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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MADRID RETIREMENT ADVISORS

MADRID FINANCIAL SERVICES, INC., CRD 172464

MANHATTAN BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e8f0cd6-7c9d-d9d8-8c50-a1e3527d407e

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2026 to Feb 23, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $184MItem 5.F on the latest filing (2026-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $181M
Private client RAUM: $184MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $92.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 490
Individual clients: 0
High net worth clients: 244
SEC number: 801-135653
CRD: 172464
Filings on the tape: 1
First filed: Feb 23, 2026
Latest filed: Feb 23, 2026
Organised: Corporation, CA
Website: madridretirementadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JERRY R MADRID	Certified Financial Planner	MANHATTAN BEACH, CA	11	23	2	yes
DIEGO HERNAN PARRA-CORTEZ	n/a	MANHATTAN BEACH, CA	0	10	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MADRID, JERRY, R	CEO, CCO	E	yes	07/2009	Feb 23, 2026	Feb 23, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 23, 2026	$184M	$181M	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$184M	n/a	n/a	n/a	n/a	2	n/a	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
LPL FINANCIAL LLC	2	Feb 4, 2019	Aug 28, 2020	MANHATTAN BEACH, CA	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (4)

← DIEGO HERNAN PARRA-CORTEZAdvisorregistration: current employment
Feb 23, 2026 to presentfactForm ADV
← JERRY R MADRIDAdvisorregistration: current employment
Feb 12, 2015 to presentfactForm ADV
← Carly Marie JeavonsAdvisorregistration: previous registration
Sep 19, 2016 to Feb 4, 2019factForm ADV
← ELIZABETH CHRISTINA DE MUROAdvisorregistration: previous registration
Jun 12, 2018 to Feb 4, 2019factForm ADV

Controls (1)

← MADRID, JERRY, ROwnerCEO, CCO, ownership code E, individual
Feb 23, 2026 to presentfactForm ADV

Moved with (1)

→ LPL FINANCIAL LLCRegistered adviser2 advisors, team lift out, same day
Feb 4, 2019 to Aug 28, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0e8f0cd6-7c9d-d9d8-8c50-a1e3527d407e
First observed: Feb 23, 2026
Last observed: Feb 23, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MADRID RETIREMENT ADVISORS

MADRID FINANCIAL SERVICES, INC., CRD 172464

MANHATTAN BEACH, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0e8f0cd6-7c9d-d9d8-8c50-a1e3527d407e

Data as of Feb 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:09 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JERRY R MADRID

Certified Financial Planner

MANHATTAN BEACH, CA

yes

DIEGO HERNAN PARRA-CORTEZ

n/a

MANHATTAN BEACH, CA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MADRID, JERRY, R

CEO, CCO

yes

07/2009

Feb 23, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 23, 2026

$184M

$181M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$184M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

LPL FINANCIAL LLC

Feb 4, 2019

Aug 28, 2020

MANHATTAN BEACH, CA

Team lift out

RIA to RIA

66.7%