Company lists · Data refreshed October 2026

Top 25 Generational wealth accounting services based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 22, 2026 117 companies tracked

RevenueBase identified 117 company matches for generational wealth accounting services associated with Chicago, United States as of October 2026 and tracks 3,924 professional contacts across them, including 1,438 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Chicago has 117.

This list covers company matches for generational wealth accounting services 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 October 22, 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 Oct 22, 2026 How this list was built

117Companies

3,924Contacts tracked

1,438Verified emails

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The 25 largest generational wealth accounting services based in Chicago, United States

Ranked by team size

Top 25 of 117 company matches for generational wealth accounting services based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 22, 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 Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	10001+	782 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
2	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	1,001-5,000	601 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
3	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	5,001-10,000	593 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
4	BMO Family Office	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	51-200	176 contacts →
	Exact match “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
5	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	51-200	121 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 · Oct 22, 2026 · View company records in RevenueBase
6	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	51-200	81 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 · Oct 22, 2026 · View company records in RevenueBase
7	WHI	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	80 contacts →
	Exact match “Family office” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
8	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	51-200	68 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
9	Heritage Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	45 contacts →
	Exact match “Great wealth management is about more than protecting and growing money-it’s about creating a life of purpose.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
10	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	40 contacts →
	Exact match “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
11	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	31 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
12	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	25 contacts →
	Exact match “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
13	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	21 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
14	Permanent Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	1-10	20 contacts →
	Exact match “Permanent Capital Ventures \| We help founders build the go-to-market engine for enterprise scale.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
15	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	19 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 · Oct 22, 2026 · View company records in RevenueBase
16	Aaron Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	19 contacts →
	Exact match “Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
17	Zuckerman Investment Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	19 contacts →
	Exact match “From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
18	Four OAK Financial	Exact match	Chicago, United StatesHQ recorded Oct 22, 2026	11-50	16 contacts →
	Exact match “Rooted In Growth.” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
19	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	1-10	15 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 · Oct 22, 2026 · View company records in RevenueBase
20	Madden, Jiganti, Moore & Sheridan LLP	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	13 contacts →
	Exact match “Madden, Jiganti, Moore & Sheridan LLP provides counsel and service to its clients in the areas of estate planning, estate and trust administration, tax planning, tax compliance…” Recorded in the RevenueBase company graph · Oct 22, 2026 · View company records in RevenueBase
21	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 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 · Oct 22, 2026 · View company records in RevenueBase
22	CTS Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	1-10	12 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 · Oct 22, 2026 · View company records in RevenueBase
23	Urban Financial Advisory Corporation	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 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 · Oct 22, 2026 · View company records in RevenueBase
24	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	11-50	10 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 · Oct 22, 2026 · View company records in RevenueBase
25	Verismo Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 22, 2026	1-10	9 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 · Oct 22, 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 “generational wealth accounting services”. 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 117 generational wealth accounting services based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 1,438 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Generational wealth accounting services based in Chicago, United States at a glance

As of Oct 22, 2026

36.6%Verified-email coverage

33.5Average contacts per company

1-10Median size (employees)

Oct 22, 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 117 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 “generational wealth accounting services” 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 1,438 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 October 22, 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.

Generational wealth accounting services 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 “generational wealth accounting services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many generational wealth accounting services are there based in Chicago, United States?

RevenueBase identified 117 company matches for generational wealth accounting services associated with Chicago, United States as of October 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 Wealth Management 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 generational wealth accounting services?

New York leads the United States with 289 company records, followed by Atlanta (160) and Dallas (146). Chicago has 117.

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 1,438 professional contacts with verified work emails tracked across these 117 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 October 22, 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.