Thursday, October 22, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB 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 AnthropicWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensationIN 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 Advisors
AtlasFinancial ADVSR
Open free

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. 3069
    Mesirow Re-Ia, Inc.Chicago, IL · 2 clientsPrivate fund adviserHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    No custodian reported
    $2.6B
  2. 3084
    Cozad Asset Management IncChampaign, IL · 2,178 clientsWealth manager
    Pershing 100%
    $2.6B
  3. 3102
    S2g Investments, LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  4. 3105
    Tyree & D'angelo Partners Management LPChicago, IL · 16 clientsPrivate fund adviser
    No custodian reported
    $2.6B
  5. 3154
    Constellation Wealth CapitalChicago, IL · 10 clientsPrivate fund adviser
    No custodian reported
    $2.5B
  6. 3176
    North Star Investment Management CorporationChicago, IL · 2,643 clientsWealth managerHybrid
    Fidelity 54%Schwab 31%
    $2.5B
  7. 3185
    Bankers Life Advisory Services, Inc.Chicago, IL · 14,314 clientsWealth managerPublic-company ownedHybridBankers Life Securities, Inc.
    No custodian reported
    $2.5B
  8. 3266
    Heard Capital LLCChicago, IL · 7 clientsPrivate fund adviser
    BNY 78%
    $2.4B
  9. 3318
    Civc PartnersChicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  10. 3372
    Vestor Capital, LLCChicago, IL · 1,288 clientsWealth managerAffiliated broker-dealer
    Schwab 77%Fidelity 23%
    $2.3B
  11. 3451
    Nadler Financial Group, Inc.Deerfield, IL · 1,072 clientsWealth managerHybrid
    Schwab 100%
    $2.2B
  12. 3472
    Zuckerman Investment GroupChicago, IL · 439 clientsWealth manager
    Schwab 54%Pershing 28%
    $2.2B
  13. 3516
    Distillate Capital Partners LLCChicago, IL · 4 clientsAsset managerHybrid
    State Street 100%
    $2.1B
  14. 3519
    Gerchen Capital PartnersChicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  15. 3542
    Maren CapitalChicago, IL · 9 clientsAsset manager
    BNY 41%Northern Trust 36%Schwab 22%
    $2.1B
  16. 3546
    Gillson CapitalChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  17. 3563
    Madison Avenue Solutions, LLCChicago, IL · 29 clientsAsset managerHybridHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    No custodian reported
    $2.1B
  18. 3581
    Doyenne Wealth AdvisorsChicago, IL · 132 clientsWealth manager
    Schwab 100%
    $2.0B
  19. 3600
    Keebeck Wealth ManagementChicago, IL · 150 clientsWealth manager
    Pershing 53%Schwab 47%
    $2.0B
  20. 3606
    FrontenacChicago, IL · 10 clientsPrivate fund adviser
    No custodian reported
    $2.0B
  21. 3645
    Feldman, Ingardona & CoDowners Grove, IL · 184 clientsWealth manager
    Fidelity 100%
    $2.0B
  22. 3651
    Midwestern Securities Trading Co.,llcEast Peoria, IL · 11,847 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $2.0B
  23. 3712
    E2pChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  24. 3724
    Magnetar Asset Management LLCEvanston, IL · 1 clientsAsset manager
    Morgan Stanley 100%
    $1.9B
  25. 3733
    Laramar Multi-Family Value Manager, LLCChicago, IL · 33 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  26. 3739
    Prep Investment Advisers, L.L.C.Chicago, IL · 5 clientsPrivate fund adviserHybridConning Asia Pacific Limited (hong Kong), Conning Asset Management LTD. (UK)
    No custodian reported
    $1.9B
  27. 3755
    BpocChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.9B
  28. 3763
    Blue Vista Capital, LLCChicago, IL · 21 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.9B
  29. 3823
    Silver Oak Services Partners,llcEvanston, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  30. 3837
    Heitman Real Estate Securities LLCChicago, IL · 23 clientsAsset managerHybridHeitman International Real Estate Securities PTY Limited, Heitman Securities LLC
    State Street 49%Northern Trust 27%
    $1.8B
  31. 3854
    Core Industrial Partners, LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.8B
  32. 3904
    OFS Capital Management, LLCChicago, IL · 6 clientsAsset managerHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    U.S. Bank 100%
    $1.8B
  33. 3937
    Center Rock Capital Partners, LPChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  34. 3956
    Slate Advisory Service (US) LLCChicago, IL · 8 clientsPrivate fund adviserHybrid
    No custodian reported
    $1.7B
  35. 3972
    Oak Ridge Investments, LLCChicago, IL · 3,920 clientsWealth managerWrap sponsor
    Ameriprise 60%UBS 40%
    $1.7B
  36. 3983
    Rothschild Wealth LLCOakbrook, IL · 3,656 clientsWealth managerHybridRothschild Investment LLC
    Schwab 67%Pershing 33%
    $1.7B
  37. 3996
    Clearwater Capital PartnersHoffman Estates, IL · 1,041 clientsWealth managerWrap sponsor
    Schwab 100%
    $1.7B
  38. 4004
    Advyzon Investment Management, LLCLisle, IL · 61 clientsAsset manager
    Schwab 68%
    $1.7B
  39. 4017
    Muller & Monroe Asset Management,llcChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $1.7B
  40. 4023
    Energize Capital LLCChicago, IL · 26 clientsPrivate fund adviser
    No custodian reported
    $1.7B

RIAs by state