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AON INVESTMENTS USA INC.

CHICAGO, IL · CRD 105596 · IAPD ↗ · aon.com · 13123817963

$150.99BRegulatory AUM
248Advisory reps
255Employees
387Clients
0Planning clients
8Private funds
53States
4Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — AON INVESTMENTS USA INC. shrank from 256 to 248 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2026 — AON INVESTMENTS USA INC. added office(s): 12 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2025 — AON INVESTMENTS USA INC. shrank from 265 to 256 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2024 — AON INVESTMENTS USA INC. shrank from 289 to 265 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
February 2024 — AON INVESTMENTS USA INC.'s Item 11 disclosure-reporting entries rose by 4 (0 -> 4).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.