Madison Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Madison, WI. Its latest Form ADV filing, dated April 16, 2026, reports $1.3B in regulatory assets under management, 17 employees, 6 offices, and 6,213 accounts.
Assets Under Management
$1.3B
Employees
17
Offices
6 offices
Total Clients
2,077
Primary office
MADISON, WI
1502 W BROADWAY, SUITE 301, MADISON, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.6% of total clients.
Top client categories% of clientsClients
1
Individuals
80.6%
1,675
2
HNWI
17.7%
367
3
Pension Plans
1.7%
35
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of April 16, 2026
Discretionary97.9%
$1.3B
98% of total RAUM97.9%
Non-discretionary2.1%
$27M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts6,213
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee122:1
10Y Employee Change+15 (+750.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.