Overview
Assets Under Management: $13.3 billion
Headquarters: MADISON, WI
High-Net-Worth Clients: 2,109
Average Client Assets: $1 million
Frequently Asked Questions
MADISON INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110297), MADISON INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
MADISON INVESTMENT ADVISORS, LLC is headquartered in MADISON, WI.
MADISON INVESTMENT ADVISORS, LLC serves 2,109 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, MADISON INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MADISON INVESTMENT ADVISORS, LLC manages $13.3 billion in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, MADISON INVESTMENT ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.66
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 15,949
Discretionary Accounts: 15,949
Regulatory Filings
CRD Number: 110297
Filing ID: 1960149
Last Filing Date: 2025-03-28 11:33:00
Website: https://madisonadv.com