Company lists · Data refreshed September 2026
Top 25 Value stock investment firms based in Chicago, United States
RevenueBase identified 65 value stock investment firms headquartered in Chicago, United States as of September 2026 and tracks 843 professional contacts across them, including 492 with verified work emails. Across the United States, New York is the largest hub for this category (266 companies); Chicago follows with 65.
This list covers value stock investment firms 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 29, 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 value stock investment firms based in Chicago, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 130 contacts → | ||||
Partial evidence “In 1992, Zacks Investment Management was established as a wholly owned subsidiary of Zacks Investment Research.” Source: RevenueBase Database · checked Sep 29, 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 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 107 contacts → | ||||
Indirect evidence “Founded in 1994, Segall Bryant & Hamill (SBH) provides professional portfolio management of domestic and international equity and fixed income portfolios, as well as alternative…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 53 contacts → | ||||
Strong evidence “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 25 contacts → | ||||
Partial evidence “Founded in 2003, Channing Capital Management is a Chicago-based investment management boutique serving institutional investors.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 24 contacts → | ||||
Partial evidence “ABOUT OAK RIDGE INVESTMENTS: Oak Ridge Investments, LLC, is an investment management firm headquartered in Chicago.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 23 contacts → | ||||
Indirect evidence “Headquartered in Chicago, Uhlmann Price Securities is a full service, privately owned brokerage firm.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 20 contacts → | ||||
Partial evidence “Kodai Capital Management, LP is a fundamental equity investment firm established in 2020 by Neville Shah and Joon Park.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 19 contacts → | ||||
Partial evidence “XA Investments LLC (XAI) is a Chicago-based boutique alternative investment management and consulting firm founded by XMS Capital Partners in 2016.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 17 contacts → | ||||
Strong evidence “Cedar Street Asset Management LLC is an independent value-oriented investment management firm spanning global markets.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 13 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 12 contacts → | ||||
Indirect evidence “Choose Wisely™ - that's Ativo's approach.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 14 | 12 contacts → | ||||
Indirect evidence “HMA is founded on the principles of sound advice and excellent service.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 15 | 12 contacts → | ||||
Partial evidence “Astor Investment Management: Fundamentally Driven We provide advisory services and investment solutions.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 11 contacts → | ||||
Partial evidence “Investment Management specialists based in Chicago, IL” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 10 contacts → | ||||
Indirect evidence “Riverwalk Capital Partners advises and manages Riverwalk GP and funds, offering investors access to venture capital investing and private placement deals.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 10 contacts → | ||||
Indirect evidence “Port Capital is an independent, employee-owned asset manager founded in 2015.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 9 contacts → | ||||
Indirect evidence “Bard Associates, Inc.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 9 contacts → | ||||
Partial evidence “Fortaleza Asset Management, Inc.(“Fortaleza” or the “Firm”) is a registered investment advisory firm based in Chicago, IL.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 8 contacts → | ||||
Partial evidence “InterOcean Capital is a Registered Investment Advisor (RIA) located in Chicago, Illinois.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 8 contacts → | ||||
Partial 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 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 7 contacts → | ||||
Partial evidence “STUDIO is an investment advisor based in Chicago.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 6 contacts → | ||||
Partial evidence “BLG Capital provides exclusive investment advisory services to a family office enterprise and its related entities.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 6 contacts → | ||||
Partial evidence “Blackbird Investment Group is an investment management firm which focuses on sourcing and managing real estate and related equity investments.” Source: RevenueBase Database · checked Sep 29, 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: value stock investment firms. 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 value stock investment firms.
- Partial evidence
- Its own public description names part of value stock investment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name value stock investment firms. 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 65 value stock investment firms based in Chicago, United States
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Value stock investment firms based in Chicago, United States at a glance
As of Sep 29, 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 65 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 value stock investment firms, 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 “value stock investment firms”. 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 value stock investment firms), 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 value stock investment firms, 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, 492 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 29, 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.
Value stock investment firms by metro in the United States
- Value stock investment firms in New York266
- Value stock investment firms in San Francisco58
- Value stock investment firms in Boston57
- Value stock investment firms in Dallas56
- Value stock investment firms in Los Angeles53
- Value stock investment firms in Miami53
- Value stock investment firms in Atlanta46
- Value stock investment firms in Houston37
- Value stock investment firms in Austin35
- Value stock investment firms in Denver31
- Value stock investment firms in Charlotte26
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 value stock investment firms, 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 value stock investment firms are there based in Chicago, United States?
RevenueBase identified 65 value stock investment firms 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 in the United States has the most value stock investment firms?
New York leads the United States with 266 headquartered companies, followed by Chicago (65) and San Francisco (58).
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 492 verified decision-maker contacts tracked across these 65 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 29, 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.
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