# Madison Advisory Services

Madison Advisory Services is a Bank / Wealth / Trust based in White Plains, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** White Plains, United States
- **Region:** North America
- **Address:** White Plains, NY, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** madisonplanning.com
- **LinkedIn:** https://www.linkedin.com/company/madisonplanning

## Regulatory record

- **CRD number:** 132386
- **SEC file number:** 801-106492
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/132386

## About

Founded in 1997 and headquartered in White Plains, New York, Madison Advisory Services is a registered investment adviser that delivers portfolio management, risk management, and financial planning to a client base composed primarily of individuals and high-net-worth families. The firm predates the wave of independent RIAs that launched in the early 2000s, positioning it as an early entrant in the fee-based advisory movement that reshaped American wealth management. The firm's investment mandate centers on direct portfolio construction and risk oversight for private clients, though Madison does not publicly disclose asset-class allocations, specific holdings, or deployment figures. The geographic focus is the New York metropolitan area, anchored by its sole office in White Plains, Westchester County. Madison Advisory Services operates without publicized adjacent vehicles — no known philanthropic foundation, real-asset arm, or club-investment structure carries its brand. Team size is undisclosed, as is total assets under management. This opacity is consistent with a firm that serves a concentrated, private clientele and does not seek institutional capital or broader market visibility. The firm's minimal public footprint, including the absence of a LinkedIn presence or widely cited media mentions, reflects a posture built on long-standing client relationships rather than scale or brand-building. Structurally, Madison Advisory Services differs from most tracked family offices in its regulatory identity: it is a registered investment adviser, not a single-family office exempt from registration. This subjects it to SEC oversight and fiduciary standards under the Investment Advisers Act of 1940, providing clients a regulatory backstop — and a transparency mandate — that unregistered family offices do not carry. For a firm that otherwise operates with a low public profile, that registration status is a meaningful governance marker.

## Questions

### Who founded Madison Advisory Services?

The founding principal or principals are not publicly identified. Available records confirm the firm was established in 1997 in White Plains, New York, but the original leadership team and any subsequent succession remain undisclosed.

## Related profiles

- [Mader & Shannon Wealth Management](https://altss.com/profile/mader-shannon-wealth-management)
- [Madison Avenue Securities](https://altss.com/profile/madison-avenue-securities)

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Last updated: 2026-08-11T02:43:31.692Z

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