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WSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM 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 finds
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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

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  1. 4029
    Northern Trust Securities, IncChicago, IL · 2,053 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $1.7B
  2. 4048
    LPC Realty Advisors I, LLCChicago, ILAsset manager
    No custodian reported
    $1.6B
  3. 4111
    Creation InvestmentsChicago, IL · 17 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  4. 4174
    Pekin Hardy Strauss, Inc.Chicago, IL · 743 clientsWealth manager
    Pershing 79%
    $1.6B
  5. 4178
    Keystone CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  6. 4196
    Romano Wealth ManagementEvanston, IL · 969 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $1.5B
  7. 4248
    Ariel Alternatives, LLCChicago, IL · 6 clientsPrivate fund adviserHybridAriel Distributors, LLC
    No custodian reported
    $1.5B
  8. 4269
    Urban Financial Advisory CorporationChicago, IL · 260 clientsWealth manager
    No custodian reported
    $1.5B
  9. 4279
    Archford Capital Strategies, LLCSwansea, IL · 861 clientsWealth managerHybrid
    Pershing 100%
    $1.5B
  10. 4296
    Origami Capital Partners, LLCChicago, IL · 18 clientsPrivate fund adviser
    No custodian reported
    $1.5B
  11. 4304
    M1 AdvisoryChicago, IL · 11,400 clientsWealth managerHybridM1 Finance LLC
    Apex Fintech 100%
    $1.5B
  12. 4341
    Mediqus Asset Advisors, Inc.Chicago, IL · 831 clientsWealth managerHybrid
    Schwab 100%
    $1.5B
  13. 4359
    Dorsey Asset ManagementChicago, IL · 9 clientsPrivate fund adviser
    BNY 56%Northern Trust 44%
    $1.4B
  14. 4362
    Fidus Investment Advisors, LLCEvanston, IL · 3 clientsAsset managerHybridFidus Securities, LLC
    No custodian reported
    $1.4B
  15. 4375
    Parkside Investments, LLCDeerfield, IL · 227 clientsWealth manager
    Fidelity 100%
    $1.4B
  16. 4378
    Sheridan Capital PartnersChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  17. 4409
    Fourstar Wealth Advisors, LLCChicago, IL · 1,798 clientsWealth managerHybrid
    Schwab 84%
    $1.4B
  18. 4412
    Truemark InvestmentsChicago, IL · 27 clientsAsset manager
    No custodian reported
    $1.4B
  19. 4416
    V-Square Quantitative ManagementChicago, IL · 49 clientsWealth manager
    Northern Trust 37%BNY 26%
    $1.4B
  20. 4452
    Pivot Capital Partners LLCChicago, ILAsset manager
    ETC Brokerage Services 100%
    $1.4B
  21. 4461
    Equity InternationalChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.4B
  22. 4465
    Inspirion Wealth Advisors, LLCLibertyville, IL · 955 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $1.4B
  23. 4488
    SG Capital Management LLCChicago, IL · 23 clientsPrivate fund adviser
    Morgan Stanley 53%Pershing 47%
    $1.4B
  24. 4501
    The Planning Center, Inc.Moline, IL · 912 clientsWealth manager
    Schwab 50%Axos 50%
    $1.4B
  25. 4575
    Invision Management, Inc.Chicago, IL · 4 clientsPrivate fund adviserAffiliated broker-dealerInvision Capital Advisors LLC
    No custodian reported
    $1.3B
  26. 4588
    Industrial Opportunity Partners, LLCEvanston, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  27. 4623
    Savoie Capital LLCChicago, IL · 12 clientsWealth manager
    Schwab 46%Merrill / Bank of America 45%
    $1.3B
  28. 4632
    OFS CLO Management II, LLCChicago, IL · 6 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
    No custodian reported
    $1.3B
  29. 4698
    KEB Wealth AdvisorsSpringfield, IL · 696 clientsWealth manager
    Schwab 70%Fidelity 30%
    $1.3B
  30. 4701
    Promus Asset Management, LLCChicago, IL · 21 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  31. 4842
    Chicago Oakbrook Financial GroupOak Brook, IL · 1,380 clientsWealth manager
    Raymond James 100%
    $1.2B
  32. 4892
    Sikich FinancialSpringfield, IL · 1,164 clientsWealth managerHybridSikich Corporate Finance LLC
    Fidelity 100%
    $1.2B
  33. 4893
    Evergreen WealthSpringfield, IL · 679 clientsWealth manager
    Schwab 82%
    $1.2B
  34. 4925
    AGR Partners LLCChicago, IL · 9 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  35. 4942
    Lake StreetChicago, IL · 613 clientsWealth managerHybrid
    Raymond James 66%Schwab 34%
    $1.2B
  36. 4948
    Efficient Capital Management LLCWarrenville, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  37. 5043
    Wishbone Management, LPChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  38. 5057
    Arthur M. Cohen & Associates LLCNorthbrook, IL · 191 clientsWealth manager
    Pershing 99%
    $1.1B
  39. 5078
    Riverbend Capital Advisors, LLCChicago, IL · 239 clientsWealth manager
    Schwab 53%Fidelity 24%J.P. Morgan 23%
    $1.1B
  40. 5087
    Cohen CapitalChicago, IL · 1,478 clientsWealth managerWrap sponsor
    Fidelity 100%
    $1.1B

RIAs by state