Madison Investment Advisors, LLC is a large advisory firm based in Madison. It manages $10.54 billion of regulatory assets for 9,031 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Madison Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and subadvisory portfolio management in wrap sponsor programs. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Madison Investment Advisors, LLC is $10.54 billion. The firm's AUM has grown by 56% since the beginning of its operation, and $354.61 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Madison Investment Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, charitable organizations, other investment advisers, high net worth individuals, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Madison Investment Advisors is insurance companies with 155 clients and $3.04 billion of assets under management. Among the 11 most similar advisory firms, Madison Investment Advisors has the 2nd highest percentage of insurance companies out of all clients.
The amount of regulatory assets under management is $10.54 billion for 9,031 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Madison Investment Advisors doesn't advise any private funds.
The company employs 79 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. 26 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Madison Investment Advisors, LLC performs its advisory services is located at 550 Science Drive, Madison, WI 53711, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 608-274-0300 or by fax 608-274-7905. The normal business hours are 8:00 am - 5:00 pm ct on Monday - Friday. You can find more information about the New York firm at madisonadv.com.