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Resonant Capital Advisors

EST. AUM
$2,955,062,146

CONTACTS
17

CLIENT ACCOUNTS
2,816

Firm Details

Metro area Madison
CRD Number 298451
Website resonantcapital.com
Client types

Overview

Resonant Capital Advisors is a Registered Investment Advisor (RIA) based in Madison, Wisconsin and founded in 2018. Resonant serves institutional and high net-worth clients, with an emphasis on multi-generational family businesses, entrepreneurs, and practice- or firm-owning professionals. In addition to planning and investment solutions, Resonant provides business transition planning, outsourced chief investment officer services and coordination with outside service providers including tax, legal, banking and insurance professionals.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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