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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
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
AUM
Undisclosed
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.
Who owns FourStar Wealth Advisors?
FourStar Wealth Advisors' ownership structure is not widely publicized. The firm has appeared in industry coverage as an acquirer of advisory practices, suggesting it may be backed by private capital or an internal partnership, but no specific controlling entity or sponsor is confirmed in the public record.
How does FourStar source its acquisition targets?
The firm likely identifies independent advisory practices whose principals seek liquidity, operational relief, or a succession solution. This is a relationship-driven process common among RIA aggregators, often involving direct outreach, industry networks, or inbound interest from advisers considering an exit.
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 Altss 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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