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FIDUCIENT ADVISORS LLC
CRD 106720File 801-48820
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$97.54B
Top 10% of cohort (national)
Discretionary AUM
$52.46B
Non-discretionary $45.08B
Clients
1,239
1,241 accounts
Employees
210
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 27, 1995
- Principal office
- 500 W MADISON STREET, SUITE 3260, CHICAGO, IL, 60661-4593
- Phone
- 312-853-1000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $97.54B
- Discretionary AUM
- $52.46B
- Non-discretionary AUM
- $45.08B
- Discretionary accounts
- 921
- Non-discretionary accounts
- 320
- Total accounts
- 1,241
- AUM per client
- $78.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $133.4M |
| Charitable organizations | 341 | $17.47B |
| High net worth individuals | 518 | $33.09B |
| Pension and profit sharing plans | 205 | $46.80B |
| Individuals (other than high net worth individuals) | 171 | $39.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 218 | 210 | decreased by8 |
| Apr 1, 2026 | Clients | 1,148 | 1,239 | increased by91 |
| Apr 1, 2026 | AUM | $67,638,977,771 | $97,541,531,200 | increased by$29,902,553,429 |
| Apr 1, 2026 | Accounts | 1,150 | 1,241 | increased by91 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 187 | 218 | increased by31 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 994 | 1,148 | increased by154 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $37,875,893,266 | $67,638,977,771 | increased by$29,763,084,505 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 994 | 1,150 | increased by156 |
| May 1, 2022 | AUM | $35,261,591,243 | $37,875,893,266 | increased by$2,614,302,023 |
| Apr 1, 2022 | Employees | 172 | 187 | increased by15 |
| Apr 1, 2022 | Clients | 1,038 | 994 | decreased by44 |
| Apr 1, 2022 | AUM | $28,304,259,860 | $35,261,591,243 | increased by$6,957,331,383 |
| Apr 1, 2022 | Accounts | 923 | 994 | increased by71 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIDUCIENT ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIDUCIENT ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.