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- Custodian
- Ascensus · Charles Schwab & Company · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-13-1992
- Office Locations
- 2
Office Locations
About Dhjj Financial Advisors
Dhjj Financial Advisors is a Naperville-based RIA with 2 offices. The firm has been operating for 33 years. Managing $623.4M in total assets under management, with 8 advisory representatives. They custody assets with Ascensus and Charles Schwab & Company.
Reported data analysis
What the numbers show
Between November 11, 2025 and July 13, 2026, reported AUM increased 14.7%, from $543.5M to $623.4M.
Across 5 reported observations, AUM increased 32.5% between July 20, 2022 and July 13, 2026, from $470.5M to $623.4M.
Of the latest reported AUM, 96.0% is discretionary and 4.0% is non-discretionary.
The firm reports 8 advisory representatives and 436 clients, or 54.5 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 2 reported office locations and 33 years in operation. The source data was last updated on July 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dhjj Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
EDWIN JAMES BROOKS
Principal
- CRD
- --
- Ownership
- 10% but less than 25%
KATHERINE THERESA BYRNE
Principal and Financial Advisor
- CRD
- #6606061
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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Dana Michael Anderson
Senior Associate
- CRD
- #8125134
SUZANNE MARIE LOCKWOODFISHER
Administrator
- CRD
- #2189281
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $598,444,466 | $443,621 |
| Non-Discretionary | $24,989,400 | $390,459 |
| Total | $623,433,866 | $441,213 |
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Separately Managed Accounts
SMA allocation detail is available
Dhjj Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Dhjj Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.