Resonant Capital Advisors

What Resonant Capital Advisors does

Resonant Capital Advisors is an independent, employee-owned SEC-registered investment advisory firm founded in 2018 and headquartered in Madison, Wisconsin, with a second office in Brookfield (Milwaukee). The firm operates a unified wealth management platform organized around three service lines: Financial Planning (goals, cash flow, net worth, insurance, and legacy planning integrated with investment recommendations), Investment Solutions (tax-efficient portfolio management using low-cost ETFs and access to alternatives including real estate, private equity, and hedge funds), and Advisory Solutions (multi-generational family wealth, business transition, outsourced CIO, and family office coordination).

The technology stack is built on third-party, integrated platforms rather than proprietary systems: Addepar for real-time portfolio and balance-sheet reporting, RightCapital for collaborative financial planning, and ShareFile for secure document exchange. Specialized add-on services include Donor Advised Funds through Fidelity Charitable and Schwab Charitable, 401(k) plan advisory, estate planning using structures such as IDGTs and GRATs, HSA planning, business transition planning, and automated/robo-advisory portfolio management. The firm publishes quarterly market commentary ("The Resonant Review") and maintains a community involvement program spanning the UW Waisman Center, Wisconsin Family Business Center, and other Wisconsin-based organizations.

Resonant monetizes exclusively through fee-based investment advisory charges on assets under management, currently approximately $1.3 billion as of January 2023. The go-to-market is direct and relationship-led, targeting high-net-worth individuals, multi-generational families, business owners, entrepreneurs, practice- or firm-owning professionals, and a smaller subset of institutional clients (including outsourced CIO mandates). The firm had 21 team members as of 2023-2024 and is led by Ben Dickey (CEO/President), Walter Dewey (Executive Chairman/Chief Investment Strategist), Richard Thompson (CIO), Dan Blake (COO and Director of Alternatives), and Jill Derr (CFO and Director of Family Office Services). The firm received Financial Times 300 Top Registered Investment Adviser recognition in 2020.

Name

Resonant Capital Advisors

Legal name

Resonant Capital Advisors LLC

Website

https://resonantcapital.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Resonant Capital Advisors is an independent, employee-owned SEC-registered RIA managing approximately $1.3B in assets for high-net-worth individuals, multi-generational families, business owners, and select institutional clients through financial planning, investment management, and family office services across Wisconsin.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Financial Planning–Led RIAs (FSAAACAB), Tax-Focused Wealth Management RIAs (FSAAACAD), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Wealth management services
• Investment advisory services
• Financial planning services
• Portfolio management services
• Family office services

Headquarters

HQ city

Madison

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Fee-based investment advisory services for high net-worth individuals, families, and institutional clients managing over $1.3 billion in assets

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Resonant Capital Advisors is an independent, employee-owned SEC-registered investment advisory firm providing wealth management services through three core lines: Financial Planning (goal setting, cash flow, net worth, legacy planning), Investment Solutions (tax-efficient portfolio management using ETFs, alternative investments, and direct private investments), and Advisory Solutions (multi-generational family wealth, business transition, and family office services). The firm manages over $1.3 billion in assets under management for high net-worth individuals, families, business owners, and institutional clients.

Product overview

Resonant Capital Advisors is an independent, employee-owned Registered Investment Advisory (RIA) firm offering a comprehensive wealth management platform. The firm operates as a unified platform combining three core service lines: Financial Planning (comprehensive plans integrated with investment recommendations), Investment Solutions (tax-efficient portfolio management with access to alternative investments), and Advisory Solutions (multi-generational family office services). The platform includes integrated technology tools (Addepar for portfolio reporting, RightCapital for financial planning, ShareFile for document management) that provide clients with real-time access to their financial information. Additional specialized services include Donor Advised Fund management, 401(k) advisory, estate planning, business transition planning, and HSA planning. The firm serves high net-worth individuals, multi-generational families, business owners, and institutional clients with approximately $1.3 billion in assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning service that includes assessment of client goals, budget and cash flow analysis, net worth and insurance review, and legacy plans. The service integrates with investment recommendations and provides actionable steps for clients. Targets high net-worth individuals, families, and business owners.
• Investment Solutions Tax-efficient investment portfolio management services including low-cost ETF strategies, alternative investments (real estate, private equity, hedge funds), and direct private investment solutions. Includes real-time portfolio reporting for client balance-sheet insights. For high net-worth individuals, families, business owners, and institutional clients.
• Advisory Solutions Comprehensive advisory services for multi-generational family wealth, business owners, and complex client circumstances. Includes business transition planning, outsourced CIO services, family office coordination, and integrated client solutions. For families and business owners with complex wealth needs.
• Outsourced Chief Investment Officer (OCIO) OCIO services providing investment oversight and management for clients who require dedicated chief investment officer expertise without maintaining internal resources.
• Family Office Services Comprehensive family office services for largest clients, including transition across generations, advisor coordination, complex ownership and management structure advising, and collective investment vehicle setup.
• Donor Advised Fund (DAF) Services Charitable planning and investment management services through Donor Advised Funds, offered in partnership with Fidelity Charitable and Schwab Charitable, providing upfront tax benefits and flexible grant-making.
• 401(k) Plan Advisory Services Advisory services for employer-sponsored retirement plans, including plan evaluation, investment selection, and participant education.
• Estate Planning Services Strategic estate planning services including Intentionally Defective Grantor Trusts (IDGTs), Grantor Retained Annuity Trusts (GRATs), and coordination with estate planning attorneys.
• Business Transition Planning Planning services for business owners addressing succession planning, generational transfer, and sale of business assets.
• Health Savings Account (HSA) Planning HSA planning services helping clients optimize triple-tax-advantaged health savings accounts for healthcare and retirement expenses.

Named customers4 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Feature3 records

Partnerships

Eight partnerships are on record, tiered core and minor.

• Wisconsin Family Business Center (FBC)coreStrategic or Co-development Partner · 4 March 2021Resonant Capital Advisors is a sponsor of the Wisconsin Family Business Center, a supportive community of business-owning families committed to learning together. Ben Dickey serves on the FBC Advisory Board and leads strategic planning efforts. The firm makes multiple presentations to members and sponsors throughout the year.
• AddeparcoreTechnology or IntegrationAddepar is used as the portfolio reporting and investment dashboard platform, providing clients with real-time insight into their balance sheets and portfolio performance.
• Empty Stocking ClubminorOthersCommunity charity partnership supporting the Wisconsin State Journal Empty Stocking Club, distributing toys to families in need during the holiday season.
• Big Brothers Big Sisters of Dane CountyminorOthersSponsored and attended the Big Brother Big Sisters of Dane County's BIG House Party virtual event supporting mentoring in the Madison community.
• Cars Curing KidsminorOthersSponsored and participated in the 1st Annual Cruise-In featuring exotic cars, with proceeds going toward Cars Curing Kids supporting childhood disease research.
• American Family Children's HospitalminorOthersSupported the 100th Birthday Gala for UW Health Children's Hospital, raising funds for the facility serving Wisconsin's youngest patients.
• UW Carbone Cancer CenterminorOthersSupported the Flow Cytometry Laboratory at the UW Carbone Cancer Center, the only comprehensive cancer center in Wisconsin with highest NCI ranking.
• UW Waisman CenterminorOthersWalter Dewey serves on the Center's board of visitors. The firm supports the Down Syndrome Catalyst Fund through the Waisman Center.

Scale indicators6 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, financial planning, and family office services to HNW clients. Comparable in service breadth, independent ownership structure, and multi-generational wealth focus, though significantly larger in scale.
• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning, investment management, and tax services. Similar in providing fee-only fiduciary advisory services to HNW individuals and families with a team-based service model.
• Cerity Partners: Independent wealth management firm offering financial planning, investment advisory, tax, and family office services to UHNW clients. Directly comparable in comprehensive service suite and multi-generational wealth specialization.
• Moneta Group: Independent, employee-owned RIA providing wealth management, financial planning, and investment advisory to HNW individuals and families. Closely comparable in independent fiduciary structure and family wealth focus.
• Modera Wealth Management: Fee-only RIA providing comprehensive financial planning, investment management, and tax services. Comparable in fiduciary model, fee-only structure, and serving HNW clients with multi-generational planning needs.
• Aspiriant: Independent RIA focused on HNW individuals, families, and institutions, offering integrated wealth management, tax, and estate planning services. Similar in service model and target clientele.
• Carson Group: Fast-growing RIA platform serving financial advisors and their HNW clients with wealth management, coaching, and technology tools. Comparable in growth trajectory and comprehensive service offering.
• Homrich Berg: Fee-only RIA providing wealth management and financial planning to HNW individuals and families. Similar in independent fiduciary model, fee-based structure, and comprehensive planning focus.

Broad incumbents

• CapGroup: Large, established investment management firm serving institutional and individual investors. Comparable in offering investment advisory and wealth management services, though more institutionally focused than Resonant's HNW focus.

Others

• Charles Schwab Wealth Advisory:

Market position

Strengths1 record

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/resonant-capital

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Resonant Capital Advisors