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MADISON INVESTMENT ADVISORS, LLC
CRD 110297File 801-52751
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$13.84B
Top 10% of cohort (national)
Discretionary AUM
$13.84B
Clients
16,164
16,164 accounts
Employees
92
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 29, 1996
- Principal office
- 550 SCIENCE DRIVE, MADISON, WI, 53711
- Phone
- 608-274-0300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $13.84B
- Discretionary AUM
- $13.84B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16,164
- Non-discretionary accounts
- 0
- Total accounts
- 16,164
- AUM per client
- $856K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 495 | $1.35B |
| Insurance companies | 106 | $1.97B |
| Charitable organizations | 622 | $2.06B |
| High net worth individuals | 2,243 | $3.04B |
| Banking or thrift institutions | 87 | $610.5M |
| Pension and profit sharing plans | 169 | $498.9M |
| State or municipal government entities | 83 | $1.03B |
| Individuals (other than high net worth individuals) | 12,359 | $3.28B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.