24 financial advisors & firms and 0 insurance agents verified near Madison, WI โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท Madison, WI 53719 ยท Registered investment adviser ยท $9.6B AUM
CRD 19258 ยท verify at the regulator
RIA firm ยท Madison, WI 53719 ยท Registered investment adviser ยท $557M AUM
CRD 111234 ยท verify at the regulator
RIA firm ยท Madison, WI 53719 ยท Registered investment adviser ยท $92M AUM
CRD 156476 ยท verify at the regulator
RIA firm ยท Madison, WI 53719 ยท Registered investment adviser ยท $115M AUM
CRD 281302 ยท verify at the regulator
RIA firm ยท Madison, WI 53719 ยท Registered investment adviser ยท $30M AUM
CRD 290939 ยท verify at the regulator
RIA firm ยท Fitchburg, WI 53719 ยท Registered investment adviser ยท $83M AUM
CRD 310946 ยท verify at the regulator
RIA firm ยท Madison, WI 53719 ยท Registered investment adviser
CRD 341390 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $16M AUM
CRD 27108 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $61M AUM
CRD 106143 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $257M AUM
CRD 110394 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $47M AUM
CRD 111562 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $160M AUM
CRD 125081 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $3.1B AUM
CRD 129609 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $591M AUM
CRD 131668 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $112M AUM
CRD 168325 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $367M AUM
CRD 174970 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $147M AUM
CRD 284060 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $137M AUM
CRD 293172 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $21M AUM
CRD 310316 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $1.1B AUM
CRD 323125 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $8M AUM
CRD 326769 ยท verify at the regulator
RIA firm ยท Madison, WI 53717 ยท Registered investment adviser ยท $43M AUM
CRD 337358 ยท verify at the regulator
RIA firm ยท Madison, WI 53705 ยท Registered investment adviser ยท $138M AUM
CRD 104579 ยท verify at the regulator
RIA firm ยท Madison, WI 53705 ยท Registered investment adviser ยท $39.5B AUM
CRD 105960 ยท verify at the regulator
Verified advisors and insurance agents in the places closest to Madison, WI.
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.