DEARBORN PARTNERS L.L.C.

RIASEC RegisteredEst. 1997

Total AUM

$2.7B

Discretionary

$2.7B

100% of AUM

Avg account

$1.3M

Accounts

2,124

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 108147
Registered since: April 24, 1997
Website: www.dearbornpartners.com
Custodians: CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: HNWI37.01%
Other Investment Advisers21.35%
Investment Companies20.8%
Pension & Profit Sharing Plans18.44%
Individuals1.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dearborn Partners L.L.C. is an independent, SEC-registered registered investment adviser organized as an LLC and active since the late 1990s. The firm serves high-net-worth individuals, families and institutional clients, charging fees as a percentage of assets under management and providing financial planning, discretionary portfolio management across individuals, businesses and investment companies, and manager selection services. Dearborn Partners also identifies itself as a capital allocator and reports active consideration of ESG factors when making investment decisions. The firm has been recognized in industry rankings, appearing among the Financial Times’ Top 300 RIA firms in 2020. Its advisory offering emphasizes equity exposure and uses third-party managers where appropriate, reflecting a mix of in-house portfolio management and outsourced allocations.