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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya
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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. 8884
    Bentley Financial GroupDowners Grove, IL · 470 clientsWealth managerWrap sponsorHybrid
    No custodian reported
    $393M
  2. 8936
    RCM Wealth AdvisorsChicago, IL · 830 clientsWealth manager
    Schwab 81%
    $389M
  3. 8959
    Vermillion Financial Advisors, Inc.South Barrington, IL · 279 clientsWealth manager
    Schwab 100%
    $387M
  4. 8978
    Squadron Capital Management LLCOak Brook, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $386M
  5. 9013
    Carter Financial Group, Inc.Barrington, IL · 826 clientsWealth managerHybrid
    Schwab 100%
    $382M
  6. 9025
    Unique Wealth StrategiesBurr Ridge, IL · 397 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $382M
  7. 9046
    Bruce & Co IncChicago, IL · 3 clientsAsset manager
    No custodian reported
    $380M
  8. 9049
    Siena Capital Partners GP, LLCEvanston, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $379M
  9. 9060
    Prospect Partners Advisors LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $378M
  10. 9063
    Pritzker Alternative StrategiesChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $378M
  11. 9119
    Oak Wealth Advisors LLCNorthbrook, IL · 186 clientsWealth manager
    Schwab 100%
    $374M
  12. 9192
    Hughes & CompanyChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $367M
  13. 9220
    Chicago Wealth Management, Inc.Chicago, IL · 304 clientsWealth manager
    Schwab 100%
    $366M
  14. 9239
    Sebold Capital Management, IncLisle, IL · 204 clientsWealth manager
    Schwab 100%
    $364M
  15. 9251
    Windrock Wealth ManagementNaperville, IL · 83 clientsWealth manager
    Schwab 100%
    $363M
  16. 9276
    Dearborn Capital Management, LLCChicago, IL · 2 clientsAsset managerHybridDCM Brokers, LLC
    No custodian reported
    $361M
  17. 9313
    Bluestem Financial Advisors, LLCSavoy, IL · 185 clientsWealth manager
    Schwab 100%
    $358M
  18. 9416
    Precise Investment Management, Inc.Highland Park, IL · 88 clientsAsset managerHybridInsight Securities, Inc.
    UBS 29%
    $349M
  19. 9461
    Booster Asset Management, LLCWheaton, IL · 1 clientsAsset manager
    No custodian reported
    $346M
  20. 9519
    Ergawealth Advisors, Inc.Oak Brook, IL · 415 clientsWealth managerHybrid
    Schwab 100%
    $342M
  21. 9537
    Left Brain Wealth Management, LLCNaperville, IL · 207 clientsWealth managerHybrid
    Schwab 98%
    $340M
  22. 9543
    Wavvest WealthChicago, IL · 144 clientsWealth manager
    Schwab 100%
    $340M
  23. 9547
    AZA Capital ManagementChicago, IL · 345 clientsWealth manager
    Schwab 100%
    $340M
  24. 9570
    Riverspan Partners LPChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $339M
  25. 9585
    Lucas Group Financial Advisors, LLCFreeport, IL · 429 clientsWealth manager
    Schwab 100%
    $338M
  26. 9593
    New England Research & Management, Inc.Chicago, IL · 149 clientsWealth manager
    Fidelity 100%
    $337M
  27. 9603
    Journey Financial Group, Inc.Buffalo Grove, IL · 330 clientsWealth manager
    Schwab 100%
    $336M
  28. 9612
    Cogent Strategic Wealth LLCChicago, IL · 102 clientsWealth manager
    Schwab 100%
    $336M
  29. 9636
    Neuberger Berman Loan Advisers Europe II LPChicago, IL · 1 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $335M
  30. 9661
    Dibenedetto & Associates LTDLoves Park, IL · 321 clientsWealth manager
    No custodian reported
    $333M
  31. 9681
    Corazon Group LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $331M
  32. 9692
    The Nestegg Group, Inc.Lincolnwood, IL · 187 clientsWealth manager
    Schwab 100%
    $331M
  33. 9693
    Bernardi Asset Management, LLCNorthfield, IL · 69 clientsAsset managerHybridBernardi Securities, Inc.
    Pershing 52%Schwab 30%
    $331M
  34. 9716
    Powers Advisory Group, LLCHighland, IL · 586 clientsWealth manager
    Schwab 100%
    $330M
  35. 9723
    Benchmark Investment Advisors LLCChicago, IL · 126 clientsWealth manager
    Fidelity 79%
    $329M
  36. 9735
    Kenney Investments IncNorthfield, IL · 34 clientsWealth manager
    Schwab 69%Merrill / Bank of America 31%
    $328M
  37. 9751
    Latko Wealth Management, LTD.Frankfort, IL · 499 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $327M
  38. 9770
    HFR Asset Management, L.l.cChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $326M
  39. 9771
    HFR Investments, LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $326M
  40. 9808
    Vistamark InvestmentsHinsdale, IL · 45 clientsAsset manager
    No custodian reported
    $322M

RIAs by state