Advanced Planning Advisors Group Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Naperville, IL. Its latest Form ADV filing, dated April 9, 2026, reports $120M in regulatory assets under management, 2 employees, and 638 accounts.
Assets Under Management
$120M
Employees
2
Offices
--
Total Clients
227
Primary office
NAPERVILLE, IL
400 EAST DIEHL ROAD, SUITE 240, NAPERVILLE, IL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.5% of total clients.
Top client categories% of clientsClients
1
Individuals
85.5%
194
2
HNWI
14.5%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$120Mas of April 9, 2026
Discretionary100.0%
$120M
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.
Total AUM$120M
Total Accounts638
10Y AUM Change+$2M (+2.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee114:1
10Y Employee Change0 (0.0%)
* 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.