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| Advisor OS LLC
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|---|---|
| CRD # | 287792 |
| SEC # | 801-110639 |
| CIK # | 0001767580 |
| AUM | 5,093.2 M (2026-03-31) |
| 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 | 42.9 | ||
| Northrop Grumman Corp /DE/ | 33.1 | ||
| Nvidia Corp | 25.8 | ||
| Microsoft Corp | 15.9 | ||
| Johnson & Johnson | 11.7 | ||
| Amazon Com Inc | 10.8 | ||
| Alphabet Inc | 10.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 12 | 5.1 |
| (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 | 12 | 5.1 |
| By Discretionary | ||
| Discretionary | 6 | 1.8 |
| Non-Discretionary | 6 | 3.3 |
| Total | 12 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 12 | 5.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767580] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Advisor OS LLC
✚
|
IL | 5,093.2 M |
|
Taiber Kosmala & Associates LLC
✚
|
IL | 716.7 M |
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|---|---|---|
|
Jefferies Investment Advisers LLC
✚
|
NY | 5,154.6 M |
|
Tectonic Advisors LLC
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TX | 5,141.6 M |
|
RNC Capital Management LLC
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CA | 5,098.1 M |
|
Moran Wealth Management LLC
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FL | 5,095.8 M |
|
New England Private Wealth Advisors LLC
✚
|
MA | 5,088.2 M |
|
First Foundation Advisors
✚
|
CA | 5,063.7 M |
|
Oberweis Asset Management Inc
✚
|
IL | 5,061.0 M |
|
Wellspring Financial Advisors LLC
✚
|
OH | 5,055.0 M |
|
Daymark Wealth Partners LLC
✚
|
OH | 5,042.0 M |
|
Coastal Bridge Advisors LLC
✚
|
CT | 5,020.9 M |