Company lists · Data refreshed September 2026

Top 25 Endowment management consulting firms based in Chicago, United States

Name: Endowment management consulting 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 28, 2026 91 companies tracked

RevenueBase identified 91 endowment management consulting firms headquartered in Chicago, United States as of September 2026 and tracks 2,072 professional contacts across them, including 1,065 with verified work emails. Across the United States, New York is the largest hub for this category (217 companies); Chicago follows with 91.

This list covers endowment management consulting 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 28, 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 28, 2026 86% judged on-target in blind review

91Companies

2,072Contacts tracked

1,065Verified emails

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The 25 largest endowment management consulting firms based in Chicago, United States

Ranked by team size

Top 25 of 91 endowment management consulting firms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to endowment management consulting 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	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1,001-5,000	575 contacts →
	Partial evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 28, 2026
2	Zacks Investment Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	130 contacts →
	Partial evidence “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Source: RevenueBase Database · checked Sep 28, 2026
3	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	110 contacts →
	Partial evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 28, 2026
4	Rothschild Wealth Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	110 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
5	Altair Advisers	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Partial evidence “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Source: RevenueBase Database · checked Sep 28, 2026
6	Chicago Partners Wealth Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	62 contacts →
	Indirect evidence “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Source: RevenueBase Database · checked Sep 28, 2026
7	Vivaldi Capital Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	50 contacts →
	Partial evidence “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Source: RevenueBase Database · checked Sep 28, 2026
8	Vestor Capital, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	38 contacts →
	Indirect evidence “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Source: RevenueBase Database · checked Sep 28, 2026
9	Advisory Research Investment Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	36 contacts →
	Partial evidence “Advisory Research Investment Management is a Chicago-based asset manager.” Source: RevenueBase Database · checked Sep 28, 2026
10	BCU Risk Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	24 contacts →
	Partial evidence “BCU Risk Advisors is wholly committed to serving the insurance and risk management needs of the affluent.” Source: RevenueBase Database · checked Sep 28, 2026
11	Uhlmann Price Securities, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	23 contacts →
	Indirect evidence “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Source: RevenueBase Database · checked Sep 28, 2026
12	The Next Level Planning Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	22 contacts →
	Indirect evidence “You've built something meaningful.” Source: RevenueBase Database · checked Sep 28, 2026
13	XA Investments LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	19 contacts →
	Strong evidence “XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Source: RevenueBase Database · checked Sep 28, 2026
14	Best Practice Solutions	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	19 contacts →
	Indirect evidence “Guided by the premise that higher education is a global force for good on the world stage, our mission is to help colleges and universities enroll, retain, and graduate students…” Source: RevenueBase Database · checked Sep 28, 2026
15	Zuckerman Investment Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.” Source: RevenueBase Database · checked Sep 28, 2026
16	Taiber Kosmala And Associates, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	18 contacts →
	Partial evidence “As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Source: RevenueBase Database · checked Sep 28, 2026
17	Cardinal Investment Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “We are a 100% employee-owned, independent firm focused solely on institutional investment consulting.” Source: RevenueBase Database · checked Sep 28, 2026
18	Permanent Capital Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	17 contacts →
	Indirect evidence “Permanent Capital Ventures \| We help founders build the go-to-market engine for enterprise scale.” Source: RevenueBase Database · checked Sep 28, 2026
19	Four OAK Financial	Indirect evidence	Chicago, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “Rooted In Growth.” Source: RevenueBase Database · checked Sep 28, 2026
20	Chesley, Taft & Associates	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	14 contacts →
	Partial evidence “Chesley, Taft & Associates, LLC is an independent employee-owned investment management firm dedicated to serving the individual investment needs of its clients.” Source: RevenueBase Database · checked Sep 28, 2026
21	Pekin Hardy Strauss Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	13 contacts →
	Partial evidence “Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a…” Source: RevenueBase Database · checked Sep 28, 2026
22	Hummer Mower Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 28, 2026
23	Keebeck Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 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 28, 2026
24	Adeptyx	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	12 contacts →
	Partial evidence “Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems.” Source: RevenueBase Database · checked Sep 28, 2026
25	JHL Capital Group LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	10 contacts →
	Indirect evidence “JHL Capital Group is a registered investment adviser founded in 2006.” Source: RevenueBase Database · checked Sep 28, 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: endowment management consulting 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 endowment management consulting firms.
Partial evidence: Its own public description names part of endowment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name endowment management consulting 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 91 endowment management consulting firms based in Chicago, United States

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Endowment management consulting firms based in Chicago, United States at a glance

As of Sep 28, 2026

51.4%Verified-email coverage

22.8Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 91 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 endowment management consulting 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 “endowment management consulting 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 endowment management consulting 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 endowment management consulting 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, 1,065 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 28, 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.

Endowment management consulting 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 endowment management consulting 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 endowment management consulting firms are there based in Chicago, United States?

RevenueBase identified 91 endowment management consulting 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?

Hightower Advisors, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most endowment management consulting firms?

New York leads the United States with 217 headquartered companies, followed by Chicago (91) and Houston (68).

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 1,065 verified decision-maker contacts tracked across these 91 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 28, 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.