Wealth manager, independent · New Lenox, IL
Interactive Financial Advisors
Interactive Financial Advisors, Inc. · SEC-registered investment adviser · CRD 125117 · SEC 801-63771
At a glance
Interactive Financial Advisors is an SEC-registered investment adviser based in New Lenox, Illinois, with $240 million in regulatory assets under management as of its Form ADV filed August 6, 2026. Its largest client group by assets is individuals, and it reports 1,307 individual clients. By Form ADV it is a wealth manager, ranked 5,138th of 8,915 wealth managers and 11,286th of 17,210 SEC-registered advisers by assets.
Main office 630-472-1300interactivefinancialadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $240M
- Rank among wealth managers
- #5,138 of 8,915
- Rank among all SEC RIAs
- #11,286 of 17,210
- Rank in Illinois
- #504 of 684
- Individual clients
- 1,307
- High-net-worth clients
- 32
- Accounts
- 2,075
- Discretionary
- 100% of AUM
- Employees
- 33
- Advisory staff
- 33
- Offices
- 27
Owners and executives on its Form ADV
- Richard L. PeterbokChief Executive Officer, President, Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Interactive Financial Advisors is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Fortune Financial Services, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Compensation for the Sale of Securities or Other Investment Products IARs providing investment advice on behalf of our firm may be registered representatives with Fortune Financial Services, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,275 | $188M | 78% |
| High-net-worth individuals | 32 | $52M | 22% |
Disciplinary disclosures
Interactive Financial Advisors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗interactivefinancialadvisors.com ↗
AtlasMembers
The full record on Interactive Financial Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 6,291 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Interactive Financial Advisors manage?
Interactive Financial Advisors reports $240 million in regulatory assets under management across 2,075 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 6, 2026.
What kind of firm is Interactive Financial Advisors?
Interactive Financial Advisors is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Interactive Financial Advisors’s clients?
By assets, its largest client types are individuals ($188 million, 1,275 clients); high-net-worth individuals ($52 million, 32 clients).
Does Interactive Financial Advisors have any disciplinary history?
Interactive Financial Advisors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Interactive Financial Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →