Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Chicago, United States

Name: Insurance planning advisors 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 100 companies tracked

RevenueBase identified 100 insurance planning advisors headquartered in Chicago, United States as of September 2026 and tracks 12,145 professional contacts across them, including 3,376 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors headquartered in Chicago, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

100Companies

12,145Contacts tracked

3,376Verified emails

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The 25 largest insurance planning advisors based in Chicago, United States

Ranked by team size

Top 25 of 100 insurance planning advisors based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance planning advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Private Vista, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	40 contacts →
	Indirect evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 17, 2026
2	North Star Investment Management Corporation	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	26 contacts →
	Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 17, 2026
3	BCU Risk Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	24 contacts →
	Strong evidence “BCU Risk Advisors is wholly committed to serving the insurance and risk management needs of the affluent.” Source: RevenueBase Database · checked Sep 17, 2026
4	Lemme, A Division Of Epic	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1,001-5,000	18 contacts →
	Partial evidence “Founded in 1998, Lemme, a division of EPIC, assists professional service firms worldwide with insurance and risk management solutions.” Source: RevenueBase Database · checked Sep 17, 2026
5	The Corporation For Interest Rate Management Cirm	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	17 contacts →
	Indirect evidence “Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades.” Source: RevenueBase Database · checked Sep 17, 2026
6	LR Windsor	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	17 contacts →
	Indirect evidence “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Source: RevenueBase Database · checked Sep 17, 2026
7	Taos Global Group INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	17 contacts →
	Strong evidence “Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Source: RevenueBase Database · checked Sep 17, 2026
8	Derose Financial Planning Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Partial evidence “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Source: RevenueBase Database · checked Sep 17, 2026
9	Keebeck Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Partial evidence “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Source: RevenueBase Database · checked Sep 17, 2026
10	Hunken Ewing Financial Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	11 contacts →
	Indirect evidence “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Source: RevenueBase Database · checked Sep 17, 2026
11	Stride Financial	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	9 contacts →
	Partial evidence “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Source: RevenueBase Database · checked Sep 17, 2026
12	F.I.C. TAX & Accounting	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
13	Wealthtrust, A Hightower Advisors Company	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	501-1,000	8 contacts →
	Partial evidence “HighTower Advisors acquired WealthTrust in 2017.” Source: RevenueBase Database · checked Sep 17, 2026
14	Pahlke & Pahlke Insurance Agency, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Strong evidence “For nearly three decades, Pahlke & Pahlke has worked with businesses, individuals, and families to put together sensible, cost-effective insurance and benefits planning strategies.” Source: RevenueBase Database · checked Sep 17, 2026
15	WWM Investments, LLC Chicago, IL	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	6 contacts →
	Partial evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 17, 2026
16	Sterling Edge Financial LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Source: RevenueBase Database · checked Sep 17, 2026
17	Steward Advisors, LLC Financial Planning And Investment Services	Strong evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
18	Pierce Insurance Financial Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	201-500	5 contacts →
	Indirect evidence “Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Source: RevenueBase Database · checked Sep 17, 2026
19	Schultz Insurance Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Partial evidence “Schultz Insurance Group is an independent insurance agency based in Chicago, IL, with the experience and ability to place coverage for a variety of clients.” Source: RevenueBase Database · checked Sep 17, 2026
20	MAS Health Life	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	51-200	4 contacts →
	Partial evidence “MAS Health Life helps individuals and families navigate Medicare, health, and life insurance with clarity and confidence.” Source: RevenueBase Database · checked Sep 17, 2026
21	CS Insurance Strategies, A Marsh & Mclennan Agency LLC Company	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	11-50	4 contacts →
	Partial evidence “CS Insurance Strategies, a Marsh & McLennan Agency LLC company, is a full-service brokerage helping clients navigate complicated risk and insurance issues.” Source: RevenueBase Database · checked Sep 17, 2026
22	The Change Advisory Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Achieve your unique financial goals with our dynamic investment planning.” Source: RevenueBase Database · checked Sep 17, 2026
23	DJ Titanium Group, INC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “About DJ Titanium Group, Inc, was established in 2008.” Source: RevenueBase Database · checked Sep 17, 2026
24	Lauer Financial LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “We are independent financial advisors who are passionate about helping our clients to achieve financial independence and maintain financial security for themselves and their loved…” Source: RevenueBase Database · checked Sep 17, 2026
25	Hester Insurance Group LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Hester Insurance Group is an independent firm focused on creative risk management strategies that assist individual, family and institutional clients protect and build wealth…” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance planning advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 100 insurance planning advisors based in Chicago, United States

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Insurance planning advisors based in Chicago, United States at a glance

As of Sep 17, 2026

27.8%Verified-email coverage

121.5Average contacts per company

1-10Median size (employees)

193.0%Largest-city concentration · New York

Sep 17, 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 100 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance planning advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Chicago, United States whose own description of what they do matches “insurance planning advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance planning advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance planning advisors, and records with no verified work email. Companies headquartered outside Chicago are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 3,376 across the full list. 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.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance planning advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance planning advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance planning advisors are there based in Chicago, United States?

RevenueBase identified 100 insurance planning advisors headquartered in Chicago, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Private Vista, LLC, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

New York leads with 193 headquartered companies, followed by Houston (175) and Atlanta (139).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 3,376 verified decision-maker contacts tracked across these 100 companies.

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 Smart Search, 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.