A complete list of active advisors currently associated with Madison Global Advisors LLC

Warmer can help you find a great advisor at Madison Global Advisors LLC or one who fits your needs even better.

Madison Global Advisors LLC is a team-based registered investment adviser managing roughly $71 million for about 229 clients through eight advisors. The firm provides financial planning and portfolio management services to individuals (including high‑net‑worth clients), trusts, nonprofits, corporations, and retirement plans such as pensions and profit‑sharing plans, and it offers both standard advisory accounts and a wrap fee program. The firm says it tailors portfolios to each client using asset allocation and diversification, employing fundamental, technical, charting and cyclical analysis and recommending investments that can include individual stocks, bonds, mutual funds and ETFs. Clients work with advisers to set goals and risk tolerance, and the brochure emphasizes that clients retain implementation discretion in many cases (though discretionary authority is possible when agreed). MGA is affiliated with a broker‑dealer and its investment adviser representatives are also registered representatives of that affiliated broker‑dealer; the brochure discloses that clients may engage those representatives to execute commission‑based transactions and explains the potential conflicts that can arise. The firm also highlights its wrap fee offering, its work with retirement and pooled plan clients, and discloses regulatory and customer dispute matters involving senior personnel in its public filings.

To learn more about the advisors currently working at Madison Global Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.