Advyzon Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lisle, IL. Its latest Form ADV filing, dated April 1, 2026, reports $1.7B in regulatory assets under management, 21 employees, and 7,784 accounts.
Assets Under Management
$1.7B
Employees
21
Offices
--
Total Clients
61
Primary office
LISLE, IL
4300 COMMERCE COURT, SUITE 260, LISLE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
61
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of April 1, 2026
Discretionary70.8%
$1.2B
71% of total RAUM70.8%
Non-discretionary29.2%
$490M
29% of total RAUM29.2%
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$1.7B
Total Accounts7,784
10Y AUM Change+$1.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee3:1
10Y Employee Change+18 (+600.0%)
* 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.