Company lists · Data refreshed September 2026
Top 25 Family office advisors based in Chicago, United States
RevenueBase identified 198 family office advisors headquartered in Chicago, United States as of September 2026 and tracks 34,019 professional contacts across them, including 8,196 with verified work emails. New York is the largest hub.
This list covers family office advisors 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 20, 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.
The 25 largest family office advisors based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 27,212 contacts → | ||||
Indirect evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,489 contacts → | ||||
Partial evidence “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 534 contacts → | ||||
Partial evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 472 contacts → | ||||
Indirect evidence “Cresset is a firm built by clients, for clients.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 189 contacts → | ||||
Strong evidence “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 163 contacts → | ||||
Strong evidence “Family Office Exchange (FOX) delivers the resources, connections, and knowledge that allow families to manage their enterprises and grow their wealth across generations.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 140 contacts → | ||||
Indirect evidence “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 88 contacts → | ||||
Strong evidence “Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 78 contacts → | ||||
Strong evidence “Family office” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 62 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 15 | 50 contacts → | ||||
Strong 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 20, 2026Thanks. The Data Team will review it. | |||||
| 16 | 48 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 40 contacts → | ||||
Indirect evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 38 contacts → | ||||
Indirect evidence “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 37 contacts → | ||||
Indirect evidence “Great wealth management is about more than protecting and growing money-it’s about creating a life of purpose.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 32 contacts → | ||||
Strong evidence “Promus is a multi-family office that helps families preserve and grow wealth through the design and implementation of thoughtful investment strategies.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 32 contacts → | ||||
Indirect evidence “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 31 contacts → | ||||
Indirect evidence “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 23 | 22 contacts → | ||||
Indirect evidence “You've built something meaningful.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 18 contacts → | ||||
Strong evidence “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
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: family office advisors. 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 family office advisors.
- Partial evidence
- Its own public description names part of family office advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office advisors. 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 198 family office advisors based in Chicago, United States
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Family office advisors based in Chicago, United States at a glance
As of Sep 20, 2026Companies by employee count
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 198 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 family office advisors, 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 “family office advisors”. 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 family office advisors), 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 family office advisors, 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, 8,196 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 20, 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.
Family office advisors by metro in the United States
- Family office advisors in New York539
- Family office advisors in Dallas227
- Family office advisors in Atlanta219
- Family office advisors in Houston200
- Family office advisors in Chicago198
- Family office advisors in Miami187
- Family office advisors in San Diego171
- Family office advisors in Austin162
- Family office advisors in San Francisco147
- Family office advisors in Boston144
- Family office advisors in Scottsdale138
- Family office advisors in Charlotte133
- Family office advisors in Denver132
- Family office advisors in Los Angeles128
- Family office advisors in Tampa107
- Family office advisors in Cincinnati96
- Family office advisors in Newport Beach89
- Family office advisors in Portland88
- Family office advisors in Seattle83
- Family office advisors in Indianapolis81
- Family office advisors in Boca Raton79
- Family office advisors in Irvine79
- Family office advisors in Minneapolis76
- Family office advisors in Overland Park73
- Family office advisors in Raleigh73
- Family office advisors in Phoenix71
- Family office advisors in Bellevue68
- Family office advisors in Birmingham68
- Family office advisors in Fort Worth67
- Family office advisors in Columbus66
- Family office advisors in Omaha63
- Family office advisors in Pittsburgh63
- Family office advisors in San Antonio62
- Family office advisors in Columbia60
- Family office advisors in Grand Rapids60
- Family office advisors in Rochester60
- Family office advisors in Salt Lake City57
- Family office advisors in Greenville56
- Family office advisors in Las Vegas55
- Family office advisors in Sarasota55
- Family office advisors in Washington55
- Family office advisors in Louisville54
- Family office advisors in Richmond53
- Family office advisors in Wilmington53
- Family office advisors in Madison52
- Family office advisors in Orlando52
- Family office advisors in Naples51
- Family office advisors in Nashville51
- Family office advisors in Greenwood Village49
- Family office advisors in Pasadena49
- Family office advisors in Colorado Springs48
- Family office advisors in Coral Gables48
- Family office advisors in Jacksonville48
- Family office advisors in Cleveland47
- Family office advisors in Fort Lauderdale47
- Family office advisors in Memphis47
- Family office advisors in Walnut Creek46
- Family office advisors in Plano45
- Family office advisors in Tulsa44
- Family office advisors in Springfield43
- Family office advisors in Troy43
- Family office advisors in Lexington40
- Family office advisors in Philadelphia38
- Family office advisors in Charleston37
- Family office advisors in Alpharetta36
- Family office advisors in Beverly Hills36
- Family office advisors in Frisco36
- Family office advisors in Oklahoma City36
- Family office advisors in Baton Rouge35
- Family office advisors in Mclean34
- Family office advisors in Melville34
- Family office advisors in St Louis34
- Family office advisors in Buffalo33
- Family office advisors in Franklin33
- Family office advisors in Lake Oswego33
- Family office advisors in Santa Barbara33
- Family office advisors in The Woodlands33
- Family office advisors in Westlake Village33
- Family office advisors in Knoxville32
- Family office advisors in Brentwood31
- Family office advisors in Greensboro31
- Family office advisors in San Jose31
- Family office advisors in Tucson31
- Family office advisors in Boulder30
- Family office advisors in Fort Wayne30
- Family office advisors in Bethesda29
- Family office advisors in Kansas City29
- Family office advisors in Lafayette29
- Family office advisors in Annapolis28
- Family office advisors in Englewood28
- Family office advisors in Plymouth28
- Family office advisors in West Chester28
- Family office advisors in Woodbury28
- Family office advisors in Bloomington27
- Family office advisors in Fort Collins27
- Family office advisors in Lincoln27
- Family office advisors in Little Rock27
- Family office advisors in Red Bank27
- Family office advisors in Roseville27
- Family office advisors in Virginia Beach27
- Family office advisors in Wayne27
- Family office advisors in West Des Moines27
- Family office advisors in Chattanooga26
- Family office advisors in Princeton26
- Family office advisors in Reston26
- Family office advisors in St. Louis26
- Family office advisors in Westport26
- Family office advisors in Albany25
- Family office advisors in Jackson25
- Family office advisors in Naperville25
- Family office advisors in Reno25
- Family office advisors in West Palm Beach25
- Family office advisors in Wichita25
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 family office advisors, 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 family office advisors are there based in Chicago, United States?
RevenueBase identified 198 family office advisors 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?
Northern Trust, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most family office advisors?
New York leads with 539 headquartered companies, followed by Dallas (227) and Atlanta (219).
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 8,196 verified decision-maker contacts tracked across these 198 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 20, 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.
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