Company lists · Data refreshed September 2026

Top 25 Investment advisory law firms based in Chicago, United States

Name: Investment advisory law firms based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 127 companies tracked

RevenueBase identified 127 company matches for investment advisory law firms associated with Chicago, United States as of September 2026 and tracks 1,695 professional contacts across them, including 671 with verified work emails. Across the United States, New York is the largest hub for this category (288 companies); Chicago has 127.

This list covers company matches for investment advisory law firms 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 28, 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 28, 2026 How this list was built

127Companies

1,695Contacts tracked

671Verified emails

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The 25 largest investment advisory law firms based in Chicago, United States

Ranked by team size

Top 25 of 127 company matches for investment advisory law firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	The Mather Group, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	221 contacts →
	Exact match “You don’t get one advisor, you get The Mather Group.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	201-500	110 contacts →
	Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
4	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	51-200	77 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 · Sep 28, 2026 · View company records in RevenueBase
5	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
6	Fourstar Wealth Advisors LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	32 contacts →
	Exact match “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7	Sunstone Real Estate Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	24 contacts →
	Exact match “Sunstone Real Estate Advisors is a national investment advisory firm dedicated exclusively to manufactured housing and RV park communities.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Chicago Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	20 contacts →
	Exact match “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
10	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	17 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 · Sep 28, 2026 · View company records in RevenueBase
11	AZA Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	15 contacts →
	Exact match “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12	Kabouter Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	15 contacts →
	Exact match “Headquartered in Chicago with a virtual office in the San Francisco Bay Area, Kabouter is a minority-owned investment adviser registered with the United States Securities and…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13	Pekin Hardy Strauss Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	13 contacts →
	Exact match “Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
15	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “HMA is founded on the principles of sound advice and excellent service.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16	CTS Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	11 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 · Sep 28, 2026 · View company records in RevenueBase
17	Urban Financial Advisory Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 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 · Sep 28, 2026 · View company records in RevenueBase
18	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
19	Bard Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	Fortaleza Asset Management, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Mediqus Asset Advisors, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	9 contacts →
	Exact match “For doctors, the demands of your career and life as a doctor are unique.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Interocean Capital Group, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Burling Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	11-50	8 contacts →
	Exact match “Burling Wealth Partners is an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Eccleston Law, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “The attorneys of Eccleston Law represent advisers and investors nationwide in securities and employment matters.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	AMC Wealth Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “Advice, Investing & More*” Recorded in the RevenueBase company graph · Sep 28, 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 “investment advisory law firms”. 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 127 investment advisory law firms based in Chicago, United States

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Investment advisory law firms based in Chicago, United States at a glance

As of Sep 28, 2026

39.6%Verified-email coverage

13.3Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 127 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 “investment advisory law firms” 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 671 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 28, 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.

Investment advisory law firms 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 “investment advisory law firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory law firms are there based in Chicago, United States?

RevenueBase identified 127 company matches for investment advisory law firms 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?

The Mather Group, 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 investment advisory law firms?

New York leads the United States with 288 company records, followed by Atlanta (153) and Houston (137). Chicago has 127.

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 671 professional contacts with verified work emails tracked across these 127 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 28, 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.