RIA Intel›Advisers›Illinois›WOODFIELD FINANCIAL ADVISORS, INC.

WOODFIELD FINANCIAL ADVISORS, INC.

Advisory

N·DEER PARK, IL

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

Total AUM
$230M
1-Year AUM Growth
+21.4%
3-Year CAGR
+6.3%
Employees
3
Assets Under Management
Total AUM$230M
Discretionary AUM$204M
Non-Discretionary AUM$26M
Discretionary %88.6%
Total Clients369
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record28
First FilingOct 31, 2007
Latest FilingFeb 24, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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