AdvisorCensus / Financial advisors / Wisconsin / Madison, WI / Branch offices
Advisory firms with an office in Madison, WI, headquartered elsewhere
51 investment advisory firms with a principal office outside the Madison, WI metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisornet Wealth Partners | Madison, WI | Minnetonka, MN | SEC-registered investment adviser |
| Annex Wealth Management, LLC | Madison, WI | Brookfield, WI | SEC-registered investment adviser |
| Associated Investment Services, Inc. | Madison, WI | Green Bay, WI | SEC-registered investment adviser |
| Assuredpartners Investment Advisors | Madison, WI | Tampa, FL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Middleton, WI | Newport Beach, CA | SEC-registered investment adviser |
| Benjamin F. Edwards & Company, Incorporated | Madison, WI | St. Louis, MO | SEC-registered investment adviser |
| Calton & Associates, Inc. | Verona, WI | Tampa, FL | SEC-registered investment adviser |
| Choreo, LLC | Madison, WI | Rockford, IL | SEC-registered investment adviser |
| CL Wealth Management LLC | Madison, WI | Schaumburg, IL | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Middleton, WI | Minneapolis, MN | SEC-registered investment adviser |
| Coordinated Capital Securities, Inc. | Monona, WI | Fort Atkinson, WI | SEC-registered investment adviser |
| Creative Planning | Madison, WI | Overland Park, KS | SEC-registered investment adviser |
| Daymark Wealth Partners, LLC | Madison, WI | Cincinnati, OH | SEC-registered investment adviser |
| Endowment Wealth Management, Inc. | Madison, WI | Appleton, WI | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Middleton, WI | Ontario, CA | SEC-registered investment adviser |
| Form Wealth Advisors, LLC | Middleton, WI | Lake Geneva, WI | SEC-registered investment adviser |
| Fortress Planning Group | Madison, WI | Pewaukee, WI | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Madison, WI | Rolling Meadows, IL | SEC-registered investment adviser |
| Gannett Wealth Advisors | Madison, WI | Austin, TX | SEC-registered investment adviser |
| Gateway Wealth Partners, LLC | Madison, WI | Appleton, WI | SEC-registered investment adviser |
| Gradient Advisors, LLC | St Portage, WI | Arden Hills, MN | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Marshall, WI | Berwyn, PA | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Middleton, WI | Springfield, IL | SEC-registered investment adviser |
| Johnson Wealth Inc. | Madison, WI | Milwaukee, WI | SEC-registered investment adviser |
| Kellogg Asset Management, LLC | Madison, WI | Green Bay, WI | SEC-registered investment adviser |
| Klaas Financial Asset Advisors, LLC. | Fitchburg, WI | Loves Park, IL | SEC-registered investment adviser |
| Mariner | Middleton, WI | Overland Park, KS | SEC-registered investment adviser |
| MBE Wealth Management, LLC | Sun Prairie, WI | Tomah, WI | SEC-registered investment adviser |
| McKinley Money, LLC | Madison, WI | Eau-Claire, WI | SEC-registered investment adviser |
| Merit Financial Advisors | Madison, WI | Alpharetta, GA | SEC-registered investment adviser |
| Oak Wealth Advisors LLC | Madison, WI | Northbrook, IL | SEC-registered investment adviser |
| On Investment Management Co | Madison, WI | Cincinnati, OH | SEC-registered investment adviser |
| Packerland Brokerage Services, Inc. | Middleton, WI | Green Bay, WI | SEC-registered investment adviser |
| Primerica Advisors | Madison, WI | Duluth, GA | SEC-registered investment adviser |
| Retirement Income Strategies, LLC | Madison, WI | Evansville, WI | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Madison, WI | Milwaukee, WI | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Madison, WI | Miami, FL | SEC-registered investment adviser |
| Savant Wealth Management | Middleton, WI | Rockford, IL | SEC-registered investment adviser |
| Slatestone Wealth LLC | Madison, WI | Jupiter, FL | SEC-registered investment adviser |
| Sojourner Consumer Partners, LP. | Madison, WI | Morristown, NJ | Exempt reporting adviser |
| Sound Income Strategies, LLC | Madison, WI | Fort Lauderdale, FL | SEC-registered investment adviser |
| Spire Wealth Management, LLC | Madison, WI | McLean, VA | SEC-registered investment adviser |
| Tactive Advisors, LLC | Middleton, WI | Sarasota, FL | SEC-registered investment adviser |
| Trek Financial | Middleton, WI | Scottsdale, AZ | SEC-registered investment adviser |
| UMB Financial Services, Inc. | Monroe, WI | Kansas City, MO | SEC-registered investment adviser |
| UMB Private Wealth Management, LLC | Madison, WI | Overland Park, KS | SEC-registered investment adviser |
| Vantage Point Wealth Management | Bismark, ND | Plymouth, MN | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Madison, WI | Plymouth, MN | SEC-registered investment adviser |
| Wealthspire Advisors | Madison, WI | New York, NY | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Madison, WI | Aliso Viejo, CA | SEC-registered investment adviser |
| Wedmont Private Capital | Madison, WI | West Chester, PA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Madison, WI, headquartered elsewhere. https://advisorcensus.com/advisors/wi/madison/branch-offices https://advisorcensus.com/advisors/wi/madison/branch-offices