FIDUCIENT ADVISORS LLC

Latest filing: Mar 26, 2025 (90 days ago)

View on IAPD

Adviser Website

Adviser

AUM

$67,638,977,771

21% change vs. 1 year ago

92% change vs. 3 years ago

254% change vs. 5 years ago

672% change vs. 10 years ago

Employee Count

218

0% change vs. 1 year ago

17% change vs. 3 years ago

112% change vs. 5 years ago

230% change vs. 10 years ago

Main Office

CHICAGO, IL

500 W MADISON STREET, CHICAGO, IL, UNITED STATES, 60661-4593

Client AUM

Discretion	AUM
Discretionary	$34.2
Non-Discretionary	$33.5
Total	$67.6

Client	AUM
Retail	$25.4
Pooled	$0.0
Institutional	$42.2
Total	$67.6

Retail	Accounts	AUM
Individual	171	$0.0
Average Individual AUM		$229,509
HNW	496	$25.4
Average HNW AUM		$51,126,350
Retail Total	667	$25.4
Average Retail AUM		$38,077,835

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
CHARLES SCHWAB & CO., INC.	SAN FRANCISCO-CA-USA	$14.5
US BANK, NA	ST. PAUL-MN-USA	$11.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$67.6
Retail SMA AUM	$25.4
Institutional SMA AUM	$42.2

Asset Class	%	AUM
Equity Exch	13%	$8.8
Equity Non-Exch	0%	$0.0
Govt Agency	2%	$1.4
Municipal	7%	$4.7
Sovereign	0%	$0.0
IG Credit	11%	$7.4
HY Credit	3%	$2.0
Derivatives	0%	$0.0
Investment Companies	41%	$27.7
Other Pools	16%	$10.8
Cash	1%	$0.7
Other	6%	$4.1
Total	100%	$67.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	CRD Number
NFP RETIREMENT INC.	$118.0	121254
WEALTHSPIRE ADVISORS LLC	$25.8	106181
NFP INSURANCE SERVICES, INC.	$0.0	-
NFP PROPERTY & CASUALTY SERVICES, INC.	$0.0	-
FINANCIAL ARCHITECTS PARTNERS, LLC	$0.0	-

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

24 active

Name	Title
DIMEO, ROBERT, ALLEN IAPD Broker	CHAIRMAN
BENOIT, MICHAEL, STEVEN IAPD Broker	MANAGER, TREASURER
MOO, VERONICA, EI CHUN IAPD Broker	SENIOR VICE PRESIDENT
WETZEL, MARK, ROBERT IAPD Broker	MANAGER, PRESIDENT
KACHMAR, CHRISTOPHER, FRANCIS IAPD Broker	CHIEF MARKET STRATEGIST
GOLDMAN, MICHAEL, NATHAN IAPD Broker	MANAGER
NELSON, CARL, EDWARD IAPD Broker	MANAGER
HILZENRATH, ROBERT, JAY IAPD Broker	MANAGER
SHARONI, ELAN, JONATHAN IAPD Broker	MANAGER
SPRADLEY, SUZANNE, F IAPD Broker	SENIOR VICE PRESIDENT
VANDER WEELE, JULIE, ELLEN IAPD Broker	CHIEF OPERATING OFFICER; SECRETARY
TIWARI, MUNESHRIE, NMN IAPD Broker	CHIEF COMPLIANCE OFFICER, ASSOCIATE GENERAL COUNSEL
BAILEY, SABRINA, MARIE IAPD Broker	CHIEF EXECUTIVE OFFICER
LONG, BRAD, L IAPD Broker	CHIEF INVESTMENT OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

62 active representatives found, showing 20 random

Name	City	State	Exams	Designations
EILEEN ALLGROVE	CHICAGO	IL	S66\|1998-02-04	CERTIFIED FINANCIAL PLANNER
DAVID THOME	CHICAGO	IL	S66\|2004-09-27	CERTIFIED FINANCIAL PLANNER
ROBERT DIMEO	CHICAGO	IL	S63\|1986-10-01\|S65\|2024-03-28
KATHRYN PIZZI	CHICAGO	IL		CHARTERED FINANCIAL ANALYST
JEFFRY BENOIT	CHICAGO	IL	S63\|1987-11-30\|S65\|1995-08-29
TAYLOR FURMANSKI	CHICAGO	IL		CHARTERED FINANCIAL ANALYST
ANTHONY TRANGHESE	CHICAGO	IL	S66\|2003-01-07	CHARTERED FINANCIAL ANALYST
AHMED FARRUK	CHICAGO	IL	S66\|2003-07-03
CHAD TISCHER	CHICAGO	IL	S63\|1999-07-26	CERTIFIED FINANCIAL PLANNER
CHRISTINE JORDAN	CHICAGO	IL	S63\|2001-06-26\|S66\|2004-04-09	CERTIFIED FINANCIAL PLANNER
TYLER POLK	CHICAGO	IL	S63\|2006-12-27\|S65\|2010-04-30\|S66\|2009-12-21
ALTAN WULIJI	CHICAGO	IL	S63\|2009-10-07\|S65\|2012-01-09	CERTIFIED FINANCIAL PLANNER
ANDREW DOTEN	CHICAGO	IL	S66\|2016-06-24	CERTIFIED FINANCIAL PLANNER
TIMOTHY NG	CHICAGO	IL	S63\|1981-10-09\|S65\|2024-02-12
KAREN PAULSON	CHICAGO	IL	S63\|1995-06-16\|S65\|1995-09-12
ANDREW SALAK	CHICAGO	IL	S63\|2007-11-21\|S66\|2009-10-16
MICHAEL BENOIT	CHICAGO	IL	S63\|1987-11-13\|S65\|1994-07-14	CERTIFIED FINANCIAL PLANNER
JONATHON FELLOWS	CHICAGO	IL	S63\|1994-04-27	CHARTERED FINANCIAL ANALYST
KIAINA PHILLIPS	CHICAGO	IL	S63\|2007-10-03\|S66\|2011-09-07\|S65\|2024-01-19
BARRETT SCOTT	CHICAGO	IL	S65\|2016-11-22

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-05-02	$67.6	$0.0	0%	218	0	0%
2025-04-21	$67.6	$0.0	0%	218	0	0%
2024-04-02	$55.9	$11.7	21%	218	0	0%
2023-04-04	$40.0	$27.6	69%	215	3	1%
2022-04-01	$35.3	$32.4	92%	187	31	17%
2021-04-05	$28.3	$39.3	139%	172	46	27%
2020-04-01	$19.1	$48.5	254%	103	115	112%
2019-04-01	$13.9	$53.7	385%	92	126	137%
2018-04-02	$13.3	$54.3	407%	83	135	163%
2017-04-01	$11.4	$56.3	495%	71	147	207%
2016-04-01	$9.3	$58.3	626%	70	148	211%
2015-04-01	$8.8	$58.9	672%	66	152	230%
2014-04-01	$7.5	$60.2	807%	66	152	230%
2013-04-01	$6.1	$61.6	1015%	61	157	257%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

IL, AK-01/12/2021, AL-01/12/2021, AR-01/12/2021, AZ-03/30/2007, CA-03/30/2007, CO-03/31/2009, CT-03/27/2020, DC-03/26/2015, DE-01/12/2021, FL-04/03/2007, GA-03/26/2015, HI-01/12/2021, IA-04/10/2007, ID-01/12/2021, IL-05/31/1995, IN-03/31/2011, KS-03/28/2019, KY-01/12/2021, LA-03/28/2019, MA-03/30/2017, MD-03/25/2016, ME-03/27/2020, MI-03/30/2007, MN-04/10/2007, MO-03/31/2009, MS-01/12/2021, MT-03/31/2009, NC-03/28/2019, ND-01/12/2021, NE-03/31/2011, NH-03/28/2019, NJ-03/26/2015, NM-01/12/2021, NV-01/12/2021, NY-03/31/2009, OH-03/27/2012, OK-01/12/2021, OR-01/12/2021, PA-03/31/2011, PR-01/12/2021, RI-03/27/2020, SC-03/29/2021, SD-01/12/2021, TN-03/28/2019, TX-03/30/2007, UT-01/12/2021, VA-03/26/2015, VI-01/12/2021, VT-03/27/2020, WA-03/25/2016, WI-07/10/2000, WV-01/12/2021, WY-01/12/2021

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
MANAGER SELECTION
NEWSLETTERS
EDUCATIONAL WORKSHOPS

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV