Balasa Dinverno Foltz

Balasa Dinverno Foltz

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500 Park Boulevard Suite 1400

Itasca, IL 60143

630-875-4900

bdfllc.com

No. advisers: 44

AUM: $4,136,748,330

Asset Breakdown

Staff
Employees 44
Clients
High-net-worth individuals 76-99%
Financial planning clients More than 500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $4,136,748,330 5,346 $773,803
Non-discretionary 0 0 $0
Total $4,136,748,330 5,346 $773,803

RIA rundown 2019: Largest fee-only RIAs

June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Hall Capital Partners 1 Maritime Plaza, Sixth Floor San Francisco, CA 94111 (415) 288-0544 hallcapital.com...

Success stories: Midwest

December 8, 2018 - Rank Firm Phone/website Total Discretionary Nondiscretionary Employees assets ($M) accounts assets ($M) accounts assets ($M) accounts 1 Moneta Group Investment Advisors 100 South Brentwood, Suite 500 Clayton, MO 63105 (314) 726-2300 monetagroup.com $18,512.80...

Employees at best places to work focus on the person — and the fun

May 17, 2018 - Winners of the inaugural Best Places to Work for Financial Advisers discussed their challenges and secrets to success in a workshop preceding the InvestmentNews awards lunch on Tuesday in Chicago, where the top 50 best places to work were recognized for...

Using sabbaticals to attract and retain top talent

May 17, 2018 - Once reserved for the ranks of tenured college professors, sabbaticals are showing up as revered benefits at some financial advisory firms. At Itasca, Ill.-based Balasa Dinverno Foltz, which introduced sabbaticals almost two years ago, the goal is to...

Largest fee-only RIAs by region, based on assets under management

December 9, 2017 - Northeastern success stories Rank Firm Phone/website Total assets ($M) Total accounts Discretionary assets ($M) Discretionary accounts Nondiscretionary assets ($M) Nondiscretionary accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600...

InvestmentNews honors firm best practices

October 25, 2017 - InvestmentNews recognized 21 financial advice firms with Best Practices awards on Oct. 17, at a ceremony held in Boston. These firms rank among the top quartile of more than 700 independent advisory firms that participated in the 2017 Adviser Compensation...

InvestmentNews names winners of its 2017 Best Practices Awards

October 17, 2017 - InvestmentNews has announced the winners of its 2017 Best Practices Awards, an initiative that recognizes the top-performing and most innovative firms in the financial advice industry. The winners were identified through their participation in InvestmentNews'...

Slowing revenue growth in advice business will impact career development

October 17, 2017 - Advisory firm growth has been in decline for three years and the dangers of that extend beyond smaller budgets and lower business valuations. Slower growth threatens the advisers' personal development, according to one industry expert. The rate of growth...

Top regional fee-only RIAs

December 4, 2016 - Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group (212) 649-0600 silvercrestgroup.com $31,199.2 1,068 117 2 Veritable (610) 640-9551 veritablelp.com $13,588.5 2,999 85 3 BBR Partners, LLC (212) 313-9870...

Beating robo-advisers at their own game

June 15, 2016 - I'm attending the Morningstar Investment Conference in Chicago, beginning with a panel titled "Adviser technology: incorporating the latest tools into your practice." Moderated by technology expert Joel Bruckenstein, panelists James Dowd of North Capital,...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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