Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Location
150 S. Wacker, Suite 2400, Chicago, IL, 60606
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Beacon Pointe Advisors, LLC
November 2025 - Present · 3 mos
Hemington Wealth Management
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Balasa Dinverno Foltz LLC
June 2012 - January 2017 · 4 yrs 7 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.