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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. 019
    Northern Trust Investments, IncorporatedChicago, IL · 41,027 clientsAsset managerHybridNorthern Trust Securities LLP, Northern Trust Securities, Inc.
    Northern Trust 100%
    $1.2T
  2. 026
    Invesco Capital Management LLCDowners Grove, IL · 444 clientsAsset managerHybridInvesco Capital Markets, Inc., Invesco Distributors, Inc.
    Amalgamated Bank 77%
    $941B
  3. 084
    First Trust Advisors LPWheaton, IL · 5,731 clientsAsset managerHybridFirst Trust Japan GK, First Trust Portfolios Asia PTE. LTD.
    Schwab 62%Fidelity 38%
    $309B
  4. 091
    Nuveen Asset Management, LLCChicago, IL · 65,258 clientsAsset managerHybridNuveen Securities, LLC
    Morgan Stanley 41%Schwab 30%Merrill / Bank of America 29%
    $280B
  5. 098
    L&g - Asset Management, AmericaChicago, IL · 195 clientsAsset manager
    Citi 73%
    $267B
  6. 100
    Cetera Investment Advisers LLCSchaumburg, IL · 813,961 clientsWealth managerWrap sponsorHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
    Pershing 61%Fidelity 23%
    $257B
  7. 104
    Balyasny Asset Management L.P.Chicago, IL · 48 clientsPrivate fund adviser
    No custodian reported
    $248B
  8. 133
    Hightower Advisors, LLCChicago, IL · 64,035 clientsWealth managerHybridHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
    Fidelity 46%Schwab 36%
    $199B
  9. 137
    Gallagher Fiduciary Advisors, LLCRolling Meadows, IL · 6,120 clientsAsset managerHybridGBS Retirement Services, Inc.
    No custodian reported
    $195B
  10. 141
    Nuveen Fund Advisors, LLCChicago, IL · 235 clientsAsset managerHybridNuveen Securities, LLC
    No custodian reported
    $186B
  11. 147
    Thoma BravoChicago, IL · 153 clientsBroker-dealer firmHybridThoma Bravo Capital Markets, LLC
    No custodian reported
    $183B
  12. 150
    GC Advisors LLCChicago, IL · 144 clientsPrivate fund adviserHybrid
    BNY 56%
    $178B
  13. 182
    AON Investments USA Inc.Chicago, IL · 579 clientsAsset managerHybridAON Securities LLC
    Fidelity 41%Northern Trust 34%BNY 24%
    $151B
  14. 220
    GC Opal Advisors LLCChicago, IL · 87 clientsPrivate fund adviserHybrid
    Northern Trust 65%Wells Fargo 35%
    $124B
  15. 242
    Harris | OakmarkChicago, IL · 2,320 clientsAsset managerHybridHarris Associates Securities L.P., Natixis Distribution, LLC
    Pershing 64%Northern Trust 36%
    $109B
  16. 255
    LSV Asset ManagementChicago, IL · 216 clientsAsset managerHybridSEI Investments Distribution Co.
    BNY 39%State Street 32%
    $104B
  17. 267
    Fiducient Advisors LLCChicago, IL · 1,239 clientsAsset manager
    Schwab 50%U.S. Bank 35%
    $98B
  18. 272
    GCM Grosvenor L.P.Chicago, IL · 394 clientsPrivate fund adviserHybridGCM Investments Japan K.K., GRV Securities LLC
    No custodian reported
    $95B
  19. 275
    PPM America IncChicago, IL · 46 clientsAsset managerHybridJackson National Life Distributors LLC
    BNY 68%
    $94B
  20. 291
    Morningstar Investment Management LLCChicago, IL · 515,981 clientsAsset manager
    Lincoln Financial Group Trust 47%Schwab 33%
    $88B
  21. 320
    Cresset Asset Management, LLCChicago, IL · 4,911 clientsWealth managerBank-affiliated
    Fidelity 53%Pershing 39%
    $79B
  22. 357
    Blue Owl Real Estate Capital LLCChicago, IL · 91 clientsPrivate fund adviserHybridBlue Owl Securities LLC
    Northern Trust 64%State Street 26%
    $68B
  23. 358
    CIBC Private Wealth Advisors, Inc.Chicago, IL · 9,236 clientsWealth managerBank-affiliatedHybridCIBC Investor Services Inc., CIBC World Markets Corp.
    Schwab 59%CIBC Mellon 22%
    $68B
  24. 359
    Harbor Capital Advisors, Inc.Chicago, IL · 27 clientsAsset managerHybridHarbor Funds Distributors, Inc.
    No custodian reported
    $68B
  25. 363
    Adams Street Partners, LLCChicago, IL · 373 clientsPrivate fund adviser
    HSBC Bank 62%DZ Privatbank S.A. 24%
    $66B
  26. 366
    William Blair Investment Management, LLCChicago, IL · 682 clientsAsset managerHybridWilliam Blair & Company L.L.C.
    Northern Trust 39%State Street 34%BNY 27%
    $66B
  27. 372
    William Blair & Company L.L.C.Chicago, IL · 38,171 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $64B
  28. 374
    Towers Watson Investment Services, Inc.Chicago, IL · 107 clientsAsset managerHybridWillis Towers Watson Securities, LLC
    State Street 54%Northern Trust 46%
    $63B
  29. 385
    Valor Equity PartnersChicago, IL · 57 clientsPrivate fund adviser
    No custodian reported
    $59B
  30. 400
    Savant Wealth ManagementRockford, IL · 24,034 clientsWealth manager
    Schwab 83%
    $56B
  31. 421
    BDT Capital PartnersChicago, IL · 45 clientsPrivate fund adviserHybridBDT & MSD Europe S.a R.L., BDT & MSD Partners Europe Gmbh
    Impactassets 100%
    $52B
  32. 428
    Mesirow Financial Investment Management, Inc.Chicago, IL · 90,291 clientsAsset managerHybridMesirow Financial, Inc., clears through National Financial Services (Fidelity), Pershing
    Fidelity 100%
    $50B
  33. 442
    Gtcr LLCChicago, IL · 55 clientsPrivate fund adviser
    No custodian reported
    $49B
  34. 450
    Antares Capital Advisers LLCChicago, IL · 48 clientsPrivate fund adviserHybrid
    U.S. Bank 26%Deutsche Bank Trust Company Americas 22%
    $47B
  35. 454
    Marquette Associates, Inc.Chicago, IL · 348 clientsAsset manager
    Principal Bank 47%Midwest Institutional Trust Services 31%U.S. Bank 22%
    $47B
  36. 478
    Calamos Advisors LLCNaperville, IL · 1,957 clientsAsset managerHybridCalamos Financial Services LLC
    Fidelity 69%U.S. Bank 31%
    $44B
  37. 502
    Alyeska Investment Group, L.P.Chicago, IL · 3 clientsPrivate fund adviser
    No custodian reported
    $42B
  38. 516
    Milliman Financial Risk Management LLCChicago, IL · 76 clientsAsset managerHybridMilliman Investment Management Services LLC, clears through Wedbush
    J.P. Morgan 64%
    $40B
  39. 593
    Rreef America L.L.C.Chicago, IL · 120 clientsAsset managerHybridDWS Distributors, Inc., Deutsche Bank AG
    State Street 36%Northern Trust 33%J.P. Morgan 32%
    $34B
  40. 596
    Old Mission Asset Management LLCChicago, IL · 5 clientsPrivate fund adviserHybridOld Mission Capital, LLC, Old Mission Europe LLP, clears through Goldman Sachs
    No custodian reported
    $34B

RIAs by state