Roberts, Glore & Co. is an SEC registered investment adviser organized as a corporation with a primary office location in Deerfield, IL. Its latest Form ADV filing, dated March 5, 2026, reports $938M in regulatory assets under management, 7 employees, and 1,158 accounts.
Assets Under Management
$938M
Employees
7
Offices
--
Total Clients
397
Primary office
DEERFIELD, IL
707 LAKE COOK ROAD, SUITE 210, DEERFIELD, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 49.6% of total clients.
Top client categories% of clientsClients
1
Individuals
49.6%
197
2
HNWI
46.9%
186
3
Charitable
1.5%
6
4
Pension Plans
1.0%
4
5
Corporations
0.8%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$938Mas of March 5, 2026
Discretionary73.1%
$686M
73% of total RAUM73.1%
Non-discretionary26.9%
$252M
27% of total RAUM26.9%
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$938M
Total Accounts1,158
10Y AUM Change+$368M (+64.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee57:1
10Y Employee Change+1 (+16.7%)
* 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.