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Sikich Financial

EST. AUM
$919,996,863

CONTACTS
1

CLIENT ACCOUNTS
1,236

Firm Details

Metro area Chicago
CRD Number 142640
Website sikich.com
Client types

Overview

Sikich Financial, founded in 2017, operates as the wealth management division of Sikich—a national CPA and advisory firm. The RIA serves individuals, families, not-for-profits, trusts, estates, and business owners via a fee-based, planning-focused model. By operating under a top-tier accounting and advisory firm, Sikich Financial integrates tax-aware investment strategies, long-term planning, and personalized client experience. It combines deep financial insights and corporate infrastructure, delivering holistic wealth management guided by fiduciary standards and individual life goals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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