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.

Googins Advisors, Inc. is a reputable investment advisory firm located in Middleton, WI. With its single office, the firm offers comprehensive financial guidance to clients seeking expert investment advice. With a dedicated team of eight professionals, three of whom specialize in investment advisory services, Googins Advisors, Inc. caters to a diverse clientele. With an average of $107,060,000 in assets under management per investment advisor, the firm maintains a competitive standing within the industry. Their compensation structure is flexible, accommodating various models such as a percentage of assets under management, fixed fees, commissions, and hourly charges. Googins Advisors, Inc. excels in managing assets from employer 401Ks and individual portfolios, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space ensures clients receive tailored solutions to achieve their financial goals effectively. In addition to investment advisory services, Googins Advisors, Inc. also operates as an insurance broker or agent, expanding their range of offerings to meet diverse client needs. With a substantial client base of over 650 individuals, the firm effectively manages more than $321,171,000 in assets. The firm boasts a team of seasoned advisors, including Richard Martin, Lynne Goldsmith, and Louise Googins, who have demonstrated long-term commitment and expertise in the field. Googins Advisors, Inc. prides itself on delivering personalized, professional, and reliable financial guidance to its valued clients.

Madison Investment Advisors, LLC, headquartered in Madison, WI, is a reputable regional investment advisory firm with a solid track record. With 96 dedicated employees, 44 of whom specialize in providing expert investment advisory services, the company is well-equipped to cater to the needs of its diverse clientele. As an established player in the industry, Madison Investment Advisors manages a substantial amount of assets under management, averaging around $74,780,000 per investment advisor, which aligns with the industry average. Their compensation structure is diverse, including options such as a percentage of assets under management. The firm boasts an impressive client base, serving over 10,900 individual clients and effectively managing more than $12,949,878,000 in assets. Although 401K and individual accounts comprise less than 30% of their total assets under management, Madison Investment Advisors possesses the expertise to successfully manage employer funds. Importantly, all of the assets they handle are under discretionary management, reflecting their clients' trust in the firm's capabilities. Madison Investment Advisors operates across three offices, further strengthening its regional presence. The company takes pride in its experienced team of advisors, including long-tenured professionals like Jill Friedow, Ramy Dibernardo, and Frank Burgess. Their collective knowledge and expertise contribute to the firm's ability to deliver reliable investment advice and consistently meet client objectives. With a solid foundation, a diverse compensation structure, and a commitment to client satisfaction, Madison Investment Advisors, LLC has positioned itself as a trusted partner in the realm of investment advisory services.

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.

John F Suby Wealth Management LLC is a reputable investment advisory firm based in Madison, WI, serving clients with their financial needs. With two offices strategically located in the area, they provide convenient access to their services. Committed to excellence, John F Suby Wealth Management LLC comprises a dedicated team of five professionals, four of whom specialize in delivering top-notch investment advisory services. Their impressive average of approximately $437,730,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing clients' portfolios. As a client-focused firm, they offer various compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, tailored to meet individual needs. With a discretionary approach, 98% of the assets managed by John F Suby Wealth Management LLC are entrusted to their experienced team, granting them the freedom to make informed investment decisions aligned with clients' goals and risk tolerance. The firm boasts a substantial client base, catering to over 130 individual clients with a total of more than $1,750,917,000 in assets under management. The long-standing success of John F Suby Wealth Management LLC can be attributed, in part, to the expertise of their seasoned advisors. Noteworthy among them are Amy Butrymowicz, Matthew Suby, and John Suby, who have demonstrated their dedication and commitment to their clients' financial well-being. John F Suby Wealth Management LLC strives to provide exceptional service, combining personalized attention with industry knowledge to help clients achieve their financial objectives.

Walkner Condon Financial Advisors LLC, based out of Madison, WI, is a local investment advisory firm specializing in providing comprehensive financial planning and investment management services. With 11 dedicated employees, they have established themselves as a trusted resource within the financial industry. Nine of their experienced professionals offer investment advisory services, collectively managing an average of $65,510,000 in assets under management per advisor. As an industry-average performer, Walkner Condon Financial Advisors LLC maintains a diverse compensation structure. Their advisors earn a percentage of the assets under management and are incentivized through performance-based fees. The firm boasts an impressive client base, serving over 330 individuals and managing assets worth more than $486,677,000. While their primary focus is on high net worth individuals, Walkner Condon Financial Advisors LLC possesses the expertise to manage employer funds. Although 401(k) and individual accounts account for less than 30% of their assets under management, the firm offers comprehensive solutions for both corporate and individual clients. With 91% of their managed assets operating under a discretionary model, clients trust Walkner Condon Financial Advisors LLC to make informed investment decisions on their behalf. The firm's success can be attributed to its talented team, including highly tenured advisors such as Clinton Walkner, Mitchell Dewitt, and Nathan Condon. Located in Madison, WI, Walkner Condon Financial Advisors LLC operates from a single office, allowing them to provide personalized, hands-on service to their esteemed clientele.

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.

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.

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.

ENRICH FINANCIAL PARTNERS LLC, based out of Madison, WI, is a reputable investment advisory firm. With a single office, they operate as a small yet dedicated team. Of their eight employees, four specialize in providing comprehensive investment advisory services to their valued clients. Their average assets under management per investment advisor stand at around $86,780,000, which aligns with the industry average. Enrich Financial Partners LLC offers a diverse compensation structure to cater to their clients' unique needs. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. While their assets under management consist of less than 30% from 401K and individual accounts, the firm possesses the expertise to manage employer funds. An impressive 97% of the assets they manage are under their discretionary control, allowing them to provide personalized and strategic investment advice. The firm's primary client base comprises high-net-worth individuals who entrust Enrich Financial Partners LLC with their financial goals. With over 160 individual clients, the firm manages a substantial $347,101,000 in assets. The team at Enrich Financial Partners LLC includes seasoned advisors, with notable names such as Neil Dinndorf, Elaine Rich, and Christopher Rich, who bring extensive experience and expertise to the table. Enrich Financial Partners LLC prides itself on delivering tailored investment solutions and providing exceptional service to their discerning clientele. With their comprehensive knowledge, professional approach, and commitment to client success, Enrich Financial Partners LLC stands out as a trusted partner in the ever-changing financial landscape.

Bates Financial Advisors, Inc. is a reputable investment advisory firm headquartered in Rockford, IL. With over 630 individual clients and more than $550,507,000 in assets under management, Bates Financial Advisors has established itself as a trusted partner in the financial industry. They operate from two offices, serving a diverse range of clients in the local community. With a strong focus on employer 401K plans and individual investment strategies, Bates Financial Advisors boasts extensive experience in this specialized area. Approximately 50% of their assets under management are derived from these sources, reflecting their expertise and success in managing such portfolios. Notably, 98% of the assets they oversee are under their discretion, allowing them to exercise prudent decision-making on behalf of their clients. Bates Financial Advisors offers a flexible compensation structure that includes a variety of options. Clients can choose between a percentage-based fee tied to their assets under management, hourly charges, or fixed fees. This tailored approach ensures that clients can select a payment arrangement that best suits their needs and preferences. The firm maintains a dedicated team of 10 employees, with 6 of them actively providing investment advisory services. Each investment advisor at Bates Financial Advisors manages an average of approximately $91,750,000 in assets, aligning with the industry average. The firm takes pride in the expertise and commitment of its team, with several long-tenured advisors, including Jennifer Schwarze, Thomas Cherington, and Andrew Waggoner, who have built enduring client relationships based on trust and personalized service.

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.