Falists

Wisconsin · 57 advisers

Financial Advisors in Madison, Wisconsin

Looking for a financial advisor in Madison, Wisconsin? Falists indexes 57 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. 50 firms list a website you can visit directly. Firms in this directory manage up to $39.46B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

57

With website

50

Largest AUM

$39.46B

Financial planning

34

Filter by specialty

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

AllWealth41Planning34Trusts37Retirement23Institutional21

Top advisors in Madison

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

View all 57 →

ATLATL ADVISERS

Madison, WI

AUM

$392.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(608) 351-4500

Full profileVisit site →
View all 57 advisors in Madison

More cities in Wisconsin

Milwaukee (72)Appleton (24)Brookfield (19)Mequon (15)Green Bay (13)Middleton (9)Waukesha (8)Wausau (7)West Bend (6)Delafield (5)Elm Grove (5)La Crosse (4)

Common questions

How many financial advisors are in Madison, Wisconsin?
57 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.