MADISON INVESTMENT ADVISORS
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17Rank #860 of mapped providers
Assets under administration$6.2B0.0%Market share · rank #1601
Fees received$1MMedian $46,014/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MADISON INVESTMENT ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where MADISON INVESTMENT ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 13 | $46,014 | |
Investment advisory (plan)Code 27 | 2 | $66,280 | |
Consulting (general); Direct payment from the plan; Investment advisory (plan); Investment managementCode 16 | 1 | $106,095 | |
Other commissionsCode 55 | 1 | $0 |
Competitor overlap
Percent of MADISON INVESTMENT ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MADISON INVESTMENT ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12NY · 516045262-002 | VSS STRUCTURED CAPITAL PARALLEL III | $155M |
Plans lost in 2024
Appeared last year under MADISON INVESTMENT ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $200,168 | 10y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $108,478 | 3y | - |
THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUSTMI · 386080404-001 | $923M | 8,404 | $77,096 | 4y | - |
JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUNDMI · 383240423-001 | $531M | 17,503 | $106,095 | 4y | - |
BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLANMN · 416046858-001 | $388M | 3,302 | $28,675 | 8y | - |
TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSIONMN · 416046858-003 | $292M | 3,052 | $44,832 | 8y | - |
DRUMMOND COMPANY, INC.AL · 630653224-001 | $222M | 1,132 | $123,760 | 10y | - |
STRAND ASSOCIATES, INC.WI · 391020418-002 | $190M | 558 | $143,963 | 10y | - |
BOARD OF TRUSTEES PENSION FUND OF HEAT AND FROST INSULATORS LOCAL 12NY · 516045262-002 | $155M | 910 | $8,017 | 1y | - |
BRADFORD WHITE CORPORATIONPA · 232384646-003 | $79M | 1,136 | $14,173 | 8y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into MADISON INVESTMENT ADVISORS.
- BROADVIEW ADVISORS
- BROADVIEW ADVISORS, LLC
- MADISON
- MADISON AVENUE SECURITIES
- MADISON AVENUE SECURITIES LLC
- MADISON CORE PROPERTY FUND, LP
- MADISON INVESTMENT ADVISORS
- MADISON INVESTMENT ADVISORS INC.
- MADISON INVESTMENT ADVISORS LLC
- MADISON INVESTMENT ADVISORS, INC.
- MADISON INVESTMENT ADVISORS, LCC
- MADISON INVESTMENT ADVISORS, LLC
- MADISON INVESTMENTS
- MADISON PARK ADVISORS, LLC
- MADISON REALTY CAPITAL
- MADISON REALTY CAPITAL LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MADISON INVESTMENT ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 5.88% | 7.76% | -1.88 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.88% | 1.76% | +4.12 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MADISON INVESTMENT ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent