Company lists · Data refreshed September 2026
Top 24 Specialist investment managers based in Madison, United States
RevenueBase identified 42 specialist investment managers headquartered in Madison, United States as of September 2026 and tracks 378 professional contacts across them, including 188 with verified work emails. New York is the largest hub.
This list covers specialist investment managers 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 22, 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 specialist investment managers 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 22, 2026Thanks. The Data Team will review it. | |||||
| 2 | 36 contacts → | ||||
Strong 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 22, 2026Thanks. The Data Team will review it. | |||||
| 3 | 27 contacts → | ||||
Partial evidence “Principle Wealth is an independent registered investment advisory firm located in Madison and Westport, Connecticut.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 5 | 17 contacts → | ||||
Indirect evidence “Isthmus Partners serves individuals and families; institutions; and financial advisors.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Strong 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 22, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Indirect evidence “The only constant in life is change.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 11 | 8 contacts → | ||||
Partial evidence “CLF Asset Management is an independent financial services firm based in Madison, Wisconsin.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “We’re Offering a New Take On Financial Excellence.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 14 | 6 contacts → | ||||
Indirect 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 22, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Partial evidence “At Park Capital Management we focus on planning for your future and insuring for the unexpected.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “Welcome to Cultivate Wealth!” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 22, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “Wisco is a Registered Investment Advisor (RIA) located in Madison, WI.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Partial evidence “We are an independent wealth management firm focused on serving families of substantial means who wish to maintain a long term relationship with a firm committed to simplifying…” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “Welcome to a brighter financial outlook.” Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Strong evidence “Conscious Capital Management is a low cost professional financial advice and guidance specialist in Madison, Wisconsin.” Source: RevenueBase Database · checked Sep 22, 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: specialist investment managers. 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 specialist investment managers.
- Partial evidence
- Its own public description names part of specialist investment managers, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name specialist investment managers. 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 42 specialist investment managers based in Madison, United States
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Specialist investment managers based in Madison, United States at a glance
As of Sep 22, 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 42 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 specialist investment managers, 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 “specialist investment managers”. 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 specialist investment managers), 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 specialist investment managers, 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, 188 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 22, 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.
Specialist investment managers by metro in the United States
- Specialist investment managers in New York1021
- Specialist investment managers in Chicago270
- Specialist investment managers in Miami238
- Specialist investment managers in Dallas234
- Specialist investment managers in Atlanta213
- Specialist investment managers in Boston203
- Specialist investment managers in Houston195
- Specialist investment managers in San Francisco173
- Specialist investment managers in Los Angeles166
- Specialist investment managers in San Diego148
- Specialist investment managers in Denver138
- Specialist investment managers in Austin130
- Specialist investment managers in Charlotte120
- Specialist investment managers in Scottsdale109
- Specialist investment managers in Newport Beach104
- Specialist investment managers in Tampa91
- Specialist investment managers in Minneapolis80
- Specialist investment managers in Seattle80
- Specialist investment managers in Portland72
- Specialist investment managers in Cincinnati68
- Specialist investment managers in Irvine67
- Specialist investment managers in Stamford64
- Specialist investment managers in Columbus62
- Specialist investment managers in Overland Park60
- Specialist investment managers in Pittsburgh59
- Specialist investment managers in Raleigh59
- Specialist investment managers in Washington59
- Specialist investment managers in Boca Raton58
- Specialist investment managers in San Antonio58
- Specialist investment managers in Naples56
- Specialist investment managers in Indianapolis55
- Specialist investment managers in Las Vegas55
- Specialist investment managers in Omaha55
- Specialist investment managers in Phoenix53
- Specialist investment managers in Richmond51
- Specialist investment managers in Birmingham50
- Specialist investment managers in Greenwich50
- Specialist investment managers in Sarasota50
- Specialist investment managers in Bellevue49
- Specialist investment managers in Wilmington49
- Specialist investment managers in Salt Lake City48
- Specialist investment managers in Fort Worth47
- Specialist investment managers in Greenville47
- Specialist investment managers in Philadelphia47
- Specialist investment managers in Nashville46
- Specialist investment managers in Orlando46
- Specialist investment managers in Louisville45
- Specialist investment managers in Greenwood Village44
- Specialist investment managers in Fort Lauderdale42
- Specialist investment managers in Madison42
- Specialist investment managers in Memphis41
- Specialist investment managers in Pasadena41
- Specialist investment managers in Rochester41
- Specialist investment managers in Jacksonville40
- Specialist investment managers in Columbia38
- Specialist investment managers in Cleveland37
- Specialist investment managers in Coral Gables37
- Specialist investment managers in Grand Rapids37
- Specialist investment managers in Springfield36
- Specialist investment managers in Tulsa36
- Specialist investment managers in New York City34
- Specialist investment managers in Westport34
- Specialist investment managers in Lexington33
- Specialist investment managers in Plano33
- Specialist investment managers in Walnut Creek33
- Specialist investment managers in Bethesda31
- Specialist investment managers in Lake Oswego31
- Specialist investment managers in Red Bank31
- Specialist investment managers in West Palm Beach31
- Specialist investment managers in Alpharetta30
- Specialist investment managers in Charleston30
- Specialist investment managers in Colorado Springs30
- Specialist investment managers in St. Louis30
- Specialist investment managers in Beverly Hills29
- Specialist investment managers in Tucson29
- Specialist investment managers in Baton Rouge28
- Specialist investment managers in Boulder27
- Specialist investment managers in Santa Monica27
- Specialist investment managers in Troy27
- Specialist investment managers in Westlake Village27
- Specialist investment managers in Melville26
- Specialist investment managers in Princeton26
- Specialist investment managers in Santa Barbara26
- Specialist investment managers in Baltimore25
- Specialist investment managers in Bloomfield Hills25
- Specialist investment managers in Bloomington25
- Specialist investment managers in Brentwood25
- Specialist investment managers in Greensboro25
- Specialist investment managers in La Jolla25
- Specialist investment managers in Naperville25
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 specialist investment managers, 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 specialist investment managers are there based in Madison, United States?
RevenueBase identified 42 specialist investment managers 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 specialist investment managers?
New York leads with 1021 headquartered companies, followed by Chicago (270) and Miami (238).
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 188 verified decision-maker contacts tracked across these 42 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 22, 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 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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