Interactive Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Interactive Financial Advisors reports 1,307 clients. They include 1,275 individual clients and 32 high-net-worth individuals. Of its assets, 100.0% ($240M across 2,075 accounts) are managed with discretion. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 78% |
| High-net-worth individuals | 2% | 22% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,275 | $188M | 78.4% | $148K |
| High-net-worth individuals | 32 | $52M | 21.6% | $1.62M |
| Total | 1,307 | $240M | 100% | $184K |
- Clients
- 1,275
- Regulatory AUM
- $188M
- AUM share
- 78.4%
- Avg. per client
- $148K
- Clients
- 32
- Regulatory AUM
- $52M
- AUM share
- 21.6%
- Avg. per client
- $1.62M
Total
- Clients
- 1,307
- Regulatory AUM
- $240M
- AUM share
- 100%
- Avg. per client
- $184K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Interactive Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Fixed-fee financial planning ranges from $48 to $7,500 and is negotiable, depending on the complexity and scope of the plan.
- Hourly Financial Planning and Consulting
- Hourly financial planning and consulting is $100 to $400 an hour, negotiable depending on the scope and complexity of the plan.
Organizamerica owns 75% or more of Interactive Financial Advisors and is in turn owned by Richard Peterbok (75% or more). Richard Peterbok is CEO. It has 33 employees.
Staff
- 33 employees
- 33 in advisory functions
- 33 state-registered reps
- 5 broker-dealer reps
- 25 insurance agents
- 1 soliciting firm
- Owns 75% or more of Interactive Financial Advisors, Inc.
Organizamerica
Control person · since January 2003
- Owns 75% or more of Organizamerica
Richard Peterbok
Control person · since January 2003
Interactive Financial Advisors’ regulatory assets fell from $280M (May 2021) to $240M (August 2026); clients fell from 3,049 to 1,307 and employees from 52 to 33.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $240M | 1,307 | 33 | 27 |
| Apr 2025April 2025 | $338M | 2,151 | 37 | 31 |
| May 2024May 2024 | $285M | 2,437 | 36 | 22 |
| May 2023May 2023 | $278M | 2,382 | 37 | 24 |
| Jun 2022June 2022 | $321M | 2,170 | 40 | 24 |
| May 2021May 2021 | $280M | 3,049 | 52 | 27 |
Besides its headquarters, Interactive Financial Advisors has 26 offices (14 private residences, listed without an address), with 13 listed addresses across 9 states.
Virginia · 4 listed addresses
- 8859 Sudley RD, Manassas
- 11815 Fountain Way, Newport News
- 117 S. Loudoun St, Winchester
- 50 Sullivan Street, Warrenton
Illinois · 2 listed addresses
- 100 Batson CT., Suite 104, New LenoxHQ
- 2302 E. Oakland Ave, Bloomington
Arizona · 1 listed address
- 584 W. Chandler BLVD, Chandler
Connecticut · 1 listed address
- 171 Market Square, Newington
Florida · 1 listed address
- 12724 Gran Bay Parkway West, Jacksonville
Montana · 1 listed address
- 1201 10th Ave. S., Great Falls
Nevada · 1 listed address
- 1971 Pahrump Valley BLVD, Pahrump
Utah · 1 listed address
- 1414 E. 4500 S., Salt Lake City
Wisconsin · 1 listed address
- 1401 Main Street, Onalaska
Contact and registration details
- Legal name
- Interactive Financial Advisors, Inc.
- Headquarters
- 100 Batson CT., Suite 104, New Lenox, IL 60451
- Website
- Not reported
- Phone
- 630-472-1300
- @interactive-financial-advisors
- SEC file
- 801-63771
- Structure
- Illinois corporation
- Fiscal year end
- December
Interactive Financial Advisors’ named custodian for separately managed accounts is Axos Clearing ($235M). Interactive Financial Advisors has custody of $235M for 1,302 clients.
- Axos ClearingAxos Clearing LLC · Arlington, VA · $235M100%
At year end, Interactive Financial Advisors’ separately managed accounts were mostly in funds (90%). Its reported 13F holdings for the quarter ended 30 June 2026 total $164M across 74 positions; the largest are iShares TR (13.3%), Vanguard Tax-managed Fds (7.2%) and iShares TR (6.2%).
What the accounts hold
- Stocks8%
- Funds90%
- Cash2%
How many clients does Interactive Financial Advisors have?
Interactive Financial Advisors has 1,307 clients and manages $240 million for them, as of August 2026. They include 1,275 individual clients and 32 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Interactive Financial Advisors offer?
Interactive Financial Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Interactive Financial Advisors use?
Interactive Financial Advisors’ separately managed account assets are held at Axos Clearing LLC (Arlington, VA), with $235M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Interactive Financial Advisors have?
Interactive Financial Advisors has 33 investment adviser representatives registered with state securities authorities, out of 33 employees, and 33 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 25 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Interactive Financial Advisors invest in?
At the end of its last fiscal year, Interactive Financial Advisors’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Interactive Financial Advisors?
Interactive Financial Advisors is owned through a holding company by Richard Peterbok. Its direct owner is Organizamerica (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Interactive Financial Advisors get paid?
Interactive Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Interactive Financial Advisors?
Interactive Financial Advisors’ main office is at 100 Batson CT., Suite 104, New Lenox, IL 60451. Its phone number is 630-472-1300.