Company lists · Data refreshed August 2026
Top 25 Asset management consulting firms based in Chicago, United States
RevenueBase identified 146 company matches for asset management consulting firms associated with Chicago, United States as of August 2026 and tracks 1,839 professional contacts across them, including 863 with verified work emails and 957 with mobile numbers. Across the United States, New York is the largest hub for this category (949 companies); Chicago follows with 339.
This list covers company matches for asset management consulting firms 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 August 31, 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.
The 25 largest asset management consulting firms based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 255 contacts → | ||||
Exact match “Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 2 | 243 contacts → | ||||
Exact match “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 3 | 111 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 4 | 69 contacts → | ||||
Exact match “Founded in 2007, Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 5 | 68 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 6 | 57 contacts → | ||||
Exact match “AAM is dedicated primarily to insurance asset management.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 7 | 57 contacts → | ||||
Exact match “KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 8 | 32 contacts → | ||||
Exact match “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 9 | 21 contacts → | ||||
Exact match “Parking Advisors is the nation's leading parking consulting, investment and asset management firm.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 10 | 20 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 11 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 12 | 17 contacts → | ||||
Exact match “Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 13 | 17 contacts → | ||||
Exact match “Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 14 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 15 | 15 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 16 | 15 contacts → | ||||
Exact match “After 15 successful years, The Chicago Corporation (TCC) will be winding down operations at year end 2024.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 17 | 14 contacts → | ||||
Exact match “Appraisals International is specialized in fixed assets, buildings, unique properties, industrial and machinery & equipment valuations.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 18 | 14 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 19 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 20 | 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 · Aug 31, 2026 · View company records in RevenueBase | |||||
| 21 | 12 contacts → | ||||
Exact match “LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 22 | 12 contacts → | ||||
Exact match “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 23 | 11 contacts → | ||||
Exact match “Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 24 | 11 contacts → | ||||
Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Aug 31, 2026 · View company records in RevenueBase | |||||
| 25 | 11 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 · Aug 31, 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 management consulting firms”. 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 146 asset management consulting firms based in Chicago, United States
See the full list, filter by size, metro and specialty, and access 863 tracked professional contacts with verified work emails. Direct dials are available where recorded.
Free signup · no credit card
Asset management consulting firms based in Chicago, United States at a glance
As of Aug 31, 2026Companies by employee count
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 management consulting firms” 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 863 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 August 31, 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 management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Houston334
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in Miami270
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many asset management consulting firms are there based in Chicago, United States?
RevenueBase identified 146 company matches for asset management consulting firms associated with Chicago, United States as of August 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?
Meketa Investment Group 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 management consulting firms?
New York leads the United States with 949 company records, followed by Chicago (339) and Houston (334).
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 863 professional contacts with verified work emails tracked across these 146 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 August 31, 2026.
Ready to reach these companies? Verified emails and direct dials for all 146 asset management consulting firms based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 25 asset management consulting firms based in Chicago, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 146 matching company records for asset management consulting firms based in Chicago, United States, with 1,839 tracked contacts and 863 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: August 31, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset management consulting firms based in Chicago, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Meketa Investment Groupmeketa.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 255 contacts → |
“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Northrock Partnersnorthrockpartners.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 243 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Kovitzkovitz.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 111 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Penserrapenserra.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 69 contacts → |
“Founded in 2007, Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Arete Wealtharetewealth.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 68 contacts → |
“Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  AAMaamcompany.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 57 contacts → |
“AAM is dedicated primarily to insurance asset management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  KKM Financialkkmfinancial.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: Not recorded | HQ not recorded; location: Chicago, IL, United States | Not recorded | Exact match | 57 contacts → |
“KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Dearborn Partnersdearbornpartners.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 32 contacts → |
“Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Parking Advisors, INCparkingadv.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 21 contacts → |
“Parking Advisors is the nation's leading parking consulting, investment and asset management firm.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  1834 Investment Advisors CO1834investmentadvisors.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 |  Taiber Kosmala And Associates, LLCtaiberkosmala.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 18 contacts → |
“As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Blue Rose Capital Advisorsblueroseadvisors.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Attucks Asset Management, LLCattucksfunds.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Attucks is a MBE-certified registered investment advisor focused on managing multi-manager investment portfolios for institutional investors through extensive investment research…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  XA Investments LLCxainvestments.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 15 contacts → |
“XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  The Chicago Corporationthechicagocorp.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 15 contacts → |
“After 15 successful years, The Chicago Corporation (TCC) will be winding down operations at year end 2024.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Appraisals International INCappraisalsinternational.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
“Appraisals International is specialized in fixed assets, buildings, unique properties, industrial and machinery & equipment valuations.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Emerald Asset Managementteamemerald.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 |  Pekin Hardy Strauss Wealth Managementpekinhardy.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 13 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Adeptyxadeptyx.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lgim Americalgima.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 12 contacts → |
“LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Astor Investment Management LLCastorim.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Metric Point Capitalmetricpoint.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 11 contacts → |
“Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Hummer Mower Associateshummermower.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“HMA is founded on the principles of sound advice and excellent service.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  CTS Financial Groupctsfinancialgroup.comHQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 146 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management consulting firms: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
145 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: August 31, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Houston334
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in Miami270
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
Questions about this company list
What does Exact match mean for asset management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management consulting firms did RevenueBase find based in Chicago, United States?
The saved snapshot records 146 matching company records, 1,839 tracked contacts and 863 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: August 31, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 asset management consulting firms based in Chicago, United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
Company intelligence · public preview
Top 25 asset management consulting firms based in Chicago, United States
RevenueBase records 146 matching company records for asset management consulting firms based in Chicago, United States, with 1,839 tracked contacts and 863 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: August 31, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 asset management consulting firms based in Chicago, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Meketa Investment Groupmeketa.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 255 contacts → |
“Meketa Investment Group is an independent, full-service investment consulting and advisory firm.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Northrock Partnersnorthrockpartners.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 243 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Kovitzkovitz.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 111 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Penserrapenserra.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 51-200 | HQ not recorded; location: Chicago, IL, United States | 51-200 | Exact match | 69 contacts → |
“Founded in 2007, Penserra is an institutional financial services firm with offices located in New York, Chicago, and the San Francisco Bay Area.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Arete Wealtharetewealth.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 68 contacts → |
“Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | AAMaamcompany.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 57 contacts → |
“AAM is dedicated primarily to insurance asset management.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | KKM Financialkkmfinancial.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: Not recorded | HQ not recorded; location: Chicago, IL, United States | Not recorded | Exact match | 57 contacts → |
“KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Dearborn Partnersdearbornpartners.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 32 contacts → |
“Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Parking Advisors, INCparkingadv.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 21 contacts → |
“Parking Advisors is the nation's leading parking consulting, investment and asset management firm.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 1834 Investment Advisors CO1834investmentadvisors.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 11 | Taiber Kosmala And Associates, LLCtaiberkosmala.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 18 contacts → |
“As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Blue Rose Capital Advisorsblueroseadvisors.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Attucks Asset Management, LLCattucksfunds.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 17 contacts → |
“Attucks is a MBE-certified registered investment advisor focused on managing multi-manager investment portfolios for institutional investors through extensive investment research…” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | XA Investments LLCxainvestments.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 15 contacts → |
“XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | The Chicago Corporationthechicagocorp.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 15 contacts → |
“After 15 successful years, The Chicago Corporation (TCC) will be winding down operations at year end 2024.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Appraisals International INCappraisalsinternational.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
“Appraisals International is specialized in fixed assets, buildings, unique properties, industrial and machinery & equipment valuations.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Emerald Asset Managementteamemerald.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 14 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 19 | Pekin Hardy Strauss Wealth Managementpekinhardy.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 13 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Adeptyxadeptyx.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Lgim Americalgima.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 12 contacts → |
“LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Astor Investment Management LLCastorim.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 12 contacts → |
“Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Metric Point Capitalmetricpoint.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 11 contacts → |
“Metric Point Capital (“Metric Point”) is a capital advisory firm specializing in raising institutional capital for alternative investment managers.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Hummer Mower Associateshummermower.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“HMA is founded on the principles of sound advice and excellent service.” Recorded description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | CTS Financial Groupctsfinancialgroup.com HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 1-10 | HQ not recorded; location: Chicago, IL, United States | 1-10 | Exact match | 11 contacts → |
“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 description excerpt · August 31, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 146 company matches
Build a targeted audience, find relevant contacts and export available records to your workflow.
Free signup · 500 credits · limited free results
Asset management consulting firms: dataset insights
August 31, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
145 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: August 31, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Asset management consulting firms by metro in the United States
- Asset management consulting firms in New York949
- Asset management consulting firms in Houston334
- Asset management consulting firms in Atlanta327
- Asset management consulting firms in Dallas306
- Asset management consulting firms in Miami270
- Asset management consulting firms in San Diego233
- Asset management consulting firms in Los Angeles231
Questions about this company list
What does Exact match mean for asset management consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many asset management consulting firms did RevenueBase find based in Chicago, United States?
The saved snapshot records 146 matching company records, 1,839 tracked contacts and 863 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: August 31, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Asset management consulting firms by geography
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil
- Asset management consulting firms based in Germany
- Asset management consulting firms based in Switzerland
- Asset management consulting firms based in South Africa
- Asset management consulting firms based in the Netherlands
- Asset management consulting firms based in Spain
- Asset management consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 asset management consulting firms based in Chicago, United States. Snapshot: August 31, 2026. https://revenuebase.ai/companies/asset-management-consulting-firms/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Asset management consulting firms based in the United States
- Asset management consulting firms based in the United Kingdom
- Asset management consulting firms based in France
- Asset management consulting firms based in Australia
- Asset management consulting firms based in Canada
- Asset management consulting firms based in Brazil