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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-04-2020
- Office Locations
- 31
Office Locations
About Madison Partners
Madison Partners is a fee-only fiduciary advisory firm offering secure virtual meetings nationwide and a collaborative, team-based approach. The firm provides financial planning, wealth guidance, and portfolio construction, with allocations spanning public funds and ETFs and select alternative investments when appropriate. Custody commonly through Schwab or Fidelity; recognized as Investment News Best of Madison (2021–2024).
Reported data analysis
What the numbers show
Reported AUM was unchanged at $1.3B between December 23, 2025 and September 17, 2026.
Across 5 reported observations, AUM increased 182.3% between December 21, 2022 and September 17, 2026, from $461.6M to $1.3B.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 17 advisory representatives and 2,077 clients, or 122.2 clients per representative. That equates to $627.4K in reported AUM per client.
The profile lists 31 reported office locations and 6 years in operation. The source data was last updated on September 17, 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
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Madison Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Shane Daniel Kieler
Co-Chief Executive Officer, Wealth Advisor
- CRD
- #5667045
- Ownership
- 50% but less than 75%
Mark Peter McFarland
Co-Chief Executive Officer
- CRD
- #5484760
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Brian Joseph Anania
--
- CRD
- #6796301
ROSEMARY BARNES
Wealth Advisor
- CRD
- #1483445
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,275,902,119 | $206,123 |
| Non-Discretionary | $27,207,910 | $1,182,953 |
| Total | $1,303,110,029 | $209,739 |
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Separately Managed Accounts
SMA allocation detail is available
Madison Partners has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Madison Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.