Ritholtz Wealth Management ("RWM"), a national RIA overseeing more than $5 billion in assets for high-net-worth clients and institutions, is proud to announce the opening of its new Chicago office.

The Largest wealth management firms in the Chicago area list was published on Mar. 24, 2025. The full Excel version includes 25 companies and may include additional data. It also includes a ...

A group from CIBC’s wealth management team started their own Chicago-based investment firm called XXI Wealth last month, while Idaho-based Caprock Group brought on a veteran wealth adviser from ...

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.

While recent Financial Planning research found many firms have only a single-digit percentage of their tech budgets allocated ...

Meanwhile, cash management platform Max inks another hybrid RIA partnership, and Surge Ventures unveils an integrated AI ...

A national wealth management firm said to manage $7.7 billion in client ... Baltimore and Washington D.C., Chicago and Portland. “Every one of our clients has their own story,” Bruce Milam ...

Karl Heckenberg, who heads a private-equity firm with $1 billion to invest in independent wealth management firms ... of Constellation Wealth Capital, in Chicago. “Because I think we often ...