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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-07-1966
- Office Locations
- 2
Office Locations
About Fiduciary Counselling INC
Fiduciary Counselling INC is a ST Paul-based RIA with 2 offices. The firm has been operating for 59 years. Managing $10.1B in total assets under management, with 18 advisory representatives. They custody assets with Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 22, 2025 and March 17, 2026, reported AUM increased 5.8%, from $9.5B to $10.1B.
Across 5 reported observations, AUM decreased 12.1% between May 20, 2022 and March 17, 2026, from $11.4B to $10.1B.
Of the latest reported AUM, 43.7% is discretionary and 56.3% is non-discretionary.
The firm reports 18 advisory representatives and 1,761 clients, or 97.8 clients per representative. That equates to $5.7M in reported AUM per client.
The profile lists 2 reported office locations and 59 years in operation. The source data was last updated on March 17, 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
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ANN BARRY BURNS
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
JAMES GUY CASTELLANO
DIRECTOR, Strategic Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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LIDDY MARIE ACHTER
Client Advisor
- CRD
- #4857293
MEAGHAN E BRASSEY
--
- CRD
- #6932387
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,392,071,487 | $2,870,635 |
| Non-Discretionary | $5,664,674,290 | $24,522,400 |
| Total | $10,056,745,777 | $5,710,815 |
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Separately Managed Accounts
SMA allocation detail is available
Fiduciary Counselling INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Fiduciary Counselling INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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