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.

IAG Wealth Partners, LLC is a reputable investment advisory firm based in Waukesha, WI, boasting three well-established offices. With a team of 14 skilled professionals, IAG Wealth Partners provides comprehensive investment advisory services to a diverse range of clients. The firm manages an impressive average of $78.7 million in assets under management per investment advisor, aligning closely with industry standards. The compensation structure at IAG Wealth Partners incorporates various approaches, such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately 50% of their assets under management stem from employer 401Ks or individual investors, indicating their expertise and strong presence in this sector. All of the assets under their management are handled with discretionary authority, offering clients peace of mind and the flexibility to meet their financial goals effectively. In addition to investment advisory services, IAG Wealth Partners serves as a registered representative of a broker-dealer and operates as an insurance broker or agent. This diversified approach allows the firm to offer a comprehensive suite of financial solutions tailored to meet their clients' unique needs. With an extensive client base of over 1,580 individuals and an impressive $1,101,832,000 in assets under management, IAG Wealth Partners has established itself as a trusted and reliable partner in wealth management. The firm takes pride in their experienced team, which includes long-tenured advisors like Anne Sapienza, Christopher Mitchell, and Susan Kuhlenbeck. These seasoned professionals bring a wealth of knowledge and expertise to provide personalized and strategic financial guidance to their valued clients.

Thompson Investment Management, Inc. is a reputable and experienced investment advisory firm based out of Madison, WI. With a solid track record and extensive expertise, they have established themselves as a trusted partner for their clients. Currently, Thompson Investment Management serves a diverse client base, consisting of more than 250 individuals. These clients entrust the firm with their assets, which amount to an impressive $2,425,678,000 under management. As a local firm, Thompson Investment Management takes pride in their personalized approach and deep understanding of the Madison, WI market. They operate from a single office, ensuring a close connection with their clients and fostering strong relationships built on trust and mutual respect. Thompson Investment Management manages 100% of their clients' assets on a discretionary basis, allowing them to make investment decisions autonomously. This enables the firm to tailor their strategies to each client's unique financial goals and risk tolerance. The compensation structure at Thompson Investment Management is designed to align the interests of the firm with those of their clients. It includes various types of fees, such as a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships. With a team of 19 dedicated professionals, Thompson Investment Management boasts a high ratio of investment advisors to clients. On average, each investment advisor oversees approximately $404,280,000 in assets under management, a figure well above the industry average. This demonstrates the firm's commitment to providing comprehensive and individualized attention to each client's portfolio. Thompson Investment Management prides itself on its experienced staff, with key advisors such as James Evans, Jason Stephens, and John Thompson contributing to the firm's long-term success. Their tenure reflects the trust and satisfaction of their clients, as well as the firm's ability to attract and retain top talent in the industry.

Drake & Associates, LLC, headquartered in Waukesha, WI, is a reputable investment advisory firm catering to a diverse client base. With over 700 individual clients and $227,172,000 in assets under management, they possess a solid track record in the financial industry. Drake & Associates, LLC operates from two strategically located offices, enabling them to serve clients efficiently and effectively. The firm specializes in managing employer 401K plans and individual investments, with over 80% of their assets under management falling into these categories. Drake & Associates, LLC boasts an impressive level of expertise in handling 401K plans, providing invaluable guidance to employers and employees alike. With an unwavering commitment to their clients' financial well-being, Drake & Associates, LLC ensures that 100% of the assets they manage are discretionary, granting them the freedom to make informed investment decisions on behalf of their clients. The firm employs a team of nine dedicated professionals, four of whom are experienced investment advisors. These advisors have an average of $56,790,000 in assets under management each, aligning with the industry average. Notably, the firm prides itself on the longevity of its advisory team, with accomplished professionals like Thomas Neumann, Anthony Drake, and Bradley Allen among its most tenured members. Drake & Associates, LLC offers various compensation structures tailored to their clients' needs, including a percentage of assets under management and hourly charges. This flexible approach ensures that clients receive personalized and cost-effective investment services. In summary, Drake & Associates, LLC stands as a trusted investment advisory firm with a proven track record, providing expert financial guidance and sound investment management to a diverse clientele.

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.

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.

Poehling Capital Management, Inc., a small investment advisory firm based out of Madison, WI, boasts a team of 5 dedicated professionals. With 4 of them providing top-notch investment advisory services, the firm maintains a commitment to excellence. On average, each investment advisor oversees approximately $85,030,000 in assets under management, a figure in line with industry standards. With a wide-ranging compensation structure, Poehling Capital Management, Inc. offers flexibility to its discerning clients. Their compensation options include a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the most suitable arrangement for their needs. Poehling Capital Management, Inc. caters to a diverse client base, with over 280 individual clients entrusting them with more than $338,094,000 in assets under management. While the majority of these assets are managed on behalf of high-net-worth individuals, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts make up less than 30% of their assets. With a strong emphasis on discretion, Poehling Capital Management, Inc. prides itself on managing 99% of the assets under their purview on a discretionary basis. Additionally, they extend their services beyond investment advisory, serving as an insurance broker or agent. Operating out of two offices, Poehling Capital Management, Inc. has become a trusted name in the financial industry. Several of the firm's longest tenured advisors, including Frederick Genz, Patrick Poehling, and Thomas Poehling, exemplify the experience and expertise that have contributed to their success.

Beacon Wealth Advisors, LLC, a small investment advisory firm based in McHenry, IL, is dedicated to providing comprehensive wealth management solutions to their clients. With over 540 individual clients and a remarkable $136,800,000 in assets under management, Beacon Wealth Advisors offers personalized financial planning and investment strategies tailored to meet each client's unique needs. As an established player in the investment advisory industry, Beacon Wealth Advisors excels in managing both employer 401Ks and individual portfolios, leveraging their extensive experience in this space. All of the firm's assets under management, which are valued at 100% discretion, are handled by their team of highly skilled investment advisors. Beacon Wealth Advisors' compensation structure is designed to accommodate various client preferences and includes options such as a percentage of assets under management, hourly charges, and fixed fees. With a team of four dedicated employees, all of whom are committed to delivering top-notch investment advisory services, the firm ensures that each client receives personalized attention and guidance throughout their financial journey. Notably, Beacon Wealth Advisors takes pride in their team's expertise and experience. Among the firm's longest-tenured advisors are Mark Wolter, Joshua Pratt, and Chris Morgan, who have played instrumental roles in maintaining the firm's reputation for excellence. In summary, Beacon Wealth Advisors, LLC is a trusted partner for individuals and businesses seeking professional guidance in managing their wealth. With their extensive client base, impressive assets under management, and a team of experienced advisors, they remain committed to delivering exceptional financial solutions to help clients achieve their long-term financial goals.

WEA Financial Advisors, Inc. is a well-established investment advisory firm based out of Madison, WI. With a single office, they have established a strong presence in the local financial industry. Comprised of a dedicated team of three professionals, all of whom provide exceptional investment advisory services, WEA Financial Advisors, Inc. prides itself on delivering personalized and comprehensive financial guidance to its clients. As experts in their field, the firm boasts an impressive average of approximately $133,490,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible and diverse, encompassing various types such as a percentage of assets under management and hourly charges, ensuring alignment with their clients' needs. While managing a significant portion of their assets through individual accounts and 401Ks, WEA Financial Advisors, Inc. also possesses the expertise to handle employer funds, expanding their reach and impact within the market. Furthermore, the firm maintains full discretionary control over all the assets they manage, empowering them to make informed decisions and execute investment strategies with agility. With a robust client base of over 660 individuals, WEA Financial Advisors, Inc. oversees an impressive $400,470,000 in assets under management. A testament to their excellence, several of the firm's advisors, including Brenda Echeverria, Andrea Hartwig, and Anna Edelstein, boast remarkable tenures within the organization, further reinforcing the firm's commitment to building long-term relationships with both their clients and their employees. In summary, WEA Financial Advisors, Inc. stands out as a prominent investment advisory firm in Madison, WI, offering comprehensive financial guidance, managing substantial assets, and nurturing enduring client relationships.

Goldstein Advisors, LLC, based out of Madison, WI, is a highly regarded local investment advisory firm. With over 800 individual clients and more than $634,883,000 in assets under management, they have established themselves as a trusted partner in wealth management. Their expertise extends to employer 401Ks and individual portfolios, with approximately half of their assets under management originating from these sources. Goldstein Advisors, LLC operates from two offices, providing convenience and accessibility to their clientele. Their team consists of 17 dedicated professionals, including eight experienced investment advisors who offer personalized and comprehensive advisory services. The firm takes pride in its discretionary management approach, handling 100% of the assets under their care. Clients benefit from the peace of mind that comes from knowing their investments are managed with their best interests in mind. Goldstein Advisors, LLC employs various compensation structures, including a percentage of assets under management and fixed fees, ensuring alignment between client and advisor objectives. With an average of approximately $79,360,000 in assets under management per investment advisor, Goldstein Advisors, LLC delivers consistent results in line with industry averages. The firm's success is further enhanced by their seasoned professionals. Amanda Gausewitz, Jon Goldstein, and David Sharpe, among others, bring extensive experience to the team, making Goldstein Advisors, LLC a reputable choice for individuals and businesses seeking financial guidance.

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.