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Est. 2026The front page of wealth managementNew York

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WSR The Rise Of The Fractional Family OfficeIN 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 predicts
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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

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. 11821
    Madden Funds ManagementOak Park, IL · 167 clientsWealth manager
    Fidelity Distributors Company 100%
    $218M
  2. 11858
    Core Capital Management, LLCChicago, IL · 3 clientsAsset manager
    J.P. Morgan 100%
    $216M
  3. 11966
    KRM Financial Planning & Wealth Management, LLCSt. Charles, IL · 177 clientsWealth manager
    Schwab 100%
    $211M
  4. 11968
    Virtue Asset Management LLCBarrington, IL · 97 clientsWealth manager
    Schwab 100%
    $211M
  5. 11980
    Phase III Advisory Services, LTDBuffalo Grove, IL · 483 clientsWealth managerHybrid
    Pershing 100%
    $211M
  6. 12009
    Treetop Wealth Management, LLCNorthfield, IL · 100 clientsWealth manager
    No custodian reported
    $210M
  7. 12066
    Prairieview Wealth & Tax AdvisorsFrankfort, IL · 288 clientsWealth manager
    Schwab 100%
    $207M
  8. 12095
    Parkview Asset Management, Inc.Oakbrook Terrace, IL · 179 clientsWealth managerWrap sponsor
    Fidelity 100%
    $206M
  9. 12103
    Western Pacific Wealth Management, LPLake Forest, IL · 33 clientsWealth manager
    Schwab 100%
    $206M
  10. 12144
    Crystal Rock Capital Management, LLC.Bannockburn, IL · 1 clientsPrivate fund adviser
    Merrill / Bank of America 59%J.P. Morgan 41%
    $204M
  11. 12154
    DV Capital Advisors, LLCChicago, IL · 7 clientsPrivate fund adviserHybridDV Brokerage Services, LLC, DV Equities, LLC
    No custodian reported
    $203M
  12. 12165
    Chicago Capital Management, LLCChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $203M
  13. 12208
    Stride Investments, LLCChicago, IL · 531 clientsWealth manager
    Schwab 100%
    $201M
  14. 12268
    Uncommon Equity LLCChicago, IL · 11 clientsPrivate fund adviserHybrid
    No custodian reported
    $199M
  15. 12279
    PMG Wealth ManagementHawthorn Woods, IL · 443 clientsWealth managerHybrid
    LPL Financial 100%
    $198M
  16. 12328
    Trueman BrownLake Zurich, IL · 129 clientsWealth manager
    Fidelity 100%
    $196M
  17. 12341
    Ark Advisors LLCBloomington, IL · 339 clientsWealth manager
    Wells Fargo 86%
    $196M
  18. 12349
    American Community Wealth Management, LLCCrystal Lake, IL · 469 clientsWealth managerBank-affiliatedHybrid
    Fidelity 100%
    $195M
  19. 12382
    Tetley Investments, LLCPark Ridge, IL · 172 clientsWealth manager
    Schwab 100%
    $194M
  20. 12384
    MWS Capital Consultants LLCChicago, IL · 142 clientsWealth manager
    Fidelity 100%
    $194M
  21. 12407
    Kinzie Capital PartnersChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $193M
  22. 12420
    Grizzlyrock Capital, LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $193M
  23. 12424
    Financial Elements, IncRolling Meadows, IL · 124 clientsWealth manager
    Schwab 100%
    $193M
  24. 12482
    Masus Financial Group, LTD.Batavia, IL · 296 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $191M
  25. 12494
    Three Sixty Wealth Management, LLCBloomington, IL · 186 clientsWealth manager
    Schwab 100%
    $190M
  26. 12502
    Harbour Financial Resources, LTDSkokie, IL · 124 clientsWealth manager
    Schwab 100%
    $190M
  27. 12506
    Signet Private Wealth, LLCChicago, IL · 80 clientsWealth manager
    Schwab 100%
    $190M
  28. 12531
    McCulley Financial Group, LLCWestchester, IL · 169 clientsWealth manager
    Schwab 100%
    $189M
  29. 12562
    Wall Street Financial Group, Inc.Carlinville, IL · 425 clientsWealth manager
    Schwab 100%
    $188M
  30. 12605
    First Analysis Capital Management LLCChicago, IL · 8 clientsPrivate fund adviserHybridFirst Analysis Securities Corporation
    No custodian reported
    $186M
  31. 12637
    Boon Capital Advisors LLCNorthbrook, IL · 60 clientsWealth manager
    Schwab 100%
    $185M
  32. 12658
    Equity Armor InvestmentsChicago, IL · 92 clientsAsset manager
    Schwab 81%
    $184M
  33. 12667
    GLL InvestorsChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $184M
  34. 12702
    Kuhn & Company Investment Counsel, LLCChicago, IL · 52 clientsWealth manager
    Schwab 100%
    $183M
  35. 12714
    Barrett Upton Capital PartnersLake Forest, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $182M
  36. 12733
    Lakeshore Capital Group, Inc.Rolling Meadows, IL · 230 clientsWealth manager
    Fidelity Distributors Company 100%
    $181M
  37. 12760
    CYR Financial Inc.Hennepin, IL · 472 clientsWealth manager
    Schwab 100%
    $181M
  38. 12776
    T2 Asset Management, LLCNaperville, IL · 560 clientsWealth managerHybrid
    Schwab 100%
    $180M
  39. 12808
    Mirretti Perryman Wealth Strategies, LLCSkokie, IL · 178 clientsWealth managerWrap sponsor
    Raymond James 100%
    $179M
  40. 12854
    Hull TacticalChicago, IL · 2 clientsAsset managerHybrid
    ABN Amro Clearing USA 100%
    $177M

RIAs by state