Advisory Research Inc.

Advisory Research Inc. (CRD# 108254) is a financial advisory firm headquartered in Chicago, IL. They manage $1,485,233,517 in 321 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,485
    MILLION
  • Total Number of Accounts
    321
    ACCOUNTS
  • Average Account Value
    $4,626,896
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
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.

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

Financial Advisors at Advisory Research Inc.
Showing 11 - 11 of 11 top financial advisors.
11
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 18 years of experience in the finance industry.

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