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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. 9891
    Mendel Money Management IncNorthbrook, IL · 211 clientsWealth manager
    Schwab 87%
    $317M
  2. 9901
    OCA Ventures, LLCChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $316M
  3. 9913
    Kenora Financial, LLCDES Plaines, IL · 191 clientsWealth manager
    Schwab 100%
    $316M
  4. 9936
    The Future Fund LLCChicago, IL · 3 clientsAsset manager
    No custodian reported
    $314M
  5. 9944
    CTS Financial Planning, Inc.Chicago, IL · 249 clientsWealth manager
    Schwab 85%
    $314M
  6. 9950
    Hilco Investment Advisors, LLCNorthbrook, ILAsset managerHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    No custodian reported
    $313M
  7. 9957
    Wellment FinancialElmhurst, IL · 405 clientsWealth manager
    Fidelity 100%
    $313M
  8. 9963
    Monere Wealth Management, Inc.Schaumburg, IL · 500 clientsBroker-dealer firmHybridMonere Investments, Inc.
    No custodian reported
    $312M
  9. 9967
    Tilia Holdings, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $312M
  10. 10083
    Temerity Strategic PartnersChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $305M
  11. 10085
    EMC Capital Advisors, LLCBannockburn, IL · 1 clientsAsset managerAffiliated broker-dealerDearborn Capital Management, LLC
    No custodian reported
    $305M
  12. 10121
    Mack Investment Securities, Inc.Northfield, IL · 673 clientsBroker-dealer firmHybrid
    Axos 76%SEI 24%
    $303M
  13. 10124
    Access Financial Group, Inc.Chicago, IL · 314 clientsBroker-dealer firmHybrid
    Raymond James 100%
    $302M
  14. 10126
    Cypress Investment Management, LLCOakbrook Terrace, IL · 127 clientsPrivate fund adviser
    No custodian reported
    $302M
  15. 10130
    Praxis Capital Management LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $301M
  16. 10143
    Vital Wealth Management, LLCRosemont, IL · 300 clientsWealth manager
    Schwab 100%
    $301M
  17. 10212
    Sterling Bay Capital Advisers, LLCChicago, IL · 12 clientsPrivate fund adviser
    No custodian reported
    $298M
  18. 10268
    Project Level Management Company, LLCChicago, IL · 4 clientsPrivate fund adviserHybridAriel Distributors, LLC
    No custodian reported
    $294M
  19. 10272
    Nextgen Growth Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $294M
  20. 10279
    Fiduciary Financial Partners, LLCNaperville, IL · 220 clientsWealth managerHybrid
    Schwab 100%
    $293M
  21. 10304
    The Planning GroupNorthfield, IL · 267 clientsWealth manager
    Schwab 100%
    $291M
  22. 10305
    Millington Financial Advisors, LLCNaperville, IL · 187 clientsWealth manager
    Schwab 100%
    $291M
  23. 10311
    InvestbevChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $291M
  24. 10347
    Guardian Wealth Management Inc.Peoria, IL · 190 clientsWealth managerHybrid
    Schwab 91%
    $289M
  25. 10386
    McBeath Financial GroupNormal, IL · 237 clientsWealth manager
    Schwab 100%
    $287M
  26. 10402
    RPC Private Wealth, LLCHinsdale, IL · 331 clientsWealth manager
    Schwab 79%
    $286M
  27. 10426
    Pearson Creek Capital Management LLCChicago, IL · 21 clientsAsset manager
    Commerce Brokerage Services 78%
    $285M
  28. 10436
    Maxwell Street Capital Partners, LPEvanston, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $284M
  29. 10447
    Holder Wealth ManagementChampaign, IL · 302 clientsWealth manager
    Schwab 100%
    $284M
  30. 10467
    Stonebridge Wealth Management LLCOak Brook, IL · 288 clientsWealth managerWrap sponsor
    Schwab 100%
    $283M
  31. 10475
    Pendulum Wealth PartnersItasca, IL · 274 clientsWealth managerHybrid
    Schwab 100%
    $283M
  32. 10479
    Cypress Wealth ManagementOakbrook Terrace, IL · 12 clientsPrivate fund adviser
    Schwab 67%Tristate Capital Bank 33%
    $283M
  33. 10545
    Detterbeck Wealth ManagementPalatine, IL · 165 clientsWealth manager
    Schwab 100%
    $279M
  34. 10550
    Horizon Family Wealth, Inc.Chicago, IL · 94 clientsWealth manager
    Raymond James 100%
    $279M
  35. 10614
    4wealth Advisors, Inc.Burr Ridge, IL · 567 clientsWealth managerHybrid
    Schwab 83%
    $275M
  36. 10616
    O'connor Financial Group LLCQuincy, IL · 355 clientsWealth manager
    Schwab 100%
    $275M
  37. 10617
    KAI Wealth LLCChicago, IL · 23 clientsWealth manager
    Schwab 96%
    $275M
  38. 10620
    Chicago Investment Advisory GroupMokena, IL · 757 clientsWealth manager
    Schwab 100%
    $275M
  39. 10621
    Klaff Realty, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $275M
  40. 10634
    Signature Financial Services, LTDArlington Heights, IL · 353 clientsWealth managerHybrid
    Pershing 47%SEI 41%
    $274M

RIAs by state