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FIDUCIENT ADVISORS LLC
CRD 106720 · SEC 801-48820
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $39.3M |
| High net worth individuals | 518 | $33.09B |
| Pension/profit sharing plans | 205 | $46.80B |
| Charitable organizations | 341 | $17.47B |
| Corporations/business entities | 4 | $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