Bank / Wealth / TrustRIA · CRD 169613SEC-RegisteredPrivate Fund Adviser

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FourStar Wealth Advisors

FourStar Wealth Advisors is an SEC-registered investment adviser in Chicago, IL, registered since 2017. The firm manages $1.4 billion in regulatory assets.

FourStar Wealth Advisors logo

FourStar Wealth Advisors

FourStar Wealth Advisors is an SEC-registered investment adviser in Chicago, IL, registered since 2017. The firm manages $1.4 billion in regulatory assets. It has 48 employees and 37 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Frequently asked questions

What is FourStar Wealth Advisors' business model?

FourStar operates as a consolidator of independent wealth management practices. It acquires established advisory firms, bringing them under a single registered investment adviser umbrella where they gain shared compliance, technology, and operational infrastructure. Acquired advisers generally continue serving their existing client base with a degree of local autonomy.

What is the scale of FourStar's operations?

Specific AUM and adviser headcount are not publicly disclosed. The firm's multi-office structure and continued acquisition activity signal a growing network, but without published figures, the exact scale remains unverified.

Where does FourStar Wealth Advisors have offices?

Headquartered in Chicago, FourStar's platform extends to multiple locations through its acquired practices. While no comprehensive office list is published, the firm's acquisition model means its geographic footprint grows with each new partner firm it integrates.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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