Company lists · Data refreshed September 2026

Top 25 Corporate financial planning firms based in Chicago, United States

Name: Corporate financial planning firms based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 84 companies tracked

RevenueBase identified 84 company matches for corporate financial planning firms associated with Chicago, United States as of September 2026 and tracks 704 professional contacts across them, including 249 with verified work emails. Across the United States, New York is the largest hub for this category (206 companies); Chicago has 84.

This list covers company matches for corporate financial planning 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 September 19, 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 19, 2026 How this list was built

84Companies

704Contacts tracked

249Verified emails

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The 25 largest corporate financial planning firms based in Chicago, United States

Ranked by team size

Top 25 of 84 company matches for corporate financial planning firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Houlihan Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	53 contacts →
	Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Bronswick Benjamin P.C	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	42 contacts →
	Exact match “Bronswick Benjamin does not see your business or you as a series of tasks.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	40 contacts →
	Exact match “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	26 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	22 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	The Corporation For Interest Rate Management Cirm	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	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 · Sep 19, 2026 · View company records in RevenueBase
7	LR Windsor	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	The Chicago Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	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 · Sep 19, 2026 · View company records in RevenueBase
9	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	12 contacts →
	Exact match “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	CTS Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	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 · Sep 19, 2026 · View company records in RevenueBase
13	Urban Financial Advisory Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	ZEN Wealth Management Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “Zen Wealth Management Group Inc provides accounting, tax preparation and financial planning services to individuals and small businesses of all sizes.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Expressive Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Wealthtrust, A Hightower Advisors Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	501-1,000	8 contacts →
	Exact match “HighTower Advisors acquired WealthTrust in 2017.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	6 contacts →
	Exact match “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Steward Advisors is a family-focused financial planning and investment firm where our sole mission is to help families achieve their life-long dreams by making wise financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Fivecast Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Fivecast Financial is a corporate finance consulting firm that specializes in financial modeling.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Serenity Wealth Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	The Change Advisory Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Achieve your unique financial goals with our dynamic investment planning.” Recorded in the RevenueBase company graph · Sep 19, 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 “corporate financial planning 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 84 corporate financial planning firms based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 249 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Corporate financial planning firms based in Chicago, United States at a glance

As of Sep 19, 2026

35.4%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 84 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Chicago, United States whose business descriptions match “corporate financial planning 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 249 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 19, 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.

Corporate financial planning 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 “corporate financial planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many corporate financial planning firms are there based in Chicago, United States?

RevenueBase identified 84 company matches for corporate financial planning firms associated with Chicago, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Houlihan Capital 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 corporate financial planning firms?

New York leads the United States with 206 company records, followed by Houston (109) and Atlanta (104). Chicago has 84.

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 249 professional contacts with verified work emails tracked across these 84 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 19, 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.