Company lists · Data refreshed October 2026

Top 25 Life insurance planning firms based in Chicago, United States

Name: Life insurance planning firms based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 17, 2026 68 companies tracked

RevenueBase identified 68 company matches for life insurance planning firms associated with Chicago, United States as of October 2026 and tracks 450 professional contacts across them, including 86 with verified work emails. Across the United States, Houston is the largest hub for this category (113 companies); Chicago has 68.

This list covers company matches for life insurance planning 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 October 17, 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 17, 2026 How this list was built

68Companies

450Contacts tracked

86Verified emails

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The 25 largest life insurance planning firms based in Chicago, United States

Ranked by team size

Top 25 of 68 company matches for life insurance planning firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 17, 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	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	25 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
2	LR Windsor	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	17 contacts →
	Exact match “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
3	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	12 contacts →
	Exact match “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
4	F.I.C. TAX & Accounting	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	11 contacts →
	Exact match “FIC is a financial firm that specializes in the fields of retirement, taxes and insurance services-Financial Retirement products; We offer 401(K) Rollovers, Traditional IRAs, SEP…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
5	Hunken Ewing Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	10 contacts →
	Exact match “The Hunken Ewing Financial Group was founded by the Hunken Family in 1940.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
6	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	9 contacts →
	Exact match “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
7	Pahlke & Pahlke Insurance Agency, INC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	7 contacts →
	Exact match “For nearly three decades, Pahlke & Pahlke has worked with businesses, individuals, and families to put together sensible, cost-effective insurance and benefits planning strategies.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
8	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	6 contacts →
	Exact match “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
9	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
10	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	5 contacts →
	Exact match “Steward Advisors is a family-focused financial planning and investment firm where our sole mission is to help families achieve their life-long dreams by making wise financial…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
11	Schultz Insurance Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Schultz Insurance Group is an independent insurance agency based in Chicago, IL, with the experience and ability to place coverage for a variety of clients.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
12	Pierce Insurance Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	201-500	4 contacts →
	Exact match “Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
13	Bloom Financial	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “What’s keeping you up at night about your financial future?” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
14	Diaz Insurance Agency	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	4 contacts →
	Exact match “Here to provide all your Insurance needs in Life, Auto, and Home, and Business to protect you and your family in all that matters.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
15	Purely Flourishing- Benefit Solutions	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Empowering self-employed, entrepreneurs, and small business owners with exceptional life and health insurance solutions.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
16	Stone Point Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Stone Point Financial Group is an independent life insurance planning firm specializing in custom solutions designed to help affluent individuals, corporate executives…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
17	Lauer Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “We are independent financial advisors who are passionate about helping our clients to achieve financial independence and maintain financial security for themselves and their loved…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
18	Hester Insurance Group LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	3 contacts →
	Exact match “Hester Insurance Group is an independent firm focused on creative risk management strategies that assist individual, family and institutional clients protect and build wealth…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
19	Pierce Business Consulting Services	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	51-200	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
20	Endow, INC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Our History Endow was formed in 1978 by its principals, Thomas L.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
21	Lestna	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Lestna Retirement is a financial planning firm focused on helping individuals and families protect their wealth, reduce taxes, and create a lasting legacy.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
22	Canady Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “In a lot of ways tradition financial planning has failed.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
23	Legacy Partners Insurance Group	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	2 contacts →
	Exact match “Legacy Partners Insurance Group was founded to help clients by having options and unique value adds.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
24	Alliant Retirement And Investment Services - Aris	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	11-50	1 contacts →
	Exact match “Alliant Retirement and Investment Services is a financial strategies program offering retirement, insurance and investment services to members and prospects of Alliant Credit…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase
25	Hightower & Boler, LLC	Exact match	Chicago, IL, United StatesHQ recorded Oct 17, 2026	1-10	1 contacts →
	Exact match “As the President and CEO of Hightower & Boler, Mr.” Recorded in the RevenueBase company graph · Oct 17, 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 “life insurance planning 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 68 life insurance planning firms based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Life insurance planning firms based in Chicago, United States at a glance

As of Oct 17, 2026

19.1%Verified-email coverage

6.6Average contacts per company

1-10Median size (employees)

Oct 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 68 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 “life insurance planning 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 86 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 17, 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.

Life insurance planning 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 “life insurance planning firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many life insurance planning firms are there based in Chicago, United States?

RevenueBase identified 68 company matches for life insurance planning firms 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?

North Star Investment Management Corporation 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 life insurance planning firms?

Houston leads the United States with 113 company records, followed by New York (101) and Dallas (100). Chicago has 68.

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 86 professional contacts with verified work emails tracked across these 68 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 17, 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.