Company lists · Data refreshed September 2026

Top 25 Digital portfolio advisors based in Chicago, United States

Name: Digital portfolio advisors 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 79 companies tracked

RevenueBase identified 79 company matches for digital portfolio advisors associated with Chicago, United States as of September 2026 and tracks 1,011 professional contacts across them, including 416 with verified work emails. Across the United States, New York is the largest hub for this category (201 companies); Chicago follows with 79.

This list covers company matches for digital portfolio advisors 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

79Companies

1,011Contacts tracked

416Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest digital portfolio advisors based in Chicago, United States

Ranked by team size

Top 25 of 79 company matches for digital portfolio advisors 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	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	201-500	110 contacts →
	Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	51-200	110 contacts →
	Exact match “Established in 1908, Rothschild Wealth Partners has grown from a regional brokerage firm into an employee-owned, full-spectrum boutique firm with over $6 billion in assets under…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	51-200	108 contacts →
	Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Segall Bryant & Hamill	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	51-200	107 contacts →
	Exact match “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	69 contacts →
	Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	51-200	15 contacts →
	Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	PATH	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	51-200	15 contacts →
	Exact match “At Path, we are your trusted partner in navigating the dynamic world of digital assets.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	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
9	Astor Investment Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	12 contacts →
	Exact match “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Gore Creek Asset Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Gore Creek Asset Management is an asset manager.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	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
12	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Sfermion	Exact match	Chicago, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Sfermion is a Registered Investment Advisor dedicated to investing in companies creating our digital future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	9 contacts →
	Exact match “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Bard Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Interocean Capital Group, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	8 contacts →
	Exact match “InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	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
18	Institutional Advisory Services Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	7 contacts →
	Exact match “Invest in your financial future with IASG.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	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
20	Faro Advisory, A Division Of Centric Wealth Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “Registered Investment Advisory firm based in Chicago, IL.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Podesta Capital Of Apollon	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Victoria Asset Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Kruse Asset Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	ZIV Investment Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Ziv Investment is a Chicago Investment Firm with primary focus on idividual and institutional wealth management strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Cosimo Capital	Exact match	Chicago, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Digital asset investment firm based in Chicago” 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 “digital portfolio advisors”. 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 79 digital portfolio advisors based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 416 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Digital portfolio advisors based in Chicago, United States at a glance

As of Sep 19, 2026

41.1%Verified-email coverage

12.8Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 79 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 “digital portfolio advisors” 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 416 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.

Digital portfolio advisors 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 “digital portfolio advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital portfolio advisors are there based in Chicago, United States?

RevenueBase identified 79 company matches for digital portfolio advisors 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?

Kovitz 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 digital portfolio advisors?

New York leads the United States with 201 company records, followed by Chicago (79) and San Francisco (69).

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 416 professional contacts with verified work emails tracked across these 79 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.

Ready to reach these companies? Verified emails and direct dials for all 79 digital portfolio advisors based in Chicago, United States. Start with a free account, no credit card.

Download this list →

Related lists

Digital portfolio advisors by geography

Browse the directory

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.