Company lists · Data refreshed September 2026
Top 24 Association financial advisory firms based in Madison, United States
RevenueBase identified 40 association financial advisory firms headquartered in Madison, United States as of September 2026 and tracks 370 professional contacts across them, including 158 with verified work emails. New York is the largest hub.
This list covers association financial advisory firms headquartered in Madison, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 24 largest association financial advisory firms based in Madison, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 58 contacts → | ||||
Partial evidence “Broker Dealer Offering Investments and Advisory Services: Harbour was founded in 1987, with the goal to create a full-service broker dealer that would provide outstanding…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 36 contacts → | ||||
Partial evidence “Transcend Capital Advisors is an independent Registered Investment Advisor offering wealth management services, public and private investments, strategic advisory services, and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 31 contacts → | ||||
Indirect evidence “What differentiates Madison Partners from many others in our industry is the unique partnership that is formed with each and every client.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 27 contacts → | ||||
Partial evidence “Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 18 contacts → | ||||
Strong evidence “Goldstein Advisors has assembled a team of financial planners that have the expertise and experience for all your financial planning needs.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Indirect evidence “We believe all nonprofits should have access to high-quality, low-cost, and enduring investment management services.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Indirect evidence “As an independent registered investment adviser, we provide our clients with the creative and effective solutions needed to address today’s complex wealth management challenges.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Strong evidence “Sound Financial Strategies, we are a financial advisory and money management firm dedicated to helping our clients make the connection between a life of hard work and the…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Partial evidence “Poehling Capital Management is a Registered Investment Advisory (RIA) firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Partial evidence “CLF Asset Management is an independent financial services firm based in Madison, Wisconsin.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “We’re Offering a New Take On Financial Excellence.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 contacts → | ||||
Partial evidence “We take a holistic approach to financial planning putting our fiduciary responsibility paramount in our relationship.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 contacts → | ||||
Partial evidence “When you put your financial life in the hands of a knowledgeable, experienced guide, you may give yourself the freedom to focus on what you love.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Indirect evidence “At Park Capital Management we focus on planning for your future and insuring for the unexpected.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 contacts → | ||||
Strong evidence “We are independent financial advisors based in Madison, WI.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “For more than 30 years we have been providing our clients with sophisticated financial planning counsel, unbiased asset management, investment accountability, and personalized…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Wisco is a Registered Investment Advisor (RIA) located in Madison, WI.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Partial evidence “Welcome to a brighter financial outlook.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Partial evidence “Conscious Capital Management is a low cost professional financial advice and guidance specialist in Madison, Wisconsin.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Strong evidence “Vinicius Hiratuka is a fee-only financial advisor in Madison, MS.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Crown Financial Partners, LLP was founded in 2011 as a partnership for a reason.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Strong evidence “Evolution Financial LLC is a fee-only financial advisory practice designed to help you transition through the various stages and changes life has to offer, or might throw your way.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: association financial advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names association financial advisory firms.
- Partial evidence
- Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name association financial advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 24 of 40 association financial advisory firms based in Madison, United States
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Association financial advisory firms based in Madison, United States at a glance
As of Sep 19, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Madison, so it is reported there. Company counts and contact totals on this page are exact for Madison, over 40 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among association financial advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Madison, United States whose own description of what they do matches “association financial advisory firms”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names association financial advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among association financial advisory firms, and records with no verified work email. Companies headquartered outside Madison are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 158 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Association financial advisory firms by metro in the United States
- Association financial advisory firms in New York307
- Association financial advisory firms in Atlanta196
- Association financial advisory firms in Houston169
- Association financial advisory firms in Chicago153
- Association financial advisory firms in Dallas148
- Association financial advisory firms in San Diego137
- Association financial advisory firms in Austin124
- Association financial advisory firms in Charlotte122
- Association financial advisory firms in Denver113
- Association financial advisory firms in Scottsdale109
- Association financial advisory firms in Miami108
- Association financial advisory firms in Tampa102
- Association financial advisory firms in Portland94
- Association financial advisory firms in Los Angeles91
- Association financial advisory firms in Boston90
- Association financial advisory firms in Overland Park89
- Association financial advisory firms in Cincinnati87
- Association financial advisory firms in Irvine79
- Association financial advisory firms in San Francisco79
- Association financial advisory firms in Phoenix74
- Association financial advisory firms in San Antonio74
- Association financial advisory firms in Raleigh71
- Association financial advisory firms in Greenville68
- Association financial advisory firms in Indianapolis67
- Association financial advisory firms in Minneapolis67
- Association financial advisory firms in Birmingham65
- Association financial advisory firms in Omaha65
- Association financial advisory firms in Rochester65
- Association financial advisory firms in Pittsburgh64
- Association financial advisory firms in Boca Raton62
- Association financial advisory firms in Columbus62
- Association financial advisory firms in Newport Beach61
- Association financial advisory firms in Columbia60
- Association financial advisory firms in Las Vegas58
- Association financial advisory firms in Seattle55
- Association financial advisory firms in Richmond52
- Association financial advisory firms in Troy51
- Association financial advisory firms in Orlando50
- Association financial advisory firms in Grand Rapids49
- Association financial advisory firms in Wilmington49
- Association financial advisory firms in Bellevue48
- Association financial advisory firms in Greenwood Village48
- Association financial advisory firms in Jacksonville48
- Association financial advisory firms in Washington47
- Association financial advisory firms in Louisville46
- Association financial advisory firms in Springfield46
- Association financial advisory firms in Tulsa46
- Association financial advisory firms in Colorado Springs44
- Association financial advisory firms in Fort Lauderdale44
- Association financial advisory firms in Lexington44
- Association financial advisory firms in Salt Lake City42
- Association financial advisory firms in Madison40
- Association financial advisory firms in Fort Worth39
- Association financial advisory firms in Philadelphia39
- Association financial advisory firms in Lincoln38
- Association financial advisory firms in Tucson38
- Association financial advisory firms in Brentwood37
- Association financial advisory firms in Lafayette36
- Association financial advisory firms in Memphis36
- Association financial advisory firms in Pasadena36
- Association financial advisory firms in Plano36
- Association financial advisory firms in Sarasota36
- Association financial advisory firms in St Louis36
- Association financial advisory firms in St. Louis36
- Association financial advisory firms in Alpharetta35
- Association financial advisory firms in Cleveland35
- Association financial advisory firms in Nashville35
- Association financial advisory firms in Plymouth34
- Association financial advisory firms in Virginia Beach34
- Association financial advisory firms in Kansas City33
- Association financial advisory firms in Knoxville33
- Association financial advisory firms in Rockville33
- Association financial advisory firms in Bethesda32
- Association financial advisory firms in Boise32
- Association financial advisory firms in Carmel32
- Association financial advisory firms in Charleston32
- Association financial advisory firms in Roseville32
- Association financial advisory firms in Walnut Creek32
- Association financial advisory firms in Coral Gables31
- Association financial advisory firms in Albuquerque30
- Association financial advisory firms in Ann Arbor30
- Association financial advisory firms in Baton Rouge30
- Association financial advisory firms in Frisco30
- Association financial advisory firms in Jackson30
- Association financial advisory firms in Oklahoma City30
- Association financial advisory firms in Chattanooga29
- Association financial advisory firms in Fort Collins29
- Association financial advisory firms in Franklin29
- Association financial advisory firms in Little Rock29
- Association financial advisory firms in Melville29
- Association financial advisory firms in Lake Oswego28
- Association financial advisory firms in West Des Moines28
- Association financial advisory firms in Westlake Village28
- Association financial advisory firms in Arlington27
- Association financial advisory firms in Bloomington27
- Association financial advisory firms in Fort Wayne27
- Association financial advisory firms in Greensboro27
- Association financial advisory firms in Minnetonka27
- Association financial advisory firms in Baltimore26
- Association financial advisory firms in Chesterfield26
- Association financial advisory firms in Mclean26
- Association financial advisory firms in San Jose26
- Association financial advisory firms in The Woodlands26
- Association financial advisory firms in Buffalo25
- Association financial advisory firms in Sacramento25
- Association financial advisory firms in Southfield25
- Association financial advisory firms in Towson25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names association financial advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many association financial advisory firms are there based in Madison, United States?
RevenueBase identified 40 association financial advisory firms headquartered in Madison, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Harbour Investments, INC, headquartered in Madison, tops this list with the largest team on record.
Which city has the most association financial advisory firms?
New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 158 verified decision-maker contacts tracked across these 40 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
Ready to reach these companies? Verified emails and direct dials for all 40 association financial advisory firms based in Madison, United States. Start with a free account, no credit card.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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