#1Atlatl Advisers
ATLATL ADVISERS LLC
Based in Madison, WI
Retirement Plan Advisors in Madison, WI
The top-ranked retirement plan advisors serving Madison, WI are Atlatl Advisers, Clf Asset Management, Inc. and Cmg Wealth Advisors LLC. We list 18 retirement plan advisors serving Madison, 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 Madison, 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 Madison
#2Clf Asset Management, Inc.
CLF ASSET MANAGEMENT, INC.Based in Madison, WI#3Cmg Wealth Advisors LLC
CMG WEALTH ADVISORS LLCBased in Madison, WI#4Goldstein Advisors, LLC
GOLDSTEIN ADVISORS, LLCBased in Madison, WI#5Madison Investment Advisors, LLC
MADISON INVESTMENT ADVISORS, LLCBased in Madison, WI#6Madison Partners
MADISON WEALTH PARTNERS, INC.Based in Madison, WI#7Resonant Capital Advisors, LLC
RESONANT CAPITAL ADVISORS, LLCBased in Madison, WI#8Thompson Investment Management, Inc.
THOMPSON INVESTMENT MANAGEMENT, INC.Based in Madison, WI#9Trustage Investment Management
MEMBERS CAPITAL ADVISORS, INC.Based in Madison, WI#10Yahara Wealth Management LLC
YAHARA WEALTH MANAGEMENT LLCBased in Madison, WI
8 more providers serving this area
- Milestone Investment Advisors, LLC, Middleton, WI (4 mi)
- Park Capital Management, LLC, Fitchburg, WI (4 mi)
- Canopy Wealth Management, Middleton, WI (5 mi)
- Jacobson & Schmitt Advisors, LLC, Middleton, WI (5 mi)
- Sentinel Advisory Group, LLC, Middleton, WI (5 mi)
- Baker Tilly Wealth Management, LLC, Madison, WI (8 mi)
- Walkner Condon Financial Advisors LLC, Verona, WI (8 mi)
- Coordinated Capital Securities, Inc., Fort Atkinson, WI (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Madison?
We list 18 retirement plan advisors serving Madison, WI: 10 based there and 8 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 Madison?
The top-ranked retirement plan advisors serving Madison, WI are Atlatl Advisers, Clf Asset Management, Inc., Cmg Wealth Advisors LLC, Goldstein Advisors, LLC and Madison Investment Advisors, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Madison are verified against official records?
10 of the top 10 match an active official record: Atlatl Advisers (U.S. Securities and Exchange Commission), Clf Asset Management, Inc. (U.S. Securities and Exchange Commission), Cmg Wealth Advisors LLC (U.S. Securities and Exchange Commission), Goldstein Advisors, LLC (U.S. Securities and Exchange Commission) and Madison 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 .