Company lists · Data refreshed September 2026

Top 14 Asset management consulting firms based in Oak Brook, United States

RevenueBase identified 27 asset management consulting firms headquartered in Oak Brook, United States as of September 2026 and tracks 152 professional contacts across them, including 72 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Oak Brook, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 14, 2026 86% judged on-target in blind review
27Companies
152Contacts tracked
72Verified emails
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The 14 largest asset management consulting firms based in Oak Brook, United States

Ranked by team size
Top 14 of 27 asset management consulting firms based in Oak Brook, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 202611-5019 contacts →

Indirect evidence

“Life Loyal Advisors believes in holistic financial planning that encompasses not just numbers, but your preferences, beliefs, and values.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“Trusted partners who care.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“As your financial resource, we are committed to helping you accomplish your unique financial goals and objectives.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

“Our team has over 80 years of financial planning expertise and consists of experienced, highly credentialed professionals working together to develop a financial plan that…”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceOak Brook, IL, United StatesHQ checked Sep 14, 202611-5010 contacts →

Partial evidence

“At AFIN Family Wealth Management, we take on the burden of financial planning for our clients, freeing them to pursue their dreams.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 202611-505 contacts →

Indirect evidence

“OPP is a boutique financial services firm for successful professionals and closely held business owners.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceOak Brook, IL, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“About Kuhn Capital Partners Kuhn Capital Partners is an SEC-registered investment advisory firm providing portfolio management and investment advisory services to high-net-worth…”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Watershed Private Wealth is a SEC-registered independent advisory firm (RIA) dedicated to helping successful families plan and manage all aspects of their wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Turning complexity into confidence.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“We are dedicated to helping our clients pursue heartfelt financial goals.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceOak Brook, IL, United StatesHQ checked Sep 14, 202611-503 contacts →

Partial evidence

“For wealth creators looking to sustain their lifestyles and pass on their wealth, Sentinus provides comprehensive and personalized wealth management solutions tailored to each…”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Crossover Financial Group was created to assist you in making life’s most important financial decisions, all under one roof, with one trusted partner.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“We are a team who strives to make a difference in the lives of our clients, as well as in the community around us.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceOak Brook, IL, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Retirement is a new chapter, and at Liberty Hill Financial Planners, LLC, we're here to help you write it.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 14 of 27 asset management consulting firms based in Oak Brook, United States

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Asset management consulting firms based in Oak Brook, United States at a glance

As of Sep 14, 2026
47.4%Verified-email coverage
5.6Average contacts per company
1-10Median size (employees)
1970.4%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
10

Email recency for this list is measured across the whole United States list rather than for Oak Brook, so it is reported there. Company counts and contact totals on this page are exact for Oak Brook, over 27 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Oak Brook, United States whose own description of what they do matches “asset management consulting firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management consulting firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management consulting firms, and records with no verified work email. Companies headquartered outside Oak Brook are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 72 across the full list. 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management consulting firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management consulting firms are there based in Oak Brook, United States?

RevenueBase identified 27 asset management consulting firms headquartered in Oak Brook, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Life Loyal Advisors, headquartered in Oak Brook, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 72 verified decision-maker contacts tracked across these 27 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 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 Smart Search, 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.