The firm, which manages approximately $1.7 billion in assets, achieved a compound annual growth rate between 41% and 50% during the evaluation period. This performance occurred despite significant market volatility between September 2020 and September 2025. The ranking, produced in partnership with Plant-A Insights Group, relies on independent methodology assessing client retention, adviser expertise, and service breadth rather than paid placements or applications.

Mark McFarland, Co-CEO of Madison Partners, attributed the firm's placement to a deliberate commitment to its fee-only fiduciary model. By eschewing commissions and third-party compensation, the firm focuses on integrated financial strategies covering retirement income, tax planning, and estate management. The team serves a national client base of pre-retirees and retirees, utilizing a virtual-first service structure staffed by CFP and CFA designees.