RIA Intel›Advisers›Florida›OAK BROOK ADVISORS, LLC

OAK BROOK ADVISORS, LLC

Advisory

LAKEWOOD RANCH, FL

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in FL
#2,043
of 2,610 advisers by AUM
Average account
$187K
across 91 accounts
AUM per adviser
$17M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$17M
Discretionary %
0%
Clients
37
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$17M
Discretionary AUM$0
Non-Discretionary AUM$17M
Discretionary %0%
Total Clients37
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IL, NC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

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

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INTEGRATED RETIREMENT ADVISORS, LLC
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