← Tributary

ROBERTS, GLORE & CO.

DEERFIELD, IL · CRD 109792 · IAPD ↗ · 224-330-6980

$938.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — ROBERTS, GLORE & CO. reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
April 2024 — ROBERTS, GLORE & CO. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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