Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Chicago, IL

Every SEC-registered financial advisor at a firm office in Chicago who lists the Chartered Financial Analyst designation, A to Z.

The short answer

390 CFA charterholders work in Chicago; the most are at Neuberger Berman Bd LLC (33). 122 are also registered broker representatives.

CFA advisors in Chicago, A to Z

Every advisor in Chicago →

Firms with the most CFA charterholders in Chicago

Neuberger Berman Bd LLC 33Hightower Advisors, LLC 32William Blair 20Wealthspire Institutional, LLC 19Cibc Private Wealth Advisors, Inc. 18Cresset Asset Management, LLC 14Curi Capital, LLC 13Corient 10Focus Partners Wealth, LLC 10Captrust 9Chicago Partners Investment Group LLC 8Cerity Partners LLC 7Advisory Research Inc. 6Mainstreet Advisors 6Mesirow Financial Investment Management, Inc. 6

CFA advisors in other Illinois cities

All of Illinois →

Wheaton 31Naperville 17Rockford 16Downers Grove 14Lake Forest 9Deerfield 8Northfield 8Lombard 7Northbrook 7Winnetka 7Evanston 6Oakbrook Terrace 6Elmhurst 5Glencoe 5Glenview 5Lincolnshire 5Arlington Heights 4Barrington 4Crystal Lake 4Hinsdale 4Oak Brook 4Aurora 3Burr Ridge 3Champaign 3

Questions

How many CFA financial advisors are in Chicago, IL?

390 SEC-registered investment adviser representatives at firm offices in Chicago, Illinois list the CFA designation; Neuberger Berman Bd LLC employs the most of them (33).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Chicago?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.