Advisory Research Inc.

Advisory Research Inc. (CRD# 108254) is a financial advisory firm headquartered in Chicago, IL. They manage $641,611,380 in 284 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601
http://advisoryresearch.com
By the Numbers
  • Total Assets Under Management
    642
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $2,259,195
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, ID, IL, LA, MA, NE, NH, NJ, NY, TX, VA, WI

Financial Advisors at Advisory Research Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Adam Steffanus, financial advisor Chicago IL
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 18 years of experience in the finance industry.

2
Michael Valentinas, financial advisor Chicago IL
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 21 years of experience in the finance industry.

3
Christopher Harvey, financial advisor Chicago IL
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 23 years of experience in the finance industry.

4
Matthew Swaim, financial advisor Chicago IL
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.

5
Bruce Zessar, financial advisor Chicago IL
Bruce M. Zessar
CRD#: 4843114
180 N Stetson Avenue, Suite 5500, Chicago, IL 60601

Bruce Zessar (CRD# 4843114) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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