Retirement Plan Advisors in Fitchburg, WI
The top-ranked retirement plan advisors serving Fitchburg, WI are Park Capital Management, LLC, Atlatl Advisers and Walkner Condon Financial Advisors LLC. We list 18 retirement plan advisors serving Fitchburg, WI. 18 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 Fitchburg, WI (Dane County). 18 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 Fitchburg
- PARK CAPITAL MANAGEMENT, LLCBased in Fitchburg, WI
#2Atlatl Advisers
ATLATL ADVISERS LLCServes this area from Madison, WI (3 mi)#3Walkner Condon Financial Advisors LLC
WALKNER CONDON FINANCIAL ADVISORS LLCServes this area from Verona, WI (5 mi)#4Madison Investment Advisors, LLC
MADISON INVESTMENT ADVISORS, LLCServes this area from Madison, WI (5 mi)#5Trustage Investment Management
MEMBERS CAPITAL ADVISORS, INC.Serves this area from Madison, WI (6 mi)#6Madison Partners
MADISON WEALTH PARTNERS, INC.Serves this area from Madison, WI (6 mi)#7Resonant Capital Advisors, LLC
RESONANT CAPITAL ADVISORS, LLCServes this area from Madison, WI (7 mi)#8Milestone Investment Advisors, LLC
MILESTONE INVESTMENT ADVISORS, LLCServes this area from Middleton, WI (8 mi)#9Cmg Wealth Advisors LLC
CMG WEALTH ADVISORS LLCServes this area from Madison, WI (8 mi)#10Clf Asset Management, Inc.
CLF ASSET MANAGEMENT, INC.Serves this area from Madison, WI (8 mi)
8 more providers serving this area
- Yahara Wealth Management LLC, Madison, WI (8 mi)
- Goldstein Advisors, LLC, Madison, WI (8 mi)
- Thompson Investment Management, Inc., Madison, WI (9 mi)
- Canopy Wealth Management, Middleton, WI (9 mi)
- Jacobson & Schmitt Advisors, LLC, Middleton, WI (9 mi)
- Sentinel Advisory Group, LLC, Middleton, WI (9 mi)
- Baker Tilly Wealth Management, LLC, Madison, WI (11 mi)
- Coordinated Capital Securities, Inc., Fort Atkinson, WI (30 mi)
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Frequently asked questions
How many retirement plan advisors serve Fitchburg?
We list 18 retirement plan advisors serving Fitchburg, WI: 1 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 Fitchburg?
The top-ranked retirement plan advisors serving Fitchburg, WI are Park Capital Management, LLC, Atlatl Advisers, Walkner Condon Financial Advisors LLC, Madison Investment Advisors, LLC and Trustage Investment Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Fitchburg are verified against official records?
10 of the top 10 match an active official record: Park Capital Management, LLC (U.S. Securities and Exchange Commission), Atlatl Advisers (U.S. Securities and Exchange Commission), Walkner Condon Financial Advisors LLC (U.S. Securities and Exchange Commission), Madison Investment Advisors, LLC (U.S. Securities and Exchange Commission) and Trustage Investment Management (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 .