Company lists · Data refreshed September 2026
Top 25 Financial planning recruiters based in Chicago, United States
RevenueBase identified 59 company matches for financial planning recruiters associated with Chicago, United States as of September 2026 and tracks 448 professional contacts across them, including 173 with verified work emails. Across the United States, New York is the largest hub for this category (181 companies); Chicago has 59.
This list covers company matches for financial planning recruiters associated with Chicago, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest financial planning recruiters based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 89 contacts → | ||||
Exact match “Founded in 1986, Harmer is a trusted recruiting partner specializing in Accounting, Finance, and Information Technology.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 2 | 35 contacts → | ||||
Exact match “BCI is a boutique recruiting firm that has served the financial services industry nationwide for more than 25 years.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 3 | 26 contacts → | ||||
Exact match “ASI is more than just a reliable search firm; we are a trustworthy business partner.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 26 contacts → | ||||
Exact match “Although the recruitment business can be transactional, LMB Associates believes in a collaborative, personalized approach to recruiting, building valued relationships with both…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “As a premier search firm, Grayson Search Partners specializes in connecting exceptional talent with organizations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 22 contacts → | ||||
Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 20 contacts → | ||||
Exact match “TERRANA GROUP since 1992, a top nationally recognized Financial Advisor recruiting firm and business development consulting company for Advisor and Stockbroker placements with…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 11 contacts → | ||||
Exact match “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 9 contacts → | ||||
Exact match “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 9 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 · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 8 contacts → | ||||
Exact match “Chicago Financial Search excels in connecting financial professionals with employers in need of expertise.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 7 contacts → | ||||
Exact match “AFK Professional Search has the experience and expertise to assess your needs in Accounting, Finance, and Technology and to place qualified and dedicated professionals in your…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 6 contacts → | ||||
Exact match “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 6 contacts → | ||||
Exact match “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 5 contacts → | ||||
Exact match “At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 3 contacts → | ||||
Exact match “Madison Street Search is a boutique Finance & Accounting staffing firm that gets excited about matching dynamic candidates with forward-thinking employers.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 3 contacts → | ||||
Exact match “We take a personalized approach to recruiting, getting to know each candidate and employer to ensure a good fit.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 3 contacts → | ||||
Exact match “Willing to Hunt, LLC is a boutique executive search firm with a reputation for excellence in client service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 19 | 3 contacts → | ||||
Exact match “Our team is made up of highly specialized, recruiting experts.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 3 contacts → | ||||
Exact match “We specialize in staffing Finance & Accounting, Administration, Operations, Marketing, Human Resources and Legal.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 3 contacts → | ||||
Exact match “At KMP Search, we are dedicated to helping your business succeed by finding the right talent for any role you need.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 3 contacts → | ||||
Exact match “Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 3 contacts → | ||||
Exact match “Km2 Group, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 2 contacts → | ||||
Exact match “MalinHughes has been rebranded to Hughes Partners.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 2 contacts → | ||||
Exact match “We're Willoughby Group, the nation’s premier high-level recruiting agency for the most successful consultants, commercial real estate advisors, and client-facing professional and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning recruiters”. 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 59 financial planning recruiters based in Chicago, United States
See the full list, filter by size, metro and specialty, and access 173 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Financial planning recruiters 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 59 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 planning recruiters” 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 173 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Financial planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- Financial planning recruiters in Atlanta63
- Financial planning recruiters in Houston60
- Financial planning recruiters in Dallas53
- Financial planning recruiters in Los Angeles41
- Financial planning recruiters in Austin37
- Financial planning recruiters in Charlotte33
- Financial planning recruiters in Phoenix32
- Financial planning recruiters in San Diego29
- Financial planning recruiters in San Francisco28
- Financial planning recruiters in Boston27
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 planning recruiters”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many financial planning recruiters are there based in Chicago, United States?
RevenueBase identified 59 company matches for financial planning recruiters 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?
Harmer 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 planning recruiters?
New York leads the United States with 181 company records, followed by Atlanta (63) and Houston (60). Chicago has 59.
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 173 professional contacts with verified work emails tracked across these 59 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 59 financial planning recruiters based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
Financial planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Cincinnati, United States
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
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters 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 59 matching company records for financial planning recruiters based in Chicago, United States, with 448 tracked contacts and 173 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 20, 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 planning recruiters 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 |  Harmerharmer.comHQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 89 contacts → |
“Founded in 1986, Harmer is a trusted recruiting partner specializing in Accounting, Finance, and Information Technology.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  BCIbcius.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 35 contacts → |
“BCI is a boutique recruiting firm that has served the financial services industry nationwide for more than 25 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Access Search, INCasinational.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“ASI is more than just a reliable search firm; we are a trustworthy business partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  LMB Associateslmbassociates.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 26 contacts → |
“Although the recruitment business can be transactional, LMB Associates believes in a collaborative, personalized approach to recruiting, building valued relationships with both…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Grayson Search Partnersgraysonsp.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“As a premier search firm, Grayson Search Partners specializes in connecting exceptional talent with organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  The Next Level Planning Grouptnlpg.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 22 contacts → |
“You've built something meaningful.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Terrana Group LLCterranagroup.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“TERRANA GROUP since 1992, a top nationally recognized Financial Advisor recruiting firm and business development consulting company for Advisor and Stockbroker placements with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hunken Ewing Financial Grouphunkenfinancial.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 11 contacts → |
“The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Optimum Investment Advisorsoptimuminvestment.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Catalyst Planning Partnerscatalyst.nm.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Chicago Financial Search, INCchicagofinancial.comHQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 8 contacts → |
“Chicago Financial Search excels in connecting financial professionals with employers in need of expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  AFK Professional Searchafkprofessionalsearch.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“AFK Professional Search has the experience and expertise to assess your needs in Accounting, Finance, and Technology and to place qualified and dedicated professionals in your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  WWM Investments, LLC Chicago, ILwwminvestment.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 6 contacts → |
“WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sterling Edge Financial LLCsterlingedgefinancial.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 6 contacts → |
“We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Serenity Wealth Management LLCserenitywm.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 5 contacts → |
“At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Madison Street Searchmadisonstreetsearch.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Madison Street Search is a boutique Finance & Accounting staffing firm that gets excited about matching dynamic candidates with forward-thinking employers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Schalberg Recruiting Partnersschalbergrecruiting.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“We take a personalized approach to recruiting, getting to know each candidate and employer to ensure a good fit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Willing To Huntwillingtohunt.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Willing to Hunt, LLC is a boutique executive search firm with a reputation for excellence in client service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Rekrootrekrootpartner.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Our team is made up of highly specialized, recruiting experts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  TOP Tier Resourcestoptierresources.comHQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 3 contacts → |
“We specialize in staffing Finance & Accounting, Administration, Operations, Marketing, Human Resources and Legal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  KMP Search Associateskmpsearch.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“At KMP Search, we are dedicated to helping your business succeed by finding the right talent for any role you need.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Mcgee & Co. LTDmcgeeltd.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Km2 Groupkm2group.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Km2 Group, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Malinhugheshughes.partnersHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“MalinHughes has been rebranded to Hughes Partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Willoughby Groupwilloughbygroup.comHQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“We're Willoughby Group, the nation’s premier high-level recruiting agency for the most successful consultants, commercial real estate advisors, and client-facing professional and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 59 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
59 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.
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 59 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- Financial planning recruiters in Atlanta63
- Financial planning recruiters in Houston60
- Financial planning recruiters in Dallas53
- Financial planning recruiters in Los Angeles41
- Financial planning recruiters in Austin37
- Financial planning recruiters in Charlotte33
- Financial planning recruiters in Phoenix32
- Financial planning recruiters in San Diego29
- Financial planning recruiters in San Francisco28
- Financial planning recruiters in Boston27
Questions about this company list
What does Exact match mean for financial planning recruiters?
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 planning recruiters did RevenueBase find based in Chicago, United States?
The saved snapshot records 59 matching company records, 448 tracked contacts and 173 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 20, 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 planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Cincinnati, United States
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Chicago, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/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 planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
Company intelligence · public preview
Top 25 financial planning recruiters based in Chicago, United States
RevenueBase records 59 matching company records for financial planning recruiters based in Chicago, United States, with 448 tracked contacts and 173 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 20, 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 planning recruiters 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 | Harmerharmer.com HQ: Chicago, IL, United StatesReported employees: 51-200 | Chicago, IL, United States | 51-200 | Exact match | 89 contacts → |
“Founded in 1986, Harmer is a trusted recruiting partner specializing in Accounting, Finance, and Information Technology.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | BCIbcius.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 35 contacts → |
“BCI is a boutique recruiting firm that has served the financial services industry nationwide for more than 25 years.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Access Search, INCasinational.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 26 contacts → |
“ASI is more than just a reliable search firm; we are a trustworthy business partner.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | LMB Associateslmbassociates.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 26 contacts → |
“Although the recruitment business can be transactional, LMB Associates believes in a collaborative, personalized approach to recruiting, building valued relationships with both…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Grayson Search Partnersgraysonsp.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 25 contacts → |
“As a premier search firm, Grayson Search Partners specializes in connecting exceptional talent with organizations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | The Next Level Planning Grouptnlpg.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 22 contacts → |
“You've built something meaningful.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Terrana Group LLCterranagroup.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 20 contacts → |
“TERRANA GROUP since 1992, a top nationally recognized Financial Advisor recruiting firm and business development consulting company for Advisor and Stockbroker placements with…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Hunken Ewing Financial Grouphunkenfinancial.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 11 contacts → |
“The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Optimum Investment Advisorsoptimuminvestment.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Catalyst Planning Partnerscatalyst.nm.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 9 contacts → |
“We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Chicago Financial Search, INCchicagofinancial.com HQ: Chicago, United StatesReported employees: 1-10 | Chicago, United States | 1-10 | Exact match | 8 contacts → |
“Chicago Financial Search excels in connecting financial professionals with employers in need of expertise.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | AFK Professional Searchafkprofessionalsearch.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 7 contacts → |
“AFK Professional Search has the experience and expertise to assess your needs in Accounting, Finance, and Technology and to place qualified and dedicated professionals in your…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | WWM Investments, LLC Chicago, ILwwminvestment.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 6 contacts → |
“WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Sterling Edge Financial LLCsterlingedgefinancial.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 6 contacts → |
“We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Serenity Wealth Management LLCserenitywm.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 5 contacts → |
“At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Madison Street Searchmadisonstreetsearch.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Madison Street Search is a boutique Finance & Accounting staffing firm that gets excited about matching dynamic candidates with forward-thinking employers.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Schalberg Recruiting Partnersschalbergrecruiting.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“We take a personalized approach to recruiting, getting to know each candidate and employer to ensure a good fit.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Willing To Huntwillingtohunt.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Willing to Hunt, LLC is a boutique executive search firm with a reputation for excellence in client service.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Rekrootrekrootpartner.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Our team is made up of highly specialized, recruiting experts.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | TOP Tier Resourcestoptierresources.com HQ: Chicago, IL, United StatesReported employees: 11-50 | Chicago, IL, United States | 11-50 | Exact match | 3 contacts → |
“We specialize in staffing Finance & Accounting, Administration, Operations, Marketing, Human Resources and Legal.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | KMP Search Associateskmpsearch.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“At KMP Search, we are dedicated to helping your business succeed by finding the right talent for any role you need.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Mcgee & Co. LTDmcgeeltd.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Km2 Groupkm2group.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 3 contacts → |
“Km2 Group, Inc.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Malinhugheshughes.partners HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“MalinHughes has been rebranded to Hughes Partners.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Willoughby Groupwilloughbygroup.com HQ: Chicago, IL, United StatesReported employees: 1-10 | Chicago, IL, United States | 1-10 | Exact match | 2 contacts → |
“We're Willoughby Group, the nation’s premier high-level recruiting agency for the most successful consultants, commercial real estate advisors, and client-facing professional and…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 59 company matches
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Financial planning recruiters: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
59 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.
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 59 companies.
How 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.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
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 20, 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 planning recruiters by metro in the United States
- Financial planning recruiters in New York181
- Financial planning recruiters in Atlanta63
- Financial planning recruiters in Houston60
- Financial planning recruiters in Dallas53
- Financial planning recruiters in Los Angeles41
- Financial planning recruiters in Austin37
- Financial planning recruiters in Charlotte33
- Financial planning recruiters in Phoenix32
- Financial planning recruiters in San Diego29
- Financial planning recruiters in San Francisco28
- Financial planning recruiters in Boston27
Questions about this company list
What does Exact match mean for financial planning recruiters?
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 planning recruiters did RevenueBase find based in Chicago, United States?
The saved snapshot records 59 matching company records, 448 tracked contacts and 173 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 20, 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 planning recruiters by geography
- Financial planning recruiters based in Calgary, Canada
- Financial planning recruiters based in Montreal, Canada
- Financial planning recruiters based in Toronto, Canada
- Financial planning recruiters based in Bristol, United Kingdom
- Financial planning recruiters based in London, United Kingdom
- Financial planning recruiters based in Manchester, United Kingdom
- Financial planning recruiters based in Atlanta, United States
- Financial planning recruiters based in Austin, United States
- Financial planning recruiters based in Boca Raton, United States
- Financial planning recruiters based in Boston, United States
- Financial planning recruiters based in Charlotte, United States
- Financial planning recruiters based in Cincinnati, United States
Cite this list
RevenueBase Data Team. Top 25 financial planning recruiters based in Chicago, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/financial-planning-recruiters/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
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