Assets Under Management
$163.8B
Number of Clients
584,487
Number of Advisors
10087
Avg. Portfolio per Client
$280K
Avg. Managed per Advisor
$16.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
1450 American Lane, 6th Floor, Suite 650, Schaumburg, IL, 60173-2096