{
  "path": "/advisors/wi/madison",
  "url": "https://advisorcensus.com/advisors/wi/madison",
  "page_type": "metro",
  "title": "Financial advisors in Madison, WI",
  "filters": {},
  "scope_total": 77,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Madison, WI?",
      "a": "AdvisorCensus lists 77 investment advisory firms with a principal office in the Madison metro area, from Form ADV filings as of October 2026: 39 SEC-registered, 25 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Madison, WI?",
      "a": "22 of the 77 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Madison, WI offer financial planning?",
      "a": "52 of the 64 firms in Madison, WI that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Madison, WI fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 22 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 77 investment advisory firms with a principal office in the Madison metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": "Madison has 77 investment advisory firms with a principal office in the metro area as of October 2026: 39 SEC-registered, 25 state-registered, and 13 exempt reporting advisers. 22 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 21 report under $100 million in regulatory assets under management. The metro area has 301,580 households, 40,613 of them with income of $200,000 or more, or 527 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Financial advisors in Madison, WI: 77 firms from Form ADV filings as of October 2026.",
  "total_firms": 77,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 39,
    "state": 25,
    "exempt": 13
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 22
    },
    {
      "code": "percentage_of_aum",
      "count": 61
    },
    {
      "code": "hourly",
      "count": 30
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 42
    },
    {
      "code": "commissions",
      "count": 3
    },
    {
      "code": "performance_based",
      "count": 2
    },
    {
      "code": "other",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 13
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 31
    },
    {
      "code": "5_to_9",
      "count": 20
    },
    {
      "code": "10_to_19",
      "count": 13
    },
    {
      "code": "20_plus",
      "count": 12
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 13
    },
    {
      "code": "100m_500m",
      "count": 21
    },
    {
      "code": "500m_1b",
      "count": 7
    },
    {
      "code": "1b_5b",
      "count": 8
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 16
    }
  ],
  "firms": [
    {
      "crd_number": 302092,
      "name": "1208 Capital Management, LLC",
      "name_as_filed": "1208 CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/1208-capital-management-llc-madison-wi-302092",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 111562,
      "name": "2nd Market Capital Advisory Corp.",
      "name_as_filed": "2ND MARKET CAPITAL ADVISORY CORP.",
      "url": "https://advisorcensus.com/firm/2nd-market-capital-advisory-corp-madison-wi-111562",
      "city": "Madison",
      "state": "WI",
      "years_registered": 34,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282495,
      "name": "401K Investment Professionals",
      "name_as_filed": "401K INVESTMENT PROFESSIONALS",
      "url": "https://advisorcensus.com/firm/401k-investment-professionals-waunakee-wi-282495",
      "city": "Waunakee",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305055,
      "name": "American Family Ventures",
      "name_as_filed": "AMERICAN FAMILY VENTURES",
      "url": "https://advisorcensus.com/firm/american-family-ventures-madison-wi-305055",
      "city": "Madison",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 104579,
      "name": "American Investment Advisors Inc",
      "name_as_filed": "AMERICAN INVESTMENT ADVISORS INC",
      "url": "https://advisorcensus.com/firm/american-investment-advisors-inc-madison-wi-104579",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313555,
      "name": "Apex Fiduciary Advisors LLC",
      "name_as_filed": "APEX FIDUCIARY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/apex-fiduciary-advisors-llc-middleton-wi-313555",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322168,
      "name": "ARB Energy LLC",
      "name_as_filed": "ARB ENERGY LLC",
      "url": "https://advisorcensus.com/firm/arb-energy-llc-madison-wi-322168",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 284036,
      "name": "Atlatl Advisers",
      "name_as_filed": "ATLATL ADVISERS",
      "url": "https://advisorcensus.com/firm/atlatl-advisers-madison-wi-284036",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167811,
      "name": "Baker Tilly Wealth Management, LLC",
      "name_as_filed": "BAKER TILLY WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/baker-tilly-wealth-management-llc-madison-wi-167811",
      "city": "Madison",
      "state": "WI",
      "years_registered": 6,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 147987,
      "name": "Bertram Financial Advisor Services",
      "name_as_filed": "BERTRAM FINANCIAL ADVISOR SERVICES",
      "url": "https://advisorcensus.com/firm/bertram-financial-advisor-services-mineral-point-wi-147987",
      "city": "Mineral Point",
      "state": "WI",
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342294,
      "name": "Blackhorn Partners",
      "name_as_filed": "BLACKHORN PARTNERS",
      "url": "https://advisorcensus.com/firm/blackhorn-partners-middleton-wi-342294",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290939,
      "name": "Bridgeport Asset Management, LLC.",
      "name_as_filed": "BRIDGEPORT ASSET MANAGEMENT, LLC.",
      "url": "https://advisorcensus.com/firm/bridgeport-asset-management-llc-madison-wi-290939",
      "city": "Madison",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334654,
      "name": "BT REI Manager, LLC",
      "name_as_filed": "BT REI MANAGER, LLC",
      "url": "https://advisorcensus.com/firm/bt-rei-manager-llc-madison-wi-334654",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 27108,
      "name": "Buttonwood Partners, Inc.",
      "name_as_filed": "BUTTONWOOD PARTNERS, INC.",
      "url": "https://advisorcensus.com/firm/buttonwood-partners-inc-madison-wi-27108",
      "city": "Madison",
      "state": "WI",
      "years_registered": 14,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318985,
      "name": "Calculated Wealth",
      "name_as_filed": "CALCULATED WEALTH",
      "url": "https://advisorcensus.com/firm/calculated-wealth-madison-wi-318985",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297717,
      "name": "Canopy Wealth Management",
      "name_as_filed": "CANOPY WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/canopy-wealth-management-middleton-wi-297717",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293172,
      "name": "Central Wealth Management LLC",
      "name_as_filed": "CENTRAL WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/central-wealth-management-llc-madison-wi-293172",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284060,
      "name": "CLF Asset Management, Inc.",
      "name_as_filed": "CLF ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/clf-asset-management-inc-madison-wi-284060",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340600,
      "name": "CMG Wealth Advisors LLC",
      "name_as_filed": "CMG WEALTH ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/cmg-wealth-advisors-llc-madison-wi-340600",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337358,
      "name": "Compound Wealth, Advisory and Tax LLC",
      "name_as_filed": "COMPOUND WEALTH, ADVISORY AND TAX LLC",
      "url": "https://advisorcensus.com/firm/compound-wealth-advisory-and-tax-llc-waunakee-wi-337358",
      "city": "Waunakee",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286490,
      "name": "DJT, LLC",
      "name_as_filed": "DJT, LLC",
      "url": "https://advisorcensus.com/firm/djt-llc-madison-wi-286490",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 301432,
      "name": "Ecio, Inc.",
      "name_as_filed": "ECIO, INC.",
      "url": "https://advisorcensus.com/firm/ecio-inc-madison-wi-301432",
      "city": "Madison",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111234,
      "name": "Enrich Financial Partners LLC",
      "name_as_filed": "ENRICH FINANCIAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/enrich-financial-partners-llc-madison-wi-111234",
      "city": "Madison",
      "state": "WI",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162186,
      "name": "Envest Microfinance Cooperative",
      "name_as_filed": "ENVEST MICROFINANCE COOPERATIVE",
      "url": "https://advisorcensus.com/firm/envest-microfinance-cooperative-madison-wi-162186",
      "city": "Madison",
      "state": "WI",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 289745,
      "name": "Evolution Financial LLC",
      "name_as_filed": "EVOLUTION FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/evolution-financial-llc-madison-wi-289745",
      "city": "Madison",
      "state": "WI",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140148,
      "name": "Fiscal Fitness, LLC",
      "name_as_filed": "FISCAL FITNESS, LLC",
      "url": "https://advisorcensus.com/firm/fiscal-fitness-llc-verona-wi-140148",
      "city": "Verona",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106143,
      "name": "Forward Investment Advisors, Inc.",
      "name_as_filed": "FORWARD INVESTMENT ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/forward-investment-advisors-inc-madison-wi-106143",
      "city": "Madison",
      "state": "WI",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174037,
      "name": "GENER8TOR Management, LLC",
      "name_as_filed": "GENER8TOR MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/gener8tor-management-llc-madison-wi-174037",
      "city": "Madison",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 329204,
      "name": "Gile Agnew, LLC",
      "name_as_filed": "GILE AGNEW, LLC",
      "url": "https://advisorcensus.com/firm/gile-agnew-llc-columbus-wi-329204",
      "city": "Columbus",
      "state": "WI",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323125,
      "name": "Goldstein Advisors, LLC",
      "name_as_filed": "GOLDSTEIN ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/goldstein-advisors-llc-madison-wi-323125",
      "city": "Madison",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 13985,
      "name": "Googins Advisors, Inc.",
      "name_as_filed": "GOOGINS ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/googins-advisors-inc-middleton-wi-13985",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 18,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170526,
      "name": "Greenpoint Asset Management V LLC",
      "name_as_filed": "GREENPOINT ASSET MANAGEMENT V LLC",
      "url": "https://advisorcensus.com/firm/greenpoint-asset-management-v-llc-madison-wi-170526",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 19258,
      "name": "Harbour Investments, Inc.",
      "name_as_filed": "HARBOUR INVESTMENTS, INC.",
      "url": "https://advisorcensus.com/firm/harbour-investments-inc-madison-wi-19258",
      "city": "Madison",
      "state": "WI",
      "years_registered": 39,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301549,
      "name": "Healthx Management, LLC",
      "name_as_filed": "HEALTHX MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/healthx-management-llc-madison-wi-301549",
      "city": "Madison",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 171279,
      "name": "Isthmus Partners, LLC",
      "name_as_filed": "ISTHMUS PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/isthmus-partners-llc-madison-wi-171279",
      "city": "Madison",
      "state": "WI",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140431,
      "name": "Jacobson & Schmitt Advisors, LLC",
      "name_as_filed": "JACOBSON & SCHMITT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/jacobson-and-schmitt-advisors-llc-middleton-wi-140431",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 20,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150824,
      "name": "John F Suby Wealth Management LLC",
      "name_as_filed": "JOHN F SUBY WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/john-f-suby-wealth-management-llc-madison-wi-150824",
      "city": "Madison",
      "state": "WI",
      "years_registered": 17,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316923,
      "name": "Kindness Financial Planning",
      "name_as_filed": "KINDNESS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/kindness-financial-planning-madison-wi-316923",
      "city": "Madison",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281302,
      "name": "Leach, Bickmore & Weiss Wealth Management, LLC",
      "name_as_filed": "LEACH, BICKMORE & WEISS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/leach-bickmore-and-weiss-wealth-management-llc-madison-wi-281302",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327390,
      "name": "Lindenwood Financial LLC",
      "name_as_filed": "LINDENWOOD FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/lindenwood-financial-llc-madison-wi-327390",
      "city": "Madison",
      "state": "WI",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130874,
      "name": "Madison Asset Management",
      "name_as_filed": "MADISON ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/madison-asset-management-madison-wi-130874",
      "city": "Madison",
      "state": "WI",
      "years_registered": 22,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110297,
      "name": "Madison Investment Advisors, LLC",
      "name_as_filed": "MADISON INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/madison-investment-advisors-llc-madison-wi-110297",
      "city": "Madison",
      "state": "WI",
      "years_registered": 30,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305824,
      "name": "Madison Partners",
      "name_as_filed": "MADISON PARTNERS",
      "url": "https://advisorcensus.com/firm/madison-partners-madison-wi-305824",
      "city": "Madison",
      "state": "WI",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341390,
      "name": "Mapt Capital",
      "name_as_filed": "MAPT CAPITAL",
      "url": "https://advisorcensus.com/firm/mapt-capital-madison-wi-341390",
      "city": "Madison",
      "state": "WI",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136294,
      "name": "Mendota Financial Group, LLC",
      "name_as_filed": "MENDOTA FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/mendota-financial-group-llc-madison-wi-136294",
      "city": "Madison",
      "state": "WI",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168429,
      "name": "Milestone Investment Advisors, LLC",
      "name_as_filed": "MILESTONE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/milestone-investment-advisors-llc-middleton-wi-168429",
      "city": "Middleton",
      "state": "WI",
      "years_registered": 13,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 125179,
      "name": "Neuenschwander Asset Management, LLC",
      "name_as_filed": "NEUENSCHWANDER ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/neuenschwander-asset-management-llc-mcfarland-wi-125179",
      "city": "McFarland",
      "state": "WI",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307219,
      "name": "NVNG Investment Advisors, LLC",
      "name_as_filed": "NVNG INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/nvng-investment-advisors-llc-madison-wi-307219",
      "city": "Madison",
      "state": "WI",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 314670,
      "name": "Omni Financial LLC",
      "name_as_filed": "OMNI FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/omni-financial-llc-madison-wi-314670",
      "city": "Madison",
      "state": "WI",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158965,
      "name": "Park Capital Management, LLC",
      "name_as_filed": "PARK CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/park-capital-management-llc-madison-wi-158965",
      "city": "Madison",
      "state": "WI",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/wi",
      "label": "Financial advisors in Wisconsin"
    },
    "metro": {
      "path": "/advisors/wi/madison",
      "label": "Financial advisors in Madison, WI"
    },
    "city_pages": [
      {
        "path": "/advisors/wi/madison/middleton",
        "label": "Financial advisors in Middleton, WI",
        "firm_count": 10
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/wi/madison/fee-only",
        "label": "Fee-only financial advisors in Madison, WI",
        "firm_count": 22
      },
      {
        "path": "/advisors/wi/madison/flat-fee",
        "label": "Flat-fee financial advisors in Madison, WI",
        "firm_count": 42
      },
      {
        "path": "/advisors/wi/madison/hourly",
        "label": "Hourly financial advisors in Madison, WI",
        "firm_count": 30
      }
    ],
    "niche_pages": []
  },
  "csv": "https://advisorcensus.com/advisors/wi/madison.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  },
  "sec_registrations_12_months": {
    "new_sec_registrations": 5,
    "sec_registered_at_start": 33,
    "per_100_registered": null,
    "national_per_100": 10.0,
    "as_of": "2026-09-01",
    "sentence": "Over the 12 months to September 1, 2026, 5 firms here registered with the SEC as investment advisers.",
    "source": "https://advisorcensus.com/reports/monthly/2026-09"
  }
}