Advisory Partners
Advisory Partners, LLC is a private Chicago-based consulting firm founded in 2016 that provides asset management consulting, financial planning, and family office solutions to high-net-worth clients, operating as a small boutique practice of 1–10 employees.
- Company typePrivate
- Founded2016
- HeadquartersChicago, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Advisory Partners does
Advisory Partners, LLC is a private, boutique consulting firm headquartered in Chicago, Illinois, founded in 2016. Per its firmographics, the firm provides consulting services across three interrelated areas: asset management, financial planning, and family office solutions, positioning it within the high-net-worth and ultra-high-net-worth advisory consulting space. With a headcount of 1–10 employees, the firm operates as a small, relationship-driven practice rather than a scaled platform business, and maintains a private LLC structure with no disclosed funding rounds, parent company, institutional backing, or public market listing. Its only documented digital asset is its website at apfamilyoffice.com.
No information is available regarding Advisory Partners' underlying technology stack, proprietary platforms, productized offerings, pricing models, distribution channels, or partnerships. The firm appears to operate as a traditional consulting practice, with services likely delivered through bespoke client engagements rather than standardized products. There is no evidence of technology integrations, marketing programs, awards, patents, or regulatory registrations documented in the available data.
The input also references two unrelated entities that share partial naming overlap but are distinct legal entities: Tounjian Advisory Partners LLC (an SEC-registered investment advisor with a Q3 13F filing showing a $1.28M stake in CVS Health Corporation, sourced) and Composition Wealth (a separate multi-family office platform with $11B+ AUM, 125+ employees, and 40+ states served, per composition.com). Neither is the subject of this analysis; Advisory Partners, LLC is a separate, much smaller boutique consulting entity.
Advisory Partners firmographics
Firmographics- Name
- Advisory Partners
- Legal name
- Tounjian Advisory Partners LLC
- Website
- https://apfamilyoffice.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Advisory Partners, LLC is a private Chicago-based consulting firm founded in 2016 that provides asset management consulting, financial planning, and family office solutions to high-net-worth clients, operating as a small boutique practice of 1–10 employees.
- Ownership category
- akta.pro rank
Advisory Partners industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
- akta.pro secondary industries
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Advisory Partners is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Markets served
Advisory Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Advisory Partners product offering
Product offeringCore offering
Advisory Partners, LLC offers consulting in asset management, financial planning, and family office solutions. The firm operates as an SEC-registered investment advisor and 13F filer, providing fiduciary investment advisory services to institutional investors, family offices, and high net worth individuals.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Management Consulting Consulting services covering asset management for institutional investors, family offices, and high net worth individuals, delivered under an SEC-registered investment advisor framework.
- Financial Planning Services Financial planning consulting delivered to institutional investors, family offices, and high net worth individuals to support structured wealth and planning decisions.
- Family Office Solutions Family office consulting services addressing the operational, financial planning, and asset management needs of family offices and the high net worth households they serve.
Companies that use Advisory Partners
Customer profileSegments1 record
Ideal customer profiles1 record
Advisory Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Advisory Partners partnerships and signals
Strategic signalScale indicators1 record
Recent moves1 record
Advisory Partners competitors and assessment
Company assessmentEmerging players
- GenTrust Financial: Independent RIA providing wealth management and family office services to HNW individuals and families; comparable SEC-registered fiduciary model and integrated planning + investment advisory offering, at a similarly modest scale.
Direct peers
- Pathstone Family Office: Independent multi-family office delivering investment management, financial planning, and family office solutions to HNW clients; closely mirrors Advisory Partners' integrated service model and target client base.
- Merit Financial Advisors: Fee-only RIA offering comprehensive financial planning, investment management, and family office-style services; comparable as an SEC-registered fiduciary advisory firm serving HNW households.
- Cresset Capital: Multi-family office providing investment advisory, wealth planning, and family office services to HNW families; comparable business model, client segment, and integrated offering to Advisory Partners.
- Tiedemann Advisors: Independent multi-family office providing investment advisory, wealth planning, and family office services to HNW families; directly comparable integrated business model and client base to Advisory Partners.
Broad incumbents
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., providing investment advisory and financial planning to individuals and families; comparable fiduciary value proposition and HNW targeting, but at significantly greater scale.
- Mariner Wealth Advisors: Large national RIA offering wealth advisory, financial planning, and family office services to HNW clients across the U.S.; directly comparable as a multi-disciplinary advisory platform, but at materially greater scale than Advisory Partners.
- Bessemer Trust: Multi-family office serving ultra-HNW families with investment management, wealth planning, and family office services; highly comparable integrated offering and client segment, but with a longer history and significantly larger AUM.
- Northern Trust Wealth Management: Major provider of family office, investment advisory, and wealth planning services to HNW and ultra-HNW clients; competes for the same client segment and offers overlapping integrated services, but operates at institutional scale.
- Creative Planning: Large national RIA and family office delivering wealth management, tax, estate, and financial planning to HNW clients; similar fiduciary model and integrated service mix, but with substantially more scale and geographic reach.
Market position
Strengths4 records
Weaknesses3 records
Competitive moat3 records
Key risks4 records
Key highlights4 records
Customer concentration
Advisory Partners social profiles
Digital presenceAdvisory Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advisory Partners leadership team
Management profileNumber of profiles
Advisory Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advisory Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advisory Partners
What does Advisory Partners do?
Advisory Partners, LLC offers consulting in asset management, financial planning, and family office solutions. The firm operates as an SEC-registered investment advisor and 13F filer, providing fiduciary investment advisory services to institutional investors, family offices, and high net worth individuals.
Is Advisory Partners a public or private company?
Advisory Partners is a private company. It is classified as unknown and is currently operating.
When was Advisory Partners founded?
Advisory Partners was founded in 2016. It employs 1 to 10 people.
Where is Advisory Partners based?
Advisory Partners is headquartered in Chicago, United States, in the North America region.
Who are Advisory Partners's main competitors?
GenTrust Financial is listed as an emerging player. Direct peers are Pathstone Family Office, Merit Financial Advisors, Cresset Capital and Tiedemann Advisors. Broad incumbents are Edelman Financial Engines, Mariner Wealth Advisors, Bessemer Trust, Northern Trust Wealth Management and Creative Planning.
Does Advisory Partners have an API?
No public API is recorded for Advisory Partners.
What industry is Advisory Partners in?
Advisory Partners's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAEAAAI, Family Office Advisory (Single/Multi-Family), with a secondary code of FSAEAAAC, Portfolio Construction & Asset Allocation Advisory. Its NAICS code is 523940 and its SIC code is 6282.