Bankers Life Advisory Services, Inc. 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 31, 2026, reports $2.5B in regulatory assets under management, 433 employees, 136 offices, and 18,608 accounts.
Assets Under Management
$2.5B
Employees
433
Offices
136 offices
Total Clients
14,314
Primary office
CHICAGO, IL
303 E. WACKER DRIVE, STE 500, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.7% of total clients.
Top client categories% of clientsClients
1
Individuals
99.7%
14,270
2
Pension Plans
0.3%
39
Additional categories (<0.1%)
HNWI5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 31, 2026
Discretionary99.0%
$2.5B
99% of total RAUM99.0%
Non-discretionary1.0%
$25M
1% of total RAUM1.0%
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.
Total AUM$2.5B
Total Accounts18,608
10Y AUM Change+$2.4B (+5511.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees433
Clients per Employee33:1
10Y Employee Change+317 (+273.3%)
* 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.