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 company matches for pension and retirement consulting firms associated with 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 (162 companies); Chicago has 87.

This list covers company matches for pension and retirement consulting 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 September 29, 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 29, 2026 How this list was built

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 company matches for pension and retirement consulting firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
2	October Three Consulting	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	201-500	178 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	201-500	110 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 29, 2026 · View company records in RevenueBase
4	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	40 contacts →
	Exact match “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	26 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	17 contacts →
	Exact match “EMBREE FINANCIAL Group is an independent, fiduciary-driven registered investment advisory firm headquartered in downtown Chicago and serving clients nationwide.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	The Terry Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	17 contacts →
	Exact match “Trusted Insight that Brings Clarity to Complexity.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	LR Windsor	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
9	Promanage LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	501-1,000	17 contacts →
	Exact match “We help employees prepare for retirement and more with our solutions, which include The ProManage PROgram, Vision, and the financial wellness app, BeFine.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
11	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	11 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Shore Tompkins Actuarial Resources	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Retirement Plan Solutions that Perform.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Retirement Learning Center	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	10 contacts →
	Exact match “Grow your practice faster with personalized support, tailored solutions, and expert guidance.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Optimum Investment Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
16	Stride Financial	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
17	F.I.C. TAX & Accounting	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	9 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 · Sep 29, 2026 · View company records in RevenueBase
18	Stonebridge Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	7 contacts →
	Exact match “At Stonebridge, we are absolutely PASSIONATE about all things retirement plans.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Financial Solutions Advisory Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
20	WWM Investments, LLC Chicago, IL	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 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 · Sep 29, 2026 · View company records in RevenueBase
21	Sterling Edge Financial LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	6 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 · Sep 29, 2026 · View company records in RevenueBase
22	Steward Advisors, LLC Financial Planning And Investment Services	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	6 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 · Sep 29, 2026 · View company records in RevenueBase
23	Pierce Insurance Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	201-500	5 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 · Sep 29, 2026 · View company records in RevenueBase
24	The Benefits Consulting Group, INC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “The Benefits Consulting Group assists employers in all matters relating to qualified retirement plans.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Peak Wealth Planning, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1-10	5 contacts →
	Exact match “Peak Wealth Planning assists those who are nearing retirement to determine the lifestyle you can maintain from accumulated wealth.” Recorded in the RevenueBase company graph · Sep 29, 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 “pension and retirement consulting 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 87 pension and retirement consulting firms based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 4,063 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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

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 “pension and retirement consulting 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 4,063 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 29, 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.

Pension and retirement consulting 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 “pension and retirement consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 87 company matches for pension and retirement consulting firms 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?

Hightower Advisors 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 pension and retirement consulting firms?

New York leads the United States with 162 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 4,063 professional contacts with verified work emails tracked across these 87 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 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 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.