Resource Financial Group, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmette, IL. Its latest Form ADV filing, dated March 28, 2026, reports $637M in regulatory assets under management, 8 employees, and 934 accounts.
Assets Under Management
$637M
Employees
8
Offices
--
Total Clients
271
Primary office
WILMETTE, IL
1000 SKOKIE BLVD., SUITE 525, WILMETTE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.8% of total clients.
Top client categories% of clientsClients
1
HNWI
97.8%
265
2
Pension Plans
2.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$637Mas of March 28, 2026
Discretionary75.4%
$481M
75% of total RAUM75.4%
Non-discretionary24.6%
$157M
25% of total RAUM24.6%
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$637M
Total Accounts934
10Y AUM Change+$455M (+249.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee34:1
10Y Employee Change-1 (-11.1%)
* 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.