Madison Investment Advisors, LLC

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Client assets under management

$6,325,051,712

Clients

14,602

15% high-net worth

Advisors

of 92 employees

Firm type

Multi Team

Clients per advisor

608

Very High

Average account size

$433,163

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Subadvisory portfolio management in wrap sponsor programs and models

Main office location

Madison Investment Advisors, LLC

550 Science Drive

Madison WI 53711, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 608-274-0300

Advisors at this firm

Joshua O

Series 66

Madison, WI

Madison Investment Advisors, LLC

Joel D

Series 63, Series 65

Madison, WI

Madison Investment Advisors, LLC

Kiernan H

Series 63, Series 65

Madison, WI

Madison Investment Advisors, LLC

Nicholas H

Series 66

Madison, WI

Madison Investment Advisors, LLC

Timothy V

Series 65

Madison, WI

Madison Investment Advisors, LLC

Mindi E

Series 63, Series 66

Madison, WI

Madison Investment Advisors, LLC

Jeffrey S

Series 63, Series 65

Madison, WI

Madison Investment Advisors, LLC

Leslie O

Series 63, Series 65

Madison, WI

Madison Investment Advisors, LLC

Natalie J

Series 63, Series 65

Madison, WI

Madison Investment Advisors, LLC

Maya B

CFA®, Series 65

Madison, WI

Madison Investment Advisors, LLC

Christopher R

Series 63, Series 66

Madison, WI

Madison Investment Advisors, LLC

Michael G

Series 63, Series 66

Madison, WI

Madison Investment Advisors, LLC

Jeffrey M

CFA®, Series 63

Madison, WI

Madison Investment Advisors, LLC

Christopher A

Series 66

Madison, WI

Madison Investment Advisors, LLC

Stuart D

Series 66

Madison, WI

Madison Investment Advisors, LLC

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