BURR RIDGE, ILCRD 122866Latest ADV February 24, 2026
Mps-Loria Financial Planners,Llc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Burr Ridge, IL. Its latest Form ADV filing, dated February 24, 2026, reports $827M in regulatory assets under management, 7 employees, and 1,670 accounts.
Assets Under Management
$827M
Employees
7
Offices
--
Total Clients
679
Primary office
BURR RIDGE, IL
7500 SOUTH COUNTY LINE ROAD, BURR RIDGE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.0% of total clients.
Top client categories% of clientsClients
1
Individuals
72.0%
489
2
HNWI
28.0%
190
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$827Mas of February 24, 2026
Discretionary95.2%
$787M
95% of total RAUM95.2%
Non-discretionary4.8%
$40M
5% of total RAUM4.8%
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$827M
Total Accounts1,670
10Y AUM Change+$472M (+133.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee97:1
10Y Employee Change-3 (-30.0%)
* 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.