Bankers Life Advisory Services Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Bankers Life Advisory Services Inc
CRD #281285
SEC #801-106953
CIK #
AUM 2,487.3 M (2026-03-31)
Employees 384 (100% Investors, 94% Brokers)
Fees
Minimum
Phone844-553-9083
Address303 E Wacker Drive
Chicago, IL 60601
Source [IAPD] [Website]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 11,786 1.9
(b) Individuals (high net worth individuals) 4 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 32 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(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 14,938 1.9
By Discretionary
Discretionary 14,906 1.9
Non-Discretionary 32 0.0
Total 14,938 1.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.9
Total 14,938 1.9
Firm Profile (Form ADV)
ServesInstitutional, Retail, Research
Comparable Firms State AUM
Strategic Blueprint LLC
GA 2,535.7 M
Fiduciary Alliance LLC
SC 2,526.2 M
Stonebridge Capital Advisors LLC
MN 2,519.6 M
Hilltop Securities Inc
TX 2,507.5 M
Alphastar Capital Management LLC
NC 2,496.2 M
Oxbow Advisors LLC
TX 2,464.5 M
Everhart Financial Group Inc
OH 2,464.1 M
Howe and Rusling Inc
NY 2,435.2 M
Boulay Financial Advisors LLC
MN 2,420.7 M
EFS Advisors LLC
MN 2,402.6 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com