Company lists · Data refreshed September 2026
Top 21 Investment management firms based in Madison, United States
RevenueBase identified 35 investment management firms headquartered in Madison, United States as of September 2026 and tracks 308 professional contacts across them, including 145 with verified work emails. New York is the largest hub.
This list covers investment management 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 20, 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 21 largest investment management firms based in Madison, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 103 contacts → | ||||
Partial evidence “Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 27 contacts → | ||||
Partial evidence “Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 22 contacts → | ||||
Partial evidence “Resonant Capital Advisors is a Wealth and Asset Management firm based in Madison, Wisconsin and founded in 2018.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Indirect evidence “Isthmus Partners serves individuals and families; institutions; and financial advisors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 10 contacts → | ||||
Partial evidence “Pinnacle Trust offers integrated financial solutions in four primary areas: Asset Management, Financial Planning, Trust Services and Corporate Retirement Plans – all designed to…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Indirect evidence “The only constant in life is change.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “At Atlas Wealth Advisers, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or twenty five years away.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Partial evidence “Triumph Wealth Management LLC is committed to becoming your trusted partner in the journey toward financial success.” Source: RevenueBase Database · checked Sep 20, 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Indirect evidence “We’re Offering a New Take On Financial Excellence.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Partial evidence “We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Indirect evidence “Welcome to Cultivate Wealth!” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Partial evidence “Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Partial evidence “Wisco is a Registered Investment Advisor (RIA) located in Madison, WI.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “At Tota Vita Financial Associates, our strategies take everything into consideration.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Indirect evidence “Welcome to a brighter financial outlook.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Indirect 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 20, 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 20, 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: investment management 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 investment management firms.
- Partial evidence
- Its own public description names part of investment management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management 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 21 of 35 investment management firms based in Madison, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 145 reachable decision-makers.
Free signup · no credit card
Investment management firms based in Madison, United States at a glance
As of Sep 20, 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 35 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 investment management 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 “investment management 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 investment management 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 investment management 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, 145 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 20, 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.
Investment management firms by metro in the United States
- Investment management firms in New York348
- Investment management firms in Chicago141
- Investment management firms in Atlanta122
- Investment management firms in Dallas111
- Investment management firms in Houston110
- Investment management firms in Boston96
- Investment management firms in San Diego93
- Investment management firms in Miami85
- Investment management firms in San Francisco84
- Investment management firms in Austin80
- Investment management firms in Scottsdale73
- Investment management firms in Los Angeles70
- Investment management firms in Denver67
- Investment management firms in Charlotte66
- Investment management firms in Tampa62
- Investment management firms in Portland58
- Investment management firms in Minneapolis55
- Investment management firms in Newport Beach54
- Investment management firms in Cincinnati52
- Investment management firms in Overland Park52
- Investment management firms in Irvine49
- Investment management firms in Raleigh46
- Investment management firms in Seattle45
- Investment management firms in Columbus43
- Investment management firms in Omaha43
- Investment management firms in San Antonio42
- Investment management firms in Indianapolis41
- Investment management firms in Pittsburgh41
- Investment management firms in Boca Raton39
- Investment management firms in Phoenix39
- Investment management firms in Birmingham35
- Investment management firms in Columbia35
- Investment management firms in Greenwood Village35
- Investment management firms in Las Vegas35
- Investment management firms in Madison35
- Investment management firms in Naples35
- Investment management firms in Richmond35
- Investment management firms in Rochester35
- Investment management firms in Springfield34
- Investment management firms in Fort Worth33
- Investment management firms in Washington33
- Investment management firms in Nashville32
- Investment management firms in Sarasota32
- Investment management firms in Grand Rapids31
- Investment management firms in Greenville30
- Investment management firms in Louisville30
- Investment management firms in Wilmington30
- Investment management firms in Tucson29
- Investment management firms in Bellevue28
- Investment management firms in Plano28
- Investment management firms in Jacksonville27
- Investment management firms in Memphis27
- Investment management firms in Pasadena26
- Investment management firms in Philadelphia26
- Investment management firms in Troy26
- Investment management firms in Colorado Springs25
- Investment management firms in Salt Lake City25
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 investment management 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 investment management firms are there based in Madison, United States?
RevenueBase identified 35 investment management 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?
Madison Investments, headquartered in Madison, tops this list with the largest team on record.
Which city has the most investment management firms?
New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).
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 145 verified decision-maker contacts tracked across these 35 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 35 investment management firms based in Madison, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment management firms by geography
- Investment management firms based in Calgary, Canada
- Investment management firms based in Montreal, Canada
- Investment management firms based in Toronto, Canada
- Investment management firms based in Vancouver, Canada
- Investment management firms based in Winnipeg, Canada
- Investment management firms based in Ahmedabad, India
- Investment management firms based in Bangalore, India
- Investment management firms based in Bengaluru, India
- Investment management firms based in Chennai, India
- Investment management firms based in Hyderabad, India
- Investment management firms based in Kolkata, India
- Investment management firms based in Mumbai, India
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Investment management firms based in Calgary, Canada
- Investment management firms based in Montreal, Canada
- Investment management firms based in Toronto, Canada
- Investment management firms based in Vancouver, Canada
- Investment management firms based in Winnipeg, Canada
- Investment management firms based in Ahmedabad, India