Company lists · Data refreshed September 2026

Top 25 Pension and retirement consulting firms based in Chicago, United States

Name: Pension and retirement 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 29, 2026 87 companies tracked

RevenueBase identified 87 pension and retirement consulting firms headquartered in Chicago, United States as of September 2026 and tracks 13,082 professional contacts across them, including 4,063 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Chicago has 87.

This list covers pension and retirement 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 29, 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 29, 2026 86% judged on-target in blind review

87Companies

13,082Contacts tracked

4,063Verified emails

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The 25 largest pension and retirement consulting firms based in Chicago, United States

Ranked by team size

Top 25 of 87 pension and retirement consulting firms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to pension and retirement 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	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1,001-5,000	575 contacts →
	Partial 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 29, 2026
2	October Three Consulting	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	201-500	178 contacts →
	Partial evidence “October Three Consulting, LLC is a full service actuarial, consulting and technology firm that is a leading force behind the reemergence of defined benefit plans across the…” Source: RevenueBase Database · checked Sep 29, 2026
3	Kovitz	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	201-500	110 contacts →
	Indirect evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 29, 2026
4	Private Vista, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	40 contacts →
	Partial evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 29, 2026
5	North Star Investment Management Corporation	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	26 contacts →
	Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 29, 2026
6	Embree Financial Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect 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 29, 2026
7	The Terry Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “Trusted Insight that Brings Clarity to Complexity.” Source: RevenueBase Database · checked Sep 29, 2026
8	LR Windsor	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Indirect evidence “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Source: RevenueBase Database · checked Sep 29, 2026
9	Promanage LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	501-1,000	17 contacts →
	Partial evidence “We help employees prepare for retirement and more with our solutions, which include The ProManage PROgram, Vision, and the financial wellness app, BeFine.” Source: RevenueBase Database · checked Sep 29, 2026
10	Derose Financial Planning Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	12 contacts →
	Indirect evidence “DeRose Financial Planning Group, located in the greater Chicago metropolitan area, is an award winning, nationally recognized financial planning & wealth management firm, helping…” Source: RevenueBase Database · checked Sep 29, 2026
11	Keebeck Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	12 contacts →
	Indirect evidence “Keebeck Wealth Management is a registered independent advisory firm (RIA) dedicated to working with corporate executives, private business owners, entrepreneurs, & their…” Source: RevenueBase Database · checked Sep 29, 2026
12	Palo Duro Investment Partners, LP	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	11 contacts →
	Indirect evidence “Investment Management specialists based in Chicago, IL” Source: RevenueBase Database · checked Sep 29, 2026
13	Shore Tompkins Actuarial Resources	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Partial evidence “Retirement Plan Solutions that Perform.” Source: RevenueBase Database · checked Sep 29, 2026
14	Retirement Learning Center	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “Grow your practice faster with personalized support, tailored solutions, and expert guidance.” Source: RevenueBase Database · checked Sep 29, 2026
15	Optimum Investment Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Indirect 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 29, 2026
16	Stride Financial	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Source: RevenueBase Database · checked Sep 29, 2026
17	F.I.C. TAX & Accounting	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
18	Stonebridge Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Partial evidence “At Stonebridge, we are absolutely PASSIONATE about all things retirement plans.” Source: RevenueBase Database · checked Sep 29, 2026
19	Financial Solutions Advisory Group, INC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “We deliver personalized wealth management and financial planning, helping clients navigate their pre-retirement years and retire with confidence, peace of mind, and financial…” Source: RevenueBase Database · checked Sep 29, 2026
20	WWM Investments, LLC Chicago, IL	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Partial evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 29, 2026
21	Sterling Edge Financial LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Source: RevenueBase Database · checked Sep 29, 2026
22	Steward Advisors, LLC Financial Planning And Investment Services	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect 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 29, 2026
23	Pierce Insurance Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	201-500	5 contacts →
	Partial evidence “Providing jobs during a time of uncertainty, income during retirement, security in your future, and a promise we’ve made to our community.” Source: RevenueBase Database · checked Sep 29, 2026
24	The Benefits Consulting Group, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “The Benefits Consulting Group assists employers in all matters relating to qualified retirement plans.” Source: RevenueBase Database · checked Sep 29, 2026
25	Peak Wealth Planning, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial 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 29, 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: pension and retirement 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 pension and retirement consulting firms.
Partial evidence: Its own public description names part of pension and retirement consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pension and retirement 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 87 pension and retirement consulting firms based in Chicago, United States

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Pension and retirement consulting firms based in Chicago, United States at a glance

As of Sep 29, 2026

31.1%Verified-email coverage

150.4Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

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 87 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 pension and retirement 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 “pension and retirement 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 pension and retirement 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 pension and retirement 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, 4,063 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 29, 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.

Pension and retirement 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 pension and retirement 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 pension and retirement consulting firms are there based in Chicago, United States?

RevenueBase identified 87 pension and retirement 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?

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

Which city in the United States has the most pension and retirement consulting firms?

New York leads the United States with 160 headquartered companies, followed by Houston (128) and Atlanta (101). Chicago has 87.

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 4,063 verified decision-maker contacts tracked across these 87 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 29, 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.