Company lists · Data refreshed September 2026

Top 25 Personal finance consultants based in Chicago, United States

Name: Personal finance consultants 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 86 companies tracked

RevenueBase identified 86 personal finance consultants headquartered in Chicago, United States as of September 2026 and tracks 335 professional contacts across them, including 158 with verified work emails. New York is the largest hub.

This list covers personal finance consultants 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

86Companies

335Contacts tracked

158Verified emails

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The 25 largest personal finance consultants based in Chicago, United States

Ranked by team size

Top 25 of 86 personal finance consultants 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 personal finance consultants: 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	Private Vista, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	40 contacts →
	Indirect evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 20, 2026
2	Embree Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Partial 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	Derose Financial Planning Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Partial 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 20, 2026
4	Keebeck Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 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 20, 2026
5	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
6	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
7	Optimum Investment Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial 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
8	Catalyst Planning Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	9 contacts →
	Partial evidence “We provide financial planning and wealth management services to entrepreneurs, executives, and decision makers across the country.” Source: RevenueBase Database · checked Sep 20, 2026
9	Mediqus Asset Advisors, INC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	9 contacts →
	Indirect evidence “For doctors, the demands of your career and life as a doctor are unique.” Source: RevenueBase Database · checked Sep 20, 2026
10	Verismo Financial	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	8 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
11	Wealthtrust, A Hightower Advisors Company	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	501-1,000	8 contacts →
	Indirect evidence “HighTower Advisors acquired WealthTrust in 2017.” Source: RevenueBase Database · checked Sep 20, 2026
12	Financial Solutions Advisory Group, INC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Strong 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 20, 2026
13	WWM Investments, LLC Chicago, IL	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 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 20, 2026
14	Sterling Edge Financial LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial evidence “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Source: RevenueBase Database · checked Sep 20, 2026
15	Steward Advisors, LLC Financial Planning And Investment Services	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	6 contacts →
	Partial 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
16	Serenity Wealth Management LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial 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
17	The Change Advisory Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Achieve your unique financial goals with our dynamic investment planning.” Source: RevenueBase Database · checked Sep 20, 2026
18	The Advisoryone Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial 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
19	First Capital Financial Concepts	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial 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
20	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
21	Bloom Financial	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Partial evidence “What’s keeping you up at night about your financial future?” Source: RevenueBase Database · checked Sep 20, 2026
22	Nine TEN Capital Management LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “NINE TEN CAPITAL MANAGEMENT LLC is a registered investment advisor based out of Chicago, IL, United States.” Source: RevenueBase Database · checked Sep 20, 2026
23	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
24	Bayworth Capital	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	3 contacts →
	Indirect evidence “WHO WE SERVE We work primarily with a select group of successful professionals and business owners who among other things strive for a work optional lifestyle OUR CLIENTS NEEDS…” Source: RevenueBase Database · checked Sep 20, 2026
25	Milestone Money	Partial evidence	Chicago, IL, United StatesHQ checked Sep 20, 2026	1-10	2 contacts →
	Partial evidence “Life is full of financial milestones.” 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: personal finance consultants. 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 personal finance consultants.
Partial evidence: Its own public description names part of personal finance consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal finance consultants. 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 86 personal finance consultants based in Chicago, United States

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Personal finance consultants based in Chicago, United States at a glance

As of Sep 20, 2026

47.2%Verified-email coverage

3.9Average contacts per company

1-10Median size (employees)

209.3%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 86 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 personal finance consultants, 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 “personal finance consultants”. 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 personal finance consultants), 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 personal finance consultants, 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, 158 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.

Personal finance consultants 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 personal finance consultants, 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 personal finance consultants are there based in Chicago, United States?

RevenueBase identified 86 personal finance consultants 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?

Private Vista, LLC, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most personal finance consultants?

New York leads with 180 headquartered companies, followed by Atlanta (129) and Houston (122).

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 158 verified decision-maker contacts tracked across these 86 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.