Geneva, IL Office
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Gradient Advisors, LLC
Multi-team
Firm-wide stats for Gradient Advisors, LLC
About
Gradient Advisors, LLC provides investment management, financial planning, and consulting to a mix of individuals, retirement plans, trusts, estates, charitable organizations, corporations and other business entities. The firm delivers these services through a network of Investment Advisor Representatives and reports roughly $289 million in regulatory assets under management alongside about $1.10 billion in assets under administration, for total platform assets of approximately $1.39 billion.
Gradient works with clients primarily through third‑party money managers and IARs who act as liaisons, offering advice and implementation support while often leaving trade execution and continuous management to the TPMMs. The brochure describes a largely non‑discretionary operating model—clients must approve transactions—and documents client objectives and risk tolerance using tools such as the Color of Money Risk Analysis, while employing fundamental, technical and cyclical analysis in portfolio work.
Notable distinctions include a suite of affiliated relationships and revenue‑sharing or incentive arrangements (for example, with Gradient Investments, Orion Portfolio Solutions, and SEI) and the firm’s role as a referral and administrative platform, which results in a substantially larger AUA relative to assets GA directly manages. The firm also does not custody client assets, discloses that it does not vote proxies on client securities, and highlights potential conflicts from referral and incentive programs in its disclosure documents.
Based on Gradient Advisors, LLC
Location
2000 S Batavia Ave, Suite 350
Geneva IL 60134
Advisors at this office
2
Advisors at this office
Stephanie B
Series 63, Series 65
Geneva, IL
Gradient Advisors, LLC
Stephanie Burling is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Bankers Life Securities and Bankers Life & Casualty. She serves on the board of the IPF Foundation, a medical nonprofit organization. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and utilizing tools like the Color of Money Risk Analysis in their portfolio strategies.
Michael S
Series 63, Series 65
Geneva, IL
Gradient Advisors, LLC
Michael Seidler is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked previously at Bankers Life and Bankers Life Securities, and currently also serves as an associate and investment advisor representative at Burling Wealth Advisors Inc. in addition to his role at Gradient Advisors. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of investment advisor representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis in portfolio construction.
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