MPS-LORIA FINANCIAL PLANNERS,LLC
CRD #122866 SEC #801-66518 BURR RIDGE, IL 630-887-4404
SEC Registered
Total AUM
$751.4M
Discretionary
$694M
Employees
8
Clients
51
Accounts
1,658
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $751.4M | $694M | $57.4M | 8 | 13 |
| Nov 2025 | $751.4M | $694M | $57.4M | 8 | 13 |
| Oct 2025 | $751.4M | $694M | $57.4M | 8 | 13 |
| Jun 2025 | $751.4M | $694M | $57.4M | 8 | 13 |
| May 2025 | $751.4M | $694M | $57.4M | 8 | 13 |
| Mar 2025 | $751.4M | $694M | $57.4M | 8 | 13 |
| Mar 2025 | $751.4M | $694M | $57.4M | 8 | 13 |
| Oct 2024 | $692.3M | $649.8M | $42.5M | 8 | 13 |
| Mar 2024 | $692.3M | $649.8M | $42.5M | 8 | 13 |
| Jan 2024 | $544.1M | $512.4M | $31.8M | 8 | 17 |
| May 2023 | $544.1M | $512.4M | $31.8M | 8 | 17 |
| Mar 2023 | $544.1M | $512.4M | $31.8M | 8 | 17 |
| Oct 2022 | $696.9M | $583.8M | $113.1M | 9 | 0 |
| Mar 2022 | $696.9M | $583.8M | $113.1M | 9 | 0 |
| Feb 2022 | $532M | $493.7M | $38.3M | 9 | 0 |
| Jun 2021 | $532M | $493.7M | $38.3M | 9 | 0 |
| Apr 2021 | $532M | $493.7M | $38.3M | 9 | 0 |
| Feb 2021 | $532M | $493.7M | $38.3M | 9 | 0 |
| Nov 2020 | $436.1M | $433.6M | $2.5M | 10 | 6 |
| Aug 2020 | $436.1M | $433.6M | $2.5M | 10 | 6 |
| Jun 2020 | $436.1M | $433.6M | $2.5M | 10 | 6 |
| Jun 2020 | $436.1M | $433.6M | $2.5M | 10 | 6 |
| Mar 2020 | $436.1M | $433.6M | $2.5M | 10 | 6 |
| Aug 2019 | $386.8M | $356.7M | $30.1M | 11 | 0 |
| Mar 2019 | $386.8M | $356.7M | $30.1M | 11 | 0 |
| Aug 2018 | $400.4M | $357.5M | $43M | 11 | 0 |
| Mar 2018 | $400.4M | $357.5M | $43M | 11 | 0 |
| Jun 2017 | $354.7M | $298.4M | $56.3M | 10 | 700 |
| Apr 2017 | $354.7M | $298.4M | $56.3M | 10 | 700 |
| Mar 2017 | $354.7M | $298.4M | $56.3M | 10 | 700 |
| Dec 2016 | $303M | $243M | $60M | 6 | 750 |
| Nov 2016 | $303M | $243M | $60M | 6 | 750 |
| Nov 2016 | $303M | $243M | $60M | 6 | 750 |
| Apr 2016 | $303M | $243M | $60M | 6 | 750 |
| Mar 2016 | $303M | $243M | $60M | 6 | 750 |
| Mar 2016 | $303M | $243M | $60M | 6 | 750 |
| Jan 2016 | $323M | $259M | $64M | 6 | 750 |
| Dec 2015 | $323M | $259M | $64M | 6 | 750 |
| Jul 2015 | $323M | $259M | $64M | 6 | 750 |
| Apr 2015 | $323M | $259M | $64M | 6 | 750 |
| Feb 2015 | $323M | $259M | $64M | 6 | 750 |
| Mar 2014 | $295M | $236M | $59M | 8 | 750 |
| Dec 2013 | $286M | $227M | $59M | 14 | 600 |
| Sep 2013 | $286M | $227M | $59M | 14 | 600 |
| Aug 2013 | $286M | $227M | $59M | 14 | 600 |
| May 2013 | $286M | $227M | $59M | 14 | 600 |
| Apr 2013 | $286M | $227M | $59M | 14 | 600 |
| Feb 2013 | $286M | $227M | $59M | 14 | 600 |
| Feb 2013 | $286M | $227M | $59M | 14 | 600 |
| Feb 2012 | $342.8M | $227.8M | $115M | 6 | 600 |
| Nov 2011 | $393M | $227.8M | $165.2M | 6 | 251 |
| May 2011 | $355M | $0 | $355M | 10 | -- |
| Mar 2011 | $355M | $0 | $355M | 10 | -- |
| Jan 2010 | $268M | $0 | $268M | 10 | -- |
| Sep 2009 | $201.5M | $0 | $201.5M | 10 | -- |
| Jan 2008 | $190M | $0 | $190M | 10 | -- |
| Jan 2007 | $190M | $0 | $190M | 10 | -- |
| Mar 2006 | $130M | $0 | $130M | 10 | -- |
DateNov 2025
Total AUM$751.4M
Discretionary$694M
Non-Disc.$57.4M
Employees8
Clients13
DateNov 2025
Total AUM$751.4M
Discretionary$694M
Non-Disc.$57.4M
Employees8
Clients13
DateOct 2025
Total AUM$751.4M
Discretionary$694M
Non-Disc.$57.4M
Employees8
Clients13
DateJun 2025
Total AUM$751.4M
Discretionary$694M
Non-Disc.$57.4M
Employees8
Clients13
DateMay 2025
Total AUM$751.4M
Discretionary$694M
Non-Disc.$57.4M
Employees8
Clients13
DateMar 2025
Total AUM$751.4M
Discretionary$694M
Non-Disc.$57.4M
Employees8
Clients13
DateMar 2025
Total AUM$751.4M
Discretionary$694M
Non-Disc.$57.4M
Employees8
Clients13
DateOct 2024
Total AUM$692.3M
Discretionary$649.8M
Non-Disc.$42.5M
Employees8
Clients13
DateMar 2024
Total AUM$692.3M
Discretionary$649.8M
Non-Disc.$42.5M
Employees8
Clients13
DateJan 2024
Total AUM$544.1M
Discretionary$512.4M
Non-Disc.$31.8M
Employees8
Clients17
DateMay 2023
Total AUM$544.1M
Discretionary$512.4M
Non-Disc.$31.8M
Employees8
Clients17
DateMar 2023
Total AUM$544.1M
Discretionary$512.4M
Non-Disc.$31.8M
Employees8
Clients17
DateOct 2022
Total AUM$696.9M
Discretionary$583.8M
Non-Disc.$113.1M
Employees9
Clients0
DateMar 2022
Total AUM$696.9M
Discretionary$583.8M
Non-Disc.$113.1M
Employees9
Clients0
DateFeb 2022
Total AUM$532M
Discretionary$493.7M
Non-Disc.$38.3M
Employees9
Clients0
DateJun 2021
Total AUM$532M
Discretionary$493.7M
Non-Disc.$38.3M
Employees9
Clients0
DateApr 2021
Total AUM$532M
Discretionary$493.7M
Non-Disc.$38.3M
Employees9
Clients0
DateFeb 2021
Total AUM$532M
Discretionary$493.7M
Non-Disc.$38.3M
Employees9
Clients0
DateNov 2020
Total AUM$436.1M
Discretionary$433.6M
Non-Disc.$2.5M
Employees10
Clients6
DateAug 2020
Total AUM$436.1M
Discretionary$433.6M
Non-Disc.$2.5M
Employees10
Clients6
DateJun 2020
Total AUM$436.1M
Discretionary$433.6M
Non-Disc.$2.5M
Employees10
Clients6
DateJun 2020
Total AUM$436.1M
Discretionary$433.6M
Non-Disc.$2.5M
Employees10
Clients6
DateMar 2020
Total AUM$436.1M
Discretionary$433.6M
Non-Disc.$2.5M
Employees10
Clients6
DateAug 2019
Total AUM$386.8M
Discretionary$356.7M
Non-Disc.$30.1M
Employees11
Clients0
DateMar 2019
Total AUM$386.8M
Discretionary$356.7M
Non-Disc.$30.1M
Employees11
Clients0
DateAug 2018
Total AUM$400.4M
Discretionary$357.5M
Non-Disc.$43M
Employees11
Clients0
DateMar 2018
Total AUM$400.4M
Discretionary$357.5M
Non-Disc.$43M
Employees11
Clients0
DateJun 2017
Total AUM$354.7M
Discretionary$298.4M
Non-Disc.$56.3M
Employees10
Clients700
DateApr 2017
Total AUM$354.7M
Discretionary$298.4M
Non-Disc.$56.3M
Employees10
Clients700
DateMar 2017
Total AUM$354.7M
Discretionary$298.4M
Non-Disc.$56.3M
Employees10
Clients700
DateDec 2016
Total AUM$303M
Discretionary$243M
Non-Disc.$60M
Employees6
Clients750
DateNov 2016
Total AUM$303M
Discretionary$243M
Non-Disc.$60M
Employees6
Clients750
DateNov 2016
Total AUM$303M
Discretionary$243M
Non-Disc.$60M
Employees6
Clients750
DateApr 2016
Total AUM$303M
Discretionary$243M
Non-Disc.$60M
Employees6
Clients750
DateMar 2016
Total AUM$303M
Discretionary$243M
Non-Disc.$60M
Employees6
Clients750
DateMar 2016
Total AUM$303M
Discretionary$243M
Non-Disc.$60M
Employees6
Clients750
DateJan 2016
Total AUM$323M
Discretionary$259M
Non-Disc.$64M
Employees6
Clients750
DateDec 2015
Total AUM$323M
Discretionary$259M
Non-Disc.$64M
Employees6
Clients750
DateJul 2015
Total AUM$323M
Discretionary$259M
Non-Disc.$64M
Employees6
Clients750
DateApr 2015
Total AUM$323M
Discretionary$259M
Non-Disc.$64M
Employees6
Clients750
DateFeb 2015
Total AUM$323M
Discretionary$259M
Non-Disc.$64M
Employees6
Clients750
DateMar 2014
Total AUM$295M
Discretionary$236M
Non-Disc.$59M
Employees8
Clients750
DateDec 2013
Total AUM$286M
Discretionary$227M
Non-Disc.$59M
Employees14
Clients600
DateSep 2013
Total AUM$286M
Discretionary$227M
Non-Disc.$59M
Employees14
Clients600
DateAug 2013
Total AUM$286M
Discretionary$227M
Non-Disc.$59M
Employees14
Clients600
DateMay 2013
Total AUM$286M
Discretionary$227M
Non-Disc.$59M
Employees14
Clients600
DateApr 2013
Total AUM$286M
Discretionary$227M
Non-Disc.$59M
Employees14
Clients600
DateFeb 2013
Total AUM$286M
Discretionary$227M
Non-Disc.$59M
Employees14
Clients600
DateFeb 2013
Total AUM$286M
Discretionary$227M
Non-Disc.$59M
Employees14
Clients600
DateFeb 2012
Total AUM$342.8M
Discretionary$227.8M
Non-Disc.$115M
Employees6
Clients600
DateNov 2011
Total AUM$393M
Discretionary$227.8M
Non-Disc.$165.2M
Employees6
Clients251
DateMay 2011
Total AUM$355M
Discretionary$0
Non-Disc.$355M
Employees10
Clients--
DateMar 2011
Total AUM$355M
Discretionary$0
Non-Disc.$355M
Employees10
Clients--
DateJan 2010
Total AUM$268M
Discretionary$0
Non-Disc.$268M
Employees10
Clients--
DateSep 2009
Total AUM$201.5M
Discretionary$0
Non-Disc.$201.5M
Employees10
Clients--
DateJan 2008
Total AUM$190M
Discretionary$0
Non-Disc.$190M
Employees10
Clients--
DateJan 2007
Total AUM$190M
Discretionary$0
Non-Disc.$190M
Employees10
Clients--
DateMar 2006
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees10
Clients--