ADVISORY RESEARCH INC
CRD #108254 SEC #801-14172 CHICAGO, IL 312-565-1414
SEC Registered Private Funds
Total AUM
$721.5M
Discretionary
$718.8M
Employees
14
Clients
--
Accounts
293
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $721.5M | $718.8M | $2.7M | 14 | 6 |
| Aug 2025 | $721.5M | $718.8M | $2.7M | 14 | 6 |
| Mar 2025 | $721.5M | $718.8M | $2.7M | 14 | 6 |
| Mar 2025 | $721.5M | $718.8M | $2.7M | 14 | 6 |
| Nov 2024 | $641.6M | $641.6M | $0 | 14 | 5 |
| Mar 2024 | $641.6M | $641.6M | $0 | 14 | 5 |
| Dec 2023 | $1.3B | $1.3B | $0 | 22 | 6 |
| Mar 2023 | $1.3B | $1.3B | $0 | 22 | 6 |
| Mar 2022 | $1.5B | $1.5B | $0 | 29 | 8 |
| Jan 2022 | $1.5B | $1.5B | $0 | 29 | 9 |
| Mar 2021 | $1.5B | $1.5B | $0 | 29 | 9 |
| Nov 2020 | $2.7B | $2.7B | $0 | 29 | 9 |
| Sep 2020 | $2.7B | $2.7B | $0 | 29 | 9 |
| Jun 2020 | $2.7B | $2.7B | $0 | 29 | 9 |
| Mar 2020 | $2.7B | $2.7B | $0 | 29 | 9 |
| Dec 2019 | $2.5B | $2.5B | $0 | 30 | 9 |
| Oct 2019 | $2.5B | $2.5B | $0 | 30 | 9 |
| Mar 2019 | $6.1B | $5.8B | $331.1M | 59 | 0 |
| Dec 2018 | $7.8B | $7.3B | $457.8M | 59 | 10 |
| Apr 2018 | $7.8B | $7.3B | $457.8M | 59 | 10 |
| Mar 2018 | $7.8B | $7.3B | $457.8M | 59 | 10 |
| Jan 2018 | $8.8B | $8.7B | $97.7M | 73 | 11 |
| May 2017 | $8.8B | $8.7B | $97.7M | 73 | 800 |
| Mar 2017 | $8.8B | $8.7B | $97.7M | 73 | 800 |
| Nov 2016 | $9B | $8.9B | $127.8M | 73 | 1,000 |
| Mar 2016 | $9B | $8.9B | $127.8M | 73 | 1,000 |
| Jan 2016 | $11.7B | $11.5B | $186.9M | 71 | 1,400 |
| Mar 2015 | $11.7B | $11.5B | $186.9M | 71 | 1,400 |
| Mar 2014 | $11.5B | $11.3B | $203.7M | 66 | 1,400 |
| Apr 2013 | $9.2B | $9B | $111.5M | 64 | 1,500 |
| Sep 2012 | $8.6B | $8.5B | $108.7M | 11 | 1,300 |
| Mar 2012 | $8.6B | $8.5B | $108.7M | 11 | 1,300 |
| Dec 2011 | $6.6B | $6.4B | $101M | 11 | 1,000 |
| Mar 2011 | $6.6B | $6.4B | $101M | -- | -- |
| Mar 2010 | $5.7B | $5.6B | $91M | -- | -- |
| Mar 2008 | $6.5B | $6.5B | $46.2M | -- | -- |
| Nov 2007 | $6.4B | $6.3B | $24.6M | -- | -- |
| Mar 2007 | $6.4B | $6.3B | $24.6M | -- | -- |
| Nov 2005 | $3.5B | $3.5B | $0 | -- | -- |
| Jul 2004 | $2.8B | $2.7B | $103.4M | -- | -- |
| Mar 2004 | $2.8B | $2.7B | $103.4M | -- | -- |
| Nov 2003 | $2.2B | $2.2B | $0 | -- | -- |
DateNov 2025
Total AUM$721.5M
Discretionary$718.8M
Non-Disc.$2.7M
Employees14
Clients6
DateAug 2025
Total AUM$721.5M
Discretionary$718.8M
Non-Disc.$2.7M
Employees14
Clients6
DateMar 2025
Total AUM$721.5M
Discretionary$718.8M
Non-Disc.$2.7M
Employees14
Clients6
DateMar 2025
Total AUM$721.5M
Discretionary$718.8M
Non-Disc.$2.7M
Employees14
Clients6
DateNov 2024
Total AUM$641.6M
Discretionary$641.6M
Non-Disc.$0
Employees14
Clients5
DateMar 2024
Total AUM$641.6M
Discretionary$641.6M
Non-Disc.$0
Employees14
Clients5
DateDec 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients6
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients6
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees29
Clients8
DateJan 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees29
Clients9
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees29
Clients9
DateNov 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees29
Clients9
DateSep 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees29
Clients9
DateJun 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees29
Clients9
DateMar 2020
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees29
Clients9
DateDec 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees30
Clients9
DateOct 2019
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees30
Clients9
DateMar 2019
Total AUM$6.1B
Discretionary$5.8B
Non-Disc.$331.1M
Employees59
Clients0
DateDec 2018
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$457.8M
Employees59
Clients10
DateApr 2018
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$457.8M
Employees59
Clients10
DateMar 2018
Total AUM$7.8B
Discretionary$7.3B
Non-Disc.$457.8M
Employees59
Clients10
DateJan 2018
Total AUM$8.8B
Discretionary$8.7B
Non-Disc.$97.7M
Employees73
Clients11
DateMay 2017
Total AUM$8.8B
Discretionary$8.7B
Non-Disc.$97.7M
Employees73
Clients800
DateMar 2017
Total AUM$8.8B
Discretionary$8.7B
Non-Disc.$97.7M
Employees73
Clients800
DateNov 2016
Total AUM$9B
Discretionary$8.9B
Non-Disc.$127.8M
Employees73
Clients1,000
DateMar 2016
Total AUM$9B
Discretionary$8.9B
Non-Disc.$127.8M
Employees73
Clients1,000
DateJan 2016
Total AUM$11.7B
Discretionary$11.5B
Non-Disc.$186.9M
Employees71
Clients1,400
DateMar 2015
Total AUM$11.7B
Discretionary$11.5B
Non-Disc.$186.9M
Employees71
Clients1,400
DateMar 2014
Total AUM$11.5B
Discretionary$11.3B
Non-Disc.$203.7M
Employees66
Clients1,400
DateApr 2013
Total AUM$9.2B
Discretionary$9B
Non-Disc.$111.5M
Employees64
Clients1,500
DateSep 2012
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$108.7M
Employees11
Clients1,300
DateMar 2012
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$108.7M
Employees11
Clients1,300
DateDec 2011
Total AUM$6.6B
Discretionary$6.4B
Non-Disc.$101M
Employees11
Clients1,000
DateMar 2011
Total AUM$6.6B
Discretionary$6.4B
Non-Disc.$101M
Employees--
Clients--
DateMar 2010
Total AUM$5.7B
Discretionary$5.6B
Non-Disc.$91M
Employees--
Clients--
DateMar 2008
Total AUM$6.5B
Discretionary$6.5B
Non-Disc.$46.2M
Employees--
Clients--
DateNov 2007
Total AUM$6.4B
Discretionary$6.3B
Non-Disc.$24.6M
Employees--
Clients--
DateMar 2007
Total AUM$6.4B
Discretionary$6.3B
Non-Disc.$24.6M
Employees--
Clients--
DateNov 2005
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$103.4M
Employees--
Clients--
DateMar 2004
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$103.4M
Employees--
Clients--
DateNov 2003
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees--
Clients--