# MPS-LORIA FINANCIAL PLANNERS,LLC

MPS-LORIA FINANCIAL PLANNERS,LLC is a RIA based in Burr Ridge, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Burr Ridge, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 122866
- **SEC file number:** 801-66518
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122866

## About

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.

## Sectors

- Wealth Management
- Financial Planning

## 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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Last updated: 2026-06-03T20:00:00.000Z

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