Fiducient Advisors LLC

RIASEC RegisteredEst. 1995

Total AUM

$97.5B

Discretionary

$52.5B

54% of AUM

Avg account

$78.6M

Accounts

1,241

Employees

210

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 106720
Registered since: March 27, 1995
Website: www.fiducientadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANK, N.A., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans47.98%
HNWI33.93%
Charitable Organizations17.91%
Corporations / Businesses0.14%
Individuals0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fiducient Advisors LLC is an independent, SEC-registered RIA that serves high-net-worth individuals, families and institutional clients. The firm acts as a capital allocator and engages in fiduciary advisory work across financial planning, discretionary and non-discretionary portfolio management (including pooled investment vehicles), pension consulting, and selection of third-party managers. It also publishes periodic research and runs educational seminars. Fiducient reports integrating ESG considerations into its investment process and uses a mix of fee models—percentage-of-AUM, fixed fees and performance-based fees. The firm has been recognized on industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ Top RIA Firms (2024).