Company lists · Data refreshed September 2026

Top 25 Wealth management consulting firms based in Chicago, United States

Name: Wealth management consulting firms based in Chicago, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 249 companies tracked

RevenueBase identified 249 company matches for wealth management consulting firms associated with Chicago, United States as of September 2026 and tracks 36,092 professional contacts across them, including 9,318 with verified work emails. Across the United States, New York is the largest hub for this category (624 companies); Chicago has 249.

This list covers company matches for wealth management consulting firms 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 September 29, 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 Sep 29, 2026 How this list was built

249Companies

36,092Contacts tracked

9,318Verified emails

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The 25 largest wealth management consulting firms based in Chicago, United States

Ranked by team size

Top 25 of 249 company matches for wealth management consulting firms based in Chicago, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	Northern Trust	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	10001+	27,212 contacts →
	Exact match “As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	William Blair	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1,001-5,000	2,324 contacts →
	Exact match “William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	Mesirow	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	501-1,000	783 contacts →
	Exact match “Mesirow is an independent, employee-owned financial services firm founded in 1937.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
4	Hightower Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	1,001-5,000	575 contacts →
	Exact match “Hightower is a wealth management firm that provides investment, financial, and retirement planning services to individuals, families, and institutions, as well as 401(k)…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
5	BMO Wealth Management - U.S	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	5,001-10,000	534 contacts →
	Exact match “At BMO Wealth Management, you and your family are at the center of our approach.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
6	Cresset	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	501-1,000	472 contacts →
	Exact match “Cresset is a firm built by clients, for clients.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	BMO Family Office	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	189 contacts →
	Exact match “BMO Family Office is a wealth management advisory firm serving single family offices and wealthy families as their multifamily office.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Wintrust Wealth Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	201-500	140 contacts →
	Exact match “Wintrust Wealth Management provides a broad range of financial services to private clients and institutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
9	Zacks Investment Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	130 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 · Sep 29, 2026 · View company records in RevenueBase
10	Kovitz	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	201-500	110 contacts →
	Exact match “Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Rothschild Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	110 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
12	Advyzon	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	108 contacts →
	Exact match “In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
13	Vestgen Wealth Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	107 contacts →
	Exact match “At VestGen, we’re transforming succession planning.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
14	Gresham Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	88 contacts →
	Exact match “Gresham Partners is an independent investment and wealth management firm that has been serving select families and family offices as a multi-family office and an outsourced chief…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Altair Advisers	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	77 contacts →
	Exact match “Altair Advisers is an independent wealth advisory firm providing investment management, financial planning and client education services.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Arete Wealth	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	69 contacts →
	Exact match “Arete Wealth is a diversified financial services firm with more than $6.8B in assets under management.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	Chicago Partners Wealth Advisors	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	51-200	62 contacts →
	Exact match “Chicago Partners Wealth Advisors focuses on optimizing each aspect of a client's wealth, creating comprehensive financial plans for high-net-worth individuals, corporations…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Houlihan Capital	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	53 contacts →
	Exact match “Houlihan Capital is a leading, solutions-driven valuation, financial advisory and investment banking firm committed to delivering superior client value and thought leadership in…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Vivaldi Capital Management	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	50 contacts →
	Exact match “Vivaldi Capital Management is a privately owned wealth management firm that advises high net worth individuals and family offices.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Bronswick Benjamin P.C	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	42 contacts →
	Exact match “Bronswick Benjamin does not see your business or you as a series of tasks.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
21	Private Vista, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	40 contacts →
	Exact match “Worried about how you want to spend your retirement while still feeling fulfilled in your life?” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
22	XMS Capital Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	39 contacts →
	Exact match “XMS Capital Partners, LLC (“XMS”) was launched in August, 2006 with the goal of creating a different kind of investment banking boutique, a place where relationships are paramount…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
23	Vestor Capital, LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	38 contacts →
	Exact match “Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
24	Heritage Planning Partners	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	37 contacts →
	Exact match “Great wealth management is about more than protecting and growing money-it’s about creating a life of purpose.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
25	Fourstar Wealth Advisors LLC	Exact match	Chicago, IL, United StatesHQ recorded Sep 29, 2026	11-50	32 contacts →
	Exact match “Build - Live - Share We believe success in achieving important financial goals starts with a comprehensive wealth strategy.” Recorded in the RevenueBase company graph · Sep 29, 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 “wealth management consulting firms”. 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 249 wealth management consulting firms based in Chicago, United States

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Wealth management consulting firms based in Chicago, United States at a glance

As of Sep 29, 2026

25.8%Verified-email coverage

144.9Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

154

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

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 249 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 “wealth management consulting firms” 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 9,318 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 September 29, 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.

Wealth management consulting firms 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 “wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management consulting firms are there based in Chicago, United States?

RevenueBase identified 249 company matches for wealth management consulting firms associated with Chicago, United States as of September 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?

Northern Trust 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 wealth management consulting firms?

New York leads the United States with 624 company records, followed by Atlanta (279) and Houston (265). Chicago has 249.

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 9,318 professional contacts with verified work emails tracked across these 249 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 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 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.