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.
57 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
MADISON PARTNERS
Madison, WI
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM
608-210-1021
GOLDSTEIN ADVISORS, LLC
Madison, WI
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
608-831-3230
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
WEA FINANCIAL ADVISORS, INC.
Madison, WI
AUM
$507.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
800-279-4030
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
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
T. ANTON INVESTMENT HOUSE, INC.
Madison, WI
AUM
$366.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
608-501-1549
WALLEYE PARTNERS LLC
Madison, WI
AUM
$276.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(608) 332-8434
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
CALCULATED WEALTH
Madison, WI
AUM
$200.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
608-400-4072
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
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