Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 103 companies tracked

RevenueBase identified 103 company matches for fractional cfp services agencies associated with Chicago, United States as of September 2026 and tracks 646 professional contacts across them, including 298 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Chicago has 103.

This list covers company matches for fractional cfp services agencies 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

103Companies

646Contacts tracked

298Verified emails

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The 25 largest fractional cfp services agencies based in Chicago, United States

Ranked by team size

Top 25 of 103 company matches for fractional cfp services agencies based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	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 20, 2026 · View company records in RevenueBase
2	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	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 20, 2026 · View company records in RevenueBase
3	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	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 20, 2026 · View company records in RevenueBase
4	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	22 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	17 contacts →
	Exact match “EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	CTS Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “CTS Financial Group (CTS) is a Chicago financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Urban Financial Advisory Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	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
12	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
13	Bard Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Burling Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “Burling Wealth Partners is an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Verismo Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At Verismo Financial, our name reflects our core philosophy: derived from the Latin word “Vero,” meaning truth, reality or fact, we embody these principles in every aspect of our…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	AMC Wealth Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Advice, Investing & More*” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Wealthtrust, A Hightower Advisors Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	501-1,000	8 contacts →
	Exact match “HighTower Advisors acquired WealthTrust in 2017.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
20	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
21	Saber Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Fractional CFO and Exit Planning firm focused on providing financial advisory services to lower middle market businesses to help unlock their true value.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Steward Advisors is a family-focused financial planning and investment firm where our sole mission is to help families achieve their life-long dreams by making wise financial…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Serenity Wealth Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	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
24	Faro Advisory, A Division Of Centric Wealth Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	5 contacts →
	Exact match “Registered Investment Advisory firm based in Chicago, IL.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	Peak Wealth Planning, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth.” 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 “fractional cfp services agencies”. 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 103 fractional cfp services agencies based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 298 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fractional cfp services agencies based in Chicago, United States at a glance

As of Sep 20, 2026

46.1%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

Email recency for this list is measured across the whole United States list rather than for Chicago, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 103 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 “fractional cfp services agencies” 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 298 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.

Fractional cfp services agencies 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 “fractional cfp services agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fractional cfp services agencies are there based in Chicago, United States?

RevenueBase identified 103 company matches for fractional cfp services agencies 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?

Rothschild Wealth Partners 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 fractional cfp services agencies?

New York leads the United States with 160 company records, followed by Atlanta (132) and Houston (113). Chicago has 103.

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 298 professional contacts with verified work emails tracked across these 103 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.

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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.