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.

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.

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.

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.

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.

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.

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.

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.

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.

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.