Company lists · Data refreshed September 2026

Top 25 Asset consulting services based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 83 companies tracked

RevenueBase identified 83 company matches for asset consulting services associated with Chicago, United States as of September 2026 and tracks 2,258 professional contacts across them, including 1,118 with verified work emails. Across the United States, New York is the largest hub for this category (277 companies); Chicago follows with 83.

This list covers company matches for asset consulting services 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 21, 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 21, 2026 How this list was built

83Companies

2,258Contacts tracked

1,118Verified emails

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The 25 largest asset consulting services based in Chicago, United States

Ranked by team size

Top 25 of 83 company matches for asset consulting services based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Marquette Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
3	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
4	Partner Valuation Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	109 contacts →
	Exact match “Partner Valuation Advisors delivers institutional-quality real estate valuation and advisory services with a modern, tech-forward approach.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Segall Bryant & Hamill	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	107 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 · Sep 21, 2026 · View company records in RevenueBase
6	Ocean Tomo, A Part Of J.S. Held	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	87 contacts →
	Exact match “Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
8	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	62 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	AAM	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	55 contacts →
	Exact match “AAM is dedicated primarily to insurance asset management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Houlihan Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	53 contacts →
	Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	50 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	National Property Valuation Advisors, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	41 contacts →
	Exact match “From its inception as a boutique firm in the industry, NPV Advisors has evolved into one of the largest privately held real estate valuation and advisory services firms in the…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Advisory Research Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	36 contacts →
	Exact match “Advisory Research Investment Management is a Chicago-based asset manager.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Dearborn Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	31 contacts →
	Exact match “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	OAK Ridge Investments	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	24 contacts →
	Exact match “ABOUT OAK RIDGE INVESTMENTS: Oak Ridge Investments, LLC, is an investment management firm headquartered in Chicago.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	XA Investments LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
17	Taiber Kosmala And Associates, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
18	Pekin Hardy Strauss Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
19	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1-10	12 contacts →
	Exact match “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
21	Astor Investment Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
22	Gore Creek Asset Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “Gore Creek Asset Management is an asset manager.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
25	Springtide Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “SpringTide is a boutique investment research, consulting and management firm dedicated to delivering forward-thinking investment solutions for family offices, advisers and…” Recorded in the RevenueBase company graph · Sep 21, 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 consulting services”. 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 83 asset consulting services based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 1,118 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset consulting services based in Chicago, United States at a glance

As of Sep 21, 2026

49.5%Verified-email coverage

27.2Average contacts per company

1-10Median size (employees)

Sep 21, 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 83 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 consulting services” 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 1,118 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 21, 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 consulting services 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 consulting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset consulting services are there based in Chicago, United States?

RevenueBase identified 83 company matches for asset consulting services 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?

Hightower Advisors 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 consulting services?

New York leads the United States with 277 company records, followed by Chicago (83) and Miami (75).

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 1,118 professional contacts with verified work emails tracked across these 83 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 21, 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.