Company lists · Data refreshed September 2026

Top 21 Portfolio management firms based in Madison, United States

Name: Portfolio management firms based in Madison, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 36 companies tracked

RevenueBase identified 36 company matches for portfolio management firms associated with Madison, United States as of September 2026 and tracks 303 professional contacts across them, including 139 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Madison has 36.

This list covers company matches for portfolio management firms associated with Madison, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

36Companies

303Contacts tracked

139Verified emails

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The 21 largest portfolio management firms based in Madison, United States

Ranked by team size

Top 21 of 36 company matches for portfolio management firms based in Madison, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Madison Investments	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	51-200	103 contacts →
	Exact match “Madison Investments is 100% employee-owned and has been based in Wisconsin’s capital city since its founding in 1974.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Principle Wealth	Exact match	Madison, CT, United StatesHQ recorded Sep 20, 2026	11-50	27 contacts →
	Exact match “Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Resonant Capital Advisors	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “Resonant Capital Advisors is a Wealth and Asset Management firm based in Madison, Wisconsin and founded in 2018.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Isthmus Partners, LLC	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “Isthmus Partners serves individuals and families; institutions; and financial advisors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Pinnacle Trust	Exact match	Madison, MS, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Pinnacle Trust offers integrated financial solutions in four primary areas: Asset Management, Financial Planning, Trust Services and Corporate Retirement Plans – all designed to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Sound Financial Strategies Group	Exact match	Madison, MS, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Enrich Financial Partners LLC	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “The only constant in life is change.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Atlas Wealth Advisers	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Triumph Wealth Management, LLC	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Triumph Wealth Management LLC is committed to becoming your trusted partner in the journey toward financial success.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	CLF Asset Management	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “CLF Asset Management is an independent financial services firm based in Madison, Wisconsin.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	LBW Wealth Management	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “We’re Offering a New Take On Financial Excellence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Investor's Resource	Exact match	Madison, AL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “We are a comprehensive wealth management team of experienced advisors who strive to earn our clients' trust for life’s most important decisions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Cultivate Wealth	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Welcome to Cultivate Wealth!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Mendota Financial Group	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Madison Financial Planning	Exact match	Madison, CT, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “For more than 30 years we have been providing our clients with sophisticated financial planning counsel, unbiased asset management, investment accountability, and personalized…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Wisco Investment Management LLC	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Wisco is a Registered Investment Advisor (RIA) located in Madison, WI.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Tota Vita Financial Associates	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	51-200	2 contacts →
	Exact match “At Tota Vita Financial Associates, our strategies take everything into consideration.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	American Investment Advisors, INC	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Canary Wealth Strategies Financial & Investment Management Advisor Representatives	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Welcome to a brighter financial outlook.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Ellis Wealth Advisors, LLC	Exact match	Madison, AL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Conscious Capital Management	Exact match	Madison, WI, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Conscious Capital Management is a low cost professional financial advice and guidance specialist in Madison, Wisconsin.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “portfolio management firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 21 of 36 portfolio management firms based in Madison, United States

See the full list, filter by size, metro and specialty, and access 139 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio management firms based in Madison, United States at a glance

As of Sep 20, 2026

45.9%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 36 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Madison, United States whose business descriptions match “portfolio management firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 139 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Portfolio management firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Madison, United States?

RevenueBase identified 36 company matches for portfolio management firms associated with Madison, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Madison Investments tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Madison has 36.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 139 professional contacts with verified work emails tracked across these 36 companies; direct dials are available where recorded.

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.

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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 SmartSearch, 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.