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Est. 2026The front page of wealth managementNew York

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IN Inheritance conflict is the rule, not the exception, Wells Fargo findsIN Private equity leads public pension returns for 14th straight yearIN Medicare gaps leave retirees dangerously exposed to health care costsIN Taxable accounts surpass retirement savings as US households diversify portfoliosIN What a former RIA founder wants advisors to know about AIWM FINNY AI Partners with Visionary Square on ProspectingWM Healthspan Wealth Launches Platform for AdvisorsRB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of you
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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. 2260
    Evanston Capital Management, LLCEvanston, IL · 10 clientsPrivate fund adviserHybrid
    No custodian reported
    $4.5B
  2. 2264
    Elementum Advisors, LLCChicago, IL · 17 clientsPrivate fund adviser
    Northern Trust 100%
    $4.5B
  3. 2270
    BluespruceChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $4.5B
  4. 2277
    Blue Owl Digital Infrastructure Trust Advisors LLCChicago, IL · 2 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    State Street 100%
    $4.4B
  5. 2298
    Invesco Investment Advisers LLCDowners Grove, IL · 1,116 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    No custodian reported
    $4.4B
  6. 2305
    Waterton Investment Adviser, L.L.C.Chicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $4.3B
  7. 2320
    Aaron Wealth AdvisorsChicago, IL · 176 clientsWealth manager
    Schwab 100%
    $4.3B
  8. 2334
    Channing Capital Management, LLCChicago, IL · 78 clientsAsset manager
    Northern Trust 38%BNY 32%J.P. Morgan 30%
    $4.2B
  9. 2384
    Guggenheim InvestmentsChicago, IL · 3 clientsAsset managerHybridGuggenheim Funds Distributors, LLC, Guggenheim Investor Services, LLC, clears through Pershing
    No custodian reported
    $4.1B
  10. 2391
    Performance WealthHinsdale, IL · 953 clientsWealth managerWrap sponsor
    Schwab 100%
    $4.1B
  11. 2394
    Freeport Financial Partners LLCChicago, IL · 19 clientsPrivate fund adviserAffiliated broker-dealerMoelis & Company LLC
    No custodian reported
    $4.1B
  12. 2400
    Promanage, LLCChicago, IL · 3 clientsAsset manager
    Fidelity 100%
    $4.1B
  13. 2463
    Attucks Asset Management, LLCChicago, IL · 16 clientsAsset manager
    State Street 52%Northern Trust 34%
    $3.9B
  14. 2506
    Forest Capital Management, LLCChicago, IL · 118 clientsAsset manager
    No custodian reported
    $3.8B
  15. 2541
    Victory Park CapitalChicago, IL · 42 clientsPrivate fund adviserAffiliated broker-dealerTriumph Capital Markets, LLC
    No custodian reported
    $3.6B
  16. 2570
    Cressey & Company LPChicago, IL · 12 clientsPrivate fund adviser
    No custodian reported
    $3.6B
  17. 2579
    Retirement Plan Advisors, LLCChicago, IL · 10,031 clientsAsset managerHybridRetirement Plan Advisors Services, LLC
    Great-West Trust Company 81%
    $3.5B
  18. 2664
    Aris InvestingGlenview, IL · 9 clientsAsset manager
    Schwab 100%
    $3.3B
  19. 2668
    Security Capital Research & Management IncorporatedChicago, IL · 61 clientsAsset managerHybridJ.P. Morgan Institutional Investments Inc.
    State Street 43%Northern Trust 30%BNY 27%
    $3.3B
  20. 2697
    SBB Research Group LLCNorthbrook, IL · 10 clientsPrivate fund adviser
    J.P. Morgan 39%E*Trade 35%Mesirow Financial 26%
    $3.3B
  21. 2712
    Lincoln Advisory Group, LLCChicago, ILAsset manager
    No custodian reported
    $3.2B
  22. 2713
    GCP Investment Advisor, LLCChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  23. 2741
    Burford Capital Investment Management LLCChicago, IL · 19 clientsPrivate fund adviser
    No custodian reported
    $3.2B
  24. 2745
    Midland Wealth ManagementEffingham, IL · 138 clientsAsset manager
    Fidelity 100%
    $3.2B
  25. 2747
    North Square Investments, LLCChicago, IL · 14 clientsAsset managerHybridSanctuary Securities, Inc.
    No custodian reported
    $3.2B
  26. 2758
    Faircourt Partners, LLCLake Bluff, IL · 97 clientsAsset manager
    Schwab 100%
    $3.1B
  27. 2759
    Roundtable Healthcare Management, IncLake Forest, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $3.1B
  28. 2822
    Chesley, Taft & Associates, LLCChicago, IL · 635 clientsWealth manager
    Schwab 86%
    $3.0B
  29. 2825
    WP Global Partners LLCChicago, IL · 53 clientsPrivate fund adviser
    No custodian reported
    $3.0B
  30. 2908
    Capstone Financial Advisors IncDowners Grove, IL · 1,072 clientsWealth manager
    Schwab 100%
    $2.9B
  31. 2918
    Port Capital LLCChicago, IL · 482 clientsAsset manager
    Pershing 85%
    $2.9B
  32. 2925
    Edgewater Services, LLCChicago, IL · 34 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  33. 2955
    Peakline Partners, LLCChicago, IL · 57 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  34. 2961
    Rothschild InvestmentChicago, IL · 1,246 clientsBroker-dealer firmHybrid
    Pershing 88%
    $2.8B
  35. 2980
    Singerman Real Estate Management Company, L.P.Chicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $2.8B
  36. 2993
    Arete Wealth Advisors, LLCChicago, IL · 5,426 clientsBroker-dealer firmHybridArete Wealth Management, LLC, clears through Pershing
    No custodian reported
    $2.7B
  37. 2995
    Dearborn Partners L.L.C.Chicago, IL · 285 clientsAsset managerHybrid
    Schwab 68%J.P. Morgan 32%
    $2.7B
  38. 3008
    PPM Loan Management Company 2, LLCChicago, IL · 8 clientsPrivate fund adviserAffiliated broker-dealerJackson National Life Distributors LLC
    No custodian reported
    $2.7B
  39. 3058
    IPI Wealth Management, Inc.Decatur, IL · 13,260 clientsWealth managerHybridInvestment Planners, Inc., clears through RBC Capital Markets
    Schwab 100%
    $2.7B
  40. 3067
    Embree Financial GroupChicago, IL · 936 clientsAsset manager
    Schwab 100%
    $2.6B

RIAs by state