Company lists · Data refreshed September 2026

Top 25 Women owned financial consulting firms based in Chicago, United States

Name: Women owned financial 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 65 companies tracked

RevenueBase identified 65 women owned financial consulting firms headquartered in Chicago, United States as of September 2026 and tracks 1,265 professional contacts across them, including 665 with verified work emails. Across the United States, New York is the largest hub for this category (125 companies); Chicago has 65.

This list covers women owned financial consulting 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review

65Companies

1,265Contacts tracked

665Verified emails

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The 25 largest women owned financial consulting firms based in Chicago, United States

Ranked by team size

Top 25 of 65 women owned financial consulting firms based in Chicago, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to women owned financial consulting firms: 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	Hightower Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1,001-5,000	575 contacts →
	Partial 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 29, 2026
2	Rothschild Wealth Partners	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	51-200	110 contacts →
	Partial 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 29, 2026
3	Altair Advisers	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 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 29, 2026
4	Bronswick Benjamin P.C	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	42 contacts →
	Indirect evidence “Bronswick Benjamin does not see your business or you as a series of tasks.” Source: RevenueBase Database · checked Sep 29, 2026
5	Benford Brown & Associates, LLC	Strong evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	28 contacts →
	Strong evidence “Benford Brown & Associates, LLC (BB & A) is a minority, woman-owned CPA firm that provides auditing, accounting, tax and small business consulting services for its clients.” Source: RevenueBase Database · checked Sep 29, 2026
6	LR Windsor	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 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 29, 2026
7	Taos Global Group INC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	17 contacts →
	Partial evidence “Taos Global Group is a professional comprehensive financial services firm, which comprises of Taos Insurance Agency, TZG Accounting LLC and Taos Investment Advisors LLC.” Source: RevenueBase Database · checked Sep 29, 2026
8	Derose Financial Planning Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 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 29, 2026
9	Keebeck Wealth Management	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 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 29, 2026
10	CTS Financial Group	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 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 29, 2026
11	Optimum Investment Advisors	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	9 contacts →
	Partial 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 29, 2026
12	Verismo Financial	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “At Verismo Financial, our name reflects our core philosophy: derived from the Latin word “Vero,” meaning truth, reality or fact, we embody these principles in every aspect of our…” Source: RevenueBase Database · checked Sep 29, 2026
13	WWM Investments, LLC Chicago, IL	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	6 contacts →
	Partial evidence “WWM Investments, LLC (WWM) specializes in comprehensive financial planning, wealth management solutions and retirement plan design.” Source: RevenueBase Database · checked Sep 29, 2026
14	Sterling Edge Financial LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Partial evidence “We provide customized financial planning, investment and insurance strategies for emerging professionals, established families and business owners.” Source: RevenueBase Database · checked Sep 29, 2026
15	Podesta Capital Of Apollon	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	11-50	5 contacts →
	Indirect evidence “Podesta Capital Apollon is a 3rd generation wealth management firm established, first and foremost, to benefit our clients.” Source: RevenueBase Database · checked Sep 29, 2026
16	DMD Consulting, Llc- Wbenc-Certified Women S Business Enterprise	Strong evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Strong evidence “DMD CONSULTING is a certified woman owned consulting firm, founded in 2008 as an independent alternative to public accounting firms and corporate consulting firms for Audit and…” Source: RevenueBase Database · checked Sep 29, 2026
17	Cura Wealth	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “At Cura Wealth, you come first.” Source: RevenueBase Database · checked Sep 29, 2026
18	Black & Essington Solutions, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Black & Essington Solutions is a Chicago based Investment advisory firm offering investment management and financial planning services.” Source: RevenueBase Database · checked Sep 29, 2026
19	Merino Wealth Management	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Merino Wealth Management was founded in 2016 by Chicago Financial Advisor Jessica Merino, CFP®.” Source: RevenueBase Database · checked Sep 29, 2026
20	Stonebridge Wealth Advisors, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Making the right decisions in life can be challenging without having a clearly defined plan to help you work toward your financial goals.” Source: RevenueBase Database · checked Sep 29, 2026
21	Najarian Family Office, LLC	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Najarian Family Office, LLC is a company based out of CHICAGO, IL, United States.” Source: RevenueBase Database · checked Sep 29, 2026
22	Regiment Advisory Services	Indirect evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Our background is in commercial banking and accountancy.” Source: RevenueBase Database · checked Sep 29, 2026
23	Krebs Financial Management, LLC	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “Krebs Financial offers an immersive client-advisor relationship where trust, transparency, and consistent communication are the pillars that lift you to your unique and empowering…” Source: RevenueBase Database · checked Sep 29, 2026
24	Indep Chicago Consultants	Strong evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Strong evidence “INDEP is a Chicago Woman Owned & Operated consulting firm, specializing in DBE Support Services, Contractor Controls and Business Development.” Source: RevenueBase Database · checked Sep 29, 2026
25	Indie Financial Planning	Partial evidence	Chicago, IL, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Partial evidence “Indie Financial Planning is a woman-run, fee only financial planning firm with a background in arts & entertainment.” Source: RevenueBase Database · checked Sep 29, 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: women owned financial consulting 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 women owned financial consulting firms.
Partial evidence: Its own public description names part of women owned financial consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name women owned financial consulting 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 women owned financial consulting firms based in Chicago, United States

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Women owned financial consulting firms based in Chicago, United States at a glance

As of Sep 29, 2026

52.6%Verified-email coverage

19.5Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

1,001-5,000

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 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 women owned financial consulting 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 “women owned financial consulting 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 women owned financial consulting 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 women owned financial consulting 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, 665 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.

Women owned financial consulting firms 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 women owned financial consulting 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 women owned financial consulting firms are there based in Chicago, United States?

RevenueBase identified 65 women owned financial consulting 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?

Hightower Advisors, headquartered in Chicago, tops this list with the largest team on record.

Which city in the United States has the most women owned financial consulting firms?

New York leads the United States with 125 headquartered companies, followed by Atlanta (71) and Chicago (65).

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 665 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.