Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Madison Advisory Services, Inc. financial advisors in White Plains, NY

Every SEC-registered investment adviser representative at a Madison Advisory Services, Inc. office in White Plains, A to Z.

The short answer

9 registered advisors work at Madison Advisory Services, Inc. in White Plains, out of 11 at the firm nationwide; it ranks number 9 in the city by advisors. 1 list the CFP designation and 7 are also registered broker representatives.

Madison Advisory Services, Inc. advisors in White Plains, A to Z

Every Madison Advisory Services, Inc. advisor →

Madison Advisory Services, Inc. advisors in every city and state →Madison Advisory Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Madison Advisory Services, Inc. advisors in other cities

Lake Worth, FL 1Raleigh, NC 1

Other firms in White Plains

All White Plains advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 61J.P. Morgan Securities LLC 30Eagle Strategies LLC 25Stifel, Nicolaus & Company, Incorporated 15Ameriprise Financial Services, LLC 14LPL Enterprise, LLC 13Tortoise Investment Management, LLC 10LPL Financial LLC 9Td Private Client Wealth LLC 7Benjamin F. Edwards & Company, Inc. 5Cetera Investment Advisers LLC 5Matrix Asset Advisors Inc. 5

Questions

How many financial advisors does Madison Advisory Services, Inc. have in White Plains?

9 investment adviser representatives are registered at Madison Advisory Services, Inc. offices in White Plains, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 11 nationwide. 1 list the CFP designation and 7 are also registered as broker representatives.

Is Madison Advisory Services, Inc. one of the largest advisor employers in White Plains?

Madison Advisory Services, Inc. ranks number 9 in White Plains by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 61.

How do I check a Madison Advisory Services, Inc. advisor in White Plains?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Madison Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.