Company lists · Data refreshed October 2026

Top 21 Elder care financial services based in Chicago, United States

Name: Elder care financial services 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 44 companies tracked

RevenueBase identified 44 company matches for elder care financial services associated with Chicago, United States as of October 2026 and tracks 429 professional contacts across them, including 64 with verified work emails. Across the United States, Houston is the largest hub for this category (80 companies); Chicago has 44.

This list covers company matches for elder care financial services 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

44Companies

429Contacts tracked

64Verified emails

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

The 21 largest elder care financial services based in Chicago, United States

Ranked by team size

Top 21 of 44 company matches for elder care financial services 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	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	25 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
2	Taos Global Group INC	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	18 contacts →
	Exact match “Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
3	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
4	Hunken Ewing Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	10 contacts →
	Exact match “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
5	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
6	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
7	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
8	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 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 · Oct 11, 2026 · View company records in RevenueBase
9	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	5 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 · Oct 11, 2026 · View company records in RevenueBase
10	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	5 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 · Oct 11, 2026 · View company records in RevenueBase
11	Pierce Insurance Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	201-500	4 contacts →
	Exact match “Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
12	Bloom Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	4 contacts →
	Exact match “What’s keeping you up at night about your financial future?” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
13	Lauer Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	3 contacts →
	Exact match “We are independent financial advisors who are passionate about helping our clients to achieve financial independence and maintain financial security for themselves and their loved…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
14	Milestone Money	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	2 contacts →
	Exact match “Life is full of financial milestones.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
15	Pierce Business Consulting Services	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	51-200	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
16	Alliant Retirement And Investment Services - Aris	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	11-50	1 contacts →
	Exact match “Alliant Retirement and Investment Services is a financial strategies program offering retirement, insurance and investment services to members and prospects of Alliant Credit…” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
17	Brightpath Financial	Exact match	Chicago, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Our services can cover just about any financial matter arising in your life.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
18	Optimum Retirement Planning LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Optimum Retirement Planning LLC exists to help those close to and in retirement navigate the complex and challenging financial aspects of retirement.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
19	Apex Wealth Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Apex Wealth Management, LLC offers full-service financial advisory for pensioned Americans and their families.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
20	Whisper Wealth Builders	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “Whisper Wealth Builders is an independent financial advisory firm built for people who want more than a portfolio-they want a plan.” Recorded in the RevenueBase company graph · Oct 11, 2026 · View company records in RevenueBase
21	Hightower & Boler, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 11, 2026	1-10	1 contacts →
	Exact match “As the President and CEO of Hightower & Boler, Mr.” 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 “elder care financial services”. 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 21 of 44 elder care financial services based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 64 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Elder care financial services based in Chicago, United States at a glance

As of Oct 11, 2026

14.9%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Oct 11, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 44 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 “elder care financial services” 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 64 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.

Elder care financial services 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 “elder care financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many elder care financial services are there based in Chicago, United States?

RevenueBase identified 44 company matches for elder care financial services 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?

North Star Investment Management Corporation 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 elder care financial services?

Houston leads the United States with 80 company records, followed by New York (70) and Scottsdale (66). Chicago has 44.

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 64 professional contacts with verified work emails tracked across these 44 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.

Ready to reach these companies? Verified emails and direct dials for all 44 elder care financial services based in Chicago, United States. Start with a free account, no credit card.

Download this list →

Related lists

Elder care financial services 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.