Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB 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 leaders
AtlasFinancial ADVSR
Open free

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

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 10650
    Uhlmann Investment Management, L.L.C.Skokie, IL · 456 clientsBroker-dealer firmHybridUhlmann Price Securities, LLC
    No custodian reported
    $273M
  2. 10658
    E. A. Horwitz LLCDeerfield, IL · 369 clientsWealth managerWrap sponsorHybrid
    Fidelity 78%
    $273M
  3. 10684
    Eastgate Capital Advisors LLCWinnetka, IL · 55 clientsWealth manager
    Schwab 100%
    $271M
  4. 10746
    Tradelink Capital LLCChicago, IL · 2 clientsPrivate fund adviserAffiliated broker-dealerTradelink Securities, LLC, Tradelink Worldwide LTD
    No custodian reported
    $268M
  5. 10771
    Brentview Investment Management, LLCRosemont, IL · 309 clientsAsset manager
    No custodian reported
    $266M
  6. 10779
    The Dala Group, LLCHoffman Estates, IL · 262 clientsWealth managerWrap sponsor
    Schwab 100%
    $265M
  7. 10837
    Allied Asset Advisors IncHometown, IL · 1 clientsAsset managerHybrid
    No custodian reported
    $262M
  8. 10869
    Greenstone Belt Wealth Advisors, LLCChicago, IL · 84 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $260M
  9. 10876
    Clark Wealth Partners, LLCO'fallon, IL · 464 clientsWealth manager
    Schwab 100%
    $260M
  10. 10918
    Pluscios Management LLCEvanston, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $258M
  11. 10933
    103 Advisory GroupChicago, IL · 89 clientsWealth manager
    Schwab 100%
    $257M
  12. 10945
    Frontaura Capital LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $257M
  13. 10952
    Estate & Trust AdvisorsRiverwoods, IL · 175 clientsWealth manager
    Schwab 100%
    $256M
  14. 10970
    Winona Capital Management, LLCChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $256M
  15. 11015
    Gate City Capital Management, LLCChicago, IL · 1 clientsAsset manager
    Interactive Brokers 100%
    $254M
  16. 11037
    Patrick M. Sweeney & Associates, IncLibertyville, IL · 86 clientsWealth manager
    Schwab 100%
    $253M
  17. 11092
    Main Street Investment Advisors, LLCNorthbrook, IL · 144 clientsWealth manager
    Fidelity 100%
    $250M
  18. 11117
    Prairie Rivers Investments, LLCRobinson, IL · 293 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $249M
  19. 11127
    Lakewood Asset Management, LLCNaperville, IL · 156 clientsWealth manager
    Schwab 100%
    $249M
  20. 11160
    Tenet Wealth Partners, LLCChampaign, IL · 442 clientsWealth manager
    Pershing 100%
    $247M
  21. 11161
    Impact EngineChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $247M
  22. 11227
    210 FinancialMorton, IL · 1,001 clientsWealth manager
    Schwab 88%
    $243M
  23. 11254
    Prism Planning PartnersLibertyville, IL · 151 clientsWealth manager
    Fidelity 100%
    $242M
  24. 11286
    Interactive Financial AdvisorsNew Lenox, IL · 1,307 clientsWealth managerHybrid
    Axos 100%
    $240M
  25. 11391
    Arlington Wealth ManagementArlington Heights, IL · 226 clientsWealth manager
    Schwab 100%
    $236M
  26. 11409
    Lind Capital PartnersEvanston, IL · 79 clientsWealth manager
    Schwab 58%Fidelity 42%
    $235M
  27. 11443
    MPI Wealth Management LLCHinsdale, IL · 153 clientsWealth manager
    Schwab 68%Fifth Third Bank 32%
    $234M
  28. 11459
    Lizard Investors LLCChicago, IL · 6 clientsPrivate fund adviser
    State Street 100%
    $233M
  29. 11491
    Roppel Capital Management LLCPark Ridge, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $231M
  30. 11514
    Forest Asset Management LLCRiverside, IL · 114 clientsWealth manager
    Fidelity 70%Schwab 30%
    $231M
  31. 11521
    Woodfield Financial Advisors, Inc.Deer Park, IL · 395 clientsWealth manager
    No custodian reported
    $230M
  32. 11524
    Chicago Investment Advisory Council, Inc.St. Charles, IL · 1,105 clientsWealth managerHybrid
    Schwab 100%
    $230M
  33. 11603
    Alerce Investment Management, L.P.Chicago, IL · 25 clientsPrivate fund adviser
    Computershare Trust Company 44%Pershing 35%
    $227M
  34. 11613
    Mentor Capital Management Inc.Chicago, IL · 227 clientsWealth manager
    Schwab 100%
    $226M
  35. 11637
    Williams Capital Management CompanyWilmette, IL · 22 clientsWealth manager
    No custodian reported
    $226M
  36. 11644
    Mindful Wealth LLCGlencoe, IL · 57 clientsWealth manager
    Schwab 100%
    $225M
  37. 11656
    Bantamac Capital, LLCChicago, IL · 14 clientsAsset manager
    Northern Trust 64%Schwab 36%
    $225M
  38. 11720
    Via IV Investments, LLCBurr Ridge, IL · 532 clientsWealth manager
    Fidelity 87%
    $222M
  39. 11735
    Erie Street Growth PartnersChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $221M
  40. 11778
    Rising Point CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $220M

RIAs by state