RIA Intel›Advisers›Illinois›HAZEL RIDGE ADVISORS, LLC

HAZEL RIDGE ADVISORS, LLC

Advisory

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in IL

#1,475

of 1,719 advisers by AUM

Average account

$150K

across 100 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, 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

40 clients

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.

PROSPERO CAPITAL MANAGEMENT,LLC

CHICAGO, IL

$15M

-47.6% 1Y

SWARTZ ADVISORY LLC

$15M

BRIDGFORD WEALTH ADVISORY, LLC

ROCK ISLAND, IL

$15M

HAVEN FINANCIAL SOLUTIONS, INC

$15M

ELITE FOCUS PRIVATE WEALTH, LLC

$15M

AZALEA WEALTH MANAGEMENT LLC

$15M

Get the full picture on HAZEL RIDGE ADVISORS, LLC

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

Create a free account →See plans