RIA Intel›Advisers›Illinois›PENSION SOLUTIONS INC.

PENSION SOLUTIONS INC.

Advisory

ORLAND PARK, IL

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in IL

#1,236

of 1,719 advisers by AUM

Average account

$127K

across 350 accounts

AUM per adviser

$22M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients255

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

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

255 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.

P.A. HEATH & ASSOCIATES, INC.

$45M

STRATEGIC WEALTH MANAGEMENT, LLC

$45M

DIGILOG CONSTELLATION LLC

$45M

BORTHWICK ASSOCIATES, INC.

$45M

QUINCY WELLS ADVISORS, LLC

$45M

K.W. ANDERSEN INVESTMENT GROUP, LLC

$44M

Get the full picture on PENSION SOLUTIONS INC.

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

Create a free account →See plans