Advisory Research Inc.

Advisory Research Inc. (CRD# 108254) is a financial advisory firm headquartered in Chicago, IL. They manage $9,005,941,160 in 984 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,006
    MILLION
  • Total Number of Accounts
    984
    ACCOUNTS
  • Average Account Value
    $9,152,379
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Advisory Research Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Christopher D. Crawshaw
CRD#: 2951553
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
96
Wealthminder
score

Christopher Crawshaw (CRD# 2951553) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 20 years of experience in the finance industry.

2
James J. Cunnane
CRD#: 2507716
8235 Forsyth Blvd., Suite 700, Clayton, MO 63105
96
Wealthminder
score

James Cunnane (CRD# 2507716) is an Investment Advisor Representative working at Advisory Research Inc. in Clayton, MO and has over 21 years of experience in the finance industry.

3
Quinn T. Kiley
CRD#: 4456352
8235 Forsyth Boulevard, Ste. 700, Clayton, MO 63105
93
Wealthminder
score

Quinn Kiley (CRD# 4456352) is an Investment Advisor Representative working at Advisory Research Inc. in Clayton, MO and has over 16 years of experience in the finance industry.

4
Paul D. Graffy
CRD#: 1245500
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
90
Wealthminder
score

Paul Graffy (CRD# 1245500) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 33 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.