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MADISON ADVISORY SERVICES, INC.

WHITE PLAINS, NY · CRD 132386 · IAPD ↗ · madisonplanning.com · 914-328-8558

$509.7MRegulatory AUM
11Advisory reps
16Employees
0Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — MADISON ADVISORY SERVICES, INC. changed its website from madisonplanning.net to madisonplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2026 — MADISON ADVISORY SERVICES, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MADISON ADVISORY SERVICES, INC. shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2026 — MADISON ADVISORY SERVICES, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — MADISON ADVISORY SERVICES, INC. crossed $500M in regulatory AUM ($428.9M -> $509.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
December 2025 — MADISON ADVISORY SERVICES, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
July 2025 — MADISON ADVISORY SERVICES, INC. grew from 11 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.