Company lists · Data refreshed September 2026

Top 25 Portfolio management firms based in Chicago, United States

Name: Portfolio management 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 20, 2026 146 companies tracked

RevenueBase identified 146 company matches for portfolio management firms associated with Chicago, United States as of September 2026 and tracks 7,079 professional contacts across them, including 2,616 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Chicago follows with 146.

This list covers company matches for portfolio management 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 20, 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 20, 2026 How this list was built

146Companies

7,079Contacts tracked

2,616Verified emails

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The 25 largest portfolio management firms based in Chicago, United States

Ranked by team size

Top 25 of 146 company matches for portfolio management firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Balyasny Asset Management L.P	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1,001-5,000	2,253 contacts →
	Exact match “Balyasny Asset Management (BAM) is a diversified global investment firm founded in 2001 by Dmitry Balyasny, Scott Schroeder, and Taylor O'Malley.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Northern Trust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	10001+	771 contacts →
	Exact match “Any successful wealth plan begins with a thorough discussion of your ambitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
4	Harris Oakmark	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	274 contacts →
	Exact match “Important disclosures.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Zacks Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	130 contacts →
	Exact match “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
7	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
8	Segall Bryant & Hamill	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	107 contacts →
	Exact match “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Great Lakes Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	51-200	76 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 20, 2026 · View company records in RevenueBase
10	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	69 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 20, 2026 · View company records in RevenueBase
11	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
12	AAM	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	55 contacts →
	Exact match “AAM is dedicated primarily to insurance asset management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Milliman Financial Risk Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1,001-5,000	53 contacts →
	Exact match “Hundreds of managed risk investments work collectively to bring fundamental risk management tools to institutions and individuals navigating financial markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
15	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
16	Dearborn Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	31 contacts →
	Exact match “Dearborn Partners is a leading independent investment management firm based in Chicago, Illinois.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	North Star Investment Management Corporation	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	26 contacts →
	Exact match “Guiding investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	OAK Ridge Investments	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	24 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 20, 2026 · View company records in RevenueBase
19	Uhlmann Price Securities, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
20	Embree Financial Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
21	Attucks Asset Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	17 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 20, 2026 · View company records in RevenueBase
22	AZA Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Pekin Hardy Strauss Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 2026	11-50	13 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 20, 2026 · View company records in RevenueBase
24	Derose Financial Planning Group	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 2026 · View company records in RevenueBase
25	Keebeck Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 20, 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 20, 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 “portfolio management 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 146 portfolio management firms based in Chicago, United States

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Portfolio management firms based in Chicago, United States at a glance

As of Sep 20, 2026

37.0%Verified-email coverage

48.5Average contacts per company

1-10Median size (employees)

Sep 20, 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

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 146 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 “portfolio management 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 2,616 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 20, 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.

Portfolio management 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Chicago, United States?

RevenueBase identified 146 company matches for portfolio management 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?

Balyasny Asset Management L.P 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119).

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 2,616 professional contacts with verified work emails tracked across these 146 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 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 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.