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Fmi Financial

FMI Financial is a financial advisory and investment firm based in Oak Brook, Illinois.

Financial Services
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Headquarters
Oak Brook, Illinois, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2018Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
22 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Fmi Financial do?

FMI states that it has no affiliates with other financial firms and operates without external incentives. The firm serves people facing financial challenges, especially those experiencing major life transitions.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

FMI works with clients at all stages of wealth creation, with an approach tailored to high-net-worth clients.

What the business offers

Services & capabilities.

Investment management

The firm addresses market risk and portfolio value in its investment management offering.

Source: LinkedIn company description · Retrieved October 13, 2026

College planning

The offering addresses goal-setting, expectations, and identifying funding sources.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWFmi Financial listed #6 on Retirement plan advisors, September 20, 2026Open the published source list.
Fmi Financial

#6 Retirement plan advisors

Snapshot: September 20, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026 and September 28, 2026. How the company lists are built.

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