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Est. 2026The front page of wealth managementNew York

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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR 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 PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN 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 Anthropic
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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. 5099
    New Harbor CapitalChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  2. 5109
    Hunter Capital ManagementLombard, IL · 537 clientsWealth managerWrap sponsor
    No custodian reported
    $1.1B
  3. 5115
    MAY River CapitalChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $1.1B
  4. 5147
    Horizon Wealth ManagementLa Grange, IL · 1,306 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $1.1B
  5. 5218
    Goldstone Financial Group, LLCOakbrook Terrace, IL · 1,675 clientsWealth manager
    Schwab 100%
    $1.1B
  6. 5226
    Liberty One Investment ManagementLibertyville, IL · 10 clientsAsset managerHybrid
    Pershing 88%
    $1.1B
  7. 5233
    CoyleGlenview, IL · 439 clientsWealth manager
    Schwab 100%
    $1.0B
  8. 5278
    Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsWealth managerHybrid
    Fidelity 99%
    $1.0B
  9. 5287
    Runway Growth Capital LLCChicago, IL · 2 clientsAsset manager
    No custodian reported
    $1.0B
  10. 5292
    BOS Asset Management, LLCSpringfield, IL · 627 clientsAsset managerHybrid
    Schwab 100%
    $1.0B
  11. 5342
    Vertex PartnersDowners Grove, IL · 843 clientsWealth managerWrap sponsorHybrid
    LPL Financial 56%Schwab 44%
    $1.0B
  12. 5349
    Growth Catalyst Partners, L.P.Chicago, IL · 15 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  13. 5373
    Longford CapitalChicago, IL · 4 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  14. 5374
    Burling Wealth PartnersChicago, IL · 253 clientsWealth manager
    Schwab 100%
    $1.0B
  15. 5384
    World Equity Group, Inc.Schaumburg, IL · 3,151 clientsBroker-dealer firmHybrid
    No custodian reported
    $1.0B
  16. 5397
    Huizenga Capital Management, LLCOak Brook, IL · 21 clientsPrivate fund adviser
    No custodian reported
    $997M
  17. 5401
    Lantz Financial LLCNaperville, IL · 669 clientsWealth manager
    Schwab 100%
    $994M
  18. 5405
    Kabouter Management, LLCChicago, IL · 6 clientsAsset manager
    State Street 100%
    $993M
  19. 5407
    Advisory Research IncChicago, IL · 444 clientsAsset manager
    UBS 36%Wells Fargo 26%Morgan Stanley 24%
    $991M
  20. 5408
    Merit Capital Partners Management, L.L.C.Chicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $991M
  21. 5461
    Intertide PartnersChicago, IL · 2 clientsWealth manager
    Northern Trust 52%Schwab 48%
    $971M
  22. 5466
    Chicago Atlantic Advisers, LLCChicago, IL · 9 clientsPrivate fund adviserAffiliated broker-dealerStoneliving Securities, LLC
    No custodian reported
    $970M
  23. 5533
    The Mosaic Financial Group, LLCChicago, IL · 133 clientsWealth manager
    Schwab 100%
    $949M
  24. 5556
    Roberts, Glore & Co.Deerfield, IL · 397 clientsWealth manager
    Fidelity 100%
    $938M
  25. 5557
    Cedar Street Asset Management LLCChicago, IL · 4 clientsAsset manager
    J.P. Morgan 73%
    $938M
  26. 5564
    Hartline Investment CorporationWinnetka, IL · 266 clientsWealth manager
    Schwab 77%J.P. Morgan 23%
    $935M
  27. 5566
    Financial Solutions Advisory GroupChicago, IL · 360 clientsWealth manager
    Schwab 100%
    $935M
  28. 5609
    Trifecta Capital Advisors, LLCNorthbrook, IL · 159 clientsWealth manager
    Schwab 100%
    $927M
  29. 5615
    GLS Capital, LLCChicago, IL · 7 clientsPrivate fund adviser
    No custodian reported
    $925M
  30. 5680
    Alley CompanyLake Forest, IL · 170 clientsWealth managerAffiliated broker-dealer
    Schwab 100%
    $907M
  31. 5685
    Riverpoint Wealth ManagementChicago, IL · 216 clientsWealth managerWrap sponsor
    LPL Financial 100%
    $906M
  32. 5695
    Studio Investment ManagementChicago, IL · 355 clientsWealth manager
    Schwab 100%
    $903M
  33. 5717
    Sawyer Falduto Asset Management, LLCElmhurst, IL · 514 clientsAsset manager
    Schwab 100%
    $897M
  34. 5813
    Prairie CapitalChicago, IL · 6 clientsPrivate fund adviser
    No custodian reported
    $870M
  35. 5832
    KKM Financial LLCChicago, IL · 162 clientsAsset manager
    Schwab 73%Pershing 27%
    $866M
  36. 5833
    XA InvestmentsChicago, IL · 3 clientsAsset managerHybridXMS Capital Partners, LLC
    No custodian reported
    $866M
  37. 5841
    Greenrock Research, Inc.Chicago, IL · 25 clientsAsset manager
    No custodian reported
    $864M
  38. 5844
    Ativo Capital Management, LLCChicago, IL · 17 clientsAsset manager
    Northern Trust 52%State Street 48%
    $863M
  39. 5883
    Leelyn Smith, LLCGeneva, IL · 799 clientsWealth managerWrap sponsorHybrid
    LPL Financial 82%
    $852M
  40. 5907
    Riverglade CapitalChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $847M

RIAs by state