Firm profile

AON INVESTMENTS USA INC.

CHICAGO, ILCRD 105596Latest ADV March 25, 2026

Aon Investments USA Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 25, 2026, reports $151.0B in regulatory assets under management, 255 employees, 14 offices, and 300 accounts.

Assets Under Management
$151.0B
Employees
255
Offices
14 offices
Total Clients
579
Primary office
CHICAGO, IL
200 EAST RANDOLPH STREET, SUITE 600, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CCOMatthew B. Wallace
COODavid J. Testore
CIOKevin M. Zagortz

Advisory services offered

6 types reported
Educational seminars/workshops
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 47.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
47.0%
272
2
Corporations
24.0%
139
3
Irrevocable Trusts/Estates
12.4%
72
4
Government
5.5%
32
5
Pooled Investment Vehicles
5.4%
31
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
Insurance companies<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$151.0Bas of March 25, 2026
Discretionary78.5%
$118.5B
78% of total RAUM78.5%
Non-discretionary21.5%
$32.5B
22% of total RAUM21.5%
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.

Latest AUM$151.0B
Total Accounts300
10Y AUM Change+$82.3B (+119.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees255
Clients per Employee2:1
10Y Employee Change-100 (-28.2%)

* 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.