Company lists · Data refreshed September 2026

Top 25 Financial advisory outsourcing companies based in Chicago, United States

Name: Financial advisory outsourcing companies 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 151 companies tracked

RevenueBase identified 151 financial advisory outsourcing companies headquartered in Chicago, United States as of September 2026 and tracks 2,102 professional contacts across them, including 1,097 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); Chicago has 151.

This list covers financial advisory outsourcing companies 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

151Companies

2,102Contacts tracked

1,097Verified emails

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The 25 largest financial advisory outsourcing companies based in Chicago, United States

Ranked by team size

Top 25 of 151 financial advisory outsourcing companies 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 financial advisory outsourcing companies: 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	Kovitz	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	201-500	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 28, 2026
3	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
4	Altair Advisers	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
5	Arete Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
6	Chicago Partners Wealth Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	51-200	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 28, 2026
7	Houlihan Capital	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	53 contacts →
	Strong evidence “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Source: RevenueBase Database · checked Sep 28, 2026
8	Vivaldi Capital Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
9	Bronswick Benjamin P.C	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	42 contacts →
	Indirect evidence “Bronswick Benjamin does not see your business or you as a series of tasks.” Source: RevenueBase Database · checked Sep 28, 2026
10	Private Vista, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
11	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
12	North Star Investment Management Corporation	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	26 contacts →
	Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 28, 2026
13	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
14	Embree Financial Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	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 28, 2026
15	The Corporation For Interest Rate Management Cirm	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades.” Source: RevenueBase Database · checked Sep 28, 2026
16	LR Windsor	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Indirect evidence “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Source: RevenueBase Database · checked Sep 28, 2026
17	Zhou Agency	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
18	Taos Global Group INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	17 contacts →
	Strong evidence “Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Source: RevenueBase Database · checked Sep 28, 2026
19	The Chicago Corporation	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	11-50	15 contacts →
	Indirect evidence “After 15 successful years, The Chicago Corporation (TCC) will be winding down operations at year end 2024.” Source: RevenueBase Database · checked Sep 28, 2026
20	Derose Financial Planning Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Source: RevenueBase Database · checked Sep 28, 2026
21	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
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	P&g Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	12 contacts →
	Partial evidence “P&G Advisors, LLC is a boutique accounting firm that targets small and mid-sized businesses that are committed to profiting and growing.” Source: RevenueBase Database · checked Sep 28, 2026
24	Areida Group	Indirect evidence	Chicago, United StatesHQ checked Sep 28, 2026	11-50	11 contacts →
	Indirect evidence “Areida Group brings an institutional approach to advising companies and personalizes the experience for each client.” Source: RevenueBase Database · checked Sep 28, 2026
25	CTS Financial Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 28, 2026	1-10	11 contacts →
	Strong evidence “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…” 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: financial advisory outsourcing companies. 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 financial advisory outsourcing companies.
Partial evidence: Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial advisory outsourcing companies. 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 151 financial advisory outsourcing companies based in Chicago, United States

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Financial advisory outsourcing companies based in Chicago, United States at a glance

As of Sep 28, 2026

52.2%Verified-email coverage

13.9Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

106

11-50

51-200

201-500

501-1,000

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 151 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 financial advisory outsourcing companies, 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 “financial advisory outsourcing companies”. 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 financial advisory outsourcing companies), 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 financial advisory outsourcing companies, 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, 1,097 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.

Financial advisory outsourcing companies 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 financial advisory outsourcing companies, 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 financial advisory outsourcing companies are there based in Chicago, United States?

RevenueBase identified 151 financial advisory outsourcing companies 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 financial advisory outsourcing companies?

New York leads the United States with 393 headquartered companies, followed by Atlanta (189) and Houston (185). Chicago has 151.

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 1,097 verified decision-maker contacts tracked across these 151 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.