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ADVISOR OS LLC

Advisory

N·CHICAGO, IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$5.1B

1-Year AUM Growth

+199.3%

3-Year CAGR

+95.1%

Employees

2

Assets Under Management

Total AUM$5.1B

Discretionary AUM$1.8B

Non-Discretionary AUM$3.3B

Discretionary %35.2%

Total Clients3,655

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingMay 15, 2017

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 19 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ADVISOR OS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.