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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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities
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

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  1. 15083
    Midway Capital Research & Management LLCChicago, IL · 51 clientsWealth manager
    Schwab 100%
    $110M
  2. 15242
    Dillow Wealth Management LLCOak Brook, IL · 18 clientsWealth manager
    Schwab 100%
    $106M
  3. 15260
    Financial Design Studio, Inc.Deer Park, IL · 134 clientsWealth manager
    Schwab 100%
    $106M
  4. 15555
    Fairway Capital Management, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $89M
  5. 15568
    Quincy Wells Advisors, LLCChicago, IL · 247 clientsBroker-dealer firmHybridQuincy Wells Capital, LLC
    No custodian reported
    $87M
  6. 15798
    Rail Splitter Capital Advisers, LLCChicago, IL · 3 clientsAsset manager
    BNY 100%
    $61M
  7. 15945
    Heritage Strategic Wealth, LLCCary, IL · 27 clientsWealth manager
    Schwab 100%
    $46M
  8. 15981
    Mitchell Vaught & Taylor IncChicago, IL · 87 clientsWealth manager
    No custodian reported
    $42M
  9. 16155
    CgamNaperville, IL · 3 clientsAsset managerHybridCalamos Financial Services LLC
    No custodian reported
    $27M
  10. 16180
    Tall Pines Capital, LLCOak Brook, IL · 63 clientsWealth managerWrap sponsor
    Schwab 100%
    $25M
  11. 16206
    RCP Advisors, LLCChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $21M
  12. 16241
    Riverwalk Capital Partners, LLCChicago, IL · 1 clientsPrivate fund adviserAffiliated broker-dealerIHT Securities, LLC
    No custodian reported
    $16M
  13. 16267
    G-Legion, LLCChicago, IL · 1 clientsAsset managerHybridG.distributors, LLC, G.research, LLC
    No custodian reported
    $13M
  14. 16322
    Castleark Alternatives, LLCChicago, IL · 1 clientsPrivate fund adviser
    No custodian reported
    $8M
  15. 16333
    Access Softek Advisory ServicesNaperville, IL · 2,223 clientsWealth manager
    Drivewealth 100%
    $7M
  16. 16377
    Insight Securities, Inc.Highland Park, IL · 12 clientsBroker-dealer firmHybrid
    No custodian reported
    $4M
  17. 16390
    Forester Capital Management LTDLibertyville, IL · 1 clientsAsset manager
    No custodian reported
    $4M
  18. 16405
    WhaleChicago, IL · 3,006 clientsWealth manager
    Alpaca Securities 100%
    $3M
  19. 16494
    Path Digital Advisors, LLCChicago, IL · 1 clientsWealth manager
    No custodian reported
    $150K
  20. 16549
    Zacks Intelligence LLCChicago, IL · 1 clientsWealth managerHybridLbmz Securities, Inc., clears through Interactive Brokers
    Schwab 0%Fidelity 0%
    $0K
  21. 16555
    AON Securities LLCChicago, ILBroker-dealer firmHybridAON Securities (hong Kong) Limited, AON Securities Limited
    No custodian reported
    $0
  22. 16563
    Horace Mann Investors, Inc.Springfield, ILBroker-dealer firmHybridBCG Securities, Inc.
    No custodian reported
    $0
  23. 16586
    Investment Consulting Services, LLCLombard, IL · 73 clientsAsset manager
    No custodian reported
    $0
  24. 16589
    Timothy Financial Counsel, Inc.Wheaton, ILAsset manager
    No custodian reported
    $0
  25. 16601
    Brookstone Wealth Advisors, LLCWheaton, ILAsset managerHybrid
    No custodian reported
    $0
  26. 16637
    Cetera Investment Management LLCSchamburg, ILAsset managerHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    No custodian reported
    $0
  27. 16643
    Eastspring USChicago, ILAsset managerHybrid
    No custodian reported
    $0
  28. 16689
    Capri EGM, LLCChicago, IL · 1 clientsAsset manager
    No custodian reported
    $0
  29. 16699
    ManifestChicago, IL · 7 clientsAsset manager
    No custodian reported
    $0
  30. 16712
    Willis Towers Watson Securities, LLCChicago, ILBroker-dealer firmHybrid
    No custodian reported
    $0
  31. 16735
    Choreo Partner Alliance, LLCRockford, ILAsset manager
    No custodian reported
    $0
  32. 16745
    Calamos Private Equity LLCNaperville, IL · 1 clientsAsset managerHybridCalamos Financial Services LLC
    No custodian reported
    $0
  33. 16789
    Blue Owl Real Assets Advisors LLCChicago, ILAsset managerHybridBlue Owl Securities LLC
    No custodian reported
    $0
  34. 16802
    BenefiChicago, ILAsset manager
    No custodian reported
    $0
  35. 16818
    Iolite Asset ManagementChicago, ILAsset manager
    No custodian reported
    $0
  36. 16838
    Regiment Capital Advisors, LLCChicago, ILAsset managerHybridRegiment Securities, LLC.
    No custodian reported
    $0
  37. 16849
    GCM Grosvenor Wealth L.P.Chicago, ILAsset managerHybridGCM Investments Japan K.K., GRV Securities LLC
    No custodian reported
    $0
  38. 16885
    No custodian reported
    $0
  39. 16930
    Rothschild Financial Partners, LLCOak Brook, ILAsset managerHybridRothschild Investment LLC
    No custodian reported
    $0
  40. 16946
    Madison Lasalle Advisers LLCChicago, ILAsset manager
    No custodian reported
    $0

RIAs by state