RIA Intel›Advisers›Illinois›BRIDGFORD WEALTH ADVISORY, LLC

BRIDGFORD WEALTH ADVISORY, LLC

Advisory

ROCK ISLAND, IL

Data as of Apr 20, 2026 · Source: SEC Form ADV

Rank in IL

#1,474

of 1,719 advisers by AUM

Average account

$183K

across 82 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 20, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients42

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, IL, TX

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

42 clients

11 high-net-worth

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.

HAVEN FINANCIAL SOLUTIONS, INC

$15M

HAZEL RIDGE ADVISORS, LLC

$15M

PROSPERO CAPITAL MANAGEMENT,LLC

CHICAGO, IL

$15M

-47.6% 1Y

SWARTZ ADVISORY LLC

$15M

ELITE FOCUS PRIVATE WEALTH, LLC

$15M

AZALEA WEALTH MANAGEMENT LLC

$15M

Get the full picture on BRIDGFORD WEALTH ADVISORY, LLC

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

Create a free account →See plans