Financial Solutions Advisory Group is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 25, 2026, reports $935M in regulatory assets under management, 10 employees, and 360 accounts.
Assets Under Management
$935M
Employees
10
Offices
--
Total Clients
360
Primary office
CHICAGO, IL
8700 W. BRYN MAWR AVENUE, SUITE 410-N, CHICAGO, 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 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.2% of total clients.
Top client categories% of clientsClients
1
HNWI
97.2%
350
2
Corporations
2.8%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$935Mas of March 25, 2026
Discretionary96.3%
$900M
96% of total RAUM96.3%
Non-discretionary3.7%
$35M
4% of total RAUM3.7%
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$935M
Total Accounts360
10Y AUM Change+$657M (+236.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee36:1
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.