Madison Recognized by CNBC as #25 in Top 100 Industry List

We have great news to share! Madison Wealth Management has been named to the 2023 CNBC Financial Advisor Top 100 List of financial advisory firms in the United States. CNBC, in partnership with data provider, AccuPoint, presents this prestigious honor to advisors who effectively help clients navigate their financial lives. From an initial list of over 40,000 Registered Investment Advisors in the SEC regulatory database, Madison was ranked #25 in the Top 100 List.

“We are honored and exceptionally proud to receive CNBC’s Top 100 List recognition which affirms our dedication and commitment to helping our clients achieve their goals while working and succeeding as a team,” said Jim McDermott, Madison’s Co-Founder and President.

The CNBC FA Top 100 ranking, which considers various factors beyond assets under management, recognizes those advisory firms that help people make smart financial decisions. Other factors in the ranking include, but are not limited to, years in business, total accounts under management, and the number of certified financial planners and investment advisors employed by Madison. Please go to CNBC.com/FA100 to view the complete list and the methodology used in the process.

Madison is deeply grateful to its clients and team members, as our success is a reflection of our commitment to you. We are passionate about our mission. One of our main priorities is to form long-lasting relationships with our clients and team members, where we build upon a foundation of understanding, trust, communication, and mutual respect.

Disclosure: The award mentioned above should not be construed as a guarantee that a client or prospective client will experience a certain level of results if Madison is engaged, or continues to be engaged; nor should it be construed as a current or past endorsement of Madison or any of its representatives by any of its clients. Investment performance is not a criterion for the above listed award. Neither Madison nor any of its employees pay a fee in exchange for inclusion of awards. For more information, visit our website at https://www.madisonadvisors.com/important-disclosure-information/

CNBC FA 100: The 2023 CNBC FA100 list is based on a proprietary methodology developed by CNBC in partnership with data provider, AccuPoint Solutions. Madison Wealth Management is not affiliated with CNBC or AccuPoint. The ranking methodology consisted of first analyzing a variety of core data points from AccuPoint’s database of over 40,646 registered investment advisory firms. Consideration for the ranking is therefore limited to advisers for which AccuPoint had access to relevant data. AccuPoint then applied weighted categories to further refine and rank the firms, ultimately creating the list of the Top 100. The primary data points used in the analysis were reviewed, either as a minimum baseline or within a range, eliminating those firms that did not meet requirements. Once the initial list was compiled, weightings were also applied accordingly. These data appoints included: disclosures; number of years in the business; number of employees; number of certified financial planners; number of investment advisors registered with the firm; the ration of investment advisors to total number of employees; total assets under management; percentage of discretionary assets under management; total accounts under management; number of states where the firm is registered; and country of domicile.