Company lists · Data refreshed October 2026

Top 25 Digital wealth management firms based in Chicago, United States

Name: Digital wealth management firms based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 11, 2026 79 companies tracked

RevenueBase identified 79 company matches for digital wealth management firms associated with Chicago, United States as of October 2026 and tracks 3,564 professional contacts across them, including 1,227 with verified work emails. Across the United States, New York is the largest hub for this category (232 companies); Chicago has 79.

This list covers company matches for digital wealth management 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 October 11, 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 Oct 11, 2026 How this list was built

79Companies

3,564Contacts tracked

1,227Verified emails

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The 25 largest digital wealth management firms based in Chicago, United States

Ranked by team size

Top 25 of 79 company matches for digital wealth management firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 11, 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	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	10001+	782 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1,001-5,000	601 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	5,001-10,000	593 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
4	Tastytrade	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	201-500	218 contacts →
	Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	51-200	123 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 · Oct 11, 2026 · View company records in RevenueBase
6	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	51-200	121 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 · Oct 11, 2026 · View company records in RevenueBase
7	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	51-200	81 contacts →
	Exact match “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
8	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	51-200	68 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
9	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	201-500	46 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 · Oct 11, 2026 · View company records in RevenueBase
10	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	31 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
11	Tradingblock	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	27 contacts →
	Exact match “TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Constellation Wealth Capital	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	26 contacts →
	Exact match “Constellation Wealth Capital specializes in making tailored investments in well-positioned wealth management firms who want to add to their success and independence.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	25 contacts →
	Exact match “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	51-200	16 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 · Oct 11, 2026 · View company records in RevenueBase
15	Sound Advice	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	14 contacts →
	Exact match “Sound Advice is a mobile app designed for the next generation of wealth-builders.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Bard Associates	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	11 contacts →
	Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	10 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 · Oct 11, 2026 · View company records in RevenueBase
19	Bridgeft	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	9 contacts →
	Exact match “BridgeFT is now a part of Field.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Verismo Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	9 contacts →
	Exact match “At Verismo Financial, our name reflects our core philosophy: derived from the Latin word “Vero,” meaning truth, reality or fact, we embody these principles in every aspect of our…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Beyond AUM	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	8 contacts →
	Exact match “Beyond AUM is a full-service agency providing field-tested, data-driven marketing, growth, technology, and digital experience solutions to financial services firms nationwide.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
22	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	8 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 · Oct 11, 2026 · View company records in RevenueBase
23	Expressive Wealth	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	8 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 · Oct 11, 2026 · View company records in RevenueBase
24	Burling Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	7 contacts →
	Exact match “Burling Wealth Partners is an independent wealth management firm.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
25	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 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 · Oct 11, 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 wealth management 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 79 digital wealth management firms based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 1,227 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Digital wealth management firms based in Chicago, United States at a glance

As of Oct 11, 2026

34.4%Verified-email coverage

45.1Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 wealth management 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 1,227 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 October 11, 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 wealth management 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 “digital wealth management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many digital wealth management firms are there based in Chicago, United States?

RevenueBase identified 79 company matches for digital wealth management firms associated with Chicago, United States as of October 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?

Northern Trust Wealth Management 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 wealth management firms?

New York leads the United States with 232 company records, followed by Atlanta (93) and San Francisco (93). Chicago has 79.

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 1,227 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 October 11, 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.