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FIDUCIENT ADVISORS LLC

CHICAGO, IL · CRD 106720 · IAPD ↗ · fiducientadvisors.com · 312-853-1000

$97.54BRegulatory AUM
78Advisory reps
210Employees
884Clients
101-250Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FIDUCIENT ADVISORS LLC added office(s): 13 -> 17 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — FIDUCIENT ADVISORS LLC reported RAUM up 44% ($67.64B -> $97.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — FIDUCIENT ADVISORS LLC shrank from 96 to 82 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
67
April 2024 — FIDUCIENT ADVISORS LLC reported RAUM up 40% ($40.02B -> $55.90B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2024 — FIDUCIENT ADVISORS LLC reports 101-250 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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