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FinCEN AML scope: Illinois's investment advisers

433 of Illinois's SEC-registered investment advisers clear FinCEN's three-part AML scope test, from the SEC's own roster dated 2026-08-03. See the exact filter and sources for how that population is defined.

What stands out in Illinois

Illinois' related-person custody share, 34.4%, lands almost exactly on the national rate of 34.5%, closer than any other state in this set. What breaks from the pattern is firm size: only 76.9% of Illinois firms have fewer than 20 people, well under the national 81.0%, meaning Illinois carries a larger share of bigger shops than most states on this list, Chicago's asset-management base rather than a state of small retail advisers.

Illinois's numbers, in full

Firms in scope
433

Firms in scope

Median staff
8

Median staff

Fewer than 20 people
333 (76.9%)

Fewer than 20 people

5 people or fewer
153 (35.3%)

5 people or fewer

Custody of client cash or securities
261 (60.3%)

Custody of client cash or securities

A related person holds custody
149 (34.4%)

A related person holds custody

Advise at least one private fund
185 (42.7%)

Advise at least one private fund

Median AUM
$501.8 million

Median AUM

This page is independent research, not legal advice, computed from the SEC's own public roster of investment advisers. See the method and sources. Verify anything load-bearing against the Federal Register text itself before acting on it.