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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

684 firms manage $7.8 trillionIllinois

Open in the Atlas screener

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  1. 7819
    Transition Equity Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $502M
  2. 7844
    Ruedi Wealth Management, Inc.Champaign, IL · 469 clientsWealth manager
    Schwab 100%
    $498M
  3. 7872
    Sterling Wealth Management, Inc.Champaign, IL · 240 clientsWealth manager
    Schwab 100%
    $495M
  4. 7878
    Busey Capital Management, Inc.Urbana, IL · 384 clientsAsset manager
    Northern Trust 70%Raymond James 30%
    $494M
  5. 7895
    Lifewise Wealth AdvisorsChampaign, IL · 433 clientsWealth manager
    No custodian reported
    $492M
  6. 7918
    Iron Financial LLCNorthbrook, IL · 246 clientsWealth manager
    Schwab 100%
    $489M
  7. 7948
    I-Qu & Co.Chicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $486M
  8. 7959
    Vantage Point Financial, LLCLisle, IL · 566 clientsWealth manager
    Schwab 100%
    $485M
  9. 7964
    Rail-Splitter Capital Management LLCWinnetka, IL · 34 clientsWealth managerWrap sponsor
    Goldman Sachs 100%
    $484M
  10. 7971
    Altman AdvisorsChicago, IL · 184 clientsWealth managerWrap sponsor
    Schwab 100%
    $483M
  11. 7988
    15 Wealth Advisors LLCMundelein, IL · 687 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $481M
  12. 8000
    Nine Ten Capital ManagementChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $481M
  13. 8011
    Meredith Wealth PlanningMaryville, IL · 221 clientsWealth manager
    Schwab 100%
    $479M
  14. 8027
    The Invictus Collective, LLCPark Ridge, IL · 16 clientsWealth manager
    Fidelity 61%Stonex Financial 39%
    $476M
  15. 8062
    Zimmerman Wealth Management, LLCEvanston, IL · 225 clientsWealth manager
    Fidelity 100%
    $472M
  16. 8101
    North Branch Capital Management, L.P.Oak Brook, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $468M
  17. 8133
    Cypress Capital Partners, LLCChicago, IL · 32 clientsWealth manager
    Fidelity 100%
    $464M
  18. 8157
    Sterling Fund Management, LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $462M
  19. 8190
    Cambridge Capital Management, LLCO'fallon, IL · 346 clientsWealth manager
    Schwab 100%
    $458M
  20. 8210
    Benford Capital Partners Management, L.P.Chicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $456M
  21. 8282
    Merit Capital Partners VI, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $448M
  22. 8292
    Leslie Global Wealth, LLCItasca, IL · 385 clientsWealth managerHybrid
    LPL Financial 95%
    $447M
  23. 8337
    Inland Advisory Services, LLCOak Brook, IL · 1 clientsAsset managerAffiliated broker-dealerInland Securities Corporation
    No custodian reported
    $443M
  24. 8364
    Sage Private Wealth Group, LLCOakbrook Terrace, IL · 482 clientsWealth manager
    Raymond James 100%
    $441M
  25. 8369
    Borealis Strategic Capital Partners, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $440M
  26. 8383
    Bates Financial Advisors, Inc.Rockford, IL · 399 clientsWealth managerHybridBates Securities, Inc.
    Fidelity 85%
    $439M
  27. 8391
    Newport Investment Management, LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $439M
  28. 8609
    Highview Capital Management, LLCBuffalo Grove, IL · 97 clientsWealth manager
    Pershing 100%
    $416M
  29. 8610
    Bard Associates IncChicago, IL · 181 clientsWealth manager
    Fidelity 58%Schwab 42%
    $416M
  30. 8613
    SGL Financial, LLCBuffalo Grove, IL · 884 clientsWealth manager
    No custodian reported
    $416M
  31. 8637
    Watershed Private WealthOak Brook, IL · 144 clientsWealth manager
    Fidelity 76%Schwab 24%
    $414M
  32. 8647
    Kerberos Capital Management LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $412M
  33. 8657
    Slagle Financial, LLC.Edwardsville, IL · 1,510 clientsWealth manager
    Fidelity 84%
    $412M
  34. 8690
    Rooted Wealth AdvisorsBourbonnais, IL · 1,652 clientsWealth manager
    Schwab 100%
    $409M
  35. 8698
    Quad City Investment CenterMoline, IL · 746 clientsWealth managerBank-affiliatedHybrid
    LPL Financial 100%
    $408M
  36. 8734
    Arena Private WealthChicago, IL · 237 clientsWealth manager
    Fidelity 100%
    $405M
  37. 8761
    LCM Capital Management IncChicago, IL · 473 clientsWealth managerWrap sponsor
    Schwab 51%Fidelity 49%
    $403M
  38. 8762
    Palo Duro Investment Partners, LPChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $403M
  39. 8805
    Lester Financial Group, LLCChampaign, IL · 784 clientsWealth manager
    Fidelity 100%
    $399M
  40. 8814
    Longshore Capital PartnersChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $398M

RIAs by state