Updated November 20, 2023
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Chicago Partners Investment Group, LLC

Investment Advisor Firm
Total assets under management$3.6B
Years in business16+

About Chicago Partners Investment Group, LLC

Chicago Partners Investment Group LLC is a financial advisory company that specializes in optimizing the wealth of high-net-worth individuals, corporations, foundations, institutions, and family offices. With over $3.5 billion in assets under management for more than 1,200 clients across the United States, Chicago Partners has established itself as a trusted provider of comprehensive financial planning services.

Clients of Chicago Partners benefit from the firm's 5-Step Wealth Optimization Process, which involves working closely with a team of experts to create a customized wealth management plan. This plan encompasses various aspects of financial planning, including portfolio and investment management, tax management, estate planning, retirement planning, education planning, and cash flow planning. The team at Chicago Partners consists of professionals with expertise in areas such as accounting (CPA), financial planning (CFP), investment analysis (CFA), and legal matters (JD). This ensures that each client receives specialized attention tailored to their unique needs.

As fee-only fiduciaries, the advisors at Chicago Partners operate under the highest standard of quality for advisors and always act in the best interest of their clients. Their comprehensive wealth management services and personalized approach reflect this commitment to serving clients' best interests. Whether optimizing investment portfolios or providing tax planning and preparation services, Chicago Partners strives to deliver efficient and effective solutions that align with clients' goals.

The company emphasizes its fiduciary duty to clients, prioritizing what is best for its clients' financial objectives above all else. By offering asset allocation optimization services and more, Chicago Partners ensures clients can rely on them to navigate complex financial decisions while keeping their best interests at heart.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Tax Optimization
  4. Estate Planning
  5. Education Planning
  6. Cash-Flow Planning
  7. Investment Management

More about Chicago Partners Investment Group, LLC

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
14766227

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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