Company lists · Data refreshed September 2026
Top 25 Stock portfolio companies based in Chicago, United States
RevenueBase identified 70 stock portfolio companies headquartered in Chicago, United States as of September 2026 and tracks 1,161 professional contacts across them, including 488 with verified work emails. New York is the largest hub.
This list covers stock portfolio 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.
The 25 largest stock portfolio companies based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 130 contacts → | ||||
Indirect evidence “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 92 contacts → | ||||
Indirect evidence “Driehaus Capital Management LLC is a privately held investment management boutique based in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 76 contacts → | ||||
Indirect evidence “Founded in 1981, Great Lakes Advisors® is headquartered in Chicago, Illinois with offices in Tampa, FL and Stamford, CT.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 69 contacts → | ||||
Indirect evidence “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 54 contacts → | ||||
Indirect evidence “Kingsway Financial Services (“Kingsway”) is a publicly traded holding company that trades on the NYSE under the ticker “KFS.” Kingsway aspires to compound intrinsic value per…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 26 contacts → | ||||
Indirect evidence “Guiding investors.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 24 contacts → | ||||
Indirect evidence “ABOUT OAK RIDGE INVESTMENTS: Oak Ridge Investments, LLC, is an investment management firm headquartered in Chicago.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 23 contacts → | ||||
Indirect evidence “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 20 contacts → | ||||
Indirect evidence “Chicago Capital (Chi-Cap): Established, Experienced, Dependable, Responsive.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Partial evidence “Attucks is a MBE-certified registered investment advisor focused on managing multi-manager investment portfolios for institutional investors through extensive investment research…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 17 contacts → | ||||
Indirect evidence “Permanent Capital Ventures | We help founders build the go-to-market engine for enterprise scale.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 15 contacts → | ||||
Indirect evidence “Founded in 1997, AZA Capital Management is a boutique, independent investment advisory firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 13 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 12 contacts → | ||||
Indirect evidence “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 11 contacts → | ||||
Indirect evidence “Gore Creek Asset Management is an asset manager.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 11 contacts → | ||||
Indirect evidence “Investment Management specialists based in Chicago, IL” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Indirect evidence “Bard Associates, Inc.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 9 contacts → | ||||
Indirect evidence “Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Indirect evidence “InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 23 | 8 contacts → | ||||
Indirect evidence “BlueSpruce Investments, LP is an investment management firm with a primary focus on investment opportunities in the business services, consumer, financial technology / asset…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 24 | 8 contacts → | ||||
Indirect evidence “HighTower Advisors acquired WealthTrust in 2017.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 25 | 7 contacts → | ||||
Indirect evidence “STUDIO is an investment advisor based in Chicago.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
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: stock portfolio 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 stock portfolio companies.
- Partial evidence
- Its own public description names part of stock portfolio companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name stock portfolio 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 70 stock portfolio companies based in Chicago, United States
See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 488 reachable decision-makers.
Free signup · no credit card
Stock portfolio companies based in Chicago, United States at a glance
As of Sep 19, 2026Companies by employee count
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 70 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 stock portfolio 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 “stock portfolio 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 stock portfolio 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 stock portfolio 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, 488 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.
Stock portfolio companies by metro in the United States
- Stock portfolio companies in New York235
- Stock portfolio companies in Chicago70
- Stock portfolio companies in Boston68
- Stock portfolio companies in Dallas67
- Stock portfolio companies in San Francisco64
- Stock portfolio companies in Atlanta59
- Stock portfolio companies in Miami50
- Stock portfolio companies in San Diego48
- Stock portfolio companies in Houston45
- Stock portfolio companies in Austin44
- Stock portfolio companies in Los Angeles42
- Stock portfolio companies in Portland40
- Stock portfolio companies in Scottsdale37
- Stock portfolio companies in Charlotte36
- Stock portfolio companies in Denver33
- Stock portfolio companies in Seattle32
- Stock portfolio companies in Tampa28
- Stock portfolio companies in Newport Beach27
- Stock portfolio companies in Birmingham25
- Stock portfolio companies in Las Vegas25
- Stock portfolio companies in Minneapolis25
- Stock portfolio companies in Pittsburgh25
- Stock portfolio companies in San Antonio25
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 stock portfolio 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 stock portfolio companies are there based in Chicago, United States?
RevenueBase identified 70 stock portfolio 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?
Zacks Investment Management, headquartered in Chicago, tops this list with the largest team on record.
Which city has the most stock portfolio companies?
New York leads with 235 headquartered companies, followed by Chicago (70) and Boston (68).
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 488 verified decision-maker contacts tracked across these 70 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.
Ready to reach these companies? Verified emails and direct dials for all 70 stock portfolio companies based in Chicago, United States. Start with a free account, no credit card.
Download this list →Related lists
Stock portfolio companies by geography
- Stock portfolio companies based in Montreal, Canada
- Stock portfolio companies based in Toronto, Canada
- Stock portfolio companies based in Vancouver, Canada
- Stock portfolio companies based in Ahmedabad, India
- Stock portfolio companies based in Bangalore, India
- Stock portfolio companies based in Bengaluru, India
- Stock portfolio companies based in Mumbai, India
- Stock portfolio companies based in New Delhi, India
- Stock portfolio companies based in Pune, India
- Stock portfolio companies based in Atlanta, United States
- Stock portfolio companies based in Austin, United States
- Stock portfolio companies based in Birmingham, United States
Browse the directory
Browse: Companies home · Stock portfolio companies in United States · All United States lists · All Stock portfolio companies lists · New lists
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Stock portfolio companies based in Montreal, Canada
- Stock portfolio companies based in Toronto, Canada
- Stock portfolio companies based in Vancouver, Canada
- Stock portfolio companies based in Ahmedabad, India
- Stock portfolio companies based in Bangalore, India
- Stock portfolio companies based in Bengaluru, India