Company lists · Data refreshed September 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 Sep 14, 2026 91 companies tracked

RevenueBase identified 91 investment advisory platforms headquartered in Chicago, United States as of September 2026 and tracks 13,914 professional contacts across them, including 6,890 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 14, 2026 86% judged on-target in blind review

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 investment advisory platforms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment advisory platforms: 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	Morningstar	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	10001+	11,150 contacts →
	Indirect evidence “Morningstar, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
2	Enfusion NOW Cwan	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	5,001-10,000	818 contacts →
	Strong evidence “Clearwater Analytics (NYSE: CWAN), now including Enfusion, is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional…” Source: RevenueBase Database · checked Sep 14, 2026
3	The Mather Group, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	221 contacts →
	Partial evidence “You don’t get one advisor, you get The Mather Group.” Source: RevenueBase Database · checked Sep 14, 2026
4	Tastytrade	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	201-500	189 contacts →
	Indirect evidence “Here at tastytrade Inc.(previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own.” Source: RevenueBase Database · checked Sep 14, 2026
5	Ycharts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	183 contacts →
	Partial evidence “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Source: RevenueBase Database · checked Sep 14, 2026
6	M1	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	174 contacts →
	Partial evidence “M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Source: RevenueBase Database · checked Sep 14, 2026
7	Geowealth	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	140 contacts →
	Strong evidence “GeoWealth is the advisor driven, tech enabled Turnkey Asset Management Platform (TAMP) built specifically to serve Registered Investment Advisors (RIAs).” Source: RevenueBase Database · checked Sep 14, 2026
8	Halo Investing	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	120 contacts →
	Strong evidence “Halo Investing is an award-winning technology platform that disrupts the use of protective investment solutions worldwide.” Source: RevenueBase Database · checked Sep 14, 2026
9	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	201-500	110 contacts →
	Partial evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 14, 2026
10	Advyzon	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	108 contacts →
	Partial evidence “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: RevenueBase Database · checked Sep 14, 2026
11	Practifi	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	81 contacts →
	Indirect evidence “Practifi is the only intelligent CRM built specifically for wealth management firms.” Source: RevenueBase Database · checked Sep 14, 2026
12	Altair Advisers	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	77 contacts →
	Strong evidence “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Source: RevenueBase Database · checked Sep 14, 2026
13	Fourstar Wealth Advisors LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	32 contacts →
	Indirect evidence “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Source: RevenueBase Database · checked Sep 14, 2026
14	Tradingblock	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	26 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 14, 2026
15	Chicago Capital, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	20 contacts →
	Indirect evidence “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Source: RevenueBase Database · checked Sep 14, 2026
16	Embree Financial Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	17 contacts →
	Strong evidence “EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.” Source: RevenueBase Database · checked Sep 14, 2026
17	Nextcapital	Partial evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	51-200	15 contacts →
	Partial evidence “NextCapital is the leader in digital advice platforms, providing solutions designed to help everyone retire successfully.” Source: RevenueBase Database · checked Sep 14, 2026
18	AZA Capital Management	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	15 contacts →
	Strong evidence “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Source: RevenueBase Database · checked Sep 14, 2026
19	Sound Advice	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	14 contacts →
	Indirect evidence “Sound Advice is a mobile app designed for the next generation of wealth-builders.” Source: RevenueBase Database · checked Sep 14, 2026
20	Hummer Mower Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	12 contacts →
	Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 14, 2026
21	Wavvest	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	11 contacts →
	Strong evidence “Wavvest is the platform powering the next generation of independent financial advisors and their clients.” Source: RevenueBase Database · checked Sep 14, 2026
22	Wealthblock	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Strong evidence “WealthBlock provides private investment firms with a tailored platform that integrates seamlessly with existing systems, streamlining complex workflows like investor onboarding…” Source: RevenueBase Database · checked Sep 14, 2026
23	Optimum Investment Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	11-50	9 contacts →
	Strong evidence “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Source: RevenueBase Database · checked Sep 14, 2026
24	Bard Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “Bard Associates, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
25	Fortaleza Asset Management, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Strong evidence “Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.” Source: RevenueBase Database · checked Sep 14, 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: investment advisory platforms. 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 investment advisory platforms.
Partial evidence: Its own public description names part of investment advisory platforms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment advisory platforms. 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 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 Sep 14, 2026

49.5%Verified-email coverage

152.9Average contacts per company

1-10Median size (employees)

268.1%Largest-city concentration · New York

Sep 14, 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

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 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 “investment advisory platforms”. 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 investment advisory platforms), 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 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 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, 6,890 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 14, 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

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

RevenueBase identified 91 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?

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

Which city has the most investment advisory platforms?

New York leads with 244 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 6,890 verified decision-maker contacts tracked across these 91 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 14, 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.