|
⚲
|
| Keyboard |
| Fiducient Advisors LLC
✚
|
|
|---|---|
| CRD # | 106720 |
| SEC # | 801-48820 |
| CIK # | 0001729866 |
| AUM | 97.5 B (2026-03-30) |
| Employees | 210 (37% Investors, 0% Brokers) |
| Phone | 312-853-1000 |
| Address | 500 W Madison Street Chicago, IL 60661-4593 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 24 Apr 2026 | Wealthspire: Fiducient Advisors To Acquire $11 Billion Investment Advisory Firm Sellwood Investment Partners — Pulse 2.0 |
| Wed, 22 Apr 2026 | Fiducient Advisors to acquire Portland-based Sellwood Investment Partners — InvestmentNews |
| Wed, 22 Apr 2026 | Wealthspire’s Fiducient Advisors to Acquire Sellwood Investment Partners — Business Wire |
| Wed, 08 Apr 2026 | OCIO Fiducient Advisors Acquires Plan Consultant Axia Advisory — ai-cio.com |
| Tue, 07 Apr 2026 | Wealthspire’s Fiducient Advisors Acquires Axia Advisory — Business Wire |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Aon Corp | 59.2 | ||
| Diamondback Energy Inc | 47.1 | ||
| Paccar Inc | 42.3 | ||
| Primo Brands Corp | 11.0 | ||
| Apple Inc | 9.4 | ||
| World Currency Gold Trust | 9.0 | ||
| Uber Technologies Inc | 8.9 | ||
| Nvidia Corp | 7.6 | ||
| Illinois Tool Works Inc | 6.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 0.0 |
| (b) Individuals (high net worth individuals) | 518 | 33.1 |
| (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 | 205 | 46.8 |
| (h) Charitable organizations | 341 | 17.5 |
| (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 | 4 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,241 | 97.5 |
| By Discretionary | ||
| Discretionary | 921 | 52.5 |
| Non-Discretionary | 320 | 45.1 |
| Total | 1,241 | 97.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 97.5 | |
| Total | 1,241 | 97.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729866] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 884 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 122.2 B |
|
MML Investors Services LLC
✚
|
MA | 115.6 B |
|
Record Currency Management Limited
✚
|
114.2 B | |
|
Janney Montgomery Scott LLC
✚
|
PA | 110.1 B |
|
Mercer Global Advisors Inc
✚
|
CO | 84.4 B |
|
Truist Advisory Services Inc
✚
|
GA | 77.4 B |
|
Invesco Asset Management Japan Limited
✚
|
76.1 B | |
|
Goldman Sachs Asset Management Co Ltd
✚
|
71.8 B | |
|
World Investment Advisors LLC
✚
|
CA | 71.6 B |
|
Meeder Public Funds Inc
✚
|
OH | 70.2 B |