Aam 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 24, 2026, reports $27.5B in regulatory assets under management, 49 employees, 3 offices, and 846 accounts.
Assets Under Management
$27.5B
Employees
49
Offices
3 offices
Total Clients
123
Primary office
CHICAGO, IL
10 S. RIVERSIDE PLAZA, STE 700, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentInsurance Cos. represent 97.6% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
97.6%
120
2
HNWI
1.6%
2
3
Corporations
0.8%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$27.5Bas of March 24, 2026
Discretionary97.2%
$26.7B
97% of total RAUM97.2%
Non-discretionary2.8%
$760M
3% of total RAUM2.8%
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$27.5B
Total Accounts846
10Y AUM Change+$9.2B (+50.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees49
Clients per Employee3:1
10Y Employee Change+4 (+8.9%)
* 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.