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ARIS INVESTING

GLENVIEW, IL · CRD 325320 · IAPD ↗ · arisinvesting.com · 3129102502

$3.31BRegulatory AUM
7Advisory reps
32Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — ARIS INVESTING grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2026 — ARIS INVESTING reported RAUM up 196% ($1.12B -> $3.31B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — ARIS INVESTING notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — ARIS INVESTING moved its main office from DEERFIELD, IL to GLENVIEW, IL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
August 2025 — ARIS INVESTING added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
100
May 2025 — ARIS INVESTING (DEERFIELD, IL) is newly SEC-registered with $1.12B RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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