Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Chicago, United States

Name: Investment management consulting 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 21, 2026 216 companies tracked

RevenueBase identified 216 company matches for investment management consulting firms associated with Chicago, United States as of September 2026 and tracks 5,069 professional contacts across them, including 2,373 with verified work emails. Across the United States, New York is the largest hub for this category (709 companies); Chicago follows with 216.

This list covers company matches for investment management consulting 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 21, 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 21, 2026 How this list was built

216Companies

5,069Contacts tracked

2,373Verified emails

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The 25 largest investment management consulting firms based in Chicago, United States

Ranked by team size

Top 25 of 216 company matches for investment management consulting firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Lincoln International	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1,001-5,000	1,489 contacts →
	Exact match “Lincoln International, Inc.(NYSE: LCLN) is a trusted investment banking advisor to business owners and senior executives of leading private equity firms and their portfolio…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	PPM America, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	201-500	292 contacts →
	Exact match “PPM America, Inc.(PPM) is a client-focused investment manager.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Portage Point Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	201-500	173 contacts →
	Exact match “Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Marquette Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	151 contacts →
	Exact match “Marquette Associates provides our clients with independent and thoughtful investment guidance.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
7	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
8	Ocean Tomo, A Part Of J.S. Held	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	87 contacts →
	Exact match “Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
10	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	51-200	62 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	AAM	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	55 contacts →
	Exact match “AAM is dedicated primarily to insurance asset management.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	RCM Alternatives	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	55 contacts →
	Exact match “We help investors, asset managers, and brokers succeed in the alternative investment space.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Houlihan Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	53 contacts →
	Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Bronswick Benjamin P.C	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	42 contacts →
	Exact match “Bronswick Benjamin does not see your business or you as a series of tasks.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
16	XMS Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	39 contacts →
	Exact match “XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	38 contacts →
	Exact match “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Fourstar Wealth Advisors LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
19	Dearborn Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	31 contacts →
	Exact match “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	26 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Chicago Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	1-10	20 contacts →
	Exact match “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	XA Investments LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match “XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Taiber Kosmala And Associates, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
25	Attucks Asset Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 21, 2026	11-50	17 contacts →
	Exact match “Attucks is a MBE-certified registered investment advisor focused on managing multi-manager investment portfolios for institutional investors through extensive investment research…” Recorded in the RevenueBase company graph · Sep 21, 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 management consulting 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 216 investment management consulting firms based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 2,373 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management consulting firms based in Chicago, United States at a glance

As of Sep 21, 2026

46.8%Verified-email coverage

23.5Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

132

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 216 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 management consulting 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 2,373 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 21, 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 management consulting 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management consulting firms are there based in Chicago, United States?

RevenueBase identified 216 company matches for investment management consulting 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?

Lincoln International 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 management consulting firms?

New York leads the United States with 709 company records, followed by Chicago (216) and Atlanta (190).

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 2,373 professional contacts with verified work emails tracked across these 216 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 21, 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.