Company lists · Data refreshed September 2026

Top 25 Mutual funds companies based in Chicago, United States

RevenueBase identified 53 company matches for mutual funds companies associated with Chicago, United States as of September 2026 and tracks 1,779 professional contacts across them, including 541 with verified work emails. Across the United States, New York is the largest hub for this category (173 companies); Chicago has 53.

This list covers company matches for mutual funds 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 19, 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 19, 2026 How this list was built
53Companies
1,779Contacts tracked
541Verified emails
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The 25 largest mutual funds companies based in Chicago, United States

Ranked by team size
Top 25 of 53 company matches for mutual funds companies based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202651-200274 contacts →

Exact match

“Important disclosures.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202651-200189 contacts →

Exact match

“Ariel Investments is a premier, boutique asset management firm, with three primary lines of business: Ariel Investments, LLC, Ariel Alternatives, LLC, and Project Level Management…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchChicago, IL, United StatesHQ recorded Sep 19, 2026201-500110 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 19, 2026 · View company records in RevenueBase
4Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202651-20076 contacts →

Exact match

“Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-5069 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 19, 2026 · View company records in RevenueBase
6Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-5024 contacts →

Exact match

“ABOUT OAK RIDGE INVESTMENTS: Oak Ridge Investments, LLC, is an investment management firm headquartered in Chicago.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-5017 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 19, 2026 · View company records in RevenueBase
8Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-1015 contacts →

Exact match

“Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-5013 contacts →

Exact match

“Founded in 1990, Pekin Hardy Strauss Wealth Management is a leading independent investment adviser that offers wealth management services and that serves as the adviser to a…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-1012 contacts →

Exact match

“HMA is founded on the principles of sound advice and excellent service.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-5012 contacts →

Exact match

“Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-1011 contacts →

Exact match

“Gore Creek Asset Management is an asset manager.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-1011 contacts →

Exact match

“Investment Management specialists based in Chicago, IL”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-5010 contacts →

Exact match

“JHL Capital Group is a registered investment adviser founded in 2006.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-109 contacts →

Exact match

“Bard Associates, Inc.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-109 contacts →

Exact match

“Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-508 contacts →

Exact match

“InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-107 contacts →

Exact match

“STUDIO is an investment advisor based in Chicago.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-104 contacts →

Exact match

“Riverbend Capital Advisors is a boutique investment firm focused on the municipal bond market at a time when there has never been more of a need for specialization in this asset…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-504 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchChicago, IL, United StatesHQ recorded Sep 19, 202611-503 contacts →

Exact match

“Orchard Capital Management offers a platform of related investment management products and services including separate accounts, a registered fund, and alternative asset vehicles.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Ziv Investment is a Chicago Investment Firm with primary focus on idividual and institutional wealth management strategies.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Marlton LLC is an investment firm based in Chicago, Illinois.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-103 contacts →

Exact match

“Our approach to investing focuses on capital preservation and wealth creation.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchChicago, IL, United StatesHQ recorded Sep 19, 20261-102 contacts →

Exact match

“Our firm’s name - Archiwealth - reflects our mission: to serve as the guiding architects on the journey to building your wealth.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 53 mutual funds companies based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 541 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Mutual funds companies based in Chicago, United States at a glance

As of Sep 19, 2026
30.4%Verified-email coverage
33.6Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
15
51-200
8
201-500
2

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 53 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 “mutual funds 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 541 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 19, 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.

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 “mutual funds companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many mutual funds companies are there based in Chicago, United States?

RevenueBase identified 53 company matches for mutual funds 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?

Harris Oakmark 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 mutual funds companies?

New York leads the United States with 173 company records, followed by Dallas (54) and Chicago (53).

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 541 professional contacts with verified work emails tracked across these 53 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 19, 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.