Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Chicago, United States

Name: Retirement planning companies based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 150 companies tracked

RevenueBase identified 150 retirement planning companies headquartered in Chicago, United States as of September 2026 and tracks 24,610 professional contacts across them, including 6,455 with verified work emails. New York is the largest hub.

This list covers retirement planning companies 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 19, 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 19, 2026 86% judged on-target in blind review

150Companies

24,610Contacts tracked

6,455Verified emails

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The 25 largest retirement planning companies based in Chicago, United States

Ranked by team size

Top 25 of 150 retirement planning companies based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to retirement planning companies: 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	Bankers Life	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1,001-5,000	10,338 contacts →
	Partial evidence “Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement.” Source: RevenueBase Database · checked Sep 19, 2026
2	Hightower Advisors	Strong evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1,001-5,000	575 contacts →
	Strong evidence “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Source: RevenueBase Database · checked Sep 19, 2026
3	BMO Wealth Management - U.S	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	5,001-10,000	534 contacts →
	Indirect evidence “At BMO Wealth Management, you and your family are at the center of our approach.” Source: RevenueBase Database · checked Sep 19, 2026
4	October Three Consulting	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	201-500	178 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
5	Kovitz	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	201-500	110 contacts →
	Indirect evidence “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Source: RevenueBase Database · checked Sep 19, 2026
6	Rothschild Wealth Partners	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	110 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026
7	Altair Advisers	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	77 contacts →
	Partial evidence “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Source: RevenueBase Database · checked Sep 19, 2026
8	Chicago Partners Wealth Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	51-200	62 contacts →
	Indirect evidence “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Source: RevenueBase Database · checked Sep 19, 2026
9	Private Vista, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Partial evidence “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Source: RevenueBase Database · checked Sep 19, 2026
10	Stenger Family Office	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Indirect evidence “Stenger Family Office is an independent, fiduciary wealth management firm with offices in Chicago, IL, Naperville, IL, Spring, TX, and Baton Rouge, LA.” Source: RevenueBase Database · checked Sep 19, 2026
11	Embree Financial Group	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect 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 19, 2026
12	LR Windsor	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	17 contacts →
	Indirect evidence “Mission: Developing strong, trusting partnerships with every client to best protect their ever-changing needs.” Source: RevenueBase Database · checked Sep 19, 2026
13	Promanage LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	501-1,000	17 contacts →
	Partial evidence “We help employees prepare for retirement and more with our solutions, which include The ProManage PROgram, Vision, and the financial wellness app, BeFine.” Source: RevenueBase Database · checked Sep 19, 2026
14	AZA Capital Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	15 contacts →
	Indirect evidence “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026
15	Retirement Solutions Advisors, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	13 contacts →
	Partial evidence “We help Entrepreneurial Businesses capture and grow wealth faster by unlocking economic power through strategic retirement plan design.” Source: RevenueBase Database · checked Sep 19, 2026
16	Derose Financial Planning Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 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 19, 2026
17	Keebeck Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 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 19, 2026
18	Hummer Mower Associates	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	12 contacts →
	Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 19, 2026
19	CTS Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 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 19, 2026
20	Palo Duro Investment Partners, LP	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Indirect evidence “Investment Management specialists based in Chicago, IL” Source: RevenueBase Database · checked Sep 19, 2026
21	Urban Financial Advisory Corporation	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Partial evidence “Urban Financial Advisory Corporation (UFAC), founded in 1990, is an independent financial planning and investment advisory firm located in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 19, 2026
22	Shore Tompkins Actuarial Resources	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	10 contacts →
	Partial evidence “Retirement Plan Solutions that Perform.” Source: RevenueBase Database · checked Sep 19, 2026
23	Optimum Investment Advisors	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	11-50	9 contacts →
	Indirect 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 19, 2026
24	Stride Financial	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Partial evidence “STRIDE Financial is a full service financial services brokerage specializing in comprehensive, holistic financial planning.” Source: RevenueBase Database · checked Sep 19, 2026
25	Catalyst Planning Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 19, 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 19, 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: retirement planning companies. 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 retirement planning companies.
Partial evidence: Its own public description names part of retirement planning companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name retirement planning companies. 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 150 retirement planning companies based in Chicago, United States

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Retirement planning companies based in Chicago, United States at a glance

As of Sep 19, 2026

26.2%Verified-email coverage

164.1Average contacts per company

1-10Median size (employees)

161.3%Largest-city concentration · New York

Sep 19, 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 150 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 retirement planning companies, 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 “retirement planning companies”. 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 retirement planning companies), 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 retirement planning companies, 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, 6,455 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 19, 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.

Retirement planning companies 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 retirement planning companies, 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 retirement planning companies are there based in Chicago, United States?

RevenueBase identified 150 retirement planning companies 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?

Bankers Life, headquartered in Chicago, tops this list with the largest team on record.

Which city has the most retirement planning companies?

New York leads with 242 headquartered companies, followed by Houston (179) and Atlanta (157).

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 6,455 verified decision-maker contacts tracked across these 150 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 19, 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.