Company lists · Data refreshed September 2026
Top 25 Financial consulting firms based in Chicago, United States
RevenueBase identified 295 company matches for financial consulting firms associated with Chicago, United States as of September 2026 and tracks 11,213 professional contacts across them, including 5,654 with verified work emails and 5,280 with mobile numbers. Across the United States, New York is the largest hub for this category (741 companies); Chicago has 298.
This list covers company matches for financial consulting firms 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 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.
The 25 largest financial consulting firms based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,324 contacts → | ||||
Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 2 | 1,489 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 3 | 1,345 contacts → | ||||
Exact match “Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 4 | 783 contacts → | ||||
Exact match “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 5 | 771 contacts → | ||||
Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 6 | 575 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 · Sep 12, 2026 · View company records in RevenueBase | |||||
| 7 | 534 contacts → | ||||
Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 8 | 275 contacts → | ||||
Exact match “Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 9 | 140 contacts → | ||||
Exact match “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 10 | 110 contacts → | ||||
Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 11 | 110 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 · Sep 12, 2026 · View company records in RevenueBase | |||||
| 12 | 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 12, 2026 · View company records in RevenueBase | |||||
| 13 | 69 contacts → | ||||
Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 14 | 62 contacts → | ||||
Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 15 | 53 contacts → | ||||
Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 16 | 50 contacts → | ||||
Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 17 | 48 contacts → | ||||
Exact match “DSI is a leading provider of management consulting and financial advisory services, including turnaround consulting, financial restructure, litigation support and forensic…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 18 | 42 contacts → | ||||
Exact match “Bronswick Benjamin does not see your business or you as a series of tasks.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 19 | 40 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 · Sep 12, 2026 · View company records in RevenueBase | |||||
| 20 | 39 contacts → | ||||
Exact match “XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 21 | 38 contacts → | ||||
Exact match “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 22 | 31 contacts → | ||||
Exact match “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 23 | 26 contacts → | ||||
Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 24 | 26 contacts → | ||||
Exact match “Warrior Group exists to provide entrepreneurs and growing businesses with the necessary tools and strategic insights to achieve their goals.” Recorded in the RevenueBase company graph · Sep 12, 2026 · View company records in RevenueBase | |||||
| 25 | 24 contacts → | ||||
Exact match “BCU Risk Advisors is wholly committed to serving the insurance and risk management needs of the affluent.” Recorded in the RevenueBase company graph · Sep 12, 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 “financial consulting firms”. 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 295 financial consulting firms based in Chicago, United States
See the full list, filter by size, metro and specialty, and access 5,654 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial consulting firms based in Chicago, United States at a glance
As of Sep 12, 2026Companies by employee count
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 49.0dHow 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 consulting firms” 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 5,654 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 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 consulting firms 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 consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial consulting firms are there based in Chicago, United States?
RevenueBase identified 295 company matches for financial consulting firms 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?
William Blair 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 consulting firms?
New York leads the United States with 741 company records, followed by Atlanta (321) and Houston (313). Chicago has 298.
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 5,654 professional contacts with verified work emails tracked across these 295 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 12, 2026.
Ready to reach these companies? Verified emails and direct dials for all 295 financial consulting firms based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial consulting firms by geography
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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.
More company lists
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- New lists
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
Company intelligence · public preview
Top 25 financial consulting firms based in Chicago, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 295 matching company records for financial consulting firms based in Chicago, United States, with 11,213 tracked contacts and 5,654 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial consulting firms based in Chicago, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  William Blairw-blair.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,324 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Lincoln Internationallincolninternational.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 1,489 contacts → |
“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…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  STOUTstout.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 1,345 contacts → |
“Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Mesirowmesirow.comHQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 783 contacts → |
“Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Northern Trust Wealth Managementnortherntrust.comHQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 771 contacts → |
“Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Hightower Advisorshightoweradvisors.comHQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 575 contacts → |
“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 description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  BMO Wealth Management - U.Suswealth.bmo.comHQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 534 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Loop Capitalloopcapital.comHQ: Chicago, United StatesReported employees: 201-500 | Chicago, United States | 201-500 | Exact match | 275 contacts → |
“Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Wintrust Wealth Managementwintrustwealth.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 140 contacts → |
“Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Kovitzkovitz.comHQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Rothschild Wealth Partnersrothschildinv.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 110 contacts → |
“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 description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Altair Advisersaltairadvisers.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 77 contacts → |
“Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Arete Wealtharetewealth.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 69 contacts → |
“Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Chicago Partners Wealth Advisorschicagopartnersllc.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 62 contacts → |
“Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Houlihan Capitalhoulihancapital.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 53 contacts → |
“Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Vivaldi Capital Managementvivaldicap.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 50 contacts → |
“Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Development Specialists, INCdsiconsulting.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 48 contacts → |
“DSI is a leading provider of management consulting and financial advisory services, including turnaround consulting, financial restructure, litigation support and forensic…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Bronswick Benjamin P.Cbronswick.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 42 contacts → |
“Bronswick Benjamin does not see your business or you as a series of tasks.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Private Vista, LLCmyprivatevista.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 40 contacts → |
“Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  XMS Capital Partnersxmscapital.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 39 contacts → |
“XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Vestor Capital, LLCvestorcapital.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 38 contacts → |
“Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Dearborn Partnersdearbornpartners.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 31 contacts → |
“Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  North Star Investment Management Corporationnsinvest.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“Guiding investors.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Warrior Groupwarriorgp.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“Warrior Group exists to provide entrepreneurs and growing businesses with the necessary tools and strategic insights to achieve their goals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  BCU Risk Advisorsbcurisk.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 24 contacts → |
“BCU Risk Advisors is wholly committed to serving the insurance and risk management needs of the affluent.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 295 company matches
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Financial consulting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
295 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 49.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial consulting firms did RevenueBase find based in Chicago, United States?
The saved snapshot records 295 matching company records, 11,213 tracked contacts and 5,654 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial consulting firms by geography
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
- Financial consulting firms based in Germany
- Financial consulting firms based in the Netherlands
- Financial consulting firms based in Italy
- Financial consulting firms based in South Africa
- Financial consulting firms based in Spain
- Financial consulting firms based in Mexico
Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in Chicago, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-consulting-firms/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial consulting firms based in the United States
- Financial consulting firms based in the United Kingdom
- Financial consulting firms based in Brazil
- Financial consulting firms based in Australia
- Financial consulting firms based in France
- Financial consulting firms based in Canada
Company intelligence · public preview
Top 25 financial consulting firms based in Chicago, United States
RevenueBase records 295 matching company records for financial consulting firms based in Chicago, United States, with 11,213 tracked contacts and 5,654 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 12, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial consulting firms based in Chicago, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | William Blairw-blair.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 2,324 contacts → |
“William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Lincoln Internationallincolninternational.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 1,489 contacts → |
“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…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | STOUTstout.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 1,345 contacts → |
“Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Mesirowmesirow.com HQ: Chicago, IL, United StatesReported employees: 501-1,000 | Chicago, IL, United States | 501-1,000 | Exact match | 783 contacts → |
“Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Northern Trust Wealth Managementnortherntrust.com HQ: Chicago, IL, United StatesReported employees: 10001+ | Chicago, IL, United States | 10001+ | Exact match | 771 contacts → |
“Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Hightower Advisorshightoweradvisors.com HQ: Chicago, IL, United StatesReported employees: 1,001-5,000 | Chicago, IL, United States | 1,001-5,000 | Exact match | 575 contacts → |
“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 description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | BMO Wealth Management - U.Suswealth.bmo.com HQ: Chicago, IL, United StatesReported employees: 5,001-10,000 | Chicago, IL, United States | 5,001-10,000 | Exact match | 534 contacts → |
“At BMO Wealth Management, you and your family are at the center of our approach.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Loop Capitalloopcapital.com HQ: Chicago, United StatesReported employees: 201-500 | Chicago, United States | 201-500 | Exact match | 275 contacts → |
“Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Wintrust Wealth Managementwintrustwealth.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 140 contacts → |
“Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Kovitzkovitz.com HQ: Chicago, IL, United StatesReported employees: 201-500 | Chicago, IL, United States | 201-500 | Exact match | 110 contacts → |
“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Rothschild Wealth Partnersrothschildinv.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 110 contacts → |
“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 description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Altair Advisersaltairadvisers.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 77 contacts → |
“Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Arete Wealtharetewealth.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 69 contacts → |
“Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Chicago Partners Wealth Advisorschicagopartnersllc.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 62 contacts → |
“Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Houlihan Capitalhoulihancapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 53 contacts → |
“Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Vivaldi Capital Managementvivaldicap.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 50 contacts → |
“Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Development Specialists, INCdsiconsulting.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 48 contacts → |
“DSI is a leading provider of management consulting and financial advisory services, including turnaround consulting, financial restructure, litigation support and forensic…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Bronswick Benjamin P.Cbronswick.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 42 contacts → |
“Bronswick Benjamin does not see your business or you as a series of tasks.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Private Vista, LLCmyprivatevista.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 40 contacts → |
“Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | XMS Capital Partnersxmscapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 39 contacts → |
“XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Vestor Capital, LLCvestorcapital.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 38 contacts → |
“Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Dearborn Partnersdearbornpartners.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 31 contacts → |
“Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | North Star Investment Management Corporationnsinvest.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“Guiding investors.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Warrior Groupwarriorgp.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“Warrior Group exists to provide entrepreneurs and growing businesses with the necessary tools and strategic insights to achieve their goals.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | BCU Risk Advisorsbcurisk.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 24 contacts → |
“BCU Risk Advisors is wholly committed to serving the insurance and risk management needs of the affluent.” Recorded description excerpt · September 12, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 295 company matches
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Financial consulting firms: dataset insights
September 12, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
295 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Freshness & accuracy
How recently the business emails were verified and the company information checked
Email last verified
Median 14.0dCompany record updated
Median 49.0dHow this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 12, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Financial consulting firms by metro in the United States
Questions about this company list
What does Exact match mean for financial consulting firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial consulting firms did RevenueBase find based in Chicago, United States?
The saved snapshot records 295 matching company records, 11,213 tracked contacts and 5,654 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 12, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial consulting firms based in Chicago, United States. Snapshot: September 12, 2026. https://revenuebase.ai/companies/financial-consulting-firms/united-states/chicago.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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