MADISON INVESTMENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $13.84B |
| Discretionary | $13.84B100% of AUM |
| Client Accounts | 16,164 |
| Avg Account Size | $856K |
| Employees | 92 |
| Peak AUM | $19.43BMar 2022 |
| AUM CAGR | +18.5% /yrover 25 yrs · 68 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $13.8B | +3.7% | +2.2% | +0.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $13.84B |
| Discretionary | $13.84B |
| Employees | 92 |
| Client Accounts | 16164 |
| Client Range | More than 500 |
Contact & Location
Address
550 SCIENCE DRIVE
MADISON WI 53711
Phone
608-274-0300
Filing History
68 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$13.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment Adviser