Company lists · Data refreshed October 2026

Top 25 Financial advisory firms for manufacturers based in Chicago, United States

RevenueBase identified 101 company matches for financial advisory firms for manufacturers associated with Chicago, United States as of October 2026 and tracks 2,615 professional contacts across them, including 1,066 with verified work emails. Across the United States, New York is the largest hub for this category (231 companies); Chicago has 101.

This list covers company matches for financial advisory firms for manufacturers 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
101Companies
2,615Contacts tracked
1,066Verified emails
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The 25 largest financial advisory firms for manufacturers based in Chicago, United States

Ranked by team size
Top 25 of 101 company matches for financial advisory firms for manufacturers 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchChicago, IL, United StatesHQ recorded Oct 12, 2026501-1,000817 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
2Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261,001-5,000601 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
3Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202651-200121 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5067 contacts →

Exact match

“The Keystone Group is a results-oriented management consulting firm.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5047 contacts →

Exact match

“Bronswick Benjamin does not see your business or you as a series of tasks.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5025 contacts →

Exact match

“Guiding investors.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5021 contacts →

Exact match

“You've built something meaningful.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5019 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
9Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5018 contacts →

Exact match

“Founded in 2013 and headquartered on Chicago's Magnificent Mile, Zhou Agency is a multi-disciplinary financial services firm operating across accounting, insurance, and real…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5018 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
11Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5017 contacts →

Exact match

“Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5015 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 · Oct 12, 2026 · View company records in RevenueBase
13Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-1015 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 · Oct 12, 2026 · View company records in RevenueBase
14Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-1013 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
15Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5013 contacts →

Exact match

“After 15 successful years, The Chicago Corporation (TCC) will be winding down operations at year end 2024.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-1012 contacts →

Exact match

“DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
17Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-1012 contacts →

Exact match

“CTS Financial Group (CTS) is a Chicago financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
18Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-1011 contacts →

Exact match

“Investment Management specialists based in Chicago, IL”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
19Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-5010 contacts →

Exact match

“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
20Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-109 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
21Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-509 contacts →

Exact match

“We believe that clients who ultimately benefit the most from our services understand something very important about their time and their money: to lead a more productive life with…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
22Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-508 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
23Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-108 contacts →

Exact match

“Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
24Exact matchChicago, IL, United StatesHQ recorded Oct 12, 202611-507 contacts →

Exact match

“At Stonebridge, we are absolutely PASSIONATE about all things retirement plans.”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
25Exact matchChicago, IL, United StatesHQ recorded Oct 12, 20261-107 contacts →

Exact match

“We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…”

Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase

Showing 25 of 101 financial advisory firms for manufacturers based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 1,066 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial advisory firms for manufacturers based in Chicago, United States at a glance

As of Oct 12, 2026
40.8%Verified-email coverage
25.9Average contacts per company
1-10Median size (employees)
Oct 12, 2026Page data refreshed

Companies by employee count

1-10
64
11-50
26
51-200
6
201-500
1
501-1,000
2
1,001-5,000
1
10001+
1

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 101 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 “financial advisory firms for manufacturers” 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 1,066 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.

Financial advisory firms for manufacturers 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 “financial advisory firms for manufacturers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial advisory firms for manufacturers are there based in Chicago, United States?

RevenueBase identified 101 company matches for financial advisory firms for manufacturers 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?

Mesirow 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 financial advisory firms for manufacturers?

New York leads the United States with 231 company records, followed by Houston (141) and Atlanta (131). Chicago has 101.

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 1,066 professional contacts with verified work emails tracked across these 101 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.