TRUSTAGE INVESTMENT MANAGEMENT
Madison, WI
AUM
$39.46B
Wealth MgmtRetirementInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
6082385851
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WI, MADISON
21 advisers found
MADISON INVESTMENT ADVISORS, LLC
Madison, WI
AUM
$13.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
608-274-0300
HARBOUR INVESTMENTS, INC.
Madison, WI
AUM
$9.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
213 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
608-662-6100
MADISON ASSET MANAGEMENT
Madison, WI
AUM
$4.86B
Wealth MgmtRetirementInstitutional
Team
44 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-767-0300
BAKER TILLY WEALTH MANAGEMENT, LLC
Madison, WI
AUM
$4.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
833-761-0673
THOMPSON INVESTMENT MANAGEMENT, INC.
Madison, WI
AUM
$3.08B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608-827-5700
RESONANT CAPITAL ADVISORS, LLC
Madison, WI
AUM
$2.96B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608)-733-6220
ISTHMUS PARTNERS, LLC
Madison, WI
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-729-0949
PARK CAPITAL MANAGEMENT, LLC
Madison, WI
AUM
$868.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-440-8608
POEHLING CAPITAL MANAGEMENT, INC.
Madison, WI
AUM
$591.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(608) 664-9600
ENRICH FINANCIAL PARTNERS LLC
Madison, WI
AUM
$556.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-275-3442
JOHN F SUBY WEALTH MANAGEMENT LLC
Madison, WI
AUM
$464.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
608-273-3100
ECIO, INC.
Madison, WI
AUM
$395.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
608-291-4646
WISCONSIN CAPITAL MANAGEMENT, LLC
Madison, WI
AUM
$256.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
608-960-4616
MENDOTA FINANCIAL GROUP, LLC
Madison, WI
AUM
$254.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(608) 223-9211
CLF ASSET MANAGEMENT, INC.
Madison, WI
AUM
$146.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
8885053956
AMERICAN INVESTMENT ADVISORS INC
Madison, WI
AUM
$137.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
608-238-3500
RONALD L PERKINS DBA PERKINS FINANCIAL
Madison, WI
AUM
$2.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
608-235-2575
SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
Madison, WI
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
608-827-6414
Full profileNo website
CMG WEALTH ADVISORS LLC
Madison, WI
AUM
—
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
608-471-5415
Full profileNo website
MAPT CAPITAL
Madison, WI
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
608 886 1780
Full profileNo website