100% free for youGet matched

Madison Avenue Securities, LLC

San Diego, CA·SEC-registered · CRD #23224

Fiduciary

Madison Avenue Securities, LLC is an SEC-registered investment advisory firm in San Diego, CA managing $2.0B across 17k client accounts, with 81 advisory staff.

Regulatory snapshot

Verify on SEC.gov

Regulatory AUM

$2.0B

Client accounts

17k

Advisory staff

Fee model

Fee-based

How Madison Avenue Securities, LLC is paid

Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.

% of assetsHourlyCommissionsPerformance-basedFee-based

BEFORE YOU CALL MADISON AVENUE SECURITIES, LLC

See how Madison compares to your best-matched advisor

Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Madison Avenue Securities, LLC. Free, about 2 minutes, no obligation.

Get matched & compareFree · 2 minutes · No obligation

Client reviews

No reviews yet

Worked with Madison Avenue Securities, LLC? Be the first to share your experience — every review is verified by a human before publishing.

Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.

Common questions about Madison Avenue Securities, LLC

How much does Madison Avenue Securities, LLC manage?

Per its most recent SEC Form ADV filing (05/06/2026), Madison Avenue Securities, LLC reports $2.0B in regulatory assets under management across roughly 17k client accounts.

How does Madison Avenue Securities, LLC charge?

Madison Avenue Securities, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.

Is Madison Avenue Securities, LLC a fiduciary?

Yes. Madison Avenue Securities, LLC is registered with the U.S. Securities and Exchange Commission (CRD #23224), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.

Is Madison Avenue Securities, LLC taking new clients like me?

Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Madison Avenue Securities, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.

Other advisory firms in San Diego, CA

Fairview Capital$2.0B AUM · fee-based Sofi Wealth LLC$2.0B AUM · fee-only Jsf Financial, LLC$2.0B AUM · fee-based Hcr Wealth Advisors$2.0B AUM · fee-based

Profile compiled from Madison Avenue Securities, LLC's public SEC Form ADV filing (CRD #23224, filed 05/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Madison Avenue Securities, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Madison Avenue Securities, LLC? Claim this profile.