DEER PARK, ILCRD 123279Latest ADV February 24, 2026
Woodfield Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Deer Park, IL. Its latest Form ADV filing, dated February 24, 2026, reports $230M in regulatory assets under management, 3 employees, and 390 accounts.
Assets Under Management
$230M
Employees
3
Offices
--
Total Clients
395
Primary office
DEER PARK, IL
21660 W. FIELD PKWY SUITE 290, DEER PARK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.0% of total clients.
Top client categories% of clientsClients
1
Individuals
62.0%
245
2
HNWI
34.9%
138
3
Pension Plans
1.5%
6
4
Insurance Cos.
1.5%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of February 24, 2026
Discretionary88.6%
$204M
89% of total RAUM88.6%
Non-discretionary11.4%
$26M
11% of total RAUM11.4%
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$230M
Total Accounts390
10Y AUM Change+$94M (+69.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee132:1
10Y Employee Change0 (0.0%)
* 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.