# MPS-Loria Financial Planners,llc

> MPS-Loria Financial Planners,llc is an SEC-registered investment advisory firm in Burr Ridge, IL, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 122866
- Filed as: MPS-LORIA FINANCIAL PLANNERS,LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Burr Ridge, IL
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122866
- AdvisorCensus page: https://advisorcensus.com/firm/mps-loria-financial-planners-llc-burr-ridge-il-122866

## Quick answers

**How is MPS-Loria Financial Planners,llc compensated?**
On its Form ADV (Item 5.E, October 2026), MPS-Loria Financial Planners,llc reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is MPS-Loria Financial Planners,llc located?**
MPS-Loria Financial Planners,llc's principal office is in Burr Ridge, IL, according to its Form ADV.

**Is MPS-Loria Financial Planners,llc registered with the SEC or a state?**
MPS-Loria Financial Planners,llc is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 122866.

**How much does MPS-Loria Financial Planners,llc manage?**
MPS-Loria Financial Planners,llc reports $826,570,486 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (95% discretionary).

**How have MPS-Loria Financial Planners,llc's assets and staff changed since 2021?**
In the Form ADV data for MPS-Loria Financial Planners,llc: Regulatory assets under management: $531,990,883 in the October 2021 data and $826,570,486 in the October 2026 data, up 55%. Total employees: 9 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does MPS-Loria Financial Planners,llc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (489); high net worth individuals (190).

**Which custodians does MPS-Loria Financial Planners,llc use?**
MPS-Loria Financial Planners,llc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MPS-Loria Financial Planners,llc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122866

**Does MPS-Loria Financial Planners,llc state an account minimum?**
Its Form ADV Part 2A brochure dated February 24, 2026 says: "The firm does not impose a minimum account size requirement on any client."

**What changed in MPS-Loria Financial Planners,llc's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $751,385,359 to $826,570,486 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Account minimum: None

> The firm does not impose a minimum account size requirement on any client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $826,570,486
- Discretionary: $786,712,184
- Non-discretionary: $39,858,302

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 489 | $153,141,602 |
| High net worth individuals | 190 | $673,428,884 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, IL, IN, MI, MO, OH, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mpsloria.com
- Facebook @MPS-LORIA-Financial-Planners-LLC
- Instagram @mps_loria

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $531,990,883 | 9 | June 10, 2021 |
| October 2022 | $696,922,400 | 9 | March 2, 2022 |
| October 2023 | $544,113,125 | 8 | May 16, 2023 |
| October 2024 | $692,252,812 | 8 | March 18, 2024 |
| October 2025 | $751,385,359 | 8 | June 18, 2025 |
| October 2026 | $826,570,486 | 7 | February 24, 2026 |

Regulatory assets under management: $531,990,883 in the October 2021 data and $826,570,486 in the October 2026 data, up 55%.
Total employees: 9 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $751,385,359 to $826,570,486 (+10%).

### January 2026
- No longer registered or notice-filed in CA.

### December 2025
- Registered or notice-filed in MO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MPS-Loria Financial Planners,llc (CRD 122866): Form ADV filing data as of October 2026.