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MPS-LORIA FINANCIAL PLANNERS,LLC

Advisory

N·BURR RIDGE, IL

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM

$827M

1-Year AUM Growth

+27.2%

3-Year CAGR

+8.2%

Employees

5

Assets Under Management

Total AUM$827M

Discretionary AUM$787M

Non-Discretionary AUM$40M

Discretionary %95.2%

Total Clients673

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record55

First FilingMar 27, 2006

Latest FilingFeb 24, 2026

🔒 Full AUM trend chart and 55 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MPS-LORIA FINANCIAL PLANNERS,LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.