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Find Retirement Advisors for Retirement Planning in Madison, Wisconsin
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Madison, Wisconsin
Last Updated - April 24, 2025Madison has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 27 non-vetted advisors in your local area. These retirement advisors in Madison, Wisconsin have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Madison, Wisconsin
VERIFIEDZach Kuehl
CFP®
Madison Partners
Qualifications
CRD# 6051170
Firm CRD# 305824
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDBKM Wealth Management
CPA, CFP®, CIMA®, CDFA®
Qualifications
CRD# 4725677
Firm CRD# 323928
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Madison, Wisconsin (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 5910 Mineral Point Rd, Madison, WI, 53705 | $35,460,961,000 | 350 | 64 | A percentage of AUM, Fixed fees, Other (FEE FROM AFFILIATES.) |
| 2 | 550 Science Drive, Madison, WI, 53711 | $13,237,436,659 | 14743 | 95 | A percentage of AUM, Fixed fees |
| 3 | 575 D'Onofrio Drive, Suite 300 Madison, WI, 53719 | $6,101,862,276 | 33564 | 228 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commission Based |
| 4 | 550 Science Drive, Madison, WI, 53711 | $4,484,845,089 | 49 | 95 | A percentage of AUM, Fixed fees |
| 5 | 4807 Innovate Lane, Madison, WI, 53718 | $4,408,957,456 | 2304 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1255 Fourier Drive, Suite 200 Madison, WI, 53717 | $2,135,401,000 | 800 | 18 | A percentage of AUM, Fixed fees |
| 7 | 33 E. Main Street, Suite 440 Madison, WI, 53703 | $1,747,858,866 | 1981 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1 South Pinckney Street, Suite 800 Madison, WI, 53703 | $1,296,248,165 | 1732 | 16 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 1502 W Broadway, Suite 301 Madison, WI, 53713 | $1,094,186,882 | 5779 | 16 | A percentage of AUM |
| 10 | 1241 John Q Hammons Dr, Suite 302 Madison, WI, 53717 | $943,408,109 | 3623 | 19 | A percentage of AUM, Fixed fees |
| 11 | 3418 Monroe Street, Madison, WI, 53711 | $732,818,029 | 2556 | 13 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 660 John Nolen Drive, Madison, WI, 53713 | $472,404,489 | 587 | 3 | A percentage of AUM, Hourly charges |
| 13 | 634 West Main Street, Suite 302 Madison, WI, 53703 | $431,128,690 | 1279 | 8 | A percentage of AUM, Fixed fees |
| 14 | 2901 West Beltline Hwy, Suite 201 Madison, WI, 53713 | $427,505,173 | 286 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 525 Junction Road, Suite 8900 Madison, WI, 53717 | $416,091,073 | 1395 | 5 | A percentage of AUM, Hourly charges, Commission Based |
Information on Top Retirement Planning firms in Madison, Wisconsin
QualificationsFirm CRD# 105960
Assets Under Management $35,460,961,000
No. Of Clients350
Clients Per Financial Advisor5
TRUSTAGE INVESTMENT MANAGEMENT is a financial advisory firm situated in Madison, Wisconsin. With a nearly $35B assets under management, the firm specializes in crafting personalized retirement planning solutions for 350 clients. The team consists of 64 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FEE FROM AFFILIATES.)
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110297
Assets Under Management $13,237,436,659
No. Of Clients14743
Clients Per Financial Advisor155
MADISON INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $13B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14743 clients. The team consists of 95 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS)
QualificationsFirm CRD# 19258
Assets Under Management $6,101,862,276
No. Of Clients33564
Clients Per Financial Advisor147
HARBOUR INVESTMENTS, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33564 clients. The team consists of 228 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 130874
Assets Under Management $4,484,845,089
No. Of Clients49
Clients Per Financial Advisor1
MADISON ASSET MANAGEMENT is a financial advisory firm situated in Madison, Wisconsin. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 95 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 167811
Assets Under Management $4,408,957,456
No. Of Clients2304
Clients Per Financial Advisor85
BAKER TILLY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2304 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (INVESTMENT CONSULTING)
QualificationsFirm CRD# 129609
Assets Under Management $2,135,401,000
No. Of Clients800
Clients Per Financial Advisor44
THOMPSON INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 800 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 298451
Assets Under Management $1,747,858,866
No. Of Clients1981
Clients Per Financial Advisor104
RESONANT CAPITAL ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1981 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT, INSTITUTIONAL AND BUSINESS CONSULTING SERVICES)
QualificationsFirm CRD# 171279
Assets Under Management $1,296,248,165
No. Of Clients1732
Clients Per Financial Advisor108
ISTHMUS PARTNERS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1732 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 305824
Assets Under Management $1,094,186,882
No. Of Clients5779
Clients Per Financial Advisor361
MADISON PARTNERS is a financial advisory firm situated in Madison, Wisconsin. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5779 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 323125
Assets Under Management $943,408,109
No. Of Clients3623
Clients Per Financial Advisor191
GOLDSTEIN ADVISORS, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $943M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3623 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 160109
Assets Under Management $732,818,029
No. Of Clients2556
Clients Per Financial Advisor197
WALKNER CONDON FINANCIAL ADVISORS LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $733M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2556 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 144919
Assets Under Management $472,404,489
No. Of Clients587
Clients Per Financial Advisor196
WEA FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $472M assets under management, the firm specializes in crafting personalized retirement planning solutions for 587 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other (RETIREMENT INCOME AND DISTRIBUTION ANALYSIS AND PERSONAL INVESTMENT ACCOUNTS)
QualificationsFirm CRD# 136294
Assets Under Management $431,128,690
No. Of Clients1279
Clients Per Financial Advisor160
MENDOTA FINANCIAL GROUP, LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $431M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1279 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 150824
Assets Under Management $427,505,173
No. Of Clients286
Clients Per Financial Advisor95
JOHN F SUBY WEALTH MANAGEMENT LLC is a financial advisory firm situated in Madison, Wisconsin. With a nearly $428M assets under management, the firm specializes in crafting personalized retirement planning solutions for 286 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 131668
Assets Under Management $416,091,073
No. Of Clients1395
Clients Per Financial Advisor279
POEHLING CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Madison, Wisconsin. With a nearly $416M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1395 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Appleton, Wisconsin
- Retirement Planners in Brookfield, Wisconsin
- Retirement Planners in Madison, Wisconsin
- Retirement Planners in Milwaukee, Wisconsin
- Retirement Planners in Stevens Point, Wisconsin
- Retirement Planners in Waukesha, Wisconsin
Looking for more choices? Use our free match service to compare retirement planners serving your area.