RIA Intel›Advisers›Illinois›PAUL D. SIPPIL & ASSOCIATES, LLC

PAUL D. SIPPIL & ASSOCIATES, LLC

Advisory

IL

Data as of Aug 15, 2026 · Source: SEC Form ADV

Rank in IL
#893
of 1,719 advisers by AUM
Average account
$4M
across 34 accounts
AUM per adviser
$150M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 15, 2026.

Total AUM
$150M
Discretionary %
0%
Clients
34
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$150M
Discretionary AUM$0
Non-Discretionary AUM$150M
Discretionary %0%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

GREATER CHICAGO INVESTMENT ADVISORS INC
BANNOCKBURN, IL
$150M
0.0% 1Y
LINCOLN CAPITAL ADVISERS LLC
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$150M
ORION CAPITAL MANAGEMENT INC
WINNETKA, IL
$150M
+1.3% 1Y
KUHN WEALTH MANAGEMENT INC.
SCHAUMBURG, IL
$151M
OPUS FINANCIAL SOLUTIONS LLC
DOWNERS GROVE, IL
$151M
+20.4% 1Y
BARRETT WEALTH CONNECTION LLC
SPRING GROVE, IL
$148M

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