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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-2012
- Office Locations
- 3
Office Locations
About Madison Advisory Services, Inc.
Madison Advisory Services, Inc. is a White Plains-based RIA with 3 offices. The firm has been operating for 13 years. Managing $509.7M in total assets under management, with 11 advisory representatives. They custody assets with SEI.
Reported data analysis
What the numbers show
Between December 19, 2025 and April 3, 2026, reported AUM increased 18.9%, from $428.9M to $509.7M.
Across 5 reported observations, AUM increased 34.8% between December 6, 2022 and April 3, 2026, from $378.0M to $509.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 1,102 clients, or 100.2 clients per representative. That equates to $462.6K in reported AUM per client.
The profile lists 3 reported office locations and 13 years in operation. The source data was last updated on April 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Madison Advisory Services, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DEAN ERIC MCBETH
Chief Financial Officer, Managing Partner
- CRD
- #4450820
- Ownership
- Less than 5%
BENJAMIN DAVID SCHWARTZ
Chief Operating Officer
- CRD
- #5947172
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Gabriella Lynne Bermudez
Client Services Associate
- CRD
- #5840008
Kenneth Christopher Fadden
Account Manager
- CRD
- #7780644
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $509,747,075 | $228,689 |
| Non-Discretionary | $0 | -- |
| Total | $509,747,075 | $228,689 |
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Separately Managed Accounts
SMA allocation detail is available
Madison Advisory Services, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.