Advanced Planning Advisors Group INC.: new SEC registration, $120M AUM, Naperville, IL
Advanced Planning Advisors Group INC. (Naperville, Illinois): new SEC registration, $120M AUM, Naperville, IL. Its amount of 120 is below the median of 134 (39th percentile). Dated 219 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 120 · 39th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 56 related IL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Advanced Planning Advisors Group INC. |
| Legal name | Advanced Planning Advisors Group INC. |
| CRD | 313101 |
| Status | Approved |
| Registered with the SEC | 2026-03-30 |
| Latest Form ADV filing | 2026-08-11 |
| Location | Naperville, IL, United States |
| Regulatory AUM | $120,429,005 |
| Accounts | 638 |
| Employees | 2 |
| Website | https://www.apadvisorsgroup.com |
| amount percentile | 39th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (57 IL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-03-30
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (IL first): Old Mission Asset Management LLC · Invision Management, INC. · Cohen Capital · Intentgen Financial Partners · Bulletproof Capital, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Advanced Planning Advisors Group INC. and 57 Illinois peers
- Illinois NewRiaPulse records like this one: 57
- Advanced Planning Advisors Group INC.'s amount: 39th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Illinois peer: $11,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $120M under management.
- Website on file.
What is the NewRiaPulse record for Advanced Planning Advisors Group INC. in Naperville, Illinois?
Advanced Planning Advisors Group INC. received SEC registration as an investment adviser (2026-03-30) with $120,429,005 in regulatory assets under management, based in Naperville, IL.
How does Advanced Planning Advisors Group INC. compare to other Illinois NewRiaPulse records?
Its amount of 120 is below the median (39th percentile); smaller records often move faster and face less competition. It is 219 days old; check the official source for later updates before acting.
Advanced Planning Advisors Group INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Advanced Planning Advisors Group INC. | Naperville, IL | 120 | 39th | 2026-03-30 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.