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BRIGGS FINANCIAL INC.

Advisory

IL

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

Rank in IL
#1,192
of 1,719 advisers by AUM
Average account
$135K
across 385 accounts
AUM per adviser
$26M
2 advisers

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

Total AUM
$52M
Discretionary %
100%
Clients
148
Employees
2

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$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients148
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, IL, MI, MN, TX, WA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

AURORA INVESTMENT MANAGEMENT L.L.C.
OAKBROOK TERRACE, IL
$52M
-93.9% 1Y
FIRST CAPITAL ALLIANCE LLC
CHICAGO, IL
$52M
DOEHRMANN INVESTMENTS LLC DBA EAGLE RIDGE WEALTH ADVISORS
$52M
SIKICH COZAD ASSET MANAGEMENT LLC
CHAMPAIGN, IL
$51M
-24.7% 1Y
FAIRPOINTE CAPITAL LLC
CHICAGO, IL
$53M
-96.1% 1Y
SPRINGTIDE PARTNERS, LLC
CHICAGO, IL
$51M
-91.7% 1Y

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