Interactive Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in New Lenox, IL. Its latest Form ADV filing, dated March 27, 2026, reports $240M in regulatory assets under management, 33 employees, 26 offices, and 2,075 accounts.
Assets Under Management
$240M
Employees
33
Offices
26 offices
Total Clients
1,307
Primary office
NEW LENOX, IL
100 BATSON CT., SUITE 104, NEW LENOX, 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
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 97.6% of total clients.
Top client categories% of clientsClients
1
Individuals
97.6%
1,275
2
HNWI
2.4%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of March 27, 2026
Discretionary100.0%
$240M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$240M
Total Accounts2,075
10Y AUM Change+$29M (+14.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee40:1
10Y Employee Change-36 (-52.2%)
* 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.