Quincy Wells Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 31, 2026, reports $87M in regulatory assets under management, 22 employees, 6 offices, and 406 accounts.
Assets Under Management
$87M
Employees
22
Offices
6 offices
Total Clients
247
Primary office
CHICAGO, IL
145 SOUTH WELLS, STE 1301, CHICAGO, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 93.9% of total clients.
Top client categories% of clientsClients
1
Individuals
93.9%
232
2
HNWI
5.3%
13
3
Pension Plans
0.4%
1
4
Corporations
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$87Mas of March 31, 2026
Discretionary45.8%
$40M
46% of total RAUM45.8%
Non-discretionary54.2%
$47M
54% of total RAUM54.2%
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$87M
Total Accounts406
10Y AUM Change+$87M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee11:1
10Y Employee Change+19 (+633.3%)
* 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.