AdvisorCensus / Financial advisors / Wisconsin / Madison, WI / Charles Schwab
Financial advisors in Madison, WI using Charles Schwab
26 SEC-registered investment advisory firms headquartered in the Madison, WI metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| American Investment Advisors Inc | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Atlatl Advisers | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Baker Tilly Wealth Management, LLC | Madison | SEC-registered investment adviser | Over $5 billion |
| Calculated Wealth | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Canopy Wealth Management | Middleton | SEC-registered investment adviser | $1 billion to $5 billion |
| Central Wealth Management LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
| CLF Asset Management, Inc. | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Ecio, Inc. | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Enrich Financial Partners LLC | Madison | SEC-registered investment adviser | $500 million to $1 billion |
| Goldstein Advisors, LLC | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| Googins Advisors, Inc. | Middleton | SEC-registered investment adviser | $500 million to $1 billion |
| Isthmus Partners, LLC | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| Jacobson & Schmitt Advisors, LLC | Middleton | SEC-registered investment adviser | $500 million to $1 billion |
| Leach, Bickmore & Weiss Wealth Management, LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Madison Investment Advisors, LLC | Madison | SEC-registered investment adviser | Over $5 billion |
| Madison Partners | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| Mendota Financial Group, LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Milestone Investment Advisors, LLC | Middleton | SEC-registered investment adviser | $500 million to $1 billion |
| Park Capital Management, LLC | Madison | SEC-registered investment adviser | $500 million to $1 billion |
| Poehling Capital Management, Inc. | Madison | SEC-registered investment adviser | $500 million to $1 billion |
| Resonant Capital Advisors, LLC | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| Thompson Investment Management, Inc. | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| Walkner Condon Financial Advisors LLC | Verona | SEC-registered investment adviser | $1 billion to $5 billion |
| Walleye Partners LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Wisconsin Capital Management, LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
| Yahara Wealth Management LLC | Madison | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Madison, WI using Charles Schwab. https://advisorcensus.com/advisors/wi/madison/custodians/charles-schwab https://advisorcensus.com/advisors/wi/madison/custodians/charles-schwab