charges 0.50%–1.25% a year for its Asset-Based Fee Schedule.

Regulatory AUM: $591M
Clients: 435
Advisory staff: 6
Founded: 2004
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 525 Junction Road, Suite 8900, Madison, WI 53717
Phone: 608-664-9600
Website: poehlingcapital.com

No. 7 · RIA

EnRich Financial Partners

EnRich Financial Partners is an investment adviser based in Madison, WI, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $557 million, as filed on 19 March 2026.

EnRich Financial Partners charges 0.25%–1.10% a year for its Full Partnership and Portfolio Management Services.

Regulatory AUM: $557M
Clients: 426
Advisory staff: 4
Founded: 2003
Fee schedule: 0.25% to 1.10% a year
Custodians: Charles Schwab
Headquarters: 6502 Grand Teton Plaza, Suite 201, Madison, WI 53719
Phone: 608-275-3442
Website: enrichpartners.com

No. 8 · RIA

John F Suby Wealth Management

John F Suby Wealth Management is an investment adviser based in Madison, WI, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $465 million, as filed on 19 August 2026.

John F Suby Wealth Management charges 0.30%–1.00% a year for its Asset Management Service Fees.

Regulatory AUM: $465M
Clients: 196
Advisory staff: 3
Fee schedule: 0.30% to 1.00% a year
Custodians: The Northern Trust
Headquarters: 2901 West Beltline Hwy, Suite 201, Madison, WI 53713
Phone: 608-273-3100
Website: jfswealthmanagement.com

No. 9 · RIA

Atlatl Advisers

Atlatl Advisers is an investment adviser based in Madison, WI, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other investment advisers. Its regulatory assets under management total $393 million, as filed on 21 May 2026.

Regulatory AUM: $393M
Clients: 274
Advisory staff: 7
Founded: 2015
Custodians: Charles Schwab
Headquarters: 2921 Landmark Place, Ste 501, Madison, WI 53713
Phone: 608-351-4500
Website: atlatladvisers.com

No. 10 · RIA

T. Anton Investment House

T. Anton Investment House is an investment adviser based in Madison, WI, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $367 million, as filed on 26 March 2026.

T. Anton Investment House charges 0.60%–1.00% for its Investment Advisory and Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $367M
Clients: 328
Advisory staff: 3
Founded: 2015
Fee schedule: 0.60% to 1.00%
Headquarters: 708 Heartland Trail, Suite #3000, Madison, WI 53717-2174
Phone: 608-501-1549
Website: tantoninvestmenthouse.com

Questions about financial advisors in Madison

How many financial advisor firms are headquartered in Madison?

22 SEC-registered financial advisor firms report their principal office in Madison, WI, managing $12.1B in regulatory assets between them. The other 8 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Madison?

Resonant Capital Advisors, with $2.96B in regulatory assets under management on its latest Form ADV. The next largest are Isthmus Partners ($1.44B) and Madison Wealth Partners ($1.3B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Madison?

The median firm manages $285M in regulatory assets. That is the midpoint of the 22 firms headquartered in Madison.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Madison charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 1.35% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Madison?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Madison has 22 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Madison

Top financial advisor firms in other Wisconsin cities