Fiducient Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 30, 2026, reports $97.5B in regulatory assets under management, 210 employees, 17 offices, and 1,241 accounts.
Assets Under Management
$97.5B
Employees
210
Offices
17 offices
Total Clients
1,239
Primary office
CHICAGO, IL
500 W MADISON STREET, SUITE 3260, CHICAGO, IL, United States
Top client segmentHNWI represent 41.8% of total clients.
Top client categories% of clientsClients
1
HNWI
41.8%
518
2
Charitable
27.5%
341
3
Pension Plans
16.5%
205
4
Individuals
13.8%
171
5
Corporations
0.3%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$97.5Bas of March 30, 2026
Discretionary53.8%
$52.5B
54% of total RAUM53.8%
Non-discretionary46.2%
$45.1B
46% of total RAUM46.2%
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$97.5B
Total Accounts1,241
10Y AUM Change+$86.2B (+758.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees210
Clients per Employee6:1
10Y Employee Change+139 (+195.8%)
* 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.