Fee-OnlyFinder

Advisory Research INC

% of assets managed in Chicago, IL

SEC registeredNo commissions reported

Call (312) 565-1414Send a messageMap ↗

Public-record details

Address
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
Phone
(312) 565-1414
Listed under
% of assets managed
CRD number
108254
Registration
SEC registered since 1978-11-07
Compensation (Form ADV 5.E)
Percentage of assets under management; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Portfolio management for individuals/small businesses
Regulatory assets under management
$991.3 million
Accounts managed
444
Clients reported (Form ADV 5.D)
444
Individual / high-net-worth clients
275 / 130
Employees
14
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-20

SEC registered investment adviser, CRD 108254, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Chicago

103 Advisory Group231 S. Lasalle Street, 21st Floor · Chicago, IL 60604 · (312) 543-8759 · Financial planningCRD 314694 · % of assets, Fixed fees · $257.2 million AUMSEC registeredNo commissions reportedAam10 S. Riverside Plaza, Ste 700 · Chicago, IL 60606 · (312) 263-2900 · Flat / fixed feesCRD 109875 · % of assets, Fixed fees, Performance-based fees · $27.5 billion AUMSEC registeredNo commissions reportedAaron Wealth Advisors515 N. State St., Suite 1770 · Chicago, IL 60654 · (312) 506-5780 · Flat / fixed feesCRD 298079 · % of assets, Fixed fees · $4.3 billion AUMSEC registeredNo commissions reportedAccess Financial Group, INC.118 N. Clinton Street, Suite 450 · Chicago, IL 60661 · (312) 655-8200 · % of assets managedCRD 33065 · % of assets · $302.3 million AUMSEC registeredNo commissions reportedAlerce Investment Management, L.P.676 North Michigan Ave., Suite 4000 · Chicago, IL 60611 · (312) 448-5500 · % of assets managedCRD 285746 · % of assets, Performance-based fees · $226.9 million AUMSEC registeredNo commissions reportedAltair Advisers, LLC225 W. Washington Street, Suite 2400 · Chicago, IL 60606 · (312) 429-3000 · Financial planningCRD 120642 · % of assets, Hourly charges, Fixed fees · $9.8 billion AUMSEC registeredNo commissions reportedAltman Advisors233 S Wacker Dr., Suite 9750 · Chicago, IL 60606 · (312) 759-7801 · Financial planningCRD 281778 · % of assets, Hourly charges, Fixed fees · $483.4 million AUMSEC registeredNo commissions reportedAon Investments USA INC.200 East Randolph Street, Suite 600 · Chicago, IL 60601 · (312) 381-7963 · Hourly feesCRD 105596 · % of assets, Hourly charges, Fixed fees · $151.0 billion AUMSEC registeredNo commissions reported

All 174 in Chicago →