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 investment management consulting firms headquartered in Chicago, United States as of September 2026 and tracks 5,069 professional contacts across them, including 2,373 with verified work emails. New York is the largest hub.

This list covers investment management consulting firms 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 21, 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 21, 2026 86% judged on-target in blind review

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 investment management consulting firms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to investment management consulting firms: 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	Lincoln International	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	1,001-5,000	1,489 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
2	Hightower Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	1,001-5,000	575 contacts →
	Strong evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 21, 2026
3	PPM America, INC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	201-500	292 contacts →
	Partial evidence “PPM America, Inc.(PPM) is a client-focused investment manager.” Source: RevenueBase Database · checked Sep 21, 2026
4	Portage Point Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	201-500	173 contacts →
	Strong evidence “Portage Point is a business advisory, interim management and investment banking firm intensely focused on the middle market.” Source: RevenueBase Database · checked Sep 21, 2026
5	Marquette Associates	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	151 contacts →
	Partial evidence “Marquette Associates provides our clients with independent and thoughtful investment guidance.” Source: RevenueBase Database · checked Sep 21, 2026
6	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 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 21, 2026
7	Rothschild Wealth Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	110 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
8	Ocean Tomo, A Part Of J.S. Held	Strong evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	87 contacts →
	Strong evidence “Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets…” Source: RevenueBase Database · checked Sep 21, 2026
9	Arete Wealth	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	69 contacts →
	Partial evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 21, 2026
10	Chicago Partners Wealth Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	51-200	62 contacts →
	Indirect evidence “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Source: RevenueBase Database · checked Sep 21, 2026
11	AAM	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	55 contacts →
	Partial evidence “AAM is dedicated primarily to insurance asset management.” Source: RevenueBase Database · checked Sep 21, 2026
12	RCM Alternatives	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	55 contacts →
	Partial evidence “We help investors, asset managers, and brokers succeed in the alternative investment space.” Source: RevenueBase Database · checked Sep 21, 2026
13	Houlihan Capital	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	53 contacts →
	Partial evidence “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Source: RevenueBase Database · checked Sep 21, 2026
14	Bronswick Benjamin P.C	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	42 contacts →
	Indirect evidence “Bronswick Benjamin does not see your business or you as a series of tasks.” Source: RevenueBase Database · checked Sep 21, 2026
15	Private Vista, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	40 contacts →
	Indirect evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 21, 2026
16	XMS Capital Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	39 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 21, 2026
17	Vestor Capital, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	38 contacts →
	Indirect evidence “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Source: RevenueBase Database · checked Sep 21, 2026
18	Fourstar Wealth Advisors LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 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 21, 2026
19	Dearborn Partners	Strong evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	31 contacts →
	Strong evidence “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 21, 2026
20	North Star Investment Management Corporation	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	26 contacts →
	Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 21, 2026
21	Chicago Capital, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	1-10	20 contacts →
	Indirect evidence “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Source: RevenueBase Database · checked Sep 21, 2026
22	XA Investments LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	19 contacts →
	Strong evidence “XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Source: RevenueBase Database · checked Sep 21, 2026
23	Taiber Kosmala And Associates, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	18 contacts →
	Strong evidence “As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Source: RevenueBase Database · checked Sep 21, 2026
24	Embree Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	17 contacts →
	Partial 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 21, 2026
25	Attucks Asset Management, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 21, 2026	11-50	17 contacts →
	Partial evidence “Attucks is a MBE-certified registered investment advisor focused on managing multi-manager investment portfolios for institutional investors through extensive investment research…” Source: RevenueBase Database · checked Sep 21, 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 management consulting firms. 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 management consulting firms.
Partial evidence: Its own public description names part of investment management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment management consulting firms. 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 216 investment management consulting firms based in Chicago, United States

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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)

315.3%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment management consulting firms, 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 management consulting firms”. 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 management consulting firms), 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 management consulting firms, 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, 2,373 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 21, 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 management consulting firms 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 management consulting firms, 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 management consulting firms are there based in Chicago, United States?

RevenueBase identified 216 investment management consulting firms 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?

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

Which city has the most investment management consulting firms?

New York leads with 681 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 2,373 verified decision-maker contacts tracked across these 216 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 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 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.