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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Advisor OS LLC
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| CRD # | 287792 |
| SEC # | 801-110639 |
| CIK # | 0001767580 |
| AUM | $4.2 B (2025-05-01) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 312-300-4781 |
| Address | 225 W Randolph St Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 33.0 | ||
| Northrop Grumman Corp /DE/ | 23.5 | ||
| Nvidia Corp | 22.0 | ||
| Microsoft Corp | 19.7 | ||
| Amazon Com Inc | 10.0 | ||
| Facebook Inc | 6.2 | ||
| J P Morgan Chase & Co | 5.9 | ||
| Alphabet Inc | 5.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,164 | 0.7 |
| (b) Individuals (high net worth individuals) | 488 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 3 | 2.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,567 | 4.2 |
| By Discretionary | ||
| Discretionary | 3,564 | 2.0 |
| Non-Discretionary | 3 | 2.3 |
| Total | 3,567 | 4.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.2 | |
| Total | 3,567 | 4.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767580] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Advisor OS LLC
✚
|
IL | 4.2 |
|
Taiber Kosmala & Associates LLC
✚
|
IL | 0.5 |
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|---|---|---|
|
Bowen Hanes & Co Inc
✚
|
FL | 4.3 |
|
Brownson Rehmus & Foxworth Inc
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|
IL | 4.3 |
|
Rehmann Capital Advisory Group LLC
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|
MI | 4.3 |
|
Peregrine Capital Management LLC
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|
MN | 4.3 |
|
Cidel Asset Management Inc
✚
|
4.3 | |
|
WGI DM LLC
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|
MA | 4.2 |
|
Sowell Financial Services LLC
✚
|
AR | 4.2 |
|
DoubleLine Alternatives LP
✚
|
FL | 4.2 |
|
Scharf Investments LLC
✚
|
CA | 4.2 |
|
Wellspring Financial Advisors LLC
✚
|
OH | 4.2 |