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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-17-1986
- Office Locations
- 1
Office Locations
About James T. Borello & Co.
James T. Borello & Co. is an East Dundee/Chicago-area RIA providing financial planning and portfolio management, with specialties including retirement forecasting, estate planning, tax planning, and education planning. The team publishes timely market and economic commentary to support client decision-making through volatility. Investment implementation includes equity model portfolios with significant ETF use, and the firm custodians with Charles Schwab.
Reported data analysis
What the numbers show
Between October 15, 2024 and October 21, 2025, reported AUM increased 20.3%, from $427.4M to $514.1M.
Across 5 reported observations, AUM increased 68.6% between October 6, 2021 and October 21, 2025, from $305.0M to $514.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 700 clients, or 175 clients per representative. That equates to $734.4K in reported AUM per client.
The profile lists 1 reported office location and 40 years in operation. The source data was last updated on October 21, 2025. 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full James T. Borello & Co. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Daniel James Borello
DIRECTOR, Finop
- CRD
- #6691474
- Ownership
- 75% or more
JAMES THOMAS BORELLO
Chief Compliance Officer, Consultant, President
- CRD
- #1295014
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Chad Douglas Anderson
Tax Planner
- CRD
- #7609911
MICHAEL THOMAS SPEZIALE
Financial Planner
- CRD
- #2296776
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $514,080,273 | $734,400 |
| Non-Discretionary | $0 | -- |
| Total | $514,080,273 | $734,400 |
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Separately Managed Accounts
SMA allocation detail is available
James T. Borello & Co. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.