AdvisorCensus / Financial advisors / Wisconsin / Madison, WI / New firms

New investment advisory firms in Madison, WI

5 investment advisory firms in Madison, WI first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Madison, WI · Atom feed · How this list is built

May 2026 (1)

Firm	Location	Registration
Leach, Bickmore & Weiss Wealth Management, LLC	Madison, WI	SEC-registered investment adviser

April 2026 (1)

Firm	Location	Registration
CMG Wealth Advisors LLC	Madison, WI	SEC-registered investment adviser

February 2026 (1)

Firm	Location	Registration
Yahara Wealth Management LLC	Madison, WI	SEC-registered investment adviser

January 2026 (2)

Firm	Location	Registration
Sentinel Advisory Group, LLC	Middleton, WI	SEC-registered investment adviser
Sycamore Investment Consulting Services, LLC	Madison, WI	SEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

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AdvisorCensus. New investment advisory firms in Madison, WI. https://advisorcensus.com/advisors/wi/madison/new-firms
https://advisorcensus.com/advisors/wi/madison/new-firms