SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Aon Investments USA Inc.
Chicago, IL
CRD 105596
Firm filing updated March 25, 2026 ·
- $151BAssets
- 248Advisory staff
- 300Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Pension and profit sharing plans272
- Corporations or other businesses139
- State or municipal government entities (including government pension plans)32
- Pooled vehicles31
- Banks20
- and 2 more11
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | Fewer than 5 clients | $0 |
| High net worth individuals | Fewer than 5 clients | $0 |
| Banking or thrift institutions | 20 | $0 |
| Investment companies | 3 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 31 | $34.4 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 272 | $112.7 billion |
| Charitable organizations | 8 | $1.2 billion |
| State or municipal government entities (including government pension plans) | 32 | $127.1 million |
| Insurance companies | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | 139 | $0 |
| Other: "NUCLEAR DECOMMISSIONING TRUST + NON-PROFITS" | 72 | $2.6 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$151.0 billion
- Accounts300
- Discretionary$118.5 billion · 277 accounts
- Non-discretionary$32.5 billion · 23 accounts
People
- Employees255
- Advisory staff248
- Broker-dealer reps19
- Licensed insurance agents0
- Planning clients0
Registration details
- SEC-registered investment advisor. CRD 105596, SEC file 801-17219.
- Registered with the SEC as an investment advisor (status date on record: May 21, 1982).
Is Aon Investments USA Inc. a fiduciary?
Short answer: Aon Investments USA Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 19 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
The firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.