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ADVISORY RESEARCH INC

CHICAGO, IL · CRD 108254 · IAPD ↗ · advisoryresearch.com · 312-565-1414

$991.3MRegulatory AUM
8Advisory reps
14Employees
4Clients
n/aPlanning clients
2Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — ADVISORY RESEARCH INC reported RAUM up 37% ($721.5M -> $991.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
48
April 2024 — ADVISORY RESEARCH INC reported RAUM down 52% ($1.33B -> $641.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
April 2024 — ADVISORY RESEARCH INC shrank from 13 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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