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MENTOR FINANCIAL ADVISORY GROUP, LTD.

Advisory

IL

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

Rank in IL
#1,041
of 1,719 advisers by AUM
Average account
$486K
across 181 accounts
AUM per adviser
$88M
1 adviser

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

Total AUM
$88M
Discretionary %
0%
Clients
22
Employees
1

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$88M
Discretionary AUM$0
Non-Discretionary AUM$88M
Discretionary %0%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

LINDEN WEALTH MANAGEMENT LLC
OAK PARK, IL
$88M
DINVERNO & FOLTZ FINANCIAL GROUP LTD
OAK BROOK, IL
$88M
ALLIANCE WEALTH MANAGEMENT LLC
CARBONDALE, IL
$88M
CENTRAL SQUARE MANAGEMENT LLC
NAPERVILLE, IL
$87M
-5.0% 1Y
LENITY FINANCIAL, INC.
GENEVA, IL
$87M
ASSURED ADVISORY GROUP, LLC
EAST DUNDEE, IL
$87M

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