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FIDUCIENT ADVISORS LLC

CRD 106720 · SEC 801-48820

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500 W MADISON STREET, SUITE 3260, CHICAGO, IL, 60661-4593, United States

Phone

312-853-1000

Fax

312-853-1000

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$97.54B

Discretionary AUM

$52.46B

Team

210 total employees; 78 advisory reps; 884 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsINVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS

Client types

TypeClientsAUM
Individuals171$39.3M
High net worth individuals518$33.09B
Pension/profit sharing plans205$46.80B
Charitable organizations341$17.47B
Corporations/business entities4$133.4M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD