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INLAND ADVISORY SERVICES, LLC

OAK BROOK, IL · CRD 338893 · IAPD ↗ · 630-218-8000

$443.1MRegulatory AUM
36Advisory reps
48Employees
2Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
June 2026 — INLAND ADVISORY SERVICES, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
73
June 2026 — INLAND ADVISORY SERVICES, LLC grew from 1 to 36 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
February 2026 — INLAND ADVISORY SERVICES, LLC (OAK BROOK, IL) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 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.