How many financial advisors are in Madison, Connecticut?

Falists lists 9 registered investment advisers with a principal office or filing address in Madison, Connecticut, based on public SEC IAPD data.

How do financial advisors in Madison charge fees?

Fee structures vary by firm. In Madison, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Madison?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Connecticut · 9 advisers

Financial Advisors in Madison, Connecticut

Looking for a financial advisor in Madison, Connecticut? Falists indexes 9 SEC-registered and state-registered investment advisers in Madison — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 7 firms list a website you can visit directly. Firms in this directory manage up to $3.20B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$3.20B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth4 Planning3 Trusts3 Retirement2 Institutional2

Top advisors in Madison

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

PRINCIPLE WEALTH

Madison, CT

AUM

$3.20B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

22 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

203-318-8892

Full profile Visit site →

COOPERATIVE FUNERAL FUND INC

Madison, CT

AUM

$727.8M

Wealth Mgmt

Team

2 advisors

Clients

—

Fees

Percentage of AUM

800-336-1102

Full profile Visit site →

WARNER WEALTH

Madison, CT

AUM

$458.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM

203-929-2727

Full profile Visit site →

ACADIAN VENTURES MANAGEMENT, LLC

Madison, CT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

508-685-9783

Full profile Visit site →

ACCRETIVE CAPITAL MANAGEMENT, LLC

Madison, CT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

203-482-5805

Full profile Visit site →

FROSTGATE, LLC

Madison, CT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

860-605-5982

Full profile Visit site →

MBM CAP LLC

Madison, CT

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

917-804-6533

Full profile Visit site →

EAST GUILFORD FINANCIAL SERVICES LLC

Madison, CT

AUM

$193.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

203-318-1177

Full profileNo website

PROFESSIONAL ALLIANCE ASSOCIATES, LLC

Madison, CT

AUM

—

Team

2 employees

Clients

Fees

SOLICITOR FEES

203-245-9264

Full profileNo website

More cities in Connecticut

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Common questions

How many financial advisors are in Madison, Connecticut?: 9 registered investment advisers are listed in our Madison directory, sourced from public SEC filings.
What types of advisors are in Madison?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Madison?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.