Advisory Research Inc.

Advisory Research Inc. (CRD# 108254) is a financial advisory firm headquartered in Chicago, IL. They manage $2,678,781,130 in 497 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,679
    MILLION
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $5,389,902
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.

AL, AZ, CA, FL, HI, ID, IL, LA, MA, MD, MI, NC, NE, NH, NJ, NY, OH, PA, TX, VA, WA, WI

Financial Advisors at Advisory Research Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Christopher A. Bush
CRD#: 5611587
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Christopher Bush (CRD# 5611587) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 10 years of experience in the finance industry.

2
Andrew S. Cupps
CRD#: 1720505
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Andrew Cupps (CRD# 1720505) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 26 years of experience in the finance industry.

3
Christopher A. Davis
CRD#: 3155497
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Christopher Davis (CRD# 3155497) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 6 years of experience in the finance industry.

4
Kevin J. Leitner
CRD#: 2326966
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Kevin Leitner (CRD# 2326966) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 25 years of experience in the finance industry.

5
David N. Smithwick
CRD#: 3258365
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

David Smithwick (CRD# 3258365) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 4 years of experience in the finance industry.

6
Adam D. Steffanus
CRD#: 4999907
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Adam Steffanus (CRD# 4999907) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 15 years of experience in the finance industry.

7
Michael J. Valentinas
CRD#: 4503068
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Michael Valentinas (CRD# 4503068) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 18 years of experience in the finance industry.

8
Matthew Dougherty
CRD#: 7284901
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Matthew Dougherty (CRD# 7284901) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has 1 year of experience in the finance industry.

9
Christopher R. Harvey
CRD#: 4283983
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Christopher Harvey (CRD# 4283983) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 20 years of experience in the finance industry.

10
Matthew K. Swaim
CRD#: 6897938
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Matthew Swaim (CRD# 6897938) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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