Data / Investment advisers / Illinois / Wealthspire Institutional, LLC
Wealthspire Institutional, LLC, Chicago, IL: $97.5 billion AUM, SEC registered investment adviser
Wealthspire Institutional, LLC is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $97.5 billion in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include pension and profit sharing plans, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106720
- SEC file number
- 801-48820
- SEC status
- Approved, effective March 27, 1995
- Main office
- 500 W Madison Street Suite 3260, Chicago, IL 60661
- Phone
- (312) 853-1000
- Website
- fiducientadvisors.com
- Regulatory AUM
- $97,541,531,200 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $52,462,188,996
- Non discretionary AUM
- $45,079,342,204
- Accounts
- 1,241
- Employees
- 210, of which 78 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Other offices
- 17
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 205 | $46.80 billion |
| High net worth individuals | 518 | $33.09 billion |
| Charitable organizations | 341 | $17.47 billion |
| Corporations or other businesses | 4 | $133.4 million |
| Individuals (other than high net worth individuals) | 171 | $39.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $97.54 billion | March 30, 2026 |
| December 1, 2025 | $67.64 billion | November 25, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| GC Advisors LLC | Chicago | $177.85 billion | 42 | adviserinfo.sec.gov |
| Aon Investments USA Inc. | Chicago | $150.99 billion | 8 | adviserinfo.sec.gov |
| GC Opal Advisors LLC | Chicago | $124.30 billion | 92 | adviserinfo.sec.gov |
| Harris | Oakmark | Chicago | $109.48 billion | 2 | adviserinfo.sec.gov |
| LSV Asset Management | Chicago | $104.25 billion | 21 | adviserinfo.sec.gov |
| GCM Grosvenor L.P. | Chicago | $95.49 billion | 261 | adviserinfo.sec.gov |
| PPM America Inc | Chicago | $93.79 billion | 11 | adviserinfo.sec.gov |
| Morningstar Investment Management LLC | Chicago | $87.82 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Wealthspire Institutional, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.