Madison Investment Advisors, LLC

Retirement Plan Advisor

Madison, WI

About Madison Investment Advisors, LLC

<p>Founded in 1974, Madison Investments has built its practice around active, risk-managed portfolios and a disciplined approach to portfolio construction. The firm is an employee-owned registered investment advisor with $23.0B in assets under management (2026).</p> <p>Headquartered in Madison in south-central Wisconsin, with an additional office in Milwaukee, the firm works with organizations across the greater Madison and Milwaukee metro areas and beyond. Madison Investments supports financial intermediaries and institutions, including financial advisors, RIAs, banks, credit unions, institutional consultants, and insurance companies.</p> <p>Its investment lineup spans fixed income, equity, and multi-asset strategies. Fixed income offerings include Core Bond, Corporate Bond, and Government strategies, alongside a range of equity styles and multi-asset solutions.</p> <p>What differentiates Madison Investments is its employee-owned structure paired with a stated “Actively Invested” focus, with teams building high-conviction portfolios while keeping risk and stability in view.</p> <ul> <li>Employee-owned registered investment advisor</li> <li>Active, risk-managed portfolio management</li> <li>Fixed income strategies: Core Bond, Corporate Bond, Government</li> <li>Equity and multi-asset investment strategies</li> <li>Works with advisors, RIAs, banks, credit unions, consultants, and insurers</li> </ul>

Website: https://madisoninvestments.com/

Founded: 1974

Office Locations

  • Milwaukee, WI
  • Madison, WI (Headquarters)

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $23.0B

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
QUAD/GRAPHICS DIVERSIFIED PLAN QUAD/GRAPHICS, INC., WI $2.1B 8,513
ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO, NY $1.8B 5,885
DRUMMOND COMPANY, INC. REVISED PENSION PLAN DRUMMOND COMPANY, INC., AL $222M 252
STRAND ASSOCIATES, INC. EMPLOYEES PROFIT SHARING TRUST STRAND ASSOCIATES, INC., WI $190M 480
PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12 BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12, NY $150M 391
401(k) Retirement Plan Healthcare Sponsor, WI $8M

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