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Wealth Management Firms (RIAs) in Madison, WI

27 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Resonant Capital Advisors is the largest: $3.0 billion through Resonant Capital Advisors, LLC (filed ).

Isthmus Partners follows with $1.4 billion. The 27 advisers counted report $16.4 billion together; the ten largest hold 73% of it, and half report less than $393 million.

Updated . Rechecked quarterly; next check . Figures read , as filed to .

Where the $16.4BN sitsThe 27 firms counted, by size. The bar is each size band's share of the combined dollars.
  1. $1BN to $5BN55%6 firms
  2. $500MM to $1BN25%6 firms
  3. Under $500MM20%15 firms

Latest Form ADV of each, filed Dec 2025 to Oct 2026. Read ; sources at the end of the page.

Wealth management firms listedList of November 2026; 26 are wealth managers and 1 is a wealth manager with a broker-dealer
27
Combined assets27 counted; as filed to Oct 2026
$16.4BN
Largest: Resonant Capital AdvisorsAs filed
$3.0BN
Median firmHalf of the 27 report less
$393MM
Held by the ten largestOf the $16.4BN combined
73%

Resonant Capital Advisors, Isthmus Partners and Madison Partners lead the Madison, WI wealth management firms by assets

The twenty largest by regulatory assets on their latest Form ADV. Together they report $15.5BN, 94% of the $16.4BN the 27 counted report.

  1. 1

    Resonant Capital Advisors

    Wealth manager, Madison, WI

    $3.0BNRegulatory assets, Jun 2026

    95% high net worth, 2% other individuals, 1% businesses

    Individual clients
    609
  2. 2

    Isthmus Partners

    Wealth manager, Madison, WI

    $1.4BNRegulatory assets, Jan 2026

    79% high net worth, 10% other individuals, 7% charities

    Individual clients
    357
  3. 3

    Madison Partners

    Wealth manager, Madison, WI

    $1.3BNRegulatory assets, Sep 2026

    62% high net worth, 34% other individuals, 4% pension plans

    Individual clients
    2,042
  4. 4

    Canopy Wealth Management

    Wealth manager, Middleton, WI

    $1.2BNRegulatory assets, Apr 2026

    88% high net worth, 11% other individuals

    Individual clients
    592
  5. 5

    Goldstein Advisors

    Wealth manager, Madison, WI

    $1.1BNRegulatory assets, Jul 2026

    75% high net worth, 24% other individuals, 1% pension plans

    Individual clients
    1,069
  6. 6

    Walkner Condon Financial Advisors

    Wealth manager, Verona, WI

    $1.0BNRegulatory assets, Sep 2026

    73% high net worth, 26% other individuals

    Individual clients
    799
  7. 7

    Milestone Investment Advisors

    Wealth manager, Middleton, WI

    $878MMRegulatory assets, May 2026

    82% high net worth, 9% pension plans, 9% other individuals

    Individual clients
    408
  8. 8

    Park Capital Management

    Wealth manager, Madison, WI

    $868MMRegulatory assets, Mar 2026

    39% pension plans, 35% high net worth, 22% other individuals

    Individual clients
    557
  9. 9

    Jacobson & Schmitt Advisors

    Wealth manager, Middleton, WI

    $676MMRegulatory assets, Aug 2026

    67% high net worth, 21% other individuals, 10% charities

    Individual clients
    437
  10. 10

    Poehling Capital Management

    Wealth manager, Madison, WI

    $591MMRegulatory assets, Feb 2026

    74% high net worth, 22% other individuals, 3% businesses

    Individual clients
    423
  11. 11

    Googins Advisors

    Wealth manager with a broker-dealer, Middleton, WI

    $566MMRegulatory assets, Sep 2026

    60% other individuals, 40% high net worth

    Individual clients
    796
  12. 12

    Enrich Financial Partners

    Wealth manager, Madison, WI

    $557MMRegulatory assets, Mar 2026

    95% high net worth, 5% other individuals

    Individual clients
    425
  13. 13

    John F Suby Wealth Management

    Wealth manager, Madison, WI

    $465MMRegulatory assets, Aug 2026

    68% high net worth, 22% other individuals, 7% pension plans

    Individual clients
    183
  14. 14

    Atlatl Advisers

    Wealth manager, Madison, WI

    $393MMRegulatory assets, May 2026

    66% high net worth, 20% other individuals, 9% other advisers

    Individual clients
    260
  15. 15

    T. Anton Investment House

    Wealth manager, Madison, WI

    $367MMRegulatory assets, Mar 2026

    73% high net worth, 27% other individuals

    Individual clients
    328
  16. 16

    Sentinel Advisory Group

    Wealth manager, Middleton, WI

    $321MMRegulatory assets, Mar 2026

    61% high net worth, 39% other individuals

    Individual clients
    379
  17. 17

    Mendota Financial Group

    Wealth manager, Madison, WI

    $254MMRegulatory assets, Mar 2026

    84% high net worth, 14% other individuals, 3% businesses

    Individual clients
    166
  18. 18

    Direct Financial Care

    Wealth manager, Black Earth, WI

    $233MMRegulatory assets, Mar 2026

    91% high net worth, 5% other individuals, 3% businesses

    Individual clients
    97
  19. 19

    Calculated Wealth

    Wealth manager, Madison, WI

    $201MMRegulatory assets, Apr 2026

    96% other individuals, 4% high net worth

    Individual clients
    194
  20. 20

    Wisconsin Wealth Advisors

    Wealth manager, Sun Prairie, WI

    $178MMRegulatory assets, Oct 2026

    59% other individuals, 39% high net worth, 2% charities

    Individual clients
    286

Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .

The ten largest hold 73% of the assets

How the 27 firms counted spread by size: most are small, the dollars sit at the top.

Every firm on one scaleEach dot is one firm's regulatory assets in its latest filing. Every dot is one adviser. Dollar scale is logarithmic.
Assets of each of the 27 firms counted, log scaleEach dot is one adviser and links to its row. Resonant Capital Advisors $3.0BN; Isthmus Partners $1.4BN; Madison Partners $1.3BN; median $393MM.$100MM$1BN$10BNResonant Capital Advisors: $3.0BNIsthmus Partners: $1.4BNMadison Partners: $1.3BNCanopy Wealth Management: $1.2BNGoldstein Advisors: $1.1BNWalkner Condon Financial Advisors: $1.0BNMilestone Investment Advisors: $878MMPark Capital Management: $868MMJacobson & Schmitt Advisors: $676MMPoehling Capital Management: $591MMGoogins Advisors: $566MMEnrich Financial Partners: $557MMJohn F Suby Wealth Management: $465MMAtlatl Advisers: $393MMT. Anton Investment House: $367MMSentinel Advisory Group: $321MMMendota Financial Group: $254MMDirect Financial Care: $233MMCalculated Wealth: $201MMWisconsin Wealth Advisors: $178MMSycamore Investment Consulting Services: $160MMCLF Asset Management: $147MMAmerican Investment Advisors: $138MMCentral Wealth Management: $137MMOmni Financial: $117MMLeach, Bickmore & Weiss Wealth Management: $115MMYahara Wealth Management: $112MMResonant Capital Advisors $3.0BNIsthmus Partners $1.4BNMadison Partners $1.3BNMedian $393MMAssets of each of the 27 firms counted, log scaleEach dot is one adviser and links to its row. Resonant Capital Advisors $3.0BN; Isthmus Partners $1.4BN; Madison Partners $1.3BN; median $393MM.$1BNResonant Capital Advisors $3.0BNMedian $393MM

One dot per firm counted. Read .

The 27 firms, by size
Under $500MM1520%$3.3BN
$500MM to $1BN625%$4.1BN
$1BN to $5BN655%$9.0BN
$5BN to $10BN00%$0
$10BN to $25BN00%$0
$25BN and over00%$0

Assets each reported in its latest filing; shares are of the $16.4BN combined, one row per firm. Read .

18%

of the assets reported sits with one firm, Resonant Capital Advisors. The five largest hold 48%; 21 of 27 report under $1 billion.

18%Largest30%Next 452%Other 22
Who the 27 are
  1. Wealth managers26
  2. Wealth manager with a broker-dealer1

Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.

Whose money it isShare of the 27 advisers' assets by type of client
  1. High net worth74%
  2. Other individuals19%
  3. Pension plans4%
  4. Charities2%
  5. Businesses1%
  6. Other advisers0%

Client types each adviser reports with its assets, latest filing; sums of filed figures.

Leaders beyond the ranking

Figures the main ranking does not compare: the most individual clients, the most high net worth clients.

The most individual clientsIndividuals each firm advises, high net worth and other, on its latest Form ADV (Item 5.D).
RankNameFigure
1Madison Partners2,042Sep 2026
2Goldstein Advisors1,069Jul 2026
3Walkner Condon Financial Advisors799Sep 2026
4Googins Advisors796Sep 2026
5Resonant Capital Advisors609Jun 2026
6Canopy Wealth Management592Apr 2026
7Park Capital Management557Mar 2026
8Omni Financial526Jan 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The most high net worth clientsHigh net worth individuals each firm advises, on its latest Form ADV (Item 5.D).
RankNameFigure
1Resonant Capital Advisors416Jun 2026
2Madison Partners367Sep 2026
3Goldstein Advisors334Jul 2026
4Walkner Condon Financial Advisors327Sep 2026
5Canopy Wealth Management293Apr 2026
6Enrich Financial Partners288Mar 2026
7Googins Advisors277Sep 2026
8Milestone Investment Advisors218May 2026

Counts of clients as filed; a client is an account holder the adviser counts, not a household.

The list is public. The warm path is not. Schedule a conversation

All 27 wealth management firms

A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.

Showing all 27 firms

Kind
Size
Order
Wealth Management Firms (RIAs) in Madison, WI 27 firms, A to Z
OfficeAssetsBarClientsIndividualsPrivate funds
American Investment Advisors
Wealth manager, Madison, WI.
Detail and sources for American Investment Advisors

Form ADV of American Investment Advisors Inc. (CRD 104579), SEC registered adviser, filed , main office Madison, WI: regulatory assets $138MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 167 individuals, 33 of them high net worth; individuals hold 84% of its regulatory assets.

Files: SEC Form ADV.

$138MMMar 202617684%
Atlatl Advisers
Wealth manager, Madison, WI.
Detail and sources for Atlatl Advisers

Form ADV of Atlatl Advisers LLC (CRD 284036), SEC registered adviser, filed , main office Madison, WI: regulatory assets $393MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Atlatl Advisers LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 260 individuals, 101 of them high net worth; individuals hold 87% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$393MMMay 202627487%
Calculated Wealth
Wealth manager, Madison, WI.
Detail and sources for Calculated Wealth

Form ADV of Calculated Wealth LLC (CRD 318985), SEC registered adviser, filed , main office Madison, WI: regulatory assets $201MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 194 individuals, 40 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$201MMApr 2026194100%
Canopy Wealth Management
Wealth manager, Middleton, WI.
Detail and sources for Canopy Wealth Management

Form ADV of Ern Financial, LLC (CRD 297717), SEC registered adviser, filed , main office Middleton, WI: regulatory assets $1.2BN; 12 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Ern Financial, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, publications and educational seminars. Clients (Item 5.D): 592 individuals, 293 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.2BNApr 202660199%
Central Wealth Management
Wealth manager, Madison, WI.
Detail and sources for Central Wealth Management

Form ADV of Central Wealth Management LLC (CRD 293172), SEC registered adviser, filed , main office Madison, WI: regulatory assets $137MM; 4 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 158 individuals, 49 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$137MMApr 202616696%
CLF Asset Management
Wealth manager, Madison, WI.
Detail and sources for CLF Asset Management

Form ADV of CLF Asset Management, Inc. (CRD 284060), SEC registered adviser, filed , main office Madison, WI: regulatory assets $147MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and other services. Clients (Item 5.D): 381 individuals, 98 of them high net worth; individuals hold 92% of its regulatory assets.

Files: SEC Form ADV.

$147MMMar 202638692%
Direct Financial Care
Wealth manager, Black Earth, WI.
Detail and sources for Direct Financial Care

Form ADV of Guidedmoney, LLC (CRD 310559), SEC registered adviser, filed : regulatory assets $233MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 97 individuals, 69 of them high net worth; individuals hold 97% of its regulatory assets. Placed by the city of its main office on its SEC record, since its Form ADV withholds the address as a residence.

Files: SEC Form ADV.

$233MMMar 20269797%
Enrich Financial Partners
Wealth manager, Madison, WI.
Detail and sources for Enrich Financial Partners

Form ADV of Enrich Financial Partners LLC (CRD 111234), SEC registered adviser, filed , main office Madison, WI: regulatory assets $557MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Enrich Financial Partners LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 425 individuals, 288 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$557MMMar 2026426100%
Goldstein Advisors
Wealth manager, Madison, WI.
Detail and sources for Goldstein Advisors

Form ADV of Goldstein Advisors, LLC (CRD 323125), SEC registered adviser, filed , main office Madison, WI: regulatory assets $1.1BN; 19 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 1,069 individuals, 334 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$1.1BNJul 20261,07099%
Googins Advisors
Wealth manager with a broker-dealer, Middleton, WI.
Detail and sources for Googins Advisors

Form ADV of Googins Advisors, Inc. (CRD 13985), SEC registered adviser, filed , main office Middleton, WI: regulatory assets $566MM; 8 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 796 individuals, 277 of them high net worth; individuals hold 100% of its regulatory assets. It is also registered as a broker-dealer (Item 6.A).

Files: SEC Form ADV.

$566MMSep 2026796100%
Isthmus Partners
Wealth manager, Madison, WI.
Detail and sources for Isthmus Partners

Form ADV of Isthmus Partners, LLC (CRD 171279), SEC registered adviser, filed , main office Madison, WI: regulatory assets $1.4BN; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and educational seminars. Clients (Item 5.D): 357 individuals, 208 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$1.4BNJan 202638189%
Jacobson & Schmitt Advisors
Wealth manager, Middleton, WI.
Detail and sources for Jacobson & Schmitt Advisors

Form ADV of Jacobson & Schmitt Advisors, LLC (CRD 140431), SEC registered adviser, filed , main office Middleton, WI: regulatory assets $676MM; 15 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Jacobson & Schmitt Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and pension consulting. Clients (Item 5.D): 437 individuals, 138 of them high net worth; individuals hold 88% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$676MMAug 202646288%
John F Suby Wealth Management
Wealth manager, Madison, WI.
Detail and sources for John F Suby Wealth Management

Form ADV of John F Suby Wealth Management LLC (CRD 150824), SEC registered adviser, filed , main office Madison, WI: regulatory assets $465MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 183 individuals, 61 of them high net worth; individuals hold 89% of its regulatory assets.

Files: SEC Form ADV.

$465MMAug 202619689%
Leach, Bickmore & Weiss Wealth Management
Wealth manager, Madison, WI.
Detail and sources for Leach, Bickmore & Weiss Wealth Management

Form ADV of Leach, Bickmore & Weiss Wealth Management, LLC (CRD 281302), SEC registered adviser, filed , main office Madison, WI: regulatory assets $115MM; 1 private fund, $0K gross; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 291 individuals, 42 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV.

$115MMJul 202629299%1
Madison Partners
Wealth manager, Madison, WI.
Detail and sources for Madison Partners

Form ADV of Madison Wealth Partners, Inc. (CRD 305824), SEC registered adviser, filed , main office Madison, WI: regulatory assets $1.3BN; 17 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Madison Wealth Partners, Inc., quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 2,042 individuals, 367 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.3BNSep 20262,07796%
Mendota Financial Group
Wealth manager, Madison, WI.
Detail and sources for Mendota Financial Group

Form ADV of Mendota Financial Group, LLC (CRD 136294), SEC registered adviser, filed , main office Madison, WI: regulatory assets $254MM; 5 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and selection of other advisers. Clients (Item 5.D): 166 individuals, 77 of them high net worth; individuals hold 97% of its regulatory assets.

Files: SEC Form ADV.

$254MMMar 202616697%
Milestone Investment Advisors
Wealth manager, Middleton, WI.
Detail and sources for Milestone Investment Advisors

Form ADV of Milestone Investment Advisors, LLC (CRD 168429), SEC registered adviser, filed , main office Middleton, WI: regulatory assets $878MM; 7 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and pension consulting. Clients (Item 5.D): 408 individuals, 218 of them high net worth; individuals hold 91% of its regulatory assets.

Files: SEC Form ADV.

$878MMMay 202641491%
Omni Financial
Wealth manager, Madison, WI.
Detail and sources for Omni Financial

Form ADV of Omni Financial LLC (CRD 314670), SEC registered adviser, filed , main office Madison, WI: regulatory assets $117MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and educational seminars. Clients (Item 5.D): 526 individuals, 115 of them high net worth; individuals hold 94% of its regulatory assets.

Files: SEC Form ADV.

$117MMJan 202652694%
Park Capital Management
Wealth manager, Madison, WI.
Detail and sources for Park Capital Management

Form ADV of Park Capital Management, LLC (CRD 158965), SEC registered adviser, filed , main office Madison, WI: regulatory assets $868MM; 9 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 557 individuals, 87 of them high net worth; individuals hold 57% of its regulatory assets.

Files: SEC Form ADV.

$868MMMar 202662557%
Poehling Capital Management
Wealth manager, Madison, WI.
Detail and sources for Poehling Capital Management

Form ADV of Poehling Capital Management, Inc. (CRD 131668), SEC registered adviser, filed , main office Madison, WI: regulatory assets $591MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and selection of other advisers. Clients (Item 5.D): 423 individuals, 162 of them high net worth; individuals hold 96% of its regulatory assets.

Files: SEC Form ADV.

$591MMFeb 202643596%
Resonant Capital Advisors
Wealth manager, Madison, WI.
Detail and sources for Resonant Capital Advisors

Form ADV of Resonant Capital Advisors, LLC (CRD 298451), SEC registered adviser, filed , main office Madison, WI: regulatory assets $3.0BN; 25 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Resonant Capital Advisors, LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers and other services. Clients (Item 5.D): 609 individuals, 416 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$3.0BNJun 202661997%
Sentinel Advisory Group
Wealth manager, Middleton, WI.
Detail and sources for Sentinel Advisory Group

Form ADV of Sentinel Advisory Group, LLC (CRD 338121), SEC registered adviser, filed , main office Middleton, WI: regulatory assets $321MM; 10 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 379 individuals, 95 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$321MMMar 2026381100%
Sycamore Investment Consulting Services
Wealth manager, Madison, WI.
Detail and sources for Sycamore Investment Consulting Services

Form ADV of Sycamore Investment Consulting Services, LLC (CRD 125081), SEC registered adviser, filed , main office Madison, WI: regulatory assets $160MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, portfolio management for businesses and institutions and other services. Clients (Item 5.D): 37 individuals, 27 of them high net worth; individuals hold 60% of its regulatory assets.

Files: SEC Form ADV.

$160MMDec 20254260%
T. Anton Investment House
Wealth manager, Madison, WI.
Detail and sources for T. Anton Investment House

Form ADV of T. Anton Investment House, Inc. (CRD 174970), SEC registered adviser, filed , main office Madison, WI: regulatory assets $367MM; 6 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning and portfolio management for individuals. Clients (Item 5.D): 328 individuals, 125 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$367MMMar 2026328100%
Walkner Condon Financial Advisors
Wealth manager, Verona, WI.
Detail and sources for Walkner Condon Financial Advisors

Form ADV of Walkner Condon Financial Advisors LLC (CRD 160109), SEC registered adviser, filed , main office Verona, WI: regulatory assets $1.0BN; 18 employees.

Tied to this row by the CRD the list cites from the filing.

Listed stocks, Form 13F-HR of Walkner Condon Financial Advisors LLC, quarter ended , filed .

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting, selection of other advisers and educational seminars. Clients (Item 5.D): 799 individuals, 327 of them high net worth; individuals hold 99% of its regulatory assets.

Files: SEC Form ADV, SEC Form 13F.

$1.0BNSep 202680599%
Wisconsin Wealth Advisors
Wealth manager, Sun Prairie, WI.
Detail and sources for Wisconsin Wealth Advisors

Form ADV of Wisconsin Wealth Advisors, LLC (CRD 145946), SEC registered adviser, filed , main office Sun Prairie, WI: regulatory assets $178MM; 3 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals and other services. Clients (Item 5.D): 286 individuals, 26 of them high net worth; individuals hold 98% of its regulatory assets.

Files: SEC Form ADV.

$178MMOct 202629398%
Yahara Wealth Management
Wealth manager, Madison, WI.
Detail and sources for Yahara Wealth Management

Form ADV of Yahara Wealth Management LLC (CRD 168325), SEC registered adviser, filed , main office Madison, WI: regulatory assets $112MM; 2 employees.

Tied to this row by the CRD the list cites from the filing.

Services on its Form ADV (Item 5.G): financial planning, portfolio management for individuals, pension consulting and selection of other advisers. Clients (Item 5.D): 63 individuals, 48 of them high net worth; individuals hold 100% of its regulatory assets.

Files: SEC Form ADV.

$112MMMar 202663100%

Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

A few large advisers hold most of the money

Four findings from the filings of the 27 firms counted.

  1. 18%

    of the $16.4 billion the 27 firms counted report is one firm's: Resonant Capital Advisors. Without it, the other 26 report $13.5 billion.

    Assets, latest Form ADV of each; sums of filed figures

  2. $393MM

    is the median: half of the 27 report less, and 21 report under $1 billion.

    Assets, latest Form ADV of each

  3. 1

    private funds are advised by the firms counted; Leach, Bickmore & Weiss Wealth Management advises the most, 1.

    Private funds on each Form ADV (Schedule D); sums of filed figures

  4. 74%

    of their assets is high net worth money; the next largest client type is other individuals, at 19%.

    Client types each adviser reports with its assets; sums of filed figures

Questions

How many wealth management firms are there in Madison, WI?

This list holds 27 wealth management firms in the Madison, WI metro; 27 of them report regulatory assets on Form ADV, $16.4 billion together.

What are the largest wealth management firms in Madison, WI?

By the regulatory assets they report: Resonant Capital Advisors $3.0 billion, Isthmus Partners $1.4 billion, Madison Partners $1.3 billion, Canopy Wealth Management $1.2 billion, Goldstein Advisors $1.1 billion.

How much do wealth management firms in Madison, WI typically manage?

Of the 27 that report, the median reports $393 million in regulatory assets; 21 report under $1 billion.

How do you start a relationship with wealth management firms in Madison, WI?

Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.

Sources and method

Who is listed
27 wealth management firms, 26 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Madison, WI MSA (Census CBSA 31540) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
Ranking rule
The top 20, every total, share and median, the charts and the answers to the questions use one set: the 27 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Madison, WI metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
Our arithmetic
The $16.4BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
What we searched
On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 27, 27 report on a current Form ADV and 7 file 13F reports.
Words
Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
Sources and dates
FigureSourcePeriod, read
Assets, private funds, client types, main office, employeesSEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 27 advisersFilings to 2026-10-01; read 2026-11-06
Reports of listed stocks (13F filer)SEC EDGAR Form 13F, 7 filers, by the CIK on each Form ADVLatest filing; read 2026-11-06
Main office to metroHUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023Read 2026-11-06
LogosNone shown: each firm has a monogramRead 2026-11-06

Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Madison, WI," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-madison-wi

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