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BANKERS LIFE ADVISORY SERVICES, INC.
CRD 281285File 801-106953
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.49B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Non-discretionary $25.4M
Clients
14,314
18,608 accounts
Employees
433
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 18, 2015
- Principal office
- 303 E. WACKER DRIVE, STE 500, CHICAGO, IL, 60601
- Phone
- 844-553-9083
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.49B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $25.4M
- Discretionary accounts
- 18,569
- Non-discretionary accounts
- 39
- Total accounts
- 18,608
- AUM per client
- $174K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $99.3M |
| Pension and profit sharing plans | 39 | $25.4M |
| Individuals (other than high net worth individuals) | 14,270 | $2.36B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — NON-DISCRETIONARY INVESTMENT CONSULTING SERVICES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.