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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MPS-LORIA FINANCIAL PLANNERS,LLC

CRD 122866

BURR RIDGE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3be6540-85ca-3202-92e9-60f413725064

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 3
On other graphs: 0
Observed: Nov 7, 2011 to Feb 24, 2026
54 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $827MItem 5.F on the latest filing (2026-02-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $787M
Private client RAUM: $827MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $165Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,670
Individual clients: 489
High net worth clients: 190
Custody, client assets: $314M
SEC number: 801-66518
CIK: 1716180
CRD: 122866
Filings on the tape: 54
First filed: Nov 7, 2011
Latest filed: Feb 24, 2026
Organised: Limited Liability Company, IL
Website: mpsloria.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL FRANCIS PAURITSCH	n/a	BURR RIDGE, IL	26	37	n/a	no
RICHARD THOMAS LORIA	n/a	BURR RIDGE, IL	26	34	n/a	no
KENNETH GEORGE DAEMICKE	n/a	BURR RIDGE, IL	26	45	n/a	no
CHRISTOS GEORGE KYROS	n/a	BURR RIDGE, IL	15	28	n/a	no
ABIGAIL LORIA	n/a	BURR RIDGE, IL	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LORIA, RICHARD, THOMAS	PRESIDENT & MANAGING MEMBER & (2006) CHIEF COMPLIANCE OFFICER	C	yes	08/1999	Nov 7, 2011	Oct 17, 2024
MULCAHY, EDWARD, WILLIAM	Member	B	yes	08/1999	Nov 7, 2011	Oct 17, 2024
PAURITSCH, MICHAEL, FRANCIS	Member	B	yes	08/1999	Nov 7, 2011	Oct 17, 2024
SALVADOR, PHILIP, ALAN	Member	B	yes	08/1999	Nov 7, 2011	Oct 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LORIA FINANCIAL GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026	$827M	$787M	7	5	0	n/a	n/a
2024	Mar 5, 2025	$751M	$694M	8	4	0	n/a	n/a
2023	Mar 18, 2024	$692M	$650M	8	5	0	n/a	n/a
2022	Mar 20, 2023	$544M	$512M	8	5	0	n/a	n/a
2021	Mar 2, 2022	$697M	$584M	9	5	0	n/a	n/a
2020	Feb 26, 2021	$532M	$494M	9	6	0	n/a	n/a
2019	Mar 25, 2020	$436M	$434M	10	7	0	n/a	n/a
2018	Mar 25, 2019	$387M	$357M	11	8	0	n/a	n/a
2017	Mar 27, 2018	$400M	$357M	11	8	0	n/a	n/a
2016	Mar 1, 2017	$355M	$298M	10	7	n/a	n/a	n/a
2015	Mar 3, 2016	$303M	$243M	6	4	n/a	n/a	n/a
2014	Feb 5, 2015	$323M	$259M	6	4	n/a	n/a	n/a
2013	Mar 24, 2014	$295M	$236M	8	5	n/a	n/a	n/a
2012	Feb 20, 2013	$286M	$227M	14	11	n/a	n/a	n/a
2011	Feb 21, 2012	$343M	$228M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$827M	$751M	10.0%	$544M	15.0%	7	8	0	0

Relationships

Registered with (13)

← ABIGAIL LORIAAdvisorregistration: current employment
Jan 26, 2026 to presentfactForm ADV
← CHRISTOS GEORGE KYROSAdvisorregistration: current employment
Sep 15, 2011 to presentfactForm ADV
← KENNETH GEORGE DAEMICKEAdvisorregistration: current employment
Aug 21, 2000 to presentfactForm ADV
← MICHAEL FRANCIS PAURITSCHAdvisorregistration: current employment
Feb 7, 2000 to presentfactForm ADV
← RICHARD THOMAS LORIAAdvisorregistration: current employment
Feb 7, 2000 to presentfactForm ADV
← MICHAEL THOMAS GILLESPIEAdvisorregistration: previous registration
Mar 23, 2021 to Aug 28, 2024factForm ADV
← MEGGAN MARIE CARROLLAdvisorregistration: previous registration
Sep 19, 2013 to Jan 20, 2021factForm ADV
← JOHN HAYDEN BOLLWEGAdvisorregistration: previous registration
Jul 1, 2010 to Apr 15, 2020factForm ADV
← Glenn Scott SchwaljeAdvisorregistration: previous registration
May 7, 2013 to Nov 17, 2016factForm ADV
← STEVE HUSTON PARKERAdvisorregistration: previous registration
Aug 27, 2003 to Oct 25, 2013factForm ADV
← MICHAEL EDWARD FRIEDMANAdvisorregistration: previous registration
Aug 10, 2012 to Jul 1, 2013factForm ADV
← MICHAEL ROY SEDLAKAdvisorregistration: previous registration
Jul 5, 2001 to Mar 29, 2010factForm ADV
← George H ClougherAdvisorregistration: previous registration
Mar 30, 2001 to Mar 31, 2003factForm ADV

Controls (4)

← PAURITSCH, MICHAEL, FRANCISOwnerMEMBER, ownership code B, individual
Nov 7, 2011 to Oct 17, 2024factForm ADV
← LORIA, RICHARD, THOMASOwnerPRESIDENT & MANAGING MEMBER & (2006) CHIEF COMPLIANCE OFFICER, ownership code C, individual
Nov 7, 2011 to Oct 17, 2024factForm ADV
← SALVADOR, PHILIP, ALANOwnerMEMBER, ownership code B, individual
Nov 7, 2011 to Oct 17, 2024factForm ADV
← MULCAHY, EDWARD, WILLIAMOwnerMEMBER, ownership code B, individual
Nov 7, 2011 to Oct 17, 2024factForm ADV

Dated events

Occurred
Aug 28, 2024
Advisor changed firm
Michael Thomas Gillespie left Mps-Loria Financial Planners,Llc for Cg Advisory Services (registered 2025-04-07)
Form ADVobserved 5 days ago
Occurred
Mar 18, 2024
Regulatory AUM changed
Mps-Loria Financial Planners,Llc reported RAUM $692.3M, up 27% from $544.1M (2024-01-04 to 2024-03-18)
Form ADVobserved 5 days ago
$148M
Occurred
Mar 2, 2022
Regulatory AUM changed
Mps-Loria Financial Planners,Llc reported RAUM $696.9M, up 31% from $532.0M (2022-02-18 to 2022-03-02)
Form ADVobserved 5 days ago
$165M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3be6540-85ca-3202-92e9-60f413725064
First observed: Nov 7, 2011
Last observed: Feb 24, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MPS-LORIA FINANCIAL PLANNERS,LLC

CRD 122866

BURR RIDGE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e3be6540-85ca-3202-92e9-60f413725064

Data as of Feb 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:13 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL FRANCIS PAURITSCH

n/a

BURR RIDGE, IL

n/a

RICHARD THOMAS LORIA

n/a

BURR RIDGE, IL

n/a

KENNETH GEORGE DAEMICKE

n/a

BURR RIDGE, IL

n/a

CHRISTOS GEORGE KYROS

n/a

BURR RIDGE, IL

n/a

ABIGAIL LORIA

n/a

BURR RIDGE, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LORIA, RICHARD, THOMAS

PRESIDENT & MANAGING MEMBER & (2006) CHIEF COMPLIANCE OFFICER

yes

08/1999

Nov 7, 2011

Oct 17, 2024

MULCAHY, EDWARD, WILLIAM

Member

yes

08/1999

Nov 7, 2011

Oct 17, 2024

PAURITSCH, MICHAEL, FRANCIS

Member

yes

08/1999

Nov 7, 2011

Oct 17, 2024

SALVADOR, PHILIP, ALAN

Member

yes

08/1999

Nov 7, 2011

Oct 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LORIA FINANCIAL GROUP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 24, 2026

$827M

$787M

n/a

2024

Mar 5, 2025

$751M

$694M

n/a

2023

Mar 18, 2024

$692M

$650M

n/a

2022

Mar 20, 2023

$544M

$512M

n/a

2021

Mar 2, 2022

$697M

$584M

n/a

2020

Feb 26, 2021

$532M

$494M

n/a

2019

Mar 25, 2020

$436M

$434M

n/a

2018

Mar 25, 2019

$387M

$357M

n/a

2017

Mar 27, 2018

$400M

$357M

n/a

2016

Mar 1, 2017

$355M

$298M

n/a

2015

Mar 3, 2016

$303M

$243M

n/a

2014

Feb 5, 2015

$323M

$259M

n/a

2013

Mar 24, 2014

$295M

$236M

n/a

2012

Feb 20, 2013

$286M

$227M

n/a

2011

Feb 21, 2012

$343M

$228M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$827M

$751M

10.0%

$544M

15.0%