SIKICH FINANCIAL
SEC RegisteredUnlock financial freedom with Sikich's Wealth Management team.
About the firm
Sikich is a company of problem solvers, tech pros and trusted advisors that works with thousands of organizations to turn complexity into clarity, risk into readiness and data into decisions. Sikich offers the public and private sectors a diverse platform of professional services across consulting, technology and compliance. Investment Advisory services are offered through Sikich Financial, an SEC Registered Investment Advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Sikich advisors develop customized wealth investment strategies centered around financial planning and asset management, including retirement projections, estate strategies, and tax planning.
Who they serve
Families and individuals, nonprofit organizations, trusts and estates.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 919 | $406M |
| High Net Worth Individuals | 205 | $708M |
| State/Municipal Entities | 26 | — |
89 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Schwab/Advisor Managed Portfolios - First $1,000,000 | 1.25% |
| Schwab/Advisor Managed Portfolios - Next $1,000,000 | 0.90% |
| Schwab/Advisor Managed Portfolios - Next $3,000,000 | 0.70% |
| Schwab/Advisor Managed Portfolios - Next $5,000,000 | 0.60% |
| Schwab/Advisor Managed Portfolios - Next $10,000,000 | 0.55% |
| Schwab/Advisor Managed Portfolios - All amounts thereafter | 0.40% |
| WMP-UMA/Wrap/SMA - First $1,000,000 | 2.00% |
| WMP-UMA/Wrap/SMA - Next $1,000,000 | 1.65% |
| WMP-UMA/Wrap/SMA - Next $3,000,000 | 1.45% |
| WMP-UMA/Wrap/SMA - Next $5,000,000 | 1.35% |
| WMP-UMA/Wrap/SMA - Next $10,000,000 | 1.30% |
| WMP-UMA/Wrap/SMA - All amounts thereafter | 1.15% |
| SEI Sponsored Wrap Fee Program - Flat | 1.25% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIKICH FINANCIAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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