RIA Intel›Advisers›Illinois›ADVANCED TRADER INVESTMENT ADVISORS, LLC.

ADVANCED TRADER INVESTMENT ADVISORS, LLC.

Advisory

SPRINGFIELD, IL

Data as of Dec 19, 2025 · Source: SEC Form ADV

Rank in IL

#1,333

of 1,719 advisers by AUM

Average account

$171K

across 175 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 19, 2025.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients175

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

175 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

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

FQ ADVISORS, LLC

$30M

CIS CASH MANAGEMENT, INC.

$30M

KGL ADVISORS, LLC

BANNOCKBURN, IL

$30M

HELLER CAPITAL ADVISERS INC

$30M

OAKWOOD WEALTH ADVISORS LTD.

$30M

SORA WEALTH, LLC

LINCOLNWOOD, IL

$30M

Get the full picture on ADVANCED TRADER INVESTMENT ADVISORS, LLC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ADVANCED TRADER INVESTMENT ADVISORS, LLC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans