The 2026 Elite List
Wealth advisors reviewed for fiduciary standards, professional credentials, planning depth, investment discipline, and fee transparency. These standouts serve Chicago and the surrounding Chicagoland market.
Editorial research pilot
Best for trust and family-office depth
Northern Trust Wealth Management stands out among Chicago wealth management companies for trust and family-office depth, with its public firm information emphasizing trust services, investment management, family office services.
50 S LaSalle Street, Chicago, IL 60603Advisory services
Best for independent advisor platform
Hightower Advisors stands out among Chicago wealth management companies for independent advisor platform, with its public firm information emphasizing wealth planning, investment management, family office services.
200 W Madison Street, Suite 2500, Chicago, IL 60606Advisory services
Best for integrated private wealth advice
Mesirow Wealth Management stands out among Chicago wealth management companies for integrated private wealth advice, with its public firm information emphasizing financial planning, investment management, estate planning.
353 North Clark Street, Chicago, IL 60654Also serves Highland Park
Advisory services
Best for entrepreneur-focused family office services
Cresset stands out among Chicago wealth management companies for entrepreneur-focused family office services, with its public firm information emphasizing family office services, investment management, business-owner planning.
444 West Lake Street Suite 4700, Chicago, IL 60606Advisory services
Best for independent family wealth stewardship
Gresham Partners stands out among Chicago wealth management companies for independent family wealth stewardship, with its public firm information emphasizing investment management, family office services, wealth planning.
333 W Wacker Drive, Suite 700, Chicago, IL 60606Advisory services
Best for private and institutional investing
RMB Capital stands out among Chicago wealth management companies for private and institutional investing, with its public firm information emphasizing investment management, wealth planning, family advisory.
Curi Capital, One North Wacker Drive, Suite 3500, Chicago, IL 60606Advisory services
Best for comprehensive local wealth planning
Focus Partners Wealth — Chicago stands out among Chicago wealth management companies for comprehensive local wealth planning, with its public firm information emphasizing investment management, financial planning, tax strategy.
10 S Wacker Drive, Suite 2600, Chicago, IL 60606Advisory services
Best for comprehensive fee-only planning
Savant Wealth Management stands out among Chicago wealth management companies for comprehensive fee-only planning, with its public firm information emphasizing financial planning, investment management, tax planning.
200 W Madison Street, Suite 980, Chicago, IL 60606Advisory services
