#1Baker Tilly Wealth Management, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC
Serves this area from Madison, WI (6 mi)
Retirement Plan Advisors in Sun Prairie, WI
The top-ranked retirement plan advisors serving Sun Prairie, WI are Baker Tilly Wealth Management, LLC, Resonant Capital Advisors, LLC and Madison Partners. We list 18 retirement plan advisors serving Sun Prairie, 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 Sun Prairie, 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 Sun Prairie
#2Resonant Capital Advisors, LLC
RESONANT CAPITAL ADVISORS, LLCServes this area from Madison, WI (11 mi)#3Madison Partners
MADISON WEALTH PARTNERS, INC.Serves this area from Madison, WI (11 mi)#4Park Capital Management, LLC
PARK CAPITAL MANAGEMENT, LLCServes this area from Fitchburg, WI (14 mi)#5Atlatl Advisers
ATLATL ADVISERS LLCServes this area from Madison, WI (14 mi)#6Madison Investment Advisors, LLC
MADISON INVESTMENT ADVISORS, LLCServes this area from Madison, WI (15 mi)#7Milestone Investment Advisors, LLC
MILESTONE INVESTMENT ADVISORS, LLCServes this area from Middleton, WI (15 mi)#8Trustage Investment Management
MEMBERS CAPITAL ADVISORS, INC.Serves this area from Madison, WI (15 mi)#9Canopy Wealth Management
ERN FINANCIAL, LLCServes this area from Middleton, WI (16 mi)#10Jacobson & Schmitt Advisors, LLC
JACOBSON & SCHMITT ADVISORS, LLCServes this area from Middleton, WI (16 mi)
8 more providers serving this area
- Goldstein Advisors, LLC, Madison, WI (16 mi)
- Clf Asset Management, Inc., Madison, WI (16 mi)
- Sentinel Advisory Group, LLC, Middleton, WI (16 mi)
- Thompson Investment Management, Inc., Madison, WI (16 mi)
- Cmg Wealth Advisors LLC, Madison, WI (16 mi)
- Yahara Wealth Management LLC, Madison, WI (17 mi)
- Walkner Condon Financial Advisors LLC, Verona, WI (20 mi)
- Coordinated Capital Securities, Inc., Fort Atkinson, WI (27 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Sun Prairie?
We list 18 retirement plan advisors serving Sun Prairie, WI: 0 based there and 18 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 Sun Prairie?
The top-ranked retirement plan advisors serving Sun Prairie, WI are Baker Tilly Wealth Management, LLC, Resonant Capital Advisors, LLC, Madison Partners, Park Capital Management, LLC and Atlatl Advisers. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Sun Prairie 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), Madison Partners (U.S. Securities and Exchange Commission), Park Capital Management, LLC (U.S. Securities and Exchange Commission) and Atlatl Advisers (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 .