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SIKICH FINANCIAL

SPRINGFIELD, IL · CRD 142640 · IAPD ↗ · sikich.com · 217-862-1843

$1.18BRegulatory AUM
18Advisory reps
22Employees
89Clients
1-10Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — SIKICH FINANCIAL added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2026 — SIKICH FINANCIAL crossed $1B in regulatory AUM ($920.0M -> $1.18B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2024 — SIKICH FINANCIAL crossed $500M in regulatory AUM ($486.4M -> $749.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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