Madison Investment Advisors LLC

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Assets, Funds, Holdings

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Madison Investment Advisors LLC
CRD #110297
SEC #801-52751
CIK #0001507115
AUM $13.2 BB (2024-03-22)
Employees 95 (45% Investors, 14% Brokers)
Phone608-274-0300
Address550 Science Drive
Madison, WI 53711
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
2016128402001200920172025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 11,259 2.9
(b) Individuals (high net worth individuals) 1,778 2.5
(c) Banking or thrift institutions 99 0.7
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 213 0.6
(h) Charitable organizations 624 1.7
(i) State or municipal government entities 75 0.9
(j) Other investment advisers 0 0.0
(k) Insurance companies 134 2.6
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 561 1.3
(n) Other 0 0.0
Total 14,743 13.2
By Discretionary
Discretionary 14,743 13.2
Non-Discretionary 0 0.0
Total 14,743 13.2
By Non-United States Persons
Non-United States Persons 1.2
United States Persons 12.0
Total 14,743 13.2
EDGAR Form CIK 2011 - 2024
13F-NT [0001507115]
Related Firms State AUM ($BB)
Madison Investment Advisors LLC
WI 13.2
Hansberger Growth Investors LP
WI 0.0
Madison Investment Holdings Inc
WI 0.0
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Mycio Wealth Partners LLC
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Advanced Research Investment Solutions LLC
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Westwood Global Investments LLC
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Mason Investment Advisory Services Inc
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