Company lists · Data refreshed November 2026

Top 25 Portfolio optimization consultants based in Chicago, United States

Name: Portfolio optimization consultants based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 76 companies tracked

RevenueBase identified 76 company matches for portfolio optimization consultants associated with Chicago, United States as of November 2026 and tracks 15,726 professional contacts across them, including 6,414 with verified work emails. Across the United States, New York is the largest hub for this category (263 companies); Chicago follows with 76.

This list covers company matches for portfolio optimization consultants 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 November 6, 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 Nov 6, 2026 How this list was built

76Companies

15,726Contacts tracked

6,414Verified emails

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The 25 largest portfolio optimization consultants based in Chicago, United States

Ranked by team size

Top 25 of 76 company matches for portfolio optimization consultants based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Morningstar	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	10001+	11,549 contacts →
	Exact match “Morningstar, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Ycharts	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	205 contacts →
	Exact match “YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Zacks Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	144 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 · Nov 6, 2026 · View company records in RevenueBase
4	Aquatic Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	122 contacts →
	Exact match “Aquatic manages systematic investment strategies, combining a high-performance research and development platform with disciplined risk management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Teza Technologies	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	114 contacts →
	Exact match “Teza is a systematic quantitative investment manager.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Segall Bryant & Hamill	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	51-200	67 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 · Nov 6, 2026 · View company records in RevenueBase
7	KKM Financial	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	n/a	61 contacts →
	Exact match “KKM is a boutique investment solutions firm that creates research-based financial products.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	RCM Alternatives	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	52 contacts →
	Exact match “We help investors, asset managers, and brokers succeed in the alternative investment space.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Eqderivatives, INC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	29 contacts →
	Exact match “EQDerivatives helps ignite hard-to-access relationships and provides a content and networking platform that concentrates investment strategy and helps set your product roadmap.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Hull Tactical Asset Allocation Htaa	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	29 contacts →
	Exact match “Hull Tactical (HTAA, LLC) is a Registered Investment Advisor founded in 2013 focusing on quantitative asset management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	XA Investments LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	21 contacts →
	Exact match “XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Taiber Kosmala And Associates, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	20 contacts →
	Exact match “As an independent investment consulting firm advising $15 billion in client assets, Taiber Kosmala & Associates creates and implements custom investment programs for institutional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Cedar Street Asset Management LLC	Exact match	Chicago, United StatesHQ recorded Nov 6, 2026	1-10	18 contacts →
	Exact match “Cedar Street Asset Management LLC is an independent value-oriented investment management firm spanning global markets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Attucks Asset Management, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	16 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 · Nov 6, 2026 · View company records in RevenueBase
15	Adeptyx	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	14 contacts →
	Exact match “Adeptyx exclusive focus is helping firms in the Asset/Wealth Management Industry increase efficiency and reduce risk through improved business flow, processes and systems.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Ativo Capital Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	13 contacts →
	Exact match “Choose Wisely™ - that's Ativo's approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Astor Investment Management LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Palo Duro Investment Partners, LP	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Investment Management specialists based in Chicago, IL” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Springtide Partners	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “SpringTide is a boutique investment research, consulting and management firm dedicated to delivering forward-thinking investment solutions for family offices, advisers and…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	SRB Capital Management, INC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	8 contacts →
	Exact match “SRB Capital Management is a Chicago-based investment and consulting firm dedicated to providing our clients with personal support in the global futures and options market place.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Equity Armor Investments, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Equity Armor Investments, LLC (EAI) was created with the vision to offer an opportunity for a unique collaboration between market professionals and clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Institutional Advisory Services Group	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	11-50	6 contacts →
	Exact match “Invest in your financial future with IASG.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Greenrock Research	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Founded in 1996, Greenrock Research is a registered investment research firm serving the RIA community.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Savoie Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Savoie Capital LLC oversees investments for family offices and institutional investors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Kruse Asset Management	Exact match	Chicago, IL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Delivering a wealth of services, KAM provides calculated investment strategy with personal attention that remains rare.” Recorded in the RevenueBase company graph · Nov 6, 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 optimization consultants”. 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 76 portfolio optimization consultants based in Chicago, United States

See the full list, filter by size, metro and specialty, and access 6,414 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Portfolio optimization consultants based in Chicago, United States at a glance

As of Nov 6, 2026

40.8%Verified-email coverage

206.9Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

1,001-5,000

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 76 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 optimization consultants” 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 6,414 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 November 6, 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 optimization consultants 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 optimization consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio optimization consultants are there based in Chicago, United States?

RevenueBase identified 76 company matches for portfolio optimization consultants associated with Chicago, United States as of November 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?

Morningstar 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 optimization consultants?

New York leads the United States with 263 company records, followed by Chicago (76) and Boston (64).

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 6,414 professional contacts with verified work emails tracked across these 76 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 November 6, 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.