Advisory Research Inc.

Advisory Research Inc. (CRD# 108254) is a financial advisory firm headquartered in Chicago, IL. They manage $8,829,013,391 in 790 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,829
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $11,175,966
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 - 10 of 12 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
Stephen E. Evans
CRD#: 2096178
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
96
Wealthminder
score

Stephen Evans (CRD# 2096178) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 21 years of experience in the finance industry.

4
Heather L. Kidde
CRD#: 5209924
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
96
Wealthminder
score

Heather Kidde (CRD# 5209924) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 11 years of experience in the finance industry.

5
Kevin J. Leitner
CRD#: 2326966
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
96
Wealthminder
score

Kevin Leitner (CRD# 2326966) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 22 years of experience in the finance industry.

6
Jason R. Rechel
CRD#: 5818095
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
96
Wealthminder
score

Jason Rechel (CRD# 5818095) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 7 years of experience in the finance industry.

7
Christopher A. Bush
CRD#: 5611587
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
93
Wealthminder
score

Christopher Bush (CRD# 5611587) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 8 years of experience in the finance industry.

8
Andrew S. Cupps
CRD#: 1720505
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
93
Wealthminder
score

Andrew Cupps (CRD# 1720505) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 23 years of experience in the finance industry.

9
Paul D. Graffy
CRD#: 1245500
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
93
Wealthminder
score

Paul Graffy (CRD# 1245500) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 34 years of experience in the finance industry.

10
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.

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