Top 10 RIA Firms in the Chicago Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our Dakota Marketplace database of RIAs, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Chicago that we thought you might like to know. For a more detailed list of RIAs in Chicago click here to see for free.

1. CIBC Private Wealth

AUM: $73,775,455,095

2. William Blair

AUM: $49,965,190,648

3. Calamos Wealth Management

AUM: $41,993,109,481

4. Mesirow Financial

AUM: $30,500,000,000

5. Cresset Wealth Advisors

AUM: $22,967,857,515

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6. Savant Wealth Management

AUM: $20,000,000,000


AUM: $20,000,000,000

8. Sheridan Road Financial, division of HUB


AUM: $16,836,886,298

9. Gallagher Global Office 

AUM: $15,800,000,000

10. Mesirow Retirement Advisory Services 

AUM: $12,500,000,000

For a more detailed list of all RIAs in Chicago start your free trial of Dakota Marketplace here.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.


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