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MPS-LORIA FINANCIAL PLANNERS,LLC
MPS-LORIA FINANCIAL PLANNERS,LLC is an SEC-registered investment adviser in Burr Ridge, IL, registered since 2006. The firm manages $827 million in assets,...
Overview
MPS-LORIA FINANCIAL PLANNERS,LLC is an SEC-registered investment adviser in Burr Ridge, IL, registered since 2006. The firm manages $827 million in assets, with $787 million on a discretionary basis. It has 7 employees and 5 investment advisers. MPS-LORIA FINANCIAL PLANNERS,LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-24, it reported 7 employees; 1,670 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Burr Ridge
Corporate office
Miami, FL, United States
Sector focus
Frequently asked questions
Does MPS-LORIA make direct investments?
The firm's public filings suggest MPS-LORIA emphasizes traditional portfolio management across equities, fixed income, and cash — not direct private equity or venture capital investments. No direct investment holdings or proprietary deal activity are publicly documented.
Where is MPS-LORIA located?
The firm is headquartered in Miami, Florida, United States. No additional office locations have been publicly identified.
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