firm profile
Madison Investment Advisors, LLC
Overview
Madison Investment Advisors, LLC is an SEC registered investment adviser based in Madison, WI, registered since 1996. It reports $13.8B in assets under management across 16,164 accounts, with 92 employees. It has 20 investment adviser representatives.
- Reported AUM
- $13.8B
- Discretionary
- 100%
- Accounts
- 16,164
- Average account
- $856K
- Employees
- 92
- Advisory reps
- 20
- Registered since
- 1996
- Jurisdictions
- 53
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 8
- Steven Allan Carl Chief Distribution Officer, Chairman of Executive Committee, Board Member CRD 2749848
- Jill Manternach Friedow Chief Technology Officer CRD 5745793
- Mark Dana Henrickson Chief Financial Officer CRD 4667962
5 more executive officers, with direct contact details
Advisory reps 3 of 20
- Christopher Anthony Aleman Registered Rep · Investment Adviser Rep CRD 5354977
- Steven Allan Carl Registered Rep · Investment Adviser Rep CRD 2749848
- Stuart Paul Dybdahl Registered Rep · Investment Adviser Rep CRD 6073827
17 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 550 Science Dr
Madison, WI 53711 - County
- Dane
- Metro area
- Madison, WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: madisoninvestments.com
Every state, with registration dates
Similar firms near Madison
- Trustage Investment ManagementMadison, WI$39.5B AUM
- Harbour Investments, Inc.Madison, WI$9.6B AUM
- Baker Tilly Wealth Management, LLCMadison, WI$5.2B AUM
- Madison Asset ManagementMadison, WI$4.9B AUM
- Thompson Investment Management, Inc.Madison, WI$3.1B AUM
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