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.

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.

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.

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.

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.

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.

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.

Pillar Wealth Management Co. is a highly regarded investment advisory firm operating out of Madison, WI. With three strategically located offices, the company offers comprehensive investment advisory services to a diverse clientele. Boasting a team of four talented professionals, Pillar Wealth Management Co. prides itself on its ability to deliver exceptional results. On average, each investment advisor at Pillar Wealth Management Co. oversees an impressive $32,720,000 in assets under management. Their compensation structure includes various methods, such as a percentage of assets under management, ensuring a fair and aligned approach. While 401K and individual accounts make up less than 30% of their assets under management, Pillar Wealth Management Co. possesses the expertise to effectively manage employer funds. Moreover, the company exclusively manages discretionary assets, providing clients with confidence in their investment decisions. Catering primarily to high-net-worth individuals, Pillar Wealth Management Co. currently serves over 120 individual clients, who collectively entrust the firm with over $130,891,000 in assets under management. The company's success can be attributed in part to the dedication and experience of its longest-tenured advisors, including Patrick Sturm, Brian Cleven, and Chester Lee. With a client-centered approach and a commitment to delivering superior financial outcomes, Pillar Wealth Management Co. stands as a trusted partner for individuals seeking expert guidance in managing their wealth.

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.