RIA IntelAdvisersNew YorkMADISON ASSET ADVISORS, LLC

MADISON ASSET ADVISORS, LLC

Advisory

NY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in NY
#4,933
of 5,722 advisers by AUM
Average account
$392K
across 64 accounts
AUM per adviser
$25M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$25M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$25M
Discretionary AUM$19M
Non-Discretionary AUM$6M
Discretionary %76.2%
Total Clients15
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

BRYCE CAPITAL MANAGEMENT LLC
ROCHESTER, NY
$25M
-77.1% 1Y
JEANNERET J P ASSOCIATES INC
LIVERPOOL, NY
$25M
+338.1% 1Y
EUREKA WEALTH SOLUTIONS
NEW YORK, NY
$25M
+17.0% 1Y
PROVIDENT GROUP ASSET MANAGEMENT LLC
NEW YORK, NY
$25M
-16.0% 1Y
COLUCCI WEALTH MANAGEMENT LLC
BRIGHTWATERS, NY
$25M
FRUITFUL ADVISORY, LLC
NEW YORK, NY
$25M

Get the full picture on MADISON ASSET ADVISORS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MADISON ASSET ADVISORS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans