Company lists · Data refreshed November 2026

Top 21 Asset allocation advisors based in Chicago, United States

Name: Asset allocation advisors based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 149 companies tracked

RevenueBase identified 149 company matches for asset allocation advisors associated with Chicago, United States as of November 2026 and tracks 2,359 professional contacts across them, including 1,274 with verified work emails. Across the United States, New York is the largest hub for this category (359 companies); Chicago has 149.

This list covers company matches for asset allocation advisors 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 November 6, 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 Nov 6, 2026 How this list was built

149Companies

2,359Contacts tracked

1,274Verified emails

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The 21 largest asset allocation advisors based in Chicago, United States

Ranked by team size

Top 21 of 149 company matches for asset allocation advisors based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	125 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 · Nov 6, 2026 · View company records in RevenueBase
2	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	81 contacts →
	Exact match “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Segall Bryant & Hamill	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	67 contacts →
	Exact match “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	62 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 · Nov 6, 2026 · View company records in RevenueBase
5	KKM Financial	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	n/a	61 contacts →
	Exact match “KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	American Association Of Individual Investors Aaii	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	49 contacts →
	Exact match “The American Association of Individual Investors is a nonprofit organization with about members whose purpose is to educate individual investors regarding stock market portfolios…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Fourstar Wealth Advisors LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	31 contacts →
	Exact match “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Chicago Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Uhlmann Price Securities, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	20 contacts →
	Exact match “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Taiber Kosmala And Associates, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	20 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 · Nov 6, 2026 · View company records in RevenueBase
12	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	17 contacts →
	Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	16 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 · Nov 6, 2026 · View company records in RevenueBase
14	Attucks Asset Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	16 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 · Nov 6, 2026 · View company records in RevenueBase
15	AZA Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	16 contacts →
	Exact match “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Pekin Hardy Strauss Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	14 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 · Nov 6, 2026 · View company records in RevenueBase
17	Ativo Capital Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “Choose Wisely™ - that's Ativo's approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	CTS Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “CTS Financial Group (CTS) is a Chicago financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Mediqus Asset Advisors, INC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “For doctors, the demands of your career and life as a doctor are unique.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Bard Associates	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Nov 6, 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 “asset allocation advisors”. 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 21 of 149 asset allocation advisors based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 1,274 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset allocation advisors based in Chicago, United States at a glance

As of Nov 6, 2026

54.0%Verified-email coverage

15.8Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 149 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 “asset allocation advisors” 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 1,274 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 November 6, 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.

Asset allocation advisors 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 “asset allocation advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset allocation advisors are there based in Chicago, United States?

RevenueBase identified 149 company matches for asset allocation advisors associated with Chicago, United States as of November 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?

Rothschild Wealth Partners 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 asset allocation advisors?

New York leads the United States with 359 company records, followed by Atlanta (152) and Chicago (149).

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 1,274 professional contacts with verified work emails tracked across these 149 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 November 6, 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.