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MADISON INVESTMENT ADVISORS, LLC
CRD 110297 · SEC 801-52751
550 SCIENCE DRIVE, MADISON, WI, 53711, United States
Phone
608-274-0300
Fax
608-274-7905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.84B
Discretionary AUM
$13.84B
Team
92 total employees; 44 advisory reps; 74 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersSUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12359 | $3.28B |
| High net worth individuals | 2243 | $3.04B |
| Banking/thrift institutions | 87 | $610.5M |
| Pension/profit sharing plans | 169 | $498.9M |
| Charitable organizations | 622 | $2.06B |
| State/municipal entities | 83 | $1.03B |
| Insurance companies | 106 | $1.97B |
| Corporations/business entities | 495 | $1.35B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD