The RIA database

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

601. 14095
     Landolt Securities, Inc.Lake Bluff, IL · 198 clientsBroker-dealer firmHybrid
     RBC 100%
     +00% 1 yr$138M
602. 14123
     Directional Asset Management, LLCArlington Heights, IL · 48 clientsWealth manager
     Schwab 100%
     +00% 1 yr$137M
603. 14149
     Horizon Capital Management, LLCLake Forest, IL · 40 clientsWealth manager
     Fidelity 66%Schwab 34%
     +00% 1 yr$136M
604. 14183
     Chicago Capital Management Advisors, LLCLisle, IL · 620 clientsWealth managerHybridAmerican Trust Investment Services, Inc.
     Fidelity 39%Schwab 33%
     +00% 1 yr$135M
605. 14230
     Stone Island Financial PlanningNaperville, IL · 148 clientsWealth manager
     Pershing 100%
     +00% 1 yr$134M
606. 14296
     Blue Line CapitalChicago, IL · 140 clientsWealth manager
     Schwab 100%
     +00% 1 yr$132M
607. 14356
     Versatile Capital Management L.L.C.Chicago, IL · 45 clientsWealth manager
     Schwab 77%Interactive Brokers 23%
     +00% 1 yr$130M
608. 14377
     Pebble Valley Wealth ManagementWestern Springs, IL · 97 clientsWealth manager
     Schwab 100%
     +00% 1 yr$129M
609. 14387
     Marcus Capital, LLCNorthfield, IL · 98 clientsWealth manager
     Schwab 100%
     +00% 1 yr$129M
610. 14393
     Stephen Smith Financial Inc.Schaumburg, IL · 160 clientsWealth manager
     Schwab 100%
     +00% 1 yr$129M
611. 14465
     Strategic Portfolio ManagersNorthfield, IL · 84 clientsWealth manager
     No custodian reported
     +00% 1 yr$127M
612. 14495
     BCM Capital Management LLCNorthfield, IL · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$126M
613. 14505
     Significant Wealth Partners LLCCary, IL · 851 clientsWealth manager
     Schwab 100%
     +00% 1 yr$126M
614. 14542
     Johnston Investment Counsel, LTD.Peoria, IL · 90 clientsWealth manager
     Schwab 100%
     +00% 1 yr$125M
615. 14545
     Wolf Financial Advisors LLCPekin, IL · 99 clientsWealth manager
     Schwab 94%
     +00% 1 yr$125M
616. 14582
     Midwest Financial Associates, Inc.Rockford, IL · 301 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
617. 14593
     Daly Investment Management, LLCMount Prospect, IL · 125 clientsWealth manager
     Schwab 100%
     +00% 1 yr$124M
618. 14628
     Maynerich FinancialVirden, IL · 478 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$123M
619. 14638
     Arbor Financial Services, LLCDowners Grove, IL · 240 clientsWealth managerWrap sponsor
     LPL Financial 100%
     +00% 1 yr$122M
620. 14645
     Laureate Wealth Management, LLCGlen Ellyn, IL · 39 clientsWealth manager
     Schwab 81%
     +00% 1 yr$122M
621. 14661
     Blue Haven Capital, LLCGeneva, IL · 206 clientsWealth manager
     Schwab 100%
     +00% 1 yr$122M
622. 14664
     Regal Advisory Services, Inc.Glenview, IL · 274 clientsWealth managerHybridRegal Securities, Inc., clears through RBC Capital Markets, Hilltop Securities
     RBC 84%
     +00% 1 yr$121M
623. 14665
     Pathfinder Advisory, Inc.Rockford, IL · 142 clientsWealth manager
     Schwab 100%
     +00% 1 yr$121M
624. 14673
     Foresight Wealth AdvisorsSkokie, IL · 7 clientsWealth manager
     Schwab 100%
     +00% 1 yr$121M
625. 14684
     ALO Financial PlanningMount Prospect, IL · 67 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$121M
626. 14705
     Advanced Planning Advisors Group Inc.Naperville, IL · 227 clientsWealth manager
     Schwab 100%
     +00% 1 yr$120M
627. 14718
     Hinsdale AssociatesHinsdale, IL · 155 clientsWealth manager
     No custodian reported
     +00% 1 yr$120M
628. 14727
     K2 Wealth Management LLCChicago, IL · 70 clientsWealth manager
     Fidelity Distributors Company 68%Schwab 32%
     +00% 1 yr$120M
629. 14740
     Copperwood FinancialBurr Ridge, IL · 262 clientsWealth manager
     Schwab 100%
     +00% 1 yr$120M
630. 14748
     Engage Wealth Group, LLCNorthfield, IL · 94 clientsWealth manager
     Schwab 100%
     +00% 1 yr$120M
631. 14750
     Yunistone Investment Group, LLCChicago, IL · 14 clientsWealth manager
     Schwab 100%
     +00% 1 yr$120M
632. 14807
     Blue Sky Investment Partners, Inc.Evanston, IL · 62 clientsWealth manager
     Schwab 100%
     +00% 1 yr$118M
633. 14821
     Kinnamon & Associates LTD IIBarrington, IL · 131 clientsWealth managerHybrid
     Pershing 100%
     +00% 1 yr$118M
634. 14911
     New Vernon Investment Management LLCHighland Park, IL · 13 clientsPrivate fund adviserHybridSF Investments, Inc.
     Pershing 100%
     +00% 1 yr$116M
635. 14938
     The Copia GroupChicago, IL · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$115M
636. 14998
     Mosaic FI LLCLincolnshire, IL · 253 clientsWealth manager
     Schwab 100%
     +00% 1 yr$113M
637. 14999
     FRA Wealth Management LLCO'fallon, IL · 910 clientsWealth manager
     Schwab 100%
     +00% 1 yr$113M
638. 15013
     KDM Wealth Management Inc.Geneva, IL · 149 clientsWealth manager
     Schwab 100%
     +00% 1 yr$112M
639. 15031
     Orchard Capital Management, LLCChicago, IL · 1 clientsAsset manager
     Interactive Brokers 55%J.P. Morgan 45%
     +00% 1 yr$112M
640. 15051
     Bondurant Investment Advisory, LLCEvanston, IL · 54 clientsWealth manager
     Schwab 100%
     +00% 1 yr$111M