#1Baker Tilly Wealth Management, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
Serves this area from Madison, WI (26 mi)
Retirement Plan Advisors in Columbia County, WI
The top-ranked retirement plan advisors serving Columbia County, WI are Baker Tilly Wealth Management, LLC, Resonant Capital Advisors, LLC and Canopy Wealth Management. We list 17 retirement plan advisors serving Columbia County, WI. 17 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Columbia County, WI. 17 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Columbia County
#2Resonant Capital Advisors, LLC
RESONANT CAPITAL ADVISORS, LLCServes this area from Madison, WI (28 mi)#3Canopy Wealth Management
ERN FINANCIAL, LLCServes this area from Middleton, WI (28 mi)#4Jacobson & Schmitt Advisors, LLC
JACOBSON & SCHMITT ADVISORS, LLCServes this area from Middleton, WI (28 mi)#5Milestone Investment Advisors, LLC
MILESTONE INVESTMENT ADVISORS, LLCServes this area from Middleton, WI (28 mi)#6Sentinel Advisory Group, LLC
SENTINEL ADVISORY GROUP, LLCServes this area from Middleton, WI (28 mi)#7Goldstein Advisors, LLC
GOLDSTEIN ADVISORS, LLCServes this area from Madison, WI (29 mi)#8Thompson Investment Management, Inc.
THOMPSON INVESTMENT MANAGEMENT, INC.Serves this area from Madison, WI (29 mi)#9Clf Asset Management, Inc.
CLF ASSET MANAGEMENT, INC.Serves this area from Madison, WI (29 mi)#10Cmg Wealth Advisors LLC
CMG WEALTH ADVISORS LLCServes this area from Madison, WI (29 mi)
7 more providers serving this area
- Yahara Wealth Management LLC, Madison, WI (29 mi)
- Madison Partners, Madison, WI (29 mi)
- Trustage Investment Management, Madison, WI (29 mi)
- Madison Investment Advisors, LLC, Madison, WI (30 mi)
- Atlatl Advisers, Madison, WI (31 mi)
- Park Capital Management, LLC, Fitchburg, WI (31 mi)
- Walkner Condon Financial Advisors LLC, Verona, WI (35 mi)
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Frequently asked questions
How many retirement plan advisors serve Columbia County?
We list 17 retirement plan advisors serving Columbia County, WI: 0 based there and 17 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Columbia County?
The top-ranked retirement plan advisors serving Columbia County, WI are Baker Tilly Wealth Management, LLC, Resonant Capital Advisors, LLC, Canopy Wealth Management, Jacobson & Schmitt Advisors, LLC and Milestone Investment Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Columbia County are verified against official records?
10 of the top 10 match an active official record: Baker Tilly Wealth Management, LLC (U.S. Securities and Exchange Commission), Resonant Capital Advisors, LLC (U.S. Securities and Exchange Commission), Canopy Wealth Management (U.S. Securities and Exchange Commission), Jacobson & Schmitt Advisors, LLC (U.S. Securities and Exchange Commission) and Milestone Investment Advisors, LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Portage, Columbus, Lake Wisconsin, Lodi, Wisconsin Dells, Poynette, Pardeeville, Fall River, Rio, Arlington, Cambria, Wyocena, Friesland, Doylestown, Dekorra