Company lists · Data refreshed October 2026

Top 25 Employee-owned financial services based in Chicago, United States

Name: Employee-owned 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 12, 2026 69 companies tracked

RevenueBase identified 69 company matches for employee-owned financial services associated with Chicago, United States as of October 2026 and tracks 5,109 professional contacts across them, including 2,409 with verified work emails. Across the United States, New York is the largest hub for this category (168 companies); Chicago has 69.

This list covers company matches for employee-owned 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 12, 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 12, 2026 How this list was built

69Companies

5,109Contacts tracked

2,409Verified emails

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The 25 largest employee-owned financial services based in Chicago, United States

Ranked by team size

Top 25 of 69 company matches for employee-owned financial services based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	1,001-5,000	2,448 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Mesirow	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	501-1,000	817 contacts →
	Exact match “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
4	Wintrust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	201-500	143 contacts →
	Exact match “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	60 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 · Oct 12, 2026 · View company records in RevenueBase
6	Advisory Research Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	36 contacts →
	Exact match “Advisory Research Investment Management is a Chicago-based asset manager.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	25 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Uhlmann Price Securities, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	23 contacts →
	Exact match “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	21 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	19 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 · Oct 12, 2026 · View company records in RevenueBase
11	Taos Global Group INC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
12	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	1-10	13 contacts →
	Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Chesley, Taft & Associates	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	12 contacts →
	Exact match “Chesley, Taft & Associates, LLC is an independent employee-owned investment management firm dedicated to serving the individual investment needs of its clients.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	Astor Investment Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	11 contacts →
	Exact match “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
17	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
18	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
19	Podesta Capital Of Apollon	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	6 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 · Oct 12, 2026 · View company records in RevenueBase
20	CI Gofen And Glossberg Private Wealth	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	11-50	5 contacts →
	Exact match “Founded in 1932, Gofen and Glossberg provides investment guidance to individuals, families, foundations, endowments, companies and pension plans.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
21	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
22	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 2026 · View company records in RevenueBase
23	ZIV Investment Company	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	1-10	4 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 · Oct 12, 2026 · View company records in RevenueBase
24	Rothschild Investment LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 2026	51-200	4 contacts →
	Exact match “Established in 1908, Rothschild is an employee-owned, full-spectrum, boutique firm offering superior wealth management and retirement planning guidance to our clients, both…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25	Lauer Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 12, 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 12, 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 “employee-owned 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 25 of 69 employee-owned financial services based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 2,409 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Employee-owned financial services based in Chicago, United States at a glance

As of Oct 12, 2026

47.2%Verified-email coverage

74.0Average contacts per company

11-50Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 69 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 “employee-owned 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 2,409 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 12, 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.

Employee-owned 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 “employee-owned financial services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many employee-owned financial services are there based in Chicago, United States?

RevenueBase identified 69 company matches for employee-owned 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?

William Blair 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 employee-owned financial services?

New York leads the United States with 168 company records, followed by Dallas (80) and Atlanta (69). Chicago has 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 2,409 professional contacts with verified work emails tracked across these 69 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 12, 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.