Company lists · Data refreshed October 2026

Top 25 Income distribution planning services based in Chicago, United States

Name: Income distribution planning 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 14, 2026 132 companies tracked

RevenueBase identified 132 company matches for income distribution planning services associated with Chicago, United States as of October 2026 and tracks 2,387 professional contacts across them, including 1,158 with verified work emails. Across the United States, New York is the largest hub for this category (243 companies); Chicago has 132.

This list covers company matches for income distribution planning 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 14, 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 14, 2026 How this list was built

132Companies

2,387Contacts tracked

1,158Verified emails

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The 25 largest income distribution planning services based in Chicago, United States

Ranked by team size

Top 25 of 132 company matches for income distribution planning services based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 14, 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	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
2	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
3	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
4	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
5	Heritage Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
6	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
7	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
8	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	21 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
9	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
10	LR Windsor	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	17 contacts →
	Exact match “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
11	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	15 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 · Oct 14, 2026 · View company records in RevenueBase
12	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
13	Gimbel, Abrams & Singer	Exact match	Chicago, United StatesHQ recorded Oct 14, 2026	11-50	15 contacts →
	Exact match “Gimbel Abrams & Singer hsa a 70 year tradition of specializing in integrated tax planning, business advisory and financial planning services.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
14	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
15	CTS Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
16	Shore Tompkins Actuarial Resources	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	11 contacts →
	Exact match “Retirement Plan Solutions that Perform.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
17	F.I.C. TAX & Accounting	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	11 contacts →
	Exact match “FIC is a financial firm that specializes in the fields of retirement, taxes and insurance services-Financial Retirement products; We offer 401(K) Rollovers, Traditional IRAs, SEP…” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
18	Urban Financial Advisory Corporation	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
19	Hunken Ewing Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	10 contacts →
	Exact match “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
20	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
21	JMC Wealth Management, INC	Exact match	Chicago, United StatesHQ recorded Oct 14, 2026	1-10	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
22	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 · Oct 14, 2026 · View company records in RevenueBase
23	Verismo Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 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 14, 2026 · View company records in RevenueBase
24	ZEN Wealth Management Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	9 contacts →
	Exact match “Zen Wealth Management Group Inc provides accounting, tax preparation and financial planning services to individuals and small businesses of all sizes.” Recorded in the RevenueBase company graph · Oct 14, 2026 · View company records in RevenueBase
25	The Advisoryone Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 14, 2026	11-50	9 contacts →
	Exact match “We believe that clients who ultimately benefit the most from our services understand something very important about their time and their money: to lead a more productive life with…” Recorded in the RevenueBase company graph · Oct 14, 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 “income distribution planning 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 132 income distribution planning services based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 1,158 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Income distribution planning services based in Chicago, United States at a glance

As of Oct 14, 2026

48.5%Verified-email coverage

18.1Average contacts per company

1-10Median size (employees)

Oct 14, 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

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 132 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 “income distribution planning 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 1,158 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 14, 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.

Income distribution planning 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 “income distribution planning services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many income distribution planning services are there based in Chicago, United States?

RevenueBase identified 132 company matches for income distribution planning 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?

Hightower Advisors 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 income distribution planning services?

New York leads the United States with 243 company records, followed by Houston (194) and Atlanta (176). Chicago has 132.

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 1,158 professional contacts with verified work emails tracked across these 132 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 14, 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.