National Retirement Planning Experts

National Coverage
Local Professionals

MADISON INVESTMENT ADVISORS, LLC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#110297
SEC#801-52751
Assets Managed by Firm$13,237,436,659
No. of Clients14743
No. of Advisors95

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 ClientsAUM
Firm Total14743$13,237,436,659
Individuals (other than high net worth individuals)11259$2,924,366,266
High net worth individuals1778$2,513,606,590
Pension and profit sharing plans213$556,835,109
Charitable organizations624$1,732,154,105
Corporations or other businesses561$1,256,339,583

More Retirement Planning firms in Madison, Wisconsin:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue
Milwaukee, WI, 53202-5391
$287,514,955,4533315004069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$281,345,911,20025260
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$151,331,807,781259503
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd
Madison, WI, 53705
$35,460,961,00035064
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$28,558,864,1663114

Explore More Retirement Advisors in Madison, Wisconsin