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 company matches for insurance planning advisors associated with Chicago, United States as of September 2026 and tracks 12,145 professional contacts across them, including 3,376 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Chicago has 100.

This list covers company matches for insurance planning advisors 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

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 company matches for insurance planning advisors 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	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
2	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
3	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
4	Lemme, A Division Of Epic	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1,001-5,000	18 contacts →
	Exact match “Founded in 1998, Lemme, a division of EPIC, assists professional service firms worldwide with insurance and risk management solutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	The Corporation For Interest Rate Management Cirm	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “Established in 1981, The Corporation for Interest Rate Management (CIRM) has advised on thousands of loans over the past four decades.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	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
7	Taos Global Group INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	17 contacts →
	Exact match “Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	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
9	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
10	Hunken Ewing Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	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
12	F.I.C. TAX & Accounting	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	9 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 · Sep 17, 2026 · View company records in RevenueBase
13	Wealthtrust, A Hightower Advisors Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	501-1,000	8 contacts →
	Exact match “HighTower Advisors acquired WealthTrust in 2017.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Pahlke & Pahlke Insurance Agency, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “For nearly three decades, Pahlke & Pahlke has worked with businesses, individuals, and families to put together sensible, cost-effective insurance and benefits planning strategies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
16	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
17	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
18	Pierce Insurance Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	201-500	5 contacts →
	Exact match “Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Schultz Insurance Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	MAS Health Life	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	51-200	4 contacts →
	Exact match “MAS Health Life helps individuals and families navigate Medicare, health, and life insurance with clarity and confidence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	CS Insurance Strategies, A Marsh & Mclennan Agency LLC Company	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	4 contacts →
	Exact match “CS Insurance Strategies, a Marsh & McLennan Agency LLC company, is a full-service brokerage helping clients navigate complicated risk and insurance issues.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	The Change Advisory Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Achieve your unique financial goals with our dynamic investment planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	DJ Titanium Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “About DJ Titanium Group, Inc, was established in 2008.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Lauer Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Hester Insurance Group LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Hester Insurance Group is an independent firm focused on creative risk management strategies that assist individual, family and institutional clients protect and build wealth…” 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 planning advisors”. 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 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)

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

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 planning advisors” 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 3,376 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 planning advisors 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 planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 100 company matches for insurance planning advisors 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?

Private Vista, LLC 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 planning advisors?

New York leads the United States with 193 company records, followed by Houston (175) and Atlanta (139). Chicago has 100.

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 3,376 professional contacts with verified work emails tracked across these 100 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.