City
Wealth management firms in Winnetka, Illinois
As of October 2, 2026, 12 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 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
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 |
Wealth management firms 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.