10 Best Wealth Management Companies in Chicago

Northern Trust is named among the top ten companies for its comprehensive wealth management services and superior customer service. The company holds over 130 years of experience in advising accounts of many organizations, families, and high-net-worth individuals, amounting to a personal portfolio worth $6 million. One-fourth of America's richest individuals hire Northern Trust, more...

Northern Trust is named among the top ten companies for its comprehensive wealth management services and superior customer service. The company holds over 130 years of experience in advising accounts of many organizations, families, and high-net-worth individuals, amounting to a personal portfolio worth $6 million. One-fourth of America's richest individuals hire Northern Trust, which shows that it is a trustworthy investment partner. The company integrates innovative technology with investment acumen, tax optimization, and estate planning, above all striving for client value and satisfaction. Although many positive reviews acclaim its wealth management offerings, some mention function problems, diminished client assistance, and communication challenges.

Eddie Patel Inc. is a recipient of the top ten placement due to its solid commitment to comprehensive financial management and client-centric care. The firm, led by Eddie Patel and supportive staff member Luis Ortega, is recognized for its professional knowledge as well as its commitment to understanding specific client requirements financially. Client testimonials commend Eddie more...

Eddie Patel Inc. is a recipient of the top ten placement due to its solid commitment to comprehensive financial management and client-centric care. The firm, led by Eddie Patel and supportive staff member Luis Ortega, is recognized for its professional knowledge as well as its commitment to understanding specific client requirements financially. Client testimonials commend Eddie Patel Inc. on their dependable, individualized, and risk-aware guidance; the firm, according to clients, is easily reached—an indication of its commitment to quality customer service throughout the year. Clients can rely on it for accurate tax preparation, investment management, and comprehensive financial planning. Eddie Patel Inc. stands out for its commitment to transparency, the well-being of individuals, and outstanding results.

Hightower Advisors ranks among the best RIA companies in the nation. This success is due to the close relationship that our forward-thinking headquarters has with the growth-minded advisor community. Financial literacy is something we strongly believe in. We are focused on the next generation of advisors and our clients. Our advisory firms contribute to a better world. It is our more...

Hightower Advisors ranks among the best RIA companies in the nation. This success is due to the close relationship that our forward-thinking headquarters has with the growth-minded advisor community. Financial literacy is something we strongly believe in. We are focused on the next generation of advisors and our clients. Our advisory firms contribute to a better world. It is our job to help them achieve their goals. Hightower, a Registered Investment Advisor and national wealth management company, provides support and growth capital to financial advisors who are independent. Advisors at Hightower provide retirement, investment, and financial planning services for individuals, foundations, and families. Corporate wealth management includes 401(k), consulting, and cash management.

We are committed to providing quality solutions that meet your specific needs. We aim to become your first source of financial advice. We are committed to providing high-quality client service and building long-lasting relationships. UBS Financial Services Inc. provides wealth management services for clients. It offers brokerage services as a broker-dealer and investment advice more...

We are committed to providing quality solutions that meet your specific needs. We aim to become your first source of financial advice. We are committed to providing high-quality client service and building long-lasting relationships. UBS Financial Services Inc. provides wealth management services for clients. It offers brokerage services as a broker-dealer and investment advice services as an SEC-registered investment advisor. Brokerage services and investment advisory services are distinct and different, and they are subject to separate laws. Clients need to understand how we do business and that they read all agreements regarding the products and services that we offer. Only a few of our advisors can offer you advisory services. They are only authorized to work directly with UBS brokers-dealers. If this is true, your financial advisor will inform you and if necessary, they will refer you to another advisor. You will find information in the agreements and disclosures that we have made about our role as broker-dealers or investment advisors.

Our experience has taught us that happiness is often about feeling satisfied and joyful about how your wealth is used for your family, yourself, and the causes you care about. CIBC Private Wealth is your trusted partner in wealth planning, investment, and private banking. It takes time, resources, and expertise to create a holistic, personalized wealth plan. CIBC Private Wealth more...

Our experience has taught us that happiness is often about feeling satisfied and joyful about how your wealth is used for your family, yourself, and the causes you care about. CIBC Private Wealth is your trusted partner in wealth planning, investment, and private banking. It takes time, resources, and expertise to create a holistic, personalized wealth plan. CIBC Private Wealth Management has a low client-to-advisor ratio. Each client is guided by a qualified wealth advisor who averages more than 25 years of industry experience. Because we have found that this is the most effective way to grow and preserve your assets, our team offers a wide range of opportunities across all asset classes and global regions. We consider you and your needs and create a personalized investment portfolio that includes global access and expertise. We have been working for close to 100 years with wealthy families and know there are common concerns that can affect wealth ownership. We also have the ability to simplify this complex. The wealth strategies process at CIBC Private Wealth helps you to understand your existing wealth plans and make changes that will best suit your future goals. We often answer questions about holistic wealth planning by saying that we not only help clients with their investment decisions but also assist them in deciding how to spend the wealth they have created. We have had a lot of experience and learned that wealth goals are based on three main categories: to meet your life's needs, create a legacy, or fulfill your philanthropic dreams.

RCM Wealth Advisors, an employee-owned and independent boutique company that provides a variety of financial services, is RCM Wealth Advisors. Although our staff has a wide range of experience, including years at major financial institutions around the world, we share one commonality: We believe that trust and accountability should be the foundation for the financial services se more...

RCM Wealth Advisors, an employee-owned and independent boutique company that provides a variety of financial services, is RCM Wealth Advisors. Although our staff has a wide range of experience, including years at major financial institutions around the world, we share one commonality: We believe that trust and accountability should be the foundation for the financial services sector. We are guided by this belief and provide the best advice, tools, and personal service to our clients in order for them to thrive in today's changing financial landscape. RCM Wealth Advisors is a non-affiliated entity of RCM Financial Services. Although the information contained herein is believed reliable, it cannot be guaranteed to be accurate. All opinions are subject to alteration without notice. You should not assume that the recommendations contained herein are profitable. This document does not constitute an offer or solicitation to purchase an investment in an RCM vehicle. Only persons who are eligible to make an offer to buy RCM investment vehicles can do so.

Morgan Stanley is a financial advisory firm that advises, invests, trades, manages, and disburses capital to individuals, institutions, and governments. We do this with an uncompromising standard and in accordance with our core values. Morgan Stanley is committed to providing top-quality service to its clients. This reflects our dedication to creating stronger communities and m more...

Morgan Stanley is a financial advisory firm that advises, invests, trades, manages, and disburses capital to individuals, institutions, and governments. We do this with an uncompromising standard and in accordance with our core values. Morgan Stanley is committed to providing top-quality service to its clients. This reflects our dedication to creating stronger communities and making the future more sustainable. We believe in transformative thinking and innovative strategies, as well as the potential for capital to be used to benefit all of society. This is why we have a variety of businesses. Our goal is to help individuals, companies, and institutions create, maintain, and manage wealth in order for them to achieve their financial goals. Learn more about Wealth Management.

Through unique insight, thinking, and action we help individuals and institutions achieve financial success. It's more than just saying we are client-focused. We also know that it is not enough. Every day we demonstrate it through innovation, creativity, and technology. This is how we are able to proactively address environmental, governance, and other developments while st more...

Through unique insight, thinking, and action we help individuals and institutions achieve financial success. It's more than just saying we are client-focused. We also know that it is not enough. Every day we demonstrate it through innovation, creativity, and technology. This is how we are able to proactively address environmental, governance, and other developments while still providing exceptional client experiences. The Active Wealth Approach is based on a profound understanding of our clients. This has led to the greatest success: loyal, highly satisfied clients who have remained with us for generations. It is easy to see that good advice can make a difference. We create a custom strategy for each client around five key wealth practices: borrow, invest, spend, manage, and protect. Our clients can confidently navigate both the predictable and unforeseeable with our support.

Chicago Wealth Management, is a registered investment advisory firm offering high-touch financial planning and investment management services for a nominal fee. Our goal is to establish long-lasting relationships with clients. We also uphold a fiduciary obligation to them by acting in their best interests. CWM wants to be your primary source of financial information. Our multi- more...

Chicago Wealth Management, is a registered investment advisory firm offering high-touch financial planning and investment management services for a nominal fee. Our goal is to establish long-lasting relationships with clients. We also uphold a fiduciary obligation to them by acting in their best interests. CWM wants to be your primary source of financial information. Our multi-generational team of credentialed people works together to manage and plan for financial transitions. Through our ongoing education and commitment to staying current with changing tax laws, we invest in ourselves. Our multi-generational team of credentialed people works together to plan and manage important financial transitions.

Merino Wealth, a Chicago-based firm for financial planning, takes an easy approach to help clients navigate their financial lives. It focuses on personal savings, retirement planning, and employee benefits consultant. We believe your portfolio can be a powerful tool that will help you and your family achieve amazing things. Making these difficult decisions can be overwhelming a more...

Merino Wealth, a Chicago-based firm for financial planning, takes an easy approach to help clients navigate their financial lives. It focuses on personal savings, retirement planning, and employee benefits consultant. We believe your portfolio can be a powerful tool that will help you and your family achieve amazing things. Making these difficult decisions can be overwhelming and daunting. Merino Wealth can transfer your investment to you, removing the burden of managing daily operations. Our goal is to make it easy for you to find cost-effective options that are aligned with your priorities and help you achieve them.