Company lists · Data refreshed October 2026

Top 25 Investment advisory platforms based in Chicago, United States

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

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 91 companies tracked

RevenueBase identified 91 company matches for investment advisory platforms associated with Chicago, United States as of October 2026 and tracks 13,914 professional contacts across them, including 6,890 with verified work emails. Across the United States, New York is the largest hub for this category (257 companies); Chicago has 91.

This list covers company matches for investment advisory platforms 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 1, 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 1, 2026 How this list was built

91Companies

13,914Contacts tracked

6,890Verified emails

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The 25 largest investment advisory platforms based in Chicago, United States

Ranked by team size

Top 25 of 91 company matches for investment advisory platforms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	10001+	11,150 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Enfusion NOW Cwan	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	5,001-10,000	818 contacts →
	Exact match “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	The Mather Group, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	221 contacts →
	Exact match “You don’t get one advisor, you get The Mather Group.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Tastytrade	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	201-500	189 contacts →
	Exact match “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Ycharts	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	183 contacts →
	Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	M1	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	174 contacts →
	Exact match “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Geowealth	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	140 contacts →
	Exact match “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Halo Investing	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	120 contacts →
	Exact match “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	108 contacts →
	Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Practifi	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	81 contacts →
	Exact match “Practifi is the only intelligent CRM built specifically for wealth management firms.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	Fourstar Wealth Advisors LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
14	Tradingblock	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	11-50	26 contacts →
	Exact match “TradingBlock is a technology-driven online brokerage on a mission to help self-directed investors identify new strategies for generating portfolio income, balance portfolio risk…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Chicago Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	1-10	20 contacts →
	Exact match “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
17	Nextcapital	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	51-200	15 contacts →
	Exact match “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	AZA Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
19	Sound Advice	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	1-10	14 contacts →
	Exact match “Sound Advice is a mobile app designed for the next generation of wealth-builders.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Hummer Mower Associates	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
21	Wavvest	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Wealthblock	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
24	Bard Associates	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Bard Associates, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Fortaleza Asset Management, INC	Exact match	Chicago, IL, United StatesHQ recorded Oct 1, 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 · Oct 1, 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 platforms”. 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 91 investment advisory platforms based in Chicago, United States

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Investment advisory platforms based in Chicago, United States at a glance

As of Oct 1, 2026

49.5%Verified-email coverage

152.9Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 91 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 platforms” 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 6,890 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 1, 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 platforms 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 platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 91 company matches for investment advisory platforms 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?

Morningstar 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 platforms?

New York leads the United States with 257 company records, followed by San Francisco (102) and Chicago (91).

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 6,890 professional contacts with verified work emails tracked across these 91 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 1, 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.