Edge Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wheaton, IL. Its latest Form ADV filing, dated March 9, 2026, reports $512M in regulatory assets under management, 10 employees, and 1,155 accounts.
Assets Under Management
$512M
Employees
10
Offices
--
Total Clients
345
Primary office
WHEATON, IL
111 WEST WESLEY STREET, SUITE 1, WHEATON, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.9% of total clients.
Top client categories% of clientsClients
1
Individuals
53.9%
186
2
HNWI
38.6%
133
3
Pension Plans
4.3%
15
4
Corporations
1.7%
6
5
Charitable
1.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$512Mas of March 9, 2026
Discretionary99.5%
$510M
99% of total RAUM99.5%
Non-discretionary0.5%
$3M
1% of total RAUM0.5%
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$512M
Total Accounts1,155
10Y AUM Change+$361M (+238.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee35:1
10Y Employee Change+5 (+100.0%)
* 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.