Wealth Manager
    SEC Registered
    Manages Private Funds

    Madison Investment Advisors, LLC

    Registered investment advisor · Madison, Wisconsin · CRD #110297

    Assets Under Management
    $13.8B
    Client Accounts
    16,164
    Employees
    92
    CRD Number
    110297
    Registration
    SEC Registered
    Custodian
    Morgan Stanley Smith Barney Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Madison Investment Advisors, LLC

    Madison Investments is an independent, employee-owned investment management firm based in Madison, Wisconsin. Founded in 1974, the firm specializes in actively managed, risk-conscious portfolios across equities, fixed income, and multi-asset classes. With over $22 billion in assets under management as of December 2022, Madison serves a diverse range of clients, including financial intermediaries, institutions, pensions, endowments, corporations, municipalities, insurance companies, and private c

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Madison Investment Advisors, LLC

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    Frequently Asked Questions

    What is Madison Investment Advisors, LLC's AUM?

    Madison Investment Advisors, LLC reports approximately $13.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Madison Investment Advisors, LLC headquartered?

    Madison Investment Advisors, LLC is headquartered in Madison, Wisconsin.

    What is Madison Investment Advisors, LLC's CRD number?

    Madison Investment Advisors, LLC's CRD number is 110297. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Madison Investment Advisors, LLC manage?

    Madison Investment Advisors, LLC manages approximately 16,164 client accounts according to its latest SEC filing.

    Is Madison Investment Advisors, LLC SEC registered?

    Yes, Madison Investment Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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