Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Chicago, United States

Name: Millennial wealth management companies based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 79 companies tracked

RevenueBase identified 79 company matches for millennial wealth management companies associated with Chicago, United States as of September 2026 and tracks 30,534 professional contacts across them, including 6,435 with verified work emails. Across the United States, New York is the largest hub for this category (204 companies); Chicago has 79.

This list covers company matches for millennial wealth management companies 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 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 Sep 17, 2026 How this list was built

79Companies

30,534Contacts tracked

6,435Verified emails

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The 25 largest millennial wealth management companies based in Chicago, United States

Ranked by team size

Top 25 of 79 company matches for millennial wealth management companies based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 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	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	10001+	27,212 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
3	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Cresset	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	501-1,000	472 contacts →
	Exact match “Cresset is a firm built by clients, for clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
6	Vestgen Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	51-200	107 contacts →
	Exact match “At VestGen, we’re transforming succession planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
8	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	50 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
10	Uhlmann Price Securities, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Constellation Wealth Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	19 contacts →
	Exact match “Constellation Wealth Capital specializes in making tailored investments in well-positioned wealth management firms who want to add to their success and independence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Zuckerman Investment Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “From financial counseling to asset management, Zuckerman Investment Group is built with a singular purpose in mind: to be your family’s trusted, long-term partner.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Stenger Family Office	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	18 contacts →
	Exact match “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Permanent Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	17 contacts →
	Exact match “Permanent Capital Ventures \| We help founders build the go-to-market engine for enterprise scale.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Four OAK Financial	Exact match	Chicago, United StatesHQ recorded Sep 17, 2026	11-50	15 contacts →
	Exact match “Rooted In Growth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Chesley, Taft & Associates	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Chesley, Taft & Associates, LLC is an independent employee-owned investment management firm dedicated to serving the individual investment needs of its clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	12 contacts →
	Exact match “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “Optimum Investment Advisors is an independent financial advisory firm providing trusted investment management services and expertise to high-net worth individuals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Catalyst Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	9 contacts →
	Exact match “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Expressive Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Whether you’re investing for the first time, navigating complex tax laws, or planning your estate, we have the team to help you achieve your wealth goals with a holistic approach.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Verismo Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “At Verismo Financial, our name reflects our core philosophy: derived from the Latin word “Vero,” meaning truth, reality or fact, we embody these principles in every aspect of our…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Chicago Wealth Management, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “We are a private, independent investment and wealth management firm serving high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	CI Gofen And Glossberg Private Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	11-50	6 contacts →
	Exact match “Founded in 1932, Gofen and Glossberg provides investment guidance to individuals, families, foundations, endowments, companies and pension plans.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Slayton Lewis	Exact match	Chicago, IL, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “In a world of overwhelming investment choices, Slayton Lewis has a sole mission, to guide individual high net-worth clients through the maze of financial decisions, with a…” Recorded in the RevenueBase company graph · Sep 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 “millennial wealth management companies”. 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 79 millennial wealth management companies based in Chicago, United States

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Millennial wealth management companies based in Chicago, United States at a glance

As of Sep 17, 2026

21.1%Verified-email coverage

386.5Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

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 79 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 “millennial wealth management companies” 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 6,435 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 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.

Millennial wealth management companies 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in Chicago, United States?

RevenueBase identified 79 company matches for millennial wealth management companies 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?

Northern Trust 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 millennial wealth management companies?

New York leads the United States with 204 company records, followed by Atlanta (103) and Houston (83). Chicago has 79.

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 6,435 professional contacts with verified work emails tracked across these 79 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 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.