RIA Intel›Advisers›Illinois›AVISTA FINANCIAL NETWORK, INC.

AVISTA FINANCIAL NETWORK, INC.

Advisory

NORTHBROOK, IL

Data as of Dec 22, 2025 · Source: SEC Form ADV

Rank in IL

#1,316

of 1,719 advisers by AUM

Average account

$532K

across 60 accounts

AUM per adviser

$32M

1 advisers

Source: SEC Form ADV. Figures as filed Dec 22, 2025.

Total AUM

$32M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$32M

Discretionary AUM$28M

Non-Discretionary AUM$4M

Discretionary %87.5%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

60 clients

10 high-net-worth

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

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