Company lists · Data refreshed September 2026

Top 25 Fee-only financial advisors based in Chicago, United States

Name: Fee-only financial advisors based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 64 companies tracked

RevenueBase identified 64 company matches for fee-only financial advisors associated with Chicago, United States as of September 2026 and tracks 946 professional contacts across them, including 342 with verified work emails. Across the United States, New York is the largest hub for this category (82 companies); Chicago has 64.

This list covers company matches for fee-only financial advisors 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 September 20, 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 Sep 20, 2026 How this list was built

64Companies

946Contacts tracked

342Verified emails

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The 25 largest fee-only financial advisors based in Chicago, United States

Ranked by team size

Top 25 of 64 company matches for fee-only financial advisors based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	The Mather Group, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	221 contacts →
	Exact match “You don’t get one advisor, you get The Mather Group.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	77 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 · Sep 20, 2026 · View company records in RevenueBase
3	NAPFA	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	24 contacts →
	Exact match “The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Urban Financial Advisory Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	9 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 · Sep 20, 2026 · View company records in RevenueBase
10	Burling Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Burling Wealth Partners is an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Verismo Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	8 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 · Sep 20, 2026 · View company records in RevenueBase
12	AMC Wealth Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Advice, Investing & More*” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
14	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	6 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 · Sep 20, 2026 · View company records in RevenueBase
15	Faro Advisory, A Division Of Centric Wealth Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Registered Investment Advisory firm based in Chicago, IL.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Peak Wealth Planning, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Podesta Capital Of Apollon	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	5 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 · Sep 20, 2026 · View company records in RevenueBase
18	The Advisoryone Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “Clients who benefit the most from our services understand something very important about their time and their money: to lead a more productive life with financial confidence, it…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Sullivan Mermel, Inc. Fee-Only Financial Planning	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We are a team of dedicated financial planning professionals who work in a comprehensive, or holistic, way.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Impact Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Lauer Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 · Sep 20, 2026 · View company records in RevenueBase
22	Nine TEN Capital Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “NINE TEN CAPITAL MANAGEMENT LLC is a registered investment advisor based out of Chicago, IL, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Black & Essington Solutions, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	1102 Partners, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “What began as a family office has grown into a full-service RIA offering clients the same personal service and custom financial solutions we give our own family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Najarian Family Office, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Najarian Family Office, LLC is a company based out of CHICAGO, IL, United States.” Recorded in the RevenueBase company graph · Sep 20, 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 “fee-only financial advisors”. 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 64 fee-only financial advisors based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 342 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fee-only financial advisors based in Chicago, United States at a glance

As of Sep 20, 2026

36.2%Verified-email coverage

14.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 64 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 “fee-only financial advisors” 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 342 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 September 20, 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.

Fee-only financial advisors 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 “fee-only financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fee-only financial advisors are there based in Chicago, United States?

RevenueBase identified 64 company matches for fee-only financial advisors associated with Chicago, United States as of September 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?

The Mather Group, LLC 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 fee-only financial advisors?

New York leads the United States with 82 company records, followed by Houston (78) and Atlanta (70). Chicago has 64.

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