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Est. 2026The front page of wealth managementNew York

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RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says
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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. 12878
    McLaughlin Asset Management, Inc.Danville, IL · 111 clientsWealth manager
    Schwab 100%
    $176M
  2. 12967
    Benchmark Capital Group LTD.Galena, IL · 166 clientsWealth manager
    Schwab 63%Axos 37%
    $174M
  3. 12977
    Tilden Loucks & Woodnorth LLCElmhurst, IL · 47 clientsBroker-dealer firmHybridLasalle St Securities, L.L.C.
    Fidelity 100%
    $173M
  4. 12994
    Liberty Asset Management, Inc.Woodridge, IL · 243 clientsWealth manager
    Fidelity 100%
    $173M
  5. 13071
    North Shore Investment Consulting LLCWilmette, IL · 103 clientsWealth manager
    Fidelity 100%
    $171M
  6. 13072
    Pacesetter Financial Group, L.L.C.Lincoln, IL · 371 clientsWealth manager
    Schwab 100%
    $170M
  7. 13085
    Kuhn Capital PartnersOak Brook, IL · 271 clientsWealth manager
    Schwab 100%
    $170M
  8. 13105
    Silva Capital Management LLCChicago, IL · 3 clientsAsset manager
    No custodian reported
    $169M
  9. 13130
    Lifepoint PlanningSchaumburg, IL · 110 clientsWealth manager
    Schwab 100%
    $168M
  10. 13151
    Illuminate Wealth ManagementBarrington, IL · 77 clientsWealth manager
    Schwab 59%Fidelity 41%
    $168M
  11. 13182
    McDonnell Capital ManagementFrankfort, IL · 159 clientsWealth manager
    Schwab 100%
    $167M
  12. 13185
    Capital Gains IncorporatedNiles, IL · 9 clientsAsset manager
    Schwab 100%
    $167M
  13. 13221
    Expressive Wealth LLCChicago, IL · 165 clientsWealth manager
    Schwab 100%
    $165M
  14. 13228
    PR Wealth Management GroupEast Moline, IL · 460 clientsWealth managerHybrid
    Schwab 100%
    $165M
  15. 13277
    Marquee Capital AdvisorsChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $163M
  16. 13281
    Savant Investment Advisers, Inc.Homewood, IL · 295 clientsWealth managerHybrid
    Pershing 100%
    $163M
  17. 13290
    Magellan Investment Partners North America, Inc.Westmont, IL · 2 clientsAsset managerHybrid
    No custodian reported
    $162M
  18. 13333
    Steward Advisors, LLCChicago, IL · 109 clientsWealth manager
    Schwab 100%
    $161M
  19. 13334
    ZendamentalsChicago, IL · 424 clientsWealth manager
    Altruist 100%
    $161M
  20. 13403
    SCG Asset Management LLCNaperville, IL · 8 clientsWealth manager
    J.P. Morgan 100%
    $159M
  21. 13435
    Valoran Capital ManagementChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $158M
  22. 13436
    Avocet Capital Management LLCNorthbrook, IL · 40 clientsWealth manager
    Fidelity 100%
    $158M
  23. 13546
    Winchester Asset Management, LLCChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $154M
  24. 13623
    Sheffield Asset Management, L.L.C.Chicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $152M
  25. 13638
    ConvexitasChicago, IL · 11 clientsAsset manager
    Schwab 75%
    $151M
  26. 13656
    Opus Financial Solutions LLCDowners Grove, IL · 137 clientsWealth manager
    Schwab 100%
    $151M
  27. 13659
    Kuhn Wealth Management Inc.Schaumburg, IL · 276 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $151M
  28. 13685
    Lincoln Capital Advisers LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $150M
  29. 13747
    Barrett Wealth Connection LLCSpring Grove, IL · 177 clientsWealth manager
    Schwab 81%
    $148M
  30. 13766
    Outlook Capital Management, LLCArlington Heights, IL · 90 clientsWealth manager
    No custodian reported
    $147M
  31. 13806
    Kruse Asset Management, LLCChicago, IL · 189 clientsWealth manager
    Schwab 100%
    $146M
  32. 13859
    Monetta Financial Services IncWheaton, IL · 2 clientsAsset manager
    No custodian reported
    $145M
  33. 13953
    Midwest Financial Network, LLCTinley Park, IL · 218 clientsWealth manager
    Interactive Brokers 100%
    $142M
  34. 13983
    Clement Street Capital LLCDowners Grove, IL · 52 clientsWealth manager
    Schwab 100%
    $141M
  35. 13994
    Vertis Wealth, LLCChicago, IL · 835 clientsWealth manager
    Schwab 100%
    $141M
  36. 14005
    Monroe Capital Real Estate Credit Advisors, LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $140M
  37. 14014
    Fortis Portfolio Solutions, LLCChicago, IL · 276 clientsWealth managerHybrid
    Schwab 100%
    $140M
  38. 14034
    Teza Capital Management LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $140M
  39. 14071
    Centerstar Asset Management, LLCChicago, IL · 3 clientsPrivate fund adviserAffiliated broker-dealerSpiderrock EXS, LLC
    No custodian reported
    $139M
  40. 14085
    Mark Bell Advisory Services, Inc.Chicago, IL · 27 clientsWealth manager
    Schwab 100%
    $138M

RIAs by state