The RIA database

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

281. 5969
     Strategic Investment Solutions, Inc.Orland Park, IL · 2,695 clientsWealth managerHybrid
     No custodian reported
     +00% 1 yr$830M
282. 5985
     Mps-Loria Financial Planners,llcBurr Ridge, IL · 679 clientsWealth manager
     Schwab 100%
     +00% 1 yr$827M
283. 6019
     Greyrock Capital GroupChicago, IL · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$818M
284. 6063
     Warberg Asset Management LLCWinnetka, IL · 9 clientsPrivate fund adviser
     Fidelity 77%Goldman Sachs 23%
     +00% 1 yr$806M
285. 6097
     Creekmur Asset Management, LLCMorton, IL · 1,902 clientsWealth managerWrap sponsor
     Schwab 71%Fidelity 29%
     +00% 1 yr$800M
286. 6100
     Corgi Strategies, LLCChicago, IL · 206 clientsAsset managerHybridAnos Capital, L.L.C.
     No custodian reported
     +00% 1 yr$799M
287. 6125
     Centric Wealth Management, LLCChicago, IL · 583 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$793M
288. 6132
     Carsonallaria Wealth Management, LTD.Glen Carbon, IL · 647 clientsBroker-dealer firmHybrid
     Schwab 100%
     +00% 1 yr$792M
289. 6153
     Pfingsten Partners, L.L.C.Chicago, IL · 4 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$787M
290. 6185
     Factor Wealth ManagementChicago, IL · 239 clientsWealth manager
     Schwab 100%
     +00% 1 yr$781M
291. 6186
     New Vernon Wealth Management LLCHighland Park, IL · 187 clientsWealth managerHybridSF Investments, Inc.
     Pershing 100%
     +00% 1 yr$781M
292. 6196
     Wisdom Financial Services, L.L.C.Geneseo, IL · 1,518 clientsWealth manager
     Axos 95%
     +00% 1 yr$779M
293. 6226
     Intrinsic Edge Capital Management LLCChicago, IL · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$772M
294. 6233
     Permanent Capital Management, LPChicago, IL · 3 clientsAsset manager
     Fidelity 100%
     +00% 1 yr$769M
295. 6280
     Harvest Investment Services, LLCOakbrook Terrace, IL · 1,508 clientsWealth manager
     Schwab 100%
     +00% 1 yr$758M
296. 6283
     Klaas Financial Asset Advisors, LLC.Loves Park, IL · 1,015 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$758M
297. 6290
     Intentgen Financial PartnersNaperville, IL · 612 clientsWealth managerWrap sponsorHybrid
     Fidelity 100%
     +00% 1 yr$757M
298. 6293
     Moller Wealth PartnersNorthfield, IL · 296 clientsWealth manager
     Schwab 100%
     +00% 1 yr$756M
299. 6297
     Total Clarity Wealth Management, IncSt. Charles, IL · 1,038 clientsWealth managerWrap sponsorHybrid
     Schwab 61%LPL Financial 39%
     +00% 1 yr$755M
300. 6299
     Air Asset ManagementChicago, IL · 14 clientsPrivate fund adviserHybrid
     Caceis Bank 100%
     +00% 1 yr$754M
301. 6352
     OFS CLO Management, LLCChicago, IL · 4 clientsPrivate fund adviserHybridCCO Capital, LLC, CIM Group (australia) PTY LTD
     No custodian reported
     +00% 1 yr$744M
302. 6358
     Waystone Asset Management (USA) LLCChicago, IL · 1 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$743M
303. 6384
     Stenger Family Office, LLCNaperville, IL · 887 clientsWealth manager
     Schwab 100%
     +00% 1 yr$735M
304. 6389
     CL Wealth Management LLCSchaumburg, IL · 2,168 clientsWealth managerPublic-company ownedHybridCabot Lodge Securities LLC, PKS Securities, Inc., clears through RBC Capital Markets, Raymond James, National Financial Services (Fidelity)
     RBC 64%Raymond James 26%
     +00% 1 yr$734M
305. 6395
     Walled Lake Planning & Wealth Management, LLCHighland Park, IL · 369 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$732M
306. 6457
     Parkergale, LLCChicago, IL · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$719M
307. 6468
     Taiber, Kosmala & Associates, LLCChicago, IL · 16 clientsAsset manager
     Schwab 100%
     +00% 1 yr$717M
308. 6517
     Skinner, Copper & Ehmen Wealth Management, LLCSpringfield, IL · 571 clientsWealth managerWrap sponsorHybrid
     Fidelity 100%
     +00% 1 yr$706M
309. 6528
     1 Seed Partners LLCChicago, IL · 13 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$704M
310. 6553
     Aberdeen Wealth Management LLCLake Bluff, IL · 136 clientsWealth manager
     Schwab 100%
     +00% 1 yr$699M
311. 6569
     Dream Capital Advisors, LLCLincolnshire, IL · 31 clientsWealth manager
     No custodian reported
     +00% 1 yr$695M
312. 6622
     Providence Wealth Advisors, LLCFrankfort, IL · 653 clientsWealth managerBank-affiliated
     Schwab 100%
     +00% 1 yr$684M
313. 6640
     McNally Advisors, LLCChicago, IL · 16 clientsPrivate fund adviserHybridMcNally Capital Securities, LLC
     No custodian reported
     +00% 1 yr$681M
314. 6643
     1st & Main Growth PartnersChicago, IL · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$680M
315. 6690
     Pinnacle Financial Group LLCWestern Springs, IL · 394 clientsWealth manager
     Schwab 74%Fidelity 26%
     +00% 1 yr$673M
316. 6692
     Adams Street Advisors, LLCChicago, IL · 2 clientsAsset manager
     No custodian reported
     +00% 1 yr$672M
317. 6720
     Periscope Equity LLCChicago, IL · 8 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$667M
318. 6732
     Logan StoneChicago, IL · 13 clientsPrivate fund adviser
     Schwab 100%
     +00% 1 yr$664M
319. 6787
     BCU Wealth Advisors, LLCVernon Hills, IL · 870 clientsWealth managerWrap sponsorHybrid
     LPL Financial 100%
     +00% 1 yr$654M
320. 6789
     Rings Capital Management LLCChicago, IL · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$653M