Chicago’s largest wealth management firms, which serve the region’s most affluent clients, oversee hundreds of billions in ...

Ranked #9 on Crain's Chicago Business list of largest wealth management firms by local assets under management. Highest-ranked independent, employee-owned firm among Chicago's top 10 wealth managers.

Wealth management services cater to affluent individuals for comprehensive financial needs. Minimum assets for such firms typically start around $500,000 with services scaled by net worth.

Between 2019 and 2022, median U.S. family wealth increased ... Most big-name brokers have wealth management divisions. Each firm offers a different fee table, so before signing up, know what ...

"Mesirow Wealth Management is now one of the largest independent wealth management firms in the region, with 40 Wealth Advisors based in the Chicago area," continued Price. "That depth allows us ...