550 Science Drive
Madison, Wisconsin 53711
Tel: 608-274-0300
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
$151,331,807,781 | 259 | 503 | |
$35,460,961,000 | 350 | 64 | |
$28,558,864,166 | 31 | 14 |
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