Company lists · Data refreshed September 2026

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

Name: Asset management consulting firms based in Oak Brook, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 27 companies tracked

RevenueBase identified 27 company matches for asset management consulting firms associated with Oak Brook, United States as of September 2026 and tracks 152 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Oak Brook has 27.

This list covers company matches for asset management consulting firms associated with Oak Brook, 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 14, 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 14, 2026 How this list was built

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 company matches for asset management consulting firms based in Oak Brook, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 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	Life Loyal Advisors	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	11-50	19 contacts →
	Exact match “Life Loyal Advisors believes in holistic financial planning that encompasses not just numbers, but your preferences, beliefs, and values.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Chicago Oakbrook Financial Group	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	11-50	17 contacts →
	Exact match “Trusted partners who care.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Wells, Roselieb & Raia Wealth Management, LLC	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	11-50	15 contacts →
	Exact match “As your financial resource, we are committed to helping you accomplish your unique financial goals and objectives.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	Beyond Financial Advisors	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	11-50	13 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Afin Family Wealth Management	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	11-50	10 contacts →
	Exact match “At AFIN Family Wealth Management, we take on the burden of financial planning for our clients, freeing them to pursue their dreams.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Optimal Planning Partners, INC	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	11-50	5 contacts →
	Exact match “OPP is a boutique financial services firm for successful professionals and closely held business owners.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Kuhn Capital Partners	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Watershed Private Wealth	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Watershed Private Wealth is a SEC-registered independent advisory firm (RIA) dedicated to helping successful families plan and manage all aspects of their wealth.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	FMI Financial	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Turning complexity into confidence.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Seagraves Financial Group, LLC	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We are dedicated to helping our clients pursue heartfelt financial goals.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Sentinus, LLC	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	11-50	3 contacts →
	Exact match “For wealth creators looking to sustain their lifestyles and pass on their wealth, Sentinus provides comprehensive and personalized wealth management solutions tailored to each…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Crossover Financial Group	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Crossover Financial Group was created to assist you in making life’s most important financial decisions, all under one roof, with one trusted partner.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Corsalus Financial	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “We are a team who strives to make a difference in the lives of our clients, as well as in the community around us.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Liberty Hill Financial Planners, LLC	Exact match	Oak Brook, IL, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Retirement is a new chapter, and at Liberty Hill Financial Planners, LLC, we're here to help you write it.” Recorded in the RevenueBase company graph · Sep 14, 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 14 of 27 asset management consulting firms based in Oak Brook, United States

See the full list, filter by size, metro and specialty, and access 72 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

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

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 Oak Brook, 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 72 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 14, 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

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 Oak Brook, United States?

RevenueBase identified 27 company matches for asset management consulting firms associated with Oak Brook, 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?

Life Loyal 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 management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Oak Brook has 27.

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 72 professional contacts with verified work emails tracked across these 27 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 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 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.