Company lists · Data refreshed September 2026

Top 25 Financial services executives based in Chicago, United States

Name: Financial services executives based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 61 companies tracked

RevenueBase identified 61 financial services executives headquartered in Chicago, United States as of September 2026 and tracks 31,472 professional contacts across them, including 7,074 with verified work emails. New York is the largest hub.

This list covers financial services executives headquartered in Chicago, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 16, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

61Companies

31,472Contacts tracked

7,074Verified emails

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The 25 largest financial services executives based in Chicago, United States

Ranked by team size

Top 25 of 61 financial services executives based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services executives: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Northern Trust	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	10001+	27,212 contacts →
	Indirect evidence “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Source: RevenueBase Database · checked Sep 16, 2026
2	William Blair	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1,001-5,000	2,324 contacts →
	Indirect evidence “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Source: RevenueBase Database · checked Sep 16, 2026
3	BMO Wealth Management - U.S	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	5,001-10,000	534 contacts →
	Indirect evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 16, 2026
4	Loop Capital	Indirect evidence	Chicago, United StatesHQ checked Sep 16, 2026	201-500	275 contacts →
	Indirect evidence “Loop Capital is a full-service investment bank, brokerage and advisory firm that provides creative capital solutions for corporate, governmental, and institutional entities across…” Source: RevenueBase Database · checked Sep 16, 2026
5	Wintrust Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	201-500	140 contacts →
	Partial evidence “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Source: RevenueBase Database · checked Sep 16, 2026
6	Cabrera Capital Markets	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	51-200	118 contacts →
	Indirect evidence “Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate…” Source: RevenueBase Database · checked Sep 16, 2026
7	Arete Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	69 contacts →
	Partial evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 16, 2026
8	XMS Capital Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	39 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
9	First Savings Bank Of Hegewisch	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	51-200	36 contacts →
	Indirect evidence “Homepage \| First Savings Bank of Hegewisch (Chicago, IL)” Source: RevenueBase Database · checked Sep 16, 2026
10	North Star Investment Management Corporation	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	26 contacts →
	Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 16, 2026
11	Zhou Agency	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	17 contacts →
	Partial evidence “Founded in 2013 and headquartered on Chicago's Magnificent Mile, Zhou Agency is a multi-disciplinary financial services firm operating across accounting, insurance, and real…” Source: RevenueBase Database · checked Sep 16, 2026
12	Taos Global Group INC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	17 contacts →
	Partial evidence “Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Source: RevenueBase Database · checked Sep 16, 2026
13	Hunken Ewing Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Source: RevenueBase Database · checked Sep 16, 2026
14	Palo Duro Investment Partners, LP	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	11 contacts →
	Indirect evidence “Investment Management specialists based in Chicago, IL” Source: RevenueBase Database · checked Sep 16, 2026
15	Stride Financial	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Partial evidence “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Source: RevenueBase Database · checked Sep 16, 2026
16	Catalyst Planning Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	9 contacts →
	Strong evidence “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Source: RevenueBase Database · checked Sep 16, 2026
17	Wealthtrust, A Hightower Advisors Company	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	501-1,000	8 contacts →
	Indirect evidence “HighTower Advisors acquired WealthTrust in 2017.” Source: RevenueBase Database · checked Sep 16, 2026
18	WWM Investments, LLC Chicago, IL	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	11-50	6 contacts →
	Partial evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 16, 2026
19	Sterling Edge Financial LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Source: RevenueBase Database · checked Sep 16, 2026
20	Pierce Insurance Financial Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	201-500	5 contacts →
	Indirect evidence “Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Source: RevenueBase Database · checked Sep 16, 2026
21	Harris Bank	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “Bank with BMO Harris, we are here to help.” Source: RevenueBase Database · checked Sep 16, 2026
22	ZIV Investment Company	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Ziv Investment is a Chicago Investment Firm with primary focus on idividual and institutional wealth management strategies.” Source: RevenueBase Database · checked Sep 16, 2026
23	Melamed & Associates, INC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
24	Marlton LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “Marlton LLC is an investment firm based in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 16, 2026
25	Black & Essington Solutions, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Partial evidence “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Source: RevenueBase Database · checked Sep 16, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial services executives. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names financial services executives.
Partial evidence: Its own public description names part of financial services executives, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services executives. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 61 financial services executives based in Chicago, United States

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Financial services executives based in Chicago, United States at a glance

As of Sep 16, 2026

22.5%Verified-email coverage

515.9Average contacts per company

11-50Median size (employees)

393.4%Largest-city concentration · New York

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 61 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services executives, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Chicago, United States whose own description of what they do matches “financial services executives”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial services executives), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among financial services executives, and records with no verified work email. Companies headquartered outside Chicago are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 7,074 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 16, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial services executives by metro in the United States

Financial services executives in New York240
Financial services executives in Dallas77
Financial services executives in Houston65
Financial services executives in Atlanta61
Financial services executives in Chicago61
Financial services executives in Miami56
Financial services executives in Boston55
Financial services executives in Charlotte55
Financial services executives in Los Angeles51
Financial services executives in San Diego47
Financial services executives in Austin41
Financial services executives in San Francisco35
Financial services executives in Tampa34
Financial services executives in Irvine33
Financial services executives in Minneapolis32
Financial services executives in San Antonio32
Financial services executives in Columbus28
Financial services executives in Raleigh28
Financial services executives in Boca Raton27
Financial services executives in Denver27
Financial services executives in Newport Beach27
Financial services executives in Columbia26
Financial services executives in Phoenix26
Financial services executives in Las Vegas25
Financial services executives in Lexington25
Financial services executives in Orlando25
Financial services executives in Seattle25

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial services executives, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many financial services executives are there based in Chicago, United States?

RevenueBase identified 61 financial services executives headquartered in Chicago, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Northern Trust, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most financial services executives?

New York leads with 240 headquartered companies, followed by Dallas (77) and Houston (65).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 7,074 verified decision-maker contacts tracked across these 61 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 16, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.