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 corporate financial planning firms headquartered in Chicago, United States as of September 2026 and tracks 704 professional contacts across them, including 249 with verified work emails. New York is the largest hub.

This list covers corporate financial planning firms 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 19, 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 19, 2026 86% judged on-target in blind review

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 corporate financial planning firms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to corporate financial planning 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Houlihan Capital	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	53 contacts →
	Partial 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 19, 2026
2	Bronswick Benjamin P.C	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	42 contacts →
	Indirect evidence “Bronswick Benjamin does not see your business or you as a series of tasks.” Source: RevenueBase Database · checked Sep 19, 2026
3	Private Vista, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Indirect evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 19, 2026
4	North Star Investment Management Corporation	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	26 contacts →
	Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 19, 2026
5	The Next Level Planning Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “You've built something meaningful.” Source: RevenueBase Database · checked Sep 19, 2026
6	The Corporation For Interest Rate Management Cirm	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Partial evidence “Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades.” Source: RevenueBase Database · checked Sep 19, 2026
7	LR Windsor	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Source: RevenueBase Database · checked Sep 19, 2026
8	The Chicago Corporation	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Partial evidence “After 15 successful years, The Chicago Corporation (TCC) will be winding down operations at year end 2024.” Source: RevenueBase Database · checked Sep 19, 2026
9	Derose Financial Planning Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Strong evidence “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Source: RevenueBase Database · checked Sep 19, 2026
10	Hummer Mower Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 19, 2026
11	Keebeck Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Partial evidence “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Source: RevenueBase Database · checked Sep 19, 2026
12	CTS Financial Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
13	Urban Financial Advisory Corporation	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Strong evidence “Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 19, 2026
14	Stride Financial	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
15	Catalyst Planning Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Source: RevenueBase Database · checked Sep 19, 2026
16	ZEN Wealth Management Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Strong evidence “Zen Wealth Management Group Inc provides accounting, tax preparation and financial planning services to individuals and small businesses of all sizes.” Source: RevenueBase Database · checked Sep 19, 2026
17	Expressive Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026
18	Wealthtrust, A Hightower Advisors Company	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	501-1,000	8 contacts →
	Indirect evidence “HighTower Advisors acquired WealthTrust in 2017.” Source: RevenueBase Database · checked Sep 19, 2026
19	Financial Solutions Advisory Group, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Source: RevenueBase Database · checked Sep 19, 2026
20	WWM Investments, LLC Chicago, IL	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Strong evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 19, 2026
21	Sterling Edge Financial LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
22	Steward Advisors, LLC Financial Planning And Investment Services	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
23	Fivecast Financial	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “Fivecast Financial is a corporate finance consulting firm that specializes in financial modeling.” Source: RevenueBase Database · checked Sep 19, 2026
24	Serenity Wealth Management LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Strong evidence “At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 19, 2026
25	The Change Advisory Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Strong evidence “Achieve your unique financial goals with our dynamic investment planning.” Source: RevenueBase Database · checked Sep 19, 2026

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: corporate financial planning firms. 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 corporate financial planning firms.
Partial evidence: Its own public description names part of corporate financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name corporate financial planning firms. 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 84 corporate financial planning firms based in Chicago, United States

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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)

245.2%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among corporate financial planning 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 Chicago, United States whose own description of what they do matches “corporate financial planning 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 corporate financial planning 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 corporate financial planning firms, 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, 249 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 19, 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.

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

RevenueBase identified 84 corporate financial planning firms 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?

Houlihan Capital, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

New York leads with 206 headquartered companies, followed by Houston (109) and Atlanta (104).

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 249 verified decision-maker contacts tracked across these 84 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 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 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.