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City

Independent RIAs in Winnetka, Illinois

As of October 2, 2026, 12 independent wealth management RIAs with their main office in Winnetka, Illinois reported $1.9 billion in regulatory assets under management; the largest by assets was Hartline Investment Corporation, with $935.5 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
12
Regulatory assets under management
$1.9 billion
Average per firm
$161.7 million
SEC-registered, of those listed
3 of 12 (25.0%)

Firms by assets

Independent RIAs in Winnetka, Illinois, largest first
#FirmRegistrationRAUMAccounts
1 Hartline Investment Corporation SEC $935.5 million 455
2 Rail-Splitter Capital Management LLC SEC $484.1 million 108
3 Eastgate Capital Advisors LLC SEC $271.5 million 306
4 Conifer Bay Capital LLC State $89.4 million 116
5 Pilot Asset Management LLC State $83.1 million 307
6 White Brook Capital State $24.1 million 51
7 Van Ake Capital LLC State $23.4 million 14
8 Kevin Hebson & Company State $21.7 million 41
9 Stoken Asset Management LLC State $4.8 million 25
10 Harman Investment Advisors State $3.0 million 8
11 Trove, LLC State $332,222 2
12 Frank A. Neaylon, LLC State $0 0

Independent RIAs in Illinois, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.