RIA Intel›Advisers›Illinois›POWERS FINANCIAL GROUP, LLC

POWERS FINANCIAL GROUP, LLC

Advisory

NAPERVILLE, IL

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

Rank in IL

#1,565

of 1,719 advisers by AUM

Average account

$166K

across 46 accounts

AUM per adviser

$8M

1 advisers

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

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$6M

Non-Discretionary AUM$2M

Discretionary %79.8%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IL

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

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WEISER INVESTMENT MANAGEMENT LTD

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RJ AUBREY INVESTMENTS CORP.

$8M

KORTENKAMP, JOSHUA F

$7M

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