Company lists · Data refreshed September 2026

Top 25 Low-cost investment advisors based in Chicago, United States

Name: Low-cost investment advisors based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 50 companies tracked

RevenueBase identified 50 low-cost investment advisors headquartered in Chicago, United States as of September 2026 and tracks 313 professional contacts across them, including 164 with verified work emails. New York is the largest hub.

This list covers low-cost investment advisors 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 20, 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 20, 2026 86% judged on-target in blind review

50Companies

313Contacts tracked

164Verified emails

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The 25 largest low-cost investment advisors based in Chicago, United States

Ranked by team size

Top 25 of 50 low-cost investment advisors based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to low-cost investment advisors: 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	Kovitz	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 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 20, 2026
2	Embree Financial Group	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 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 20, 2026
3	Hummer Mower Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 20, 2026
4	CTS Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Partial evidence “CTS Financial Group (CTS) is a Chicago financial advisory and planning boutique that walks the walk by talking the talk, individually, with every client who comes through our…” Source: RevenueBase Database · checked Sep 20, 2026
5	Urban Financial Advisory Corporation	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 20, 2026
6	Optimum Investment Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 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 20, 2026
7	Bard Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “Bard Associates, Inc.” Source: RevenueBase Database · checked Sep 20, 2026
8	AMC Wealth Management, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Indirect evidence “Advice, Investing & More*” Source: RevenueBase Database · checked Sep 20, 2026
9	Steward Advisors, LLC Financial Planning And Investment Services	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
10	Serenity Wealth Management LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Serenity Wealth Management, we provide comprehensive financial planning services designed to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
11	Peak Wealth Planning, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth.” Source: RevenueBase Database · checked Sep 20, 2026
12	The Advisoryone Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Indirect evidence “Clients who benefit the most from our services understand something very important about their time and their money: to lead a more productive life with financial confidence, it…” Source: RevenueBase Database · checked Sep 20, 2026
13	Impact Financial	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “Impact Financial helps people optimize and simplify their finances through comprehensive financial services, tailored to each person's unique situation and goals.” Source: RevenueBase Database · checked Sep 20, 2026
14	First Capital Financial Concepts	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “First Capital Financial Concepts was founded with the goal of assisting our clients in every aspect of their financial lives.” Source: RevenueBase Database · checked Sep 20, 2026
15	Lauer Financial LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
16	Park Piedmont Advisors, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	3 contacts →
	Partial evidence “For every life stage, Park Piedmont Advisors offers fiduciary guidance that’s principled, personal, and practical.” Source: RevenueBase Database · checked Sep 20, 2026
17	Merino Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Merino Wealth Management was founded in 2016 by Chicago Financial Advisor Jessica Merino, CFP®.” Source: RevenueBase Database · checked Sep 20, 2026
18	Najarian Family Office, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Najarian Family Office, LLC is a company based out of CHICAGO, IL, United States.” Source: RevenueBase Database · checked Sep 20, 2026
19	Archiwealth	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.” Source: RevenueBase Database · checked Sep 20, 2026
20	Black & Essington Solutions, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Strong evidence “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Source: RevenueBase Database · checked Sep 20, 2026
21	Smart Wealth Strategies, INC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Indirect evidence “We don't believe in financial planning the way it is being sold to the American public.” Source: RevenueBase Database · checked Sep 20, 2026
22	Krebs Financial Management, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Krebs Financial offers an immersive client-advisor relationship where trust, transparency, and consistent communication are the pillars that lift you to your unique and empowering…” Source: RevenueBase Database · checked Sep 20, 2026
23	Mindful Money Financial Counsel, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “Mindful Money Financial Counsel is a Chicago-based firm offering fee-only, holistic financial planning and investment advice on a flat fee and hourly-as-needed basis.” Source: RevenueBase Database · checked Sep 20, 2026
24	Daly Investment Management LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Strong evidence “Daly Investment Management, LLC is a registered investment advisor that specializes in financial planning and portfolio management services.” Source: RevenueBase Database · checked Sep 20, 2026
25	Mindful Wealth LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	1 contacts →
	Partial evidence “MISSION \| VISION \| VALUES Mindful Wealth LLC provides comprehensive planning, balance sheet creation, investment analysis and thoughtful advice, resulting in financial clarity for…” Source: RevenueBase Database · checked Sep 20, 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: low-cost investment advisors. 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 low-cost investment advisors.
Partial evidence: Its own public description names part of low-cost investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name low-cost investment advisors. 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 50 low-cost investment advisors based in Chicago, United States

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Low-cost investment advisors based in Chicago, United States at a glance

As of Sep 20, 2026

52.4%Verified-email coverage

6.3Average contacts per company

1-10Median size (employees)

186.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

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 50 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 low-cost investment advisors, 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 “low-cost investment advisors”. 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 low-cost investment advisors), 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 low-cost investment advisors, 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, 164 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 20, 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.

Low-cost investment advisors 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 low-cost investment advisors, 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 low-cost investment advisors are there based in Chicago, United States?

RevenueBase identified 50 low-cost investment advisors 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?

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

Which city has the most low-cost investment advisors?

New York leads with 93 headquartered companies, followed by Houston (72) and San Diego (65).

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 164 verified decision-maker contacts tracked across these 50 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 20, 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.