Bluestem Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Savoy, IL. Its latest Form ADV filing, dated February 24, 2026, reports $358M in regulatory assets under management, 10 employees, 1 office, and 1,010 accounts.
Assets Under Management
$358M
Employees
10
Offices
1 office
Total Clients
185
Primary office
SAVOY, IL
1809 WOODFIELD DRIVE, SUITE A, SAVOY, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Fixed fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.5% of total clients.
Top client categories% of clientsClients
1
HNWI
80.5%
149
2
Individuals
19.5%
36
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$358Mas of February 24, 2026
Discretionary100.0%
$358M
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$358M
Total Accounts1,010
10Y AUM Change+$208M (+138.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee19:1
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.