WHITE PLAINS, NYCRD 132386Latest ADV April 3, 2026
Madison Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in White Plains, NY. Its latest Form ADV filing, dated April 3, 2026, reports $510M in regulatory assets under management, 16 employees, 3 offices, and 2,229 accounts.
Assets Under Management
$510M
Employees
16
Offices
3 offices
Total Clients
1,102
Primary office
WHITE PLAINS, NY
10 NEW KING ST, SUITE 104, WHITE PLAINS, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.6% of total clients.
Top client categories% of clientsClients
1
Individuals
79.6%
877
2
HNWI
18.4%
203
3
Pension Plans
1.6%
18
4
Charitable
0.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$510Mas of April 3, 2026
Discretionary100.0%
$510M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$510M
Total Accounts2,229
10Y AUM Change+$384M (+305.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee69:1
10Y Employee Change+5 (+45.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.