MADISON INVESTMENT ADVISORS, LLC

550 Science Drive
Madison, Wisconsin 53711
Tel: 608-274-0300

About MADISON INVESTMENT ADVISORS, LLC

MADISON INVESTMENT ADVISORS, LLC, formally registered with the SEC as MADISON INVESTMENT ADVISORS, LLC. The firm was established in 08/29/1996. They have over 2 offices throughout the country.

MADISON INVESTMENT ADVISORS, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $13,237,436,659 assets under management, offering retirement planning & investment advisory services to 14743 clients. The firm is staffed with 95 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110297
SEC#	801-52751
Assets Managed by Firm	$13,237,436,659
No. of Clients	14743
No. of Advisors	95

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS)

Firm Client Information

	No. of Clients	AUM
Firm Total	14743	$13,237,436,659
Individuals (other than high net worth individuals)	11259	$2,924,366,266
High net worth individuals	1778	$2,513,606,590
Pension and profit sharing plans	213	$556,835,109
Charitable organizations	624	$1,732,154,105
Corporations or other businesses	561	$1,256,339,583

More Retirement Planning firms in Madison, Wisconsin:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14
FIDUCIARY MANAGEMENT, INC. 790 N. Water Street, Suite 2100 Milwaukee, WI, 53202	$14,936,427,714	769	26

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