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Spiderrock Advisors, LLC

Spiderrock Advisors, LLC. CRD 171992

S

CRD: 171992

Spiderrock Advisors, LLC

$9.8B Total AUM
$9.8B Disc. AUM
48.3% 3Y CAGR
61 Employees
4,480 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Morgan Stanley · UBS
Clients
Retail and Institutional
Established Date
08-20-2014
Office Locations
9

Office Locations

227 West Monroe Street Suite 4300 Chicago IL
-- Bernardsville NJ
-- Dallas TX

About Spiderrock Advisors, LLC

Spiderrock Advisors, LLC is a Chicago-based RIA with 9 offices. The firm has been operating for 11 years. Managing $9.8B in total assets under management, with 43 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.

Reported data analysis

What the numbers show

Between August 29, 2025 and March 31, 2026, reported AUM increased 64.5%, from $6.0B to $9.8B.

Across 5 reported observations, AUM increased 261.0% between December 7, 2022 and March 31, 2026, from $2.7B to $9.8B.

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 43 advisory representatives and 4,480 clients, or 104.2 clients per representative. That equates to $2.2M in reported AUM per client.

The profile lists 9 reported office locations and 11 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

54 AVG AGE
$228.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
1.2 yrs AVG TENURE
61 Employees
43 Advisory Reps
16 RIA Reps
11yrs Firm Age

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Available data coverage

  • Asset Classes
  • Custodian
  • Fund Managers
  • Investment Themes
  • Investment Vehicles
  • Platform
  • Services
  • Technology

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Owner & Executives

J

JOSEPH GEORGE DEVICO

MANAGING DIRECTOR

CRD
#2808563
Ownership
Less than 5%
D

DAVID EUGENE DONNELLY

MANAGING DIRECTOR, Managing Member

CRD
#4688903
Ownership
Less than 5%

Showing 2 of 4 owners & executives

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Contacts

M

MATTHEW THOMAS ANDREWS

--

CRD
#4252620
A

ADAM WARREN BUTTERFIELD

--

CRD
#6222034

Showing 2 of 19 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-07-2022
03-28-2023
12-20-2024
08-29-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $9,834,015,630 $2,195,093
Non-Discretionary $0 --
Total $9,834,015,630 $2,195,093

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Separately Managed Accounts

SMA allocation detail is available

Spiderrock Advisors, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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13F Holdings | Q1 2026

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Spiderrock Advisors, LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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