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Fidelon
← All firms
Market Standing · 2026
The most transparent firms in Madison.
103 scored firmsTop 5 recognizedfidelon.com/markets/madison-wi
1IA-only—92.4Arank within Top 5; below the 80 standard
2IA-only$201M91.1ARecognized · Top 5
3
Rex Leigh Jones
CRD 113117
IA-only$43.9M91ARecognized · Top 5
4
Fiscal Fitness
CRD 140148
IA-only—91Arank within Top 5; below the 80 standard
5
Perk Planning
CRD 166369
IA-only—91Arank within Top 5; below the 80 standard
6
Fg Financial
CRD 312218
IA-only—91A—
7IA-only$1.1M91A—
8IA-only—91A—
9IA-only$272M91A—
10IA-only$112M91A—
11IA-only—90.9A—
12IA-only—90.4A—
13IA-only$46.2M90.1A—
14IA-only$6.7M89.8A—
15IA-only$138M89.8A—
16
Atlatl Advisers
CRD 284036
IA-only$393M89.7A—
17IA-only$47.2M89.4A—
18IA-only$367M89.1A—
19IA-only$9M89.1A—
20
Harmony Wealth
CRD 314817
IA-only$7.3M89.1A—
21
Ecio
CRD 301432
IA-only$396M89A—
22IA-only$878M88.9A—
23IA-only$174M88.9A—
24IA-only$5.3M88.9A—
25IA-only$508M88.6A—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.