Company lists · Data refreshed September 2026

Top 25 Annual fund management consultants based in Chicago, United States

Name: Annual fund management consultants based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 101 companies tracked

RevenueBase identified 101 company matches for annual fund management consultants associated with Chicago, United States as of September 2026 and tracks 1,649 professional contacts across them, including 545 with verified work emails. Across the United States, New York is the largest hub for this category (271 companies); Chicago follows with 101.

This list covers company matches for annual fund management consultants associated with Chicago, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 27, 2026 How this list was built

101Companies

1,649Contacts tracked

545Verified emails

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The 25 largest annual fund management consultants based in Chicago, United States

Ranked by team size

Top 25 of 101 company matches for annual fund management consultants based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 27, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Harris Oakmark	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	51-200	274 contacts →
	Exact match “Important disclosures.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
2	Marquette Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	51-200	151 contacts →
	Exact match “Marquette Associates provides our clients with independent and thoughtful investment guidance.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
3	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	201-500	110 contacts →
	Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
4	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	51-200	110 contacts →
	Exact match “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
5	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	69 contacts →
	Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
6	WP Global Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	33 contacts →
	Exact match “WP Global Partners provides global institutional clients with portfolio exposure to private equity, venture capital, and private debt investments through strategically tailored…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
7	Chicago Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	1-10	20 contacts →
	Exact match “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
8	XA Investments LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	19 contacts →
	Exact match “XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
9	Taiber Kosmala And Associates, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	18 contacts →
	Exact match “As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
10	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
11	Attucks Asset Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	17 contacts →
	Exact match “Attucks is a MBE-certified registered investment advisor focused on managing multi-manager investment portfolios for institutional investors through extensive investment research…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
12	Association Development Solutions	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	15 contacts →
	Exact match “ADS Fundraising is the premier fundraising consulting firm dedicated solely to meeting the unique needs of the association community.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
13	AZA Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	1-10	15 contacts →
	Exact match “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
14	Pekin Hardy Strauss Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	13 contacts →
	Exact match “Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a…” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
15	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	1-10	12 contacts →
	Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
16	Adeptyx	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
17	Astor Investment Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	12 contacts →
	Exact match “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
18	Areida Group	Exact match	Chicago, United StatesHQ recorded Sep 27, 2026	11-50	11 contacts →
	Exact match “Areida Group brings an institutional approach to advising companies and personalizes the experience for each client.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
19	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
20	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	9 contacts →
	Exact match “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
21	Bard Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	1-10	9 contacts →
	Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
22	Innovative Fundraising, LLC	Exact match	Chicago, United StatesHQ recorded Sep 27, 2026	1-10	9 contacts →
	Exact match “Founded by Mary Grace Wolf & Dan Gaudette.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
23	Fortaleza Asset Management, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	1-10	9 contacts →
	Exact match “Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
24	Interocean Capital Group, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	11-50	8 contacts →
	Exact match “InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase
25	Wealthtrust, A Hightower Advisors Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 27, 2026	501-1,000	8 contacts →
	Exact match “HighTower Advisors acquired WealthTrust in 2017.” Recorded in the RevenueBase company graph · Sep 27, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “annual fund management consultants”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 101 annual fund management consultants based in Chicago, United States

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Annual fund management consultants based in Chicago, United States at a glance

As of Sep 27, 2026

33.1%Verified-email coverage

16.3Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 101 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Chicago, United States whose business descriptions match “annual fund management consultants” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 545 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Annual fund management consultants by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “annual fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many annual fund management consultants are there based in Chicago, United States?

RevenueBase identified 101 company matches for annual fund management consultants associated with Chicago, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Harris Oakmark tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most annual fund management consultants?

New York leads the United States with 271 company records, followed by Chicago (101) and Atlanta (77).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 545 professional contacts with verified work emails tracked across these 101 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.