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If you’re seeking expert financial guidance and personalized strategies for managing and growing your wealth, Chicago is home to several wealth management firms worth your attention. These firms provide tailored financial planning, investment management, and retirement strategies designed to align with your unique goals and circumstances.
Whether you’re a high-net-worth individual, a family office, or a business owner planning succession, these Chicago-based wealth managers offer comprehensive services to help you navigate complex financial decisions. Here are ten wealth management firms in Chicago to consider:
1. Chicago Partners Wealth Advisors
Phone: (312) 690-4900
Email: [email protected]
Address: 155 N. Wacker Drive, Suite 4250, Chicago, IL 60606
Website: https://chicagopartnersllc.com
Chicago Partners Wealth Advisors focuses on building fully customized financial plans and portfolios, catering to individual and institutional clients across the city. Their approach integrates tax strategies, retirement planning, and risk management.
2. Wintrust Wealth Management
Phone: (312) 664-6866
Email: [email protected]
Address: 231 S. LaSalle Street, Chicago, IL 60604
Website: https://www.wintrustwealth.com
With a rich history of service and a full spectrum of wealth solutions, Wintrust Wealth Management brings institutional-level expertise to individual investors, with a strong emphasis on long-term financial security and community commitment.
3. Chicago Wealth Management, Inc.
Phone: (312) 376-8350
Email: [email protected]
Address: 200 West Madison Street, Suite 2100, Chicago, IL 60606
Website: https://www.chicagowm.com
Chicago Wealth Management, Inc. offers services designed to align clients’ investments with their values and goals. Their team emphasizes transparency, personalized service, and prudent investment advice.
4. Baird Private Wealth Management
Phone: (312) 578-4903
Email: [email protected]
Address: 227 West Monroe Street, Suite 3000, Chicago, IL 60606
Website: https://chicago.bairdwealth.com/
Baird provides comprehensive financial advice with a personalized touch. Their Chicago team serves families, executives, and entrepreneurs with a disciplined approach to portfolio construction and wealth transfer planning.
5. Kinnear Private Wealth Management Group – Chicago
Phone: (312) 648-3374
Email: [email protected]
Address: 10 South Wacker Drive, Suite 4000, Chicago, IL 60606
Website: https://fa.wellsfargoadvisors.com/kinnear-private-wealth/
This firm takes pride in forming long-term relationships through customized strategies and dedicated client service. Kinnear Group helps clients manage multi-generational wealth with clarity and focus.
6. Bartlett Wealth Management
Phone: (312) 236-7170
Email: [email protected]
Address: 200 South Wacker Drive, Suite 1950, Chicago, IL 60606
Website: https://www.bartlett1898.com
Bartlett Wealth Management blends over a century of heritage with modern financial tools to create deeply personal investment strategies. Their client-first philosophy is rooted in trust and ongoing collaboration.
7. Windgate Wealth Management
Phone: (844) 377-4963
Email: [email protected]
Address: 30 South Wacker Drive, Suite 2200, Chicago, IL 60606
Website: https://www.windgatewealth.com
Windgate works with professionals and families seeking clarity and confidence in their financial decisions. Their process is grounded in planning and guided by independent, fiduciary advice.
8. Merino Wealth Management
Phone: (312) 820-8990
Email: [email protected]
Address: 321 North Clark Street, 5th Floor, Chicago, IL 60654
Website: https://www.merinowealth.com
Merino Wealth Management provides high-touch service tailored to each client’s life stage and aspirations. Their team brings institutional experience to personalized planning and execution.
9. Barrington Wealth Management
Phone: (847) 382-9999
Email: [email protected]
Address: 600 Hart Road, Suite 310, Barrington, IL 60010
Website: http://www.barringtonwealthmanagement.com/
Though based in Barrington, this firm serves clients throughout the greater Chicago area with holistic planning, investment management, and a strong commitment to family legacy and philanthropic goals.
10. Winiecki Wealth Management
Phone: (847) 316-0100
Email: [email protected]
Address: 5202 Washington Street, Suite 2, Downers Grove, IL 60515
Website: http://winieckiwealth.com/
Winiecki Wealth Management offers clients peace of mind through well-structured, adaptable financial plans. Their approach is relationship-driven, helping individuals and families make confident financial choices.
Choosing the right wealth manager in Chicago means finding a firm that understands your values, financial goals, and long-term vision. Whether you’re preparing for retirement, building intergenerational wealth, or refining your investment strategy, the firms listed above are well-equipped to support your journey.
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