Company lists · Data refreshed September 2026
Top 25 Fiduciary financial advisors based in Chicago, United States
RevenueBase identified 221 fiduciary financial advisors headquartered in Chicago, United States as of September 2026 and tracks 4,853 professional contacts across them, including 2,066 with verified work emails. New York is the largest hub.
This list covers fiduciary financial 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 fiduciary financial advisors based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 771 contacts → | ||||
Indirect evidence “Any successful wealth plan begins with a thorough discussion of your ambitions.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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. | |||||
| 3 | 534 contacts → | ||||
Indirect 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. | |||||
| 4 | 221 contacts → | ||||
Partial evidence “You don’t get one advisor, you get The Mather Group.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 151 contacts → | ||||
Indirect evidence “Marquette Associates provides our clients with independent and thoughtful investment guidance.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 140 contacts → | ||||
Partial 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. | |||||
| 7 | 110 contacts → | ||||
Strong 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. | |||||
| 8 | 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. | |||||
| 9 | 88 contacts → | ||||
Indirect 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. | |||||
| 10 | 77 contacts → | ||||
Strong 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. | |||||
| 11 | 69 contacts → | ||||
Partial evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 62 contacts → | ||||
Strong 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. | |||||
| 13 | 50 contacts → | ||||
Indirect 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. | |||||
| 14 | 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. | |||||
| 15 | 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. | |||||
| 16 | 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. | |||||
| 17 | 32 contacts → | ||||
Partial 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. | |||||
| 18 | 26 contacts → | ||||
Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 19 | 23 contacts → | ||||
Indirect evidence “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 20 | 22 contacts → | ||||
Indirect evidence “You've built something meaningful.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 21 | 20 contacts → | ||||
Indirect evidence “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 22 | 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. | |||||
| 23 | 18 contacts → | ||||
Partial 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. | |||||
| 24 | 17 contacts → | ||||
Strong evidence “EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 17 contacts → | ||||
Indirect evidence “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” 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: fiduciary financial 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 fiduciary financial advisors.
- Partial evidence
- Its own public description names part of fiduciary financial advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary financial 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 221 fiduciary financial advisors based in Chicago, United States
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Fiduciary financial 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 221 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 fiduciary financial 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 “fiduciary financial 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 fiduciary financial 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 fiduciary financial 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, 2,066 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.
Fiduciary financial advisors by metro in the United States
- Fiduciary financial advisors in New York440
- Fiduciary financial advisors in Atlanta281
- Fiduciary financial advisors in Houston279
- Fiduciary financial advisors in Dallas255
- Fiduciary financial advisors in San Diego239
- Fiduciary financial advisors in Chicago221
- Fiduciary financial advisors in Scottsdale199
- Fiduciary financial advisors in Austin197
- Fiduciary financial advisors in Charlotte174
- Fiduciary financial advisors in Denver167
- Fiduciary financial advisors in San Francisco158
- Fiduciary financial advisors in Los Angeles151
- Fiduciary financial advisors in Boston150
- Fiduciary financial advisors in Tampa142
- Fiduciary financial advisors in Cincinnati133
- Fiduciary financial advisors in Portland127
- Fiduciary financial advisors in Miami121
- Fiduciary financial advisors in Irvine118
- Fiduciary financial advisors in Raleigh115
- Fiduciary financial advisors in Overland Park109
- Fiduciary financial advisors in Columbus108
- Fiduciary financial advisors in Phoenix108
- Fiduciary financial advisors in Indianapolis107
- Fiduciary financial advisors in Minneapolis104
- Fiduciary financial advisors in Newport Beach103
- Fiduciary financial advisors in Seattle100
- Fiduciary financial advisors in San Antonio99
- Fiduciary financial advisors in Pittsburgh98
- Fiduciary financial advisors in Boca Raton89
- Fiduciary financial advisors in Bellevue88
- Fiduciary financial advisors in Birmingham88
- Fiduciary financial advisors in Columbia88
- Fiduciary financial advisors in Rochester88
- Fiduciary financial advisors in Omaha87
- Fiduciary financial advisors in Grand Rapids85
- Fiduciary financial advisors in Greenville83
- Fiduciary financial advisors in Las Vegas82
- Fiduciary financial advisors in Jacksonville80
- Fiduciary financial advisors in Richmond77
- Fiduciary financial advisors in Louisville75
- Fiduciary financial advisors in Madison75
- Fiduciary financial advisors in Wilmington74
- Fiduciary financial advisors in Colorado Springs73
- Fiduciary financial advisors in Greenwood Village71
- Fiduciary financial advisors in Fort Worth70
- Fiduciary financial advisors in Lexington70
- Fiduciary financial advisors in Nashville70
- Fiduciary financial advisors in Plano69
- Fiduciary financial advisors in Sarasota68
- Fiduciary financial advisors in Springfield66
- Fiduciary financial advisors in Tulsa66
- Fiduciary financial advisors in Troy64
- Fiduciary financial advisors in Fort Lauderdale61
- Fiduciary financial advisors in Tucson60
- Fiduciary financial advisors in Washington60
- Fiduciary financial advisors in Walnut Creek59
- Fiduciary financial advisors in Orlando58
- Fiduciary financial advisors in Salt Lake City58
- Fiduciary financial advisors in Alpharetta56
- Fiduciary financial advisors in Naples56
- Fiduciary financial advisors in San Jose55
- Fiduciary financial advisors in Cleveland53
- Fiduciary financial advisors in Pasadena53
- Fiduciary financial advisors in Lake Oswego52
- Fiduciary financial advisors in Memphis52
- Fiduciary financial advisors in Franklin51
- Fiduciary financial advisors in Knoxville51
- Fiduciary financial advisors in Melville50
- Fiduciary financial advisors in Philadelphia50
- Fiduciary financial advisors in Lafayette49
- Fiduciary financial advisors in Lincoln49
- Fiduciary financial advisors in Bethesda48
- Fiduciary financial advisors in Oklahoma City48
- Fiduciary financial advisors in St Louis48
- Fiduciary financial advisors in Greensboro47
- Fiduciary financial advisors in Kansas City47
- Fiduciary financial advisors in Plymouth47
- Fiduciary financial advisors in Virginia Beach47
- Fiduciary financial advisors in Westlake Village46
- Fiduciary financial advisors in Baton Rouge45
- Fiduciary financial advisors in Brentwood45
- Fiduciary financial advisors in Fort Collins45
- Fiduciary financial advisors in Charleston44
- Fiduciary financial advisors in Frisco44
- Fiduciary financial advisors in Jackson44
- Fiduciary financial advisors in The Woodlands44
- Fiduciary financial advisors in West Des Moines44
- Fiduciary financial advisors in Bloomington43
- Fiduciary financial advisors in Coral Gables43
- Fiduciary financial advisors in Roseville43
- Fiduciary financial advisors in Honolulu42
- Fiduciary financial advisors in Mclean42
- Fiduciary financial advisors in Lancaster41
- Fiduciary financial advisors in Reno41
- Fiduciary financial advisors in Buffalo40
- Fiduciary financial advisors in Chattanooga40
- Fiduciary financial advisors in Red Bank40
- Fiduciary financial advisors in Reston40
- Fiduciary financial advisors in Sacramento40
- Fiduciary financial advisors in St. Louis40
- Fiduciary financial advisors in Pittsford39
- Fiduciary financial advisors in Ann Arbor38
- Fiduciary financial advisors in Boise38
- Fiduciary financial advisors in Fort Wayne38
- Fiduciary financial advisors in Little Rock38
- Fiduciary financial advisors in Minnetonka38
- Fiduciary financial advisors in Rockville38
- Fiduciary financial advisors in West Chester38
- Fiduciary financial advisors in Englewood37
- Fiduciary financial advisors in Milwaukee37
- Fiduciary financial advisors in Wichita37
- Fiduciary financial advisors in Woodbury37
- Fiduciary financial advisors in Albuquerque36
- Fiduciary financial advisors in Annapolis36
- Fiduciary financial advisors in Baltimore36
- Fiduciary financial advisors in Bloomfield Hills35
- Fiduciary financial advisors in Boulder35
- Fiduciary financial advisors in Chesterfield35
- Fiduciary financial advisors in Marietta35
- Fiduciary financial advisors in Carlsbad34
- Fiduciary financial advisors in Littleton34
- Fiduciary financial advisors in Santa Barbara34
- Fiduciary financial advisors in Vienna34
- Fiduciary financial advisors in Westport34
- Fiduciary financial advisors in Alexandria33
- Fiduciary financial advisors in Arlington33
- Fiduciary financial advisors in Carmel33
- Fiduciary financial advisors in Naperville33
- Fiduciary financial advisors in Princeton33
- Fiduciary financial advisors in Southfield33
- Fiduciary financial advisors in Wayne32
- Fiduciary financial advisors in Bend31
- Fiduciary financial advisors in Burlington31
- Fiduciary financial advisors in Edina31
- Fiduciary financial advisors in Lakewood31
- Fiduciary financial advisors in Salem31
- Fiduciary financial advisors in Tempe31
- Fiduciary financial advisors in Dublin30
- Fiduciary financial advisors in Northbrook30
- Fiduciary financial advisors in San Ramon30
- Fiduciary financial advisors in Stamford30
- Fiduciary financial advisors in Albany29
- Fiduciary financial advisors in Cary29
- Fiduciary financial advisors in Chandler29
- Fiduciary financial advisors in Concord29
- Fiduciary financial advisors in Fairfield29
- Fiduciary financial advisors in Metairie29
- Fiduciary financial advisors in Providence29
- Fiduciary financial advisors in Southlake29
- Fiduciary financial advisors in Spokane29
- Fiduciary financial advisors in Akron28
- Fiduciary financial advisors in Beverly Hills28
- Fiduciary financial advisors in Centennial28
- Fiduciary financial advisors in Charlottesville28
- Fiduciary financial advisors in Fort Myers28
- Fiduciary financial advisors in Torrance28
- Fiduciary financial advisors in Towson28
- Fiduciary financial advisors in Beachwood27
- Fiduciary financial advisors in Clearwater27
- Fiduciary financial advisors in Fresno27
- Fiduciary financial advisors in Portsmouth27
- Fiduciary financial advisors in Tallahassee27
- Fiduciary financial advisors in Westlake27
- Fiduciary financial advisors in Winter Park27
- Fiduciary financial advisors in Bedford26
- Fiduciary financial advisors in Gilbert26
- Fiduciary financial advisors in Huntsville26
- Fiduciary financial advisors in Morristown26
- Fiduciary financial advisors in Oak Brook26
- Fiduciary financial advisors in Sioux Falls26
- Fiduciary financial advisors in West Hartford26
- Fiduciary financial advisors in Winston-Salem26
- Fiduciary financial advisors in Berwyn25
- Fiduciary financial advisors in Dayton25
- Fiduciary financial advisors in Downers Grove25
- Fiduciary financial advisors in Durham25
- Fiduciary financial advisors in Glastonbury25
- Fiduciary financial advisors in Jupiter25
- Fiduciary financial advisors in Marlton25
- Fiduciary financial advisors in Mount Pleasant25
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 fiduciary financial 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 fiduciary financial advisors are there based in Chicago, United States?
RevenueBase identified 221 fiduciary financial 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 Wealth Management, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most fiduciary financial advisors?
New York leads with 440 headquartered companies, followed by Atlanta (281) and Houston (279).
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 2,066 verified decision-maker contacts tracked across these 221 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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