Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Chicago, United States

Name: Insurance brokers for wealth planning based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 110 companies tracked

RevenueBase identified 110 company matches for insurance brokers for wealth planning associated with Chicago, United States as of September 2026 and tracks 22,208 professional contacts across them, including 10,463 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Chicago has 110.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

110Companies

22,208Contacts tracked

10,463Verified emails

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The 25 largest insurance brokers for wealth planning based in Chicago, United States

Ranked by team size

Top 25 of 110 company matches for insurance brokers for wealth planning based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	HUB International	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	10001+	14,217 contacts →
	Exact match “Hi, we’re HUB.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Kemper	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	5,001-10,000	5,419 contacts →
	Exact match “The Kemper family of companies is one of the nation’s leading specialized insurers.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1,001-5,000	575 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 · Sep 17, 2026 · View company records in RevenueBase
4	AON Private Risk Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	51-200	158 contacts →
	Exact match “Aon Private Risk Management is here to serve the personal insurance needs of successful individuals and their advisors for a myriad of exposures across the world, from the most…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
6	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
7	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	51-200	62 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 · Sep 17, 2026 · View company records in RevenueBase
8	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	38 contacts →
	Exact match “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	RBN Insurance Services	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	36 contacts →
	Exact match “RBN Insurance Services is an independent insurance brokerage headquartered in Chicago, serving middle-market businesses and their leaders across the United States since 1993.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Thompson Flanagan	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	35 contacts →
	Exact match “Thompson Flanagan is committed to being a premier insurance brokerage firm focused on delivering consistently superior results within a collegial environment that encourages a…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	26 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	JLT Specialty USA	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	n/a	26 contacts →
	Exact match “As of April 1, 2019, JLT Specialty is now a part of Marsh & McLennan.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	BCU Risk Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	24 contacts →
	Exact match “BCU Risk Advisors is wholly committed to serving the insurance and risk management needs of the affluent.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	The Next Level Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “You've built something meaningful.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Ixsolutions	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	22 contacts →
	Exact match “IXSolutions (IX) is a health insurance and benefits brokerage located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	18 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 · Sep 17, 2026 · View company records in RevenueBase
17	Belmont Insurance Brokerage	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	17 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	LR Windsor	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
19	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
20	Serpe Insurance Agency	Exact match	Chicago, United StatesHQ recorded Sep 17, 2026	11-50	10 contacts →
	Exact match “Serpe Insurance Agency is a general insurance broker.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
22	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
23	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
24	Expressive Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Chicago Wealth Management, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “We are a private, independent investment and wealth management firm serving high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 110 insurance brokers for wealth planning based in Chicago, United States

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Insurance brokers for wealth planning based in Chicago, United States at a glance

As of Sep 17, 2026

47.1%Verified-email coverage

201.9Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 110 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 “insurance brokers for wealth planning” 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 10,463 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Chicago, United States?

RevenueBase identified 110 company matches for insurance brokers for wealth planning 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?

HUB International 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Chicago has 110.

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 10,463 professional contacts with verified work emails tracked across these 110 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 17, 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.