RIA Intel›Advisers›Illinois›GCR FINANCIAL SERVICES, LLC

GCR FINANCIAL SERVICES, LLC

Advisory

NAPERVILLE, IL

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

Rank in IL

#1,215

of 1,719 advisers by AUM

Average account

$1M

across 39 accounts

AUM per adviser

$47M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$47M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$47M

Discretionary AUM$0

Non-Discretionary AUM$47M

Discretionary %0%

Total Clients39

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

39 clients

21 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.

TOWER WEALTH ADVISORS, INC.

$47M

PRICE ASSET MANAGEMENT, LLC

$47M

GALLATIN FINANCIAL ADVISORS, LLC

$48M

MERINO INCORPORATED

$47M

GUARDIAN ROCK WEALTH INVESTMENT MANAGEMENT, INC.

$47M

SPINDLETOP CAPITAL, LLC

LAKE FOREST, IL

$48M

Get the full picture on GCR FINANCIAL SERVICES, LLC

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

Create a free account →See plans