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 company matches for financial services executives associated with Chicago, United States as of September 2026 and tracks 31,472 professional contacts across them, including 7,074 with verified work emails. Across the United States, New York is the largest hub for this category (240 companies); Chicago has 61.

This list covers company matches for financial services executives 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 16, 2026.

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

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 16, 2026 How this list was built

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 company matches for financial services executives based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	10001+	27,212 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1,001-5,000	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 16, 2026 · View company records in RevenueBase
3	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	5,001-10,000	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 16, 2026 · View company records in RevenueBase
4	Loop Capital	Exact match	Chicago, United StatesHQ recorded Sep 16, 2026	201-500	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 16, 2026 · View company records in RevenueBase
5	Wintrust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	201-500	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 16, 2026 · View company records in RevenueBase
6	Cabrera Capital Markets	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	51-200	118 contacts →
	Exact match “Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	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 16, 2026 · View company records in RevenueBase
8	XMS Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	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 16, 2026 · View company records in RevenueBase
9	First Savings Bank Of Hegewisch	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	51-200	36 contacts →
	Exact match “Homepage \| First Savings Bank of Hegewisch (Chicago, IL)” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	26 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Zhou Agency	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	17 contacts →
	Exact match “Founded in 2013 and headquartered on Chicago's Magnificent Mile, Zhou Agency is a multi-disciplinary financial services firm operating across accounting, insurance, and real…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Taos Global Group INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	17 contacts →
	Exact match “Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Hunken Ewing Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	11 contacts →
	Exact match “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	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 16, 2026 · View company records in RevenueBase
17	Wealthtrust, A Hightower Advisors Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	501-1,000	8 contacts →
	Exact match “HighTower Advisors acquired WealthTrust in 2017.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	11-50	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 16, 2026 · View company records in RevenueBase
19	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	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 16, 2026 · View company records in RevenueBase
20	Pierce Insurance Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	201-500	5 contacts →
	Exact match “Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Harris Bank	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Bank with BMO Harris, we are here to help.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	ZIV Investment Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Ziv Investment is a Chicago Investment Firm with primary focus on idividual and institutional wealth management strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Melamed & Associates, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Marlton LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Marlton LLC is an investment firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Black & Essington Solutions, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Recorded in the RevenueBase company graph · Sep 16, 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 services executives”. 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 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)

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

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 services executives” 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 7,074 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 16, 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 services executives 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 services executives”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 61 company matches for financial services executives 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?

Northern Trust 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 services executives?

New York leads the United States with 240 company records, followed by Dallas (77) and Houston (65). Chicago has 61.

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 7,074 professional contacts with verified work emails tracked across these 61 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 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 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.