Harbour Investments, Inc. is a renowned regional investment advisory firm headquartered in Madison, WI, boasting an extensive network of 161 offices. With a team of 219 dedicated professionals, 194 of whom specialize in investment advisory services, Harbour Investments, Inc. provides expert financial guidance to a diverse client base. Their advisors, on average, manage an impressive $23,040,000 in assets under management, demonstrating their proficiency in wealth management. The compensation structure at Harbour Investments, Inc. encompasses various models, including a percentage of assets under management, hourly charges, subscription fees, fixed fees, and commissions. Notably, their expertise shines in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. With a strong track record in this space, Harbour Investments, Inc. has earned a reputation for delivering effective solutions tailored to the unique needs of both corporate and individual clients. Beyond investment advisory services, Harbour Investments, Inc. also serves as an insurance broker or agent, further expanding their range of offerings. The firm prides itself on maintaining discretionary control over a substantial portion of the assets they manage, with 76% falling under their expertise. Boasting an impressive clientele of over 16,580 individuals, Harbour Investments, Inc. manages a staggering $4,468,812,000 in assets. The firm's success is underscored by the contributions of its longest tenured advisors, including Beverly Hicks, Randall Schmitz, and Steven Crispigna, who bring a wealth of experience and insight to the table. Overall, Harbour Investments, Inc. stands as a trusted partner for individuals and organizations seeking comprehensive investment advisory services and insurance solutions, leveraging their expertise, vast network, and commitment to client success.

Dibenedetto & Associates Ltd is a reputable investment advisory firm headquartered in Loves Park, IL. With a single office location, the firm specializes in providing comprehensive investment advisory services to a diverse clientele. Their team consists of three experienced professionals dedicated to delivering personalized financial solutions. With an average assets under management (AUM) of approximately $76,490,000 per investment advisor, Dibenedetto & Associates Ltd maintains a competitive standing within the industry. Their compensation structure encompasses various models, including a percentage of AUM, hourly charges, and fixed fees, ensuring flexibility and alignment with clients' needs. While their AUM from 401K and individual accounts accounts for less than 30% of their portfolio, Dibenedetto & Associates Ltd possesses the expertise and capability to effectively manage employer funds. A significant portion, 93% of the assets they oversee, are managed on a discretionary basis, reflecting the trust clients place in their expertise. In addition to their investment advisory services, Dibenedetto & Associates Ltd extends its offerings to insurance brokerage and agent services. Catering to over 180 individual clients, they manage an impressive portfolio of assets totaling over $229,456,000. The firm boasts a team of seasoned advisors, with notable individuals like Jeffrey Dibenedetto, Alex Dibenedetto, and Charles Dibenedetto, who have contributed to its long-standing success. Their extensive experience and dedication ensure that clients receive expert guidance and effective strategies tailored to their unique financial objectives. Dibenedetto & Associates Ltd continues to uphold its commitment to excellence, providing trusted financial advice and delivering tangible results to its valued clients.

Baker Tilly Wealth Management, LLC is a highly reputable regional investment advisory firm headquartered in Madison, WI, and operating through a network of 17 offices. With a dedicated team of 45 employees, including 28 specialized investment advisors, they offer expert financial guidance and comprehensive wealth management solutions to a diverse clientele. With an impressive track record, Baker Tilly Wealth Management, LLC has consistently outperformed industry standards, managing an average of $139,710,000 in assets under management per investment advisor, exceeding the industry average. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges to ensure clients have customized fee arrangements that align with their specific needs. A remarkable 51% of the assets entrusted to Baker Tilly Wealth Management, LLC are under discretionary management, allowing their experienced advisors to make informed decisions on behalf of their clients. Their extensive client base comprises over 470 individuals, with a staggering $3,911,868,000 in assets under management, a testament to their ability to deliver results and build lasting relationships. At Baker Tilly Wealth Management, LLC, they take pride in their team of seasoned professionals, some of whom have been with the firm for many years. Notable individuals include Jeffrey Messer, Matthew Payne, and Barbara Olson, among others, who bring a wealth of expertise and insight to every client engagement. With a commitment to delivering exceptional financial advice and personalized strategies, Baker Tilly Wealth Management, LLC stands as a trusted partner in helping clients achieve their financial goals and secure their financial future.

Retirement Income Strategies, LLC, a small investment advisory firm based out of Evansville, WI, is dedicated to helping individuals and employers effectively manage their retirement assets. With over 380 individual clients and a substantial $98,523,000 in assets under management, they have established a strong reputation in the industry. The firm operates from four offices, strategically positioned to serve their clients' needs efficiently. Specializing in retirement planning, Retirement Income Strategies, LLC offers comprehensive services that include managing employer 401(k) plans and individual retirement portfolios. Their expertise and experience make them highly qualified to handle complex retirement income strategies for both employers and employees. All of the assets they manage, totaling 100%, are discretionary, providing clients with peace of mind and trust in their financial decisions. Retirement Income Strategies, LLC offers various compensation structures to meet the diverse needs of their clients. These structures include a percentage of assets under management, hourly charges, and subscription fees, allowing clients to choose a payment method that aligns with their preferences. With a team of five dedicated employees, including two experienced investment advisors, Retirement Income Strategies, LLC ensures personalized and attentive service to each client. On average, each investment advisor manages approximately $49,260,000 in assets under management, which is consistent with the industry average. The firm takes pride in its knowledgeable team, including Kristian Finfrock, one of the longest-tenured registered advisors, who has been with the company since 2022. With their extensive expertise and commitment to clients' financial success, Retirement Income Strategies, LLC is a trusted partner for retirement planning and investment management.

Voyager Capital Management, LLC, headquartered in Lake Geneva, WI, is a reputable investment advisory firm with a proven track record in the industry. With two offices, the firm operates with a dedicated team of four skilled professionals, two of whom specialize in providing expert investment advisory services. They manage a substantial average of approximately $92,340,000 in assets under management per investment advisor, aligning well with the industry average. Voyager Capital Management, LLC adopts a comprehensive compensation structure that caters to diverse client needs, including a percentage of assets under management, hourly charges, and fixed fees. A significant portion of their assets under management is derived from employer 401Ks and individual investors, showcasing their extensive expertise and experience in this particular area. Notably, the firm exercises discretionary control over an impressive 98% of the assets they manage, further solidifying their commitment to delivering tailored investment strategies. With over 210 individual clients and a remarkable $184,689,000 in assets under management, Voyager Capital Management, LLC has cultivated strong relationships built on trust and reliable financial stewardship. The firm boasts a team of highly tenured advisors, such as Rachael Nickelsen, Robert Anderson, and Darwin Logterman, who contribute their wealth of knowledge and expertise to clients' investment success. As a small investment advisory firm, Voyager Capital Management, LLC distinguishes itself by delivering personalized financial solutions while maintaining the highest standards of professionalism and integrity. With a steadfast commitment to helping clients achieve their financial goals, the firm continues to build a reputation for excellence within the Lake Geneva community and beyond.

Cushing Capital Partners, LLC is a respected and client-focused investment advisory firm based in Delafield, WI. With a single office location, they cater to a diverse clientele seeking personalized financial solutions. Cushing Capital Partners, LLC boasts a substantial client base of over 120 individuals, entrusting the firm with a total of more than $186,806,000 in assets under management. Specializing in serving high-net-worth individuals, the firm successfully manages a majority of assets for this demographic. Although 401K and individual accounts account for less than 30% of their assets under management, Cushing Capital Partners, LLC possesses the expertise and capability to effectively handle employer funds. An impressive 87% of the assets they manage are under their discretionary control, highlighting their ability to make informed investment decisions on behalf of their clients. Their compensation structure is designed to align with their clients' interests and includes various types such as a percentage of assets under management and fixed fees. Cushing Capital Partners, LLC prides itself on a team of five dedicated employees, with three of them specializing in investment advisory services. Each investment advisor manages an average of approximately $62,270,000 in assets, which aligns with industry averages. The firm's success is attributed, in part, to the expertise and commitment of their longest-tenured advisors, including Jacob Mayer, Matthew Ottusch, and Jacqueline Speth. These experienced professionals contribute their extensive knowledge and skill to the firm's overall success. Cushing Capital Partners, LLC offers comprehensive financial services, including investment management, retirement planning, and estate planning. They prioritize building long-lasting client relationships based on trust, transparency, and a commitment to helping their clients achieve their financial goals.

Klaas Financial Asset Advisors, LLC. is a reputable investment advisory firm located in Loves Park, IL, with two offices serving the local community. With a team of 13 highly skilled professionals, nearly all of whom specialize in investment advisory services, Klaas Financial Asset Advisors offers comprehensive financial guidance to individuals and organizations. On average, each investment advisor manages approximately $39,860,000 in assets under management, demonstrating their expertise and ability to handle substantial portfolios. The firm's compensation structure is diverse, including options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and tailored solutions for their clients. Notably, Klaas Financial Asset Advisors excels in managing employer 401Ks and individual investments, with approximately half of their assets under management coming from these sources. Their extensive experience in this space enables them to deliver effective strategies and maximize returns. Klaas Financial Asset Advisors, LLC. operates exclusively with discretionary authority, meaning they have full discretion to make investment decisions on behalf of their clients. This approach allows for swift and decisive actions in response to market conditions, enhancing the firm's ability to navigate changing investment landscapes successfully. With a robust client base of over 900 individuals, Klaas Financial Asset Advisors manages an impressive $478,281,000 in assets. The firm takes pride in its experienced team, including long-tenured advisors such as Kyle Kite, Craig Klaas, and Maleeah Wernsing-Cuevas, who contribute their wealth of knowledge and expertise to the firm's continued success. Klaas Financial Asset Advisors, LLC. is dedicated to providing exceptional investment advisory services, helping clients achieve their financial goals and secure their financial future.

Neuenschwander Asset Management, LLC is a highly reputable investment advisory firm located in McFarland, WI. With a single office, the firm has established itself as a trusted partner for clients seeking comprehensive investment advisory services. Boasting a team of three experienced professionals, Neuenschwander Asset Management, LLC is committed to delivering tailored financial strategies that align with each client's unique goals. As an established player in the industry, Neuenschwander Asset Management, LLC manages an impressive average of approximately $37,190,000 in assets per investment advisor. Their compensation structure is designed to ensure alignment with clients' interests, offering a range of options such as a percentage of assets under management and fixed fees. Distinguished by their expertise in managing employer 401Ks and individual accounts, Neuenschwander Asset Management, LLC has earned a solid reputation for excellence in this space. Demonstrating their commitment to client satisfaction, all assets managed by the firm are done so on a discretionary basis, allowing them to make informed investment decisions on behalf of their clients. With a substantial client base of over 140 individuals, Neuenschwander Asset Management, LLC oversees a remarkable $111,574,000 in assets under management. Notably, the firm boasts a team of seasoned advisors, including Timothy Neuenschwander, James Murphy, and Roy Neuenschwander, who bring extensive industry experience and wisdom to their clientele. Driven by a commitment to personalized service and exceptional financial management, Neuenschwander Asset Management, LLC continues to provide comprehensive investment advisory solutions to clients in McFarland, WI, and beyond.

Mendota Financial Group, Llc has 6 total employees with 4 of them providing investment advisory services. They average approximately $16,790,000 in assets under management per investment advisor. Their compensation structure includes several types, including: a percentage of assets under management, performance-based fees. Mendota Financial Group, Llc has over 110 individual clients with over $326,347,000 in assets under management. The majority of the assets managed are for high networth individuals.While 401K and individual accounts represent less than 30% of their assets under management, they do have capability to manage employer funds. 97% of the assets they manage are discretionary. Mendota Financial Group, Llc is a small investment advisory firm based out Madison, WI with 1 offices.

Madison Partners, a local investment advisory firm based out of Madison, WI, is dedicated to providing exceptional financial services to its clients. With a team of 10 talented professionals, including 6 investment advisors, they offer a comprehensive range of investment advisory services. Standing out in the industry, Madison Partners boasts an impressive average of approximately $155,620,000 in assets under management per investment advisor, surpassing the industry average. This remarkable achievement demonstrates their expertise and ability to maximize returns for their clients. The firm's compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees. This flexibility ensures that clients receive customized and transparent solutions tailored to their unique financial goals. With over 900 individual clients, Madison Partners manages an impressive portfolio totaling over $461,551,000 in assets under management. Their extensive experience and track record in managing employer 401Ks and individual assets have garnered a solid reputation in the industry. Madison Partners operates from three offices, strategically positioned to provide convenient access and personalized service to their clients. The firm prides itself on a team of seasoned advisors, with George Carpenter, Shane Kieler, and Mark Mcfarland among the longest-tenured professionals. Their depth of knowledge and commitment to client success make Madison Partners a trusted partner for individuals seeking expert financial guidance. As a local firm, Madison Partners values its community and strives to foster long-term relationships built on trust, transparency, and integrity. With their extensive expertise and client-centric approach, Madison Partners continues to be a leading force in the investment advisory space.

Savant Wealth Management, a regional investment advisory firm headquartered in Rockford, IL, is dedicated to providing comprehensive financial planning and wealth management services. With a team of 333 professionals, including 116 experienced investment advisors, Savant offers expertise and personalized solutions to over 5,630 individual clients. Their assets under management exceed $13,426,998,000, primarily serving high net worth individuals. One of Savant's distinguishing features is their compensation structure, which encompasses various methods such as a percentage of assets under management and fixed fees. Their investment advisors, averaging approximately $107,610,000 in assets per advisor, deliver tailored strategies aligned with clients' financial goals and risk tolerance. The firm's broad reach extends to 26 offices, ensuring accessibility to clients throughout the region. Savant's commitment to excellence is exemplified by their team of seasoned professionals, including Tracy Beard, Richard Bennett, and Brent Brodeski, who have contributed their expertise and insights to the firm's success over many years. Savant's discretionary approach to managing 100% of the assets they oversee showcases their deep understanding of clients' needs and a dedication to providing seamless investment solutions. Although the majority of their assets are managed for high net worth individuals, Savant also possesses the capability to effectively handle employer funds, though 401K and individual accounts represent a smaller proportion of their overall assets under management. With their client-centric philosophy, extensive industry knowledge, and a track record of delivering tailored financial strategies, Savant Wealth Management remains a trusted partner for individuals seeking comprehensive wealth management solutions in the Rockford area and beyond.