RIA Intel›Advisers›Illinois›4D FINANCIAL ADVISORS, LLC

4D FINANCIAL ADVISORS, LLC

Advisory

GLEN ELLYN, IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IL
#1,122
of 1,719 advisers by AUM
Average account
$316K
across 210 accounts
AUM per adviser
$66M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$66M
Discretionary %
100%
Clients
62
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients62
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

THREE ZERO THREE CAPITAL PARTNERS, LLC
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$66M
-65.3% 1Y
ALTON CAPITAL MANAGEMENT, INC.
ALTON, IL
$66M
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PEAK WEALTH PLANNING, LLC
CHICAGO, IL
$66M
K&H WEALTH PARTNERS INC.
NORTHBROOK, IL
$67M
DORION GRAY FINANCIAL SERVICES INC.
CRYSTAL LAKE, IL
$66M
+17.4% 1Y
JOSELIT ASSET MANAGEMENT, LLC
NORTHBROOK, IL
$67M

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