Company lists · Data refreshed September 2026

Top 22 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 Sep 4, 2026 90 companies tracked

RevenueBase identified 90 investment advisory platforms headquartered in Chicago, United States as of September 2026 and tracks 2,576 professional contacts across them, including 1,423 with verified work emails. New York is the largest hub.

This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

90Companies

2,576Contacts tracked

1,423Verified emails

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The 22 largest investment advisory platforms based in Chicago, United States

Ranked by team size

Top 22 of 90 investment advisory platforms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	TastytradeIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	201-500	195
	“Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: company website · checked Sep 4, 2026
2	M1Partial evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	173
	“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Source: company website · checked Sep 4, 2026
3	GeowealthStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	140
	“GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: company website · checked Sep 4, 2026
4	Halo InvestingStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	119
	“Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: company website · checked Sep 4, 2026
5	KovitzPartial evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	201-500	111
	“Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: company website · checked Sep 4, 2026
6	AdvyzonPartial evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	106
	“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…” Source: company website · checked Sep 4, 2026
7	PractifiIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	78
	“Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: company website · checked Sep 4, 2026
8	Altair AdvisersStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	76
	“Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Source: company website · checked Sep 4, 2026
9	Fourstar Wealth Advisors LLCIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	11-50	33
	“Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Source: company website · checked Sep 4, 2026
10	TradingblockIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	11-50	26
	“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…” Source: company website · checked Sep 4, 2026
11	Chicago Capital, LLCIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	1-10	20
	“Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Source: company website · checked Sep 4, 2026
12	Embree Financial GroupStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	11-50	17
	“EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.” Source: company website · checked Sep 4, 2026
13	NextcapitalPartial evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	51-200	15
	“NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: company website · checked Sep 4, 2026
14	AZA Capital ManagementStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	1-10	15
	“Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Source: company website · checked Sep 4, 2026
15	Sound AdviceIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	1-10	14
	“Sound Advice is a mobile app designed for the next generation of wealth-builders.” Source: company website · checked Sep 4, 2026
16	Hummer Mower AssociatesIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	1-10	11
	“HMA is founded on the principles of sound advice and excellent service.” Source: company website · checked Sep 4, 2026
17	WealthblockStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	11-50	10
	“WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Source: company website · checked Sep 4, 2026
18	WavvestStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	11-50	9
	“Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Source: company website · checked Sep 4, 2026
19	Fortaleza Asset Management, INCStrong evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	1-10	9
	“Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.” Source: company website · checked Sep 4, 2026
20	Bard Associates, INCIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	1-10	9
	Source: company website · checked Sep 4, 2026
21	Wealthtrust, A Hightower Advisors CompanyPartial evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	501-1,000	8
	“HighTower Advisors acquired WealthTrust in 2017.” Source: company website · checked Sep 4, 2026
22	Institutional Advisory Services GroupIndirect evidence	Chicago, IL, United StatesHQ checked Sep 4, 2026	11-50	7
	“Invest in your financial future with IASG.” Source: company website · checked Sep 4, 2026

Showing 22 of 90 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 Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 243 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Chicago, over 90 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 1,423 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 4, 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.

Investment advisory platforms by metro in the United States

Frequently asked

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

RevenueBase identified 90 investment advisory platforms 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?

Tastytrade, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most investment advisory platforms?

New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).

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 1,423 verified decision-maker contacts tracked across these 90 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 4, 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.