JOURNEY FINANCIAL GROUP, INC. is a Buffalo Grove, Illinois based financial advisory firm with nearly $201,618,346 in assets under management and provides investment advisory services for 924 clients. There are currently 8 financial advisors at the firm.
General Information |
| Firm CRD#: | 123565 | |
| SEC#: | 801-79263 | |
| Assets under Management: | $201,618,346 | |
| No. of Clients: | 924 | |
| No. of Advisors: | 8 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | 108031 | 801-56896 | 290504 | 364 | $51,915,800,000 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 109662 | 801-43579 | 178147 | 479 | $35,773,505,677 |
| WILLIAM BLAIR & COMPANY L.L.C. | 1252 | 801-688 | 44686 | 459 | $41,721,600,830 |
| CIBC PRIVATE WEALTH ADVISORS, INC. | 109644 | 801-57986 | 35555 | 455 | $51,105,957,813 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 111135 | 801-27047 | 13623 | 197 | $45,722,799,000 |
| CRESSET ASSET MANAGEMENT, LLC | 288566 | 801-110753 | 3775 | 383 | $40,730,067,238 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 173961 | 801-80640 | 1094 | 377 | $56,044,084,183 |
| FIDUCIENT ADVISORS LLC | 106720 | 801-48820 | 1061 | 215 | $40,020,772,510 |
| ADAMS STREET PARTNERS, LLC | 109358 | 801-58169 | 309 | 263 | $51,915,260,870 |
| MILLIMAN FINANCIAL RISK MANAGEMENT LLC | 159377 | 801-73056 | 248 | 205 | $42,884,691,036 |
| GROSVENOR CAPITAL MANAGEMENT, L.P. | 108654 | 801-54965 | 189 | 335 | $34,351,980,606 |
| RREEF AMERICA L.L.C. | 109596 | 801-55209 | 126 | 144 | $46,482,529,936 |
| PPM AMERICA INC | 107269 | 801-40783 | 55 | 217 | $71,536,517,398 |
| BDT CAPITAL PARTNERS | 160914 | 801-73499 | 36 | 393 | $41,035,279,854 |
| HARBOR CAPITAL ADVISORS, INC. | 113042 | 801-60367 | 6 | 207 | $38,762,162,820 |