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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

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. 6809
    Essex LLCDeer Park, IL · 608 clientsWealth manager
    Schwab 100%
    $649M
  2. 6832
    Shankervalleau Wealth Advisors, Inc.Skokie, IL · 208 clientsWealth managerWrap sponsor
    Schwab 100%
    $645M
  3. 6848
    Tsfg, LLCLake Forest, IL · 864 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $643M
  4. 6865
    MWA Financial Services, Inc.Rock Island, IL · 2,012 clientsBroker-dealer firmHybrid
    Assetmark Trust 91%
    $640M
  5. 6878
    Hemsley Advisors, LTD.Chicago, IL · 324 clientsWealth manager
    Schwab 100%
    $638M
  6. 6884
    Rock Island CapitalOak Brook, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $637M
  7. 6963
    Dhjj Financial AdvisorsNaperville, IL · 431 clientsWealth manager
    Schwab 100%
    $623M
  8. 6976
    Oak Family Advisors, LLCChicago, IL · 203 clientsWealth manager
    Schwab 100%
    $621M
  9. 6982
    Red Arts Capital Management, LLCChicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $619M
  10. 6983
    Innovative Capital Advisors, LLCChicago, IL · 25 clientsAsset manager
    No custodian reported
    $619M
  11. 7079
    Lago Asset ManagementChicago, IL · 13 clientsPrivate fund adviser
    No custodian reported
    $605M
  12. 7106
    Sequoia Wealth Management, LLCBarrington, IL · 1,640 clientsWealth managerWrap sponsorHybrid
    Assetmark Brokerage 61%LPL Financial 39%
    $600M
  13. 7114
    Avathon Capital Management LPChicago, IL · 11 clientsPrivate fund adviser
    No custodian reported
    $599M
  14. 7119
    Brookstone Asset Management, LLCWheaton, IL · 8 clientsAsset manager
    No custodian reported
    $598M
  15. 7130
    Hedeker Wealth LLCLincolnshire, IL · 264 clientsWealth managerAffiliated broker-dealerKestra Investment Services, LLC
    Schwab 100%
    $595M
  16. 7137
    Capital Resource Management,inc.Deerfield, IL · 42 clientsWealth manager
    U.S. Bank 100%
    $593M
  17. 7253
    Shorehill Capital LLCChicago, IL · 2 clientsPrivate fund adviser
    No custodian reported
    $576M
  18. 7258
    Bulletproof Capital, LLCChicago, IL · 9 clientsPrivate fund adviser
    Schwab 100%
    $576M
  19. 7272
    North Shore Private Asset Management, LLCLake Forest, IL · 218 clientsWealth managerHybrid
    Schwab 61%Raymond James 36%
    $573M
  20. 7297
    Tallwoods Partners, LLCChicago, IL · 8 clientsWealth manager
    Johnson Financial Group LLC DB JFG Family Office 100%
    $569M
  21. 7341
    Pondera Holdings LLCChicago, IL · 8 clientsPrivate fund adviser
    No custodian reported
    $564M
  22. 7369
    Matrix Private Capital GroupChicago, IL · 222 clientsWealth manager
    Fidelity 100%
    $561M
  23. 7493
    Fountainhead Financial, LLCChicago, IL · 100 clientsWealth manager
    Schwab 100%
    $543M
  24. 7523
    River Street Advisors, LLCAurora, IL · 492 clientsWealth managerBank-affiliated
    Schwab 100%
    $539M
  25. 7545
    Hendricks Wealth and Estate ManagementAlgonquin, IL · 919 clientsWealth manager
    Schwab 100%
    $536M
  26. 7570
    Trigran Investments, Inc.Northbrook, IL · 2 clientsPrivate fund adviser
    Comerica Bank 66%
    $533M
  27. 7575
    CMT Asset Management LLCChicago, IL · 14 clientsPrivate fund adviser
    No custodian reported
    $533M
  28. 7586
    XXI Wealth, LLCChicago, IL · 87 clientsWealth manager
    Schwab 100%
    $532M
  29. 7592
    RAI WealthNaperville, IL · 450 clientsWealth managerHybrid
    Schwab 100%
    $531M
  30. 7595
    Santa Barbara ManagementChicago, IL · 9 clientsWealth manager
    Schwab 100%
    $530M
  31. 7619
    Cura Wealth Advisors, LLCChicago, IL · 172 clientsWealth manager
    Schwab 100%
    $528M
  32. 7632
    Graybill Wealth Management, LTD.Elmhurst, IL · 269 clientsWealth manager
    Fidelity 78%Schwab 22%
    $526M
  33. 7640
    Mowery & Schoenfeld Wealth Management, LLCLincolnshire, IL · 180 clientsWealth manager
    Fidelity Distributors Company 100%
    $524M
  34. 7662
    5th Century PartnersChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $521M
  35. 7693
    CRG Fund Manager, LLCChicago, IL · 5 clientsPrivate fund adviser
    No custodian reported
    $517M
  36. 7706
    Taiko Private WealthChicago, IL · 55 clientsWealth manager
    Schwab 100%
    $515M
  37. 7709
    James T. Borello & Co.East Dundee, IL · 700 clientsBroker-dealer firmHybrid
    Schwab 100%
    $514M
  38. 7714
    Serenity Investment AdvisorsChicago, IL · 434 clientsAsset manager
    Principal Securities 50%Schwab 50%
    $514M
  39. 7726
    Systima Capital ManagementChicago, IL · 7 clientsPrivate fund adviser
    BNY 100%
    $513M
  40. 7774
    LFL Advisers, LLCEvanston, IL · 4 clientsPrivate fund adviser
    Northern Trust 72%J.P. Morgan 28%
    $507M

RIAs by state