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Aon Hewitt Financial Advisors LLC (Charlotte)


Aon Hewitt Financial Advisors LLC is a large advisory firm based in Charlotte. It manages $16.48 billion of regulatory assets for 137,989 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

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Aon Hewitt Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Aon Hewitt Financial Advisors: assets under management

The assets under management (AUM) of Aon Hewitt Financial Advisors LLC is $16.48 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2631% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $16.48 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aon Hewitt Financial Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Hewitt Associates Llc Owner 1 Apr 1994 75% - 100% 36-2235791
Aon Plc Owner/member 1 Oct 2010 75% - 100% 98-1030901
Aon Corporation Owner 1 Oct 2010 75% - 100% 36-3051915

Based in Charlotte

The principal office where Aon Hewitt Financial Advisors LLC performs its advisory services is located at 7201 Hewitt Associates Drive, Charlotte, NC 28262, which is also the mailing address of the firm. An additional office of the firm is in Sacramento, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-646-0000 or by fax 847-554-1444. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at aonhewittadvisors.com.


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