Company lists · Data refreshed September 2026
Top 25 Asset management consulting services based in Chicago, United States
RevenueBase identified 99 asset management consulting services headquartered in Chicago, United States as of September 2026 and tracks 2,441 professional contacts across them, including 546 with verified work emails. New York is the largest hub.
This list covers asset management consulting services headquartered in Chicago, 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 21, 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.
The 25 largest asset management consulting services based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 292 contacts → | ||||
Indirect evidence “PPM America, Inc.(PPM) is a client-focused investment manager.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 2 | 151 contacts → | ||||
Indirect evidence “Marquette Associates provides our clients with independent and thoughtful investment guidance.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 3 | 110 contacts → | ||||
Strong evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 4 | 107 contacts → | ||||
Partial evidence “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 5 | 55 contacts → | ||||
Strong evidence “AAM is dedicated primarily to insurance asset management.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 6 | 53 contacts → | ||||
Indirect evidence “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 7 | 33 contacts → | ||||
Indirect evidence “WP Global Partners provides global institutional clients with portfolio exposure to private equity, venture capital, and private debt investments through strategically tailored…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 8 | 19 contacts → | ||||
Strong evidence “XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 9 | 18 contacts → | ||||
Strong evidence “As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 10 | 14 contacts → | ||||
Indirect evidence “At TorreBlanc, we help investment managers turn transformation into measurable results.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 11 | 12 contacts → | ||||
Strong evidence “Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Partial evidence “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Strong evidence “Gore Creek Asset Management is an asset manager.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 14 | 11 contacts → | ||||
Indirect evidence “Areida Group brings an institutional approach to advising companies and personalizes the experience for each client.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 15 | 11 contacts → | ||||
Partial evidence “Investment Management specialists based in Chicago, IL” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 16 | 10 contacts → | ||||
Indirect evidence “Complex business challenges require a proven team of skilled professionals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 17 | 9 contacts → | ||||
Indirect evidence “LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 18 | 9 contacts → | ||||
Strong evidence “SpringTide is a boutique investment research, consulting and management firm dedicated to delivering forward-thinking investment solutions for family offices, advisers and…” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 19 | 8 contacts → | ||||
Indirect evidence “InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 20 | 7 contacts → | ||||
Partial evidence “Performance driven institutional investment management that focuses exclusively on client results requires a new perspective.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 21 | 6 contacts → | ||||
Partial evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Indirect evidence “Aksia Chicago LLC was acquired by Aksia.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Partial evidence “Ziv Investment is a Chicago Investment Firm with primary focus on idividual and institutional wealth management strategies.” Source: RevenueBase Database · checked Sep 21, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consulting services. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names asset management consulting services.
- Partial evidence
- Its own public description names part of asset management consulting services, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name asset management consulting services. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 99 asset management consulting services based in Chicago, United States
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Asset management consulting services based in Chicago, United States at a glance
As of Sep 21, 2026Companies by employee count
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 99 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 services, 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 Chicago, United States whose own description of what they do matches “asset management consulting services”. 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 services), 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 services, and records with no verified work email. Companies headquartered outside Chicago 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, 546 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 21, 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 services by metro in the United States
- Asset management consulting services in New York314
- Asset management consulting services in Chicago99
- Asset management consulting services in Miami71
- Asset management consulting services in Boston69
- Asset management consulting services in Atlanta68
- Asset management consulting services in Dallas60
- Asset management consulting services in Los Angeles53
- Asset management consulting services in Houston52
- Asset management consulting services in San Francisco52
- Asset management consulting services in Austin39
- Asset management consulting services in Charlotte34
- Asset management consulting services in Denver34
- Asset management consulting services in Washington34
- Asset management consulting services in Portland28
- Asset management consulting services in Seattle28
- Asset management consulting services in San Diego27
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 services, 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 services are there based in Chicago, United States?
RevenueBase identified 99 asset management consulting services headquartered in Chicago, 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?
PPM America, INC, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most asset management consulting services?
New York leads with 314 headquartered companies, followed by Chicago (99) and Miami (71).
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 546 verified decision-maker contacts tracked across these 99 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 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 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.
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