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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas 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. 1393
    Altair Advisers, LLCChicago, IL · 1,016 clientsWealth manager
    Pershing 100%
    $9.8B
  2. 1442
    Shore Capital PartnersChicago, IL · 47 clientsPrivate fund adviser
    No custodian reported
    $9.3B
  3. 1455
    Wynnchurch Capital, L.P.Rosemont, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $9.1B
  4. 1463
    Neuberger Berman Loan Advisers II LLCChicago, IL · 18 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $9.0B
  5. 1498
    Forum Financial Management, LPLombard, IL · 5,841 clientsWealth managerHybrid
    Schwab 99%
    $8.7B
  6. 1505
    Wind Point PartnersChicago, IL · 15 clientsPrivate fund adviser
    No custodian reported
    $8.6B
  7. 1595
    Guggenheim Funds Distributors, LLCChicago, IL · 1 clientsBroker-dealer firmHybridGuggenheim Investor Services, LLC, Guggenheim Partners Japan, LTD., clears through Pershing
    No custodian reported
    $7.8B
  8. 1627
    JMG Financial Group LTDDowners Grove, IL · 1,789 clientsWealth manager
    Schwab 100%
    $7.5B
  9. 1629
    Water Street Healthcare Partners, LLCChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $7.5B
  10. 1631
    Chicago Partners Investment Group LLCChicago, IL · 2,764 clientsWealth manager
    Schwab 82%
    $7.5B
  11. 1663
    PPCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $7.2B
  12. 1683
    Chicago Pacific FoundersChicago, IL · 33 clientsPrivate fund adviser
    No custodian reported
    $7.1B
  13. 1706
    Mesirow Financial Private Equity Advisors, Inc.Chicago, IL · 17 clientsPrivate fund adviserHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    BNY 100%
    $6.9B
  14. 1749
    Monroe Capital BDC Advisors, LLCChicago, IL · 3 clientsAsset manager
    No custodian reported
    $6.7B
  15. 1755
    Vestgen Advisors, LLCChicago, IL · 22,790 clientsWealth managerWrap sponsorHybrid
    Fidelity 47%Pershing 44%
    $6.7B
  16. 1758
    NXT Capital Investment Advisers, LLCChicago, IL · 22 clientsPrivate fund adviserHybridHilco Corporate Finance, LLC, Lument Securities, LLC, clears through Pershing
    Computershare Trust Company 72%State Street 28%
    $6.6B
  17. 1766
    G Squared Equity Management LPChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $6.6B
  18. 1808
    Gem Realty CapitalChicago, IL · 25 clientsPrivate fund adviser
    Northern Trust 100%
    $6.3B
  19. 1823
    BMO Asset Management Corp.Chicago, IL · 16 clientsPrivate fund adviserHybridBMO Capital Markets Corp., BMO Nesbitt Burns Securities LTD.
    SEI 47%Brown Brothers Harriman Investments 27%
    $6.2B
  20. 1825
    Antares Capital Credit Advisers LLCChicago, IL · 3 clientsAsset managerHybrid
    No custodian reported
    $6.2B
  21. 1844
    Heitman Capital Management LLCChicago, IL · 29 clientsPrivate fund adviserHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    No custodian reported
    $6.1B
  22. 1850
    Neuberger Berman Loan Advisers IV LLCChicago, IL · 13 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $6.1B
  23. 1893
    Mainstreet AdvisorsChicago, IL · 58 clientsAsset manager
    No custodian reported
    $5.9B
  24. 1919
    Lasalle St. Investment Advisors, L.L.C.Elmhurst, IL · 14,284 clientsWealth managerHybridLasalle St Securities, L.L.C.
    Fidelity 80%
    $5.7B
  25. 1920
    Oasis Investment Strategies LLCChicago, IL · 4 clientsAsset managerAffiliated broker-dealerR.J. O'brien (mena) Capital Limited, R.J. O'brien Securities, LLC, clears through Pershing, BofA Securities
    Chicago Mercantile Exchange 61%
    $5.7B
  26. 1945
    PlanpilotChicago, IL · 172 clientsAsset manager
    Tiaa-Cref Trust Company, FSB 100%
    $5.6B
  27. 1958
    Crescent Grove AdvisorsLake Forest, IL · 382 clientsWealth manager
    Fidelity 100%
    $5.5B
  28. 1972
    Calamos Wealth Management LLCNaperville, IL · 4,308 clientsWealth managerHybridCalamos Financial Services LLC
    Fidelity 100%
    $5.5B
  29. 1981
    Aquatic Capital Management LLCChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $5.4B
  30. 2009
    David Vaughan Investments, LLCPeoria, IL · 1,240 clientsWealth managerBank-affiliated
    Schwab 100%
    $5.3B
  31. 2017
    Alera Investment Advisors, LLCDeerfield, IL · 2,466 clientsAsset managerHybridAlera Securities LLC
    Fidelity 100%
    $5.3B
  32. 2038
    Twin Bridge Capital Partners, LLCChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $5.2B
  33. 2071
    TaikoChicago, IL · 12 clientsAsset manager
    Schwab 100%
    $5.1B
  34. 2082
    Oberweis Asset Management IncLisle, IL · 108 clientsAsset managerHybridOberweis Securities, Inc.
    Northern Trust 50%BNY 50%
    $5.1B
  35. 2127
    Neuberger Berman Loan Advisers LLCChicago, IL · 13 clientsPrivate fund adviserHybridNeuberger Berman BD LLC
    No custodian reported
    $4.9B
  36. 2152
    Chicago Capital, LLCChicago, IL · 838 clientsWealth manager
    Fidelity 86%
    $4.8B
  37. 2164
    Brownson, Rehmus & Foxworth, Inc.Chicago, IL · 263 clientsWealth manager
    Schwab 100%
    $4.8B
  38. 2165
    Highpoint Planning PartnersDowners Grove, IL · 9,258 clientsWealth managerWrap sponsorHybrid
    LPL Financial 83%
    $4.8B
  39. 2224
    Castleark Management LLCChicago, IL · 66 clientsAsset manager
    BNY 41%Northern Trust 34%
    $4.6B
  40. 2240
    Waud Capital PartnersChicago, IL · 24 clientsPrivate fund adviser
    No custodian reported
    $4.6B

RIAs by state