Top Investment Underwriting and Family Office Advisors in Chicago, IL

National accounting and consulting firm with a Chicago office at 10 South Riverside Plaza. Its transaction advisory services group provides buy-side and sell-side due diligence, quality of earnings analysis, tax structuring and post-close M&A integration, advising on more than 350 deals annually. The firm's own site cites a 15-plus year relationship performing quality of earnings and portfolio company diligence for private equity sponsor Huron Capital Partners. Founding year, team size and fee model are not published on the site.

National accounting, tax and consulting firm with a Chicago office at 30 South Wacker Drive, Suite 3300. Its deal services group provides acquisition due diligence, quality of earnings assessments, divestiture support and IPO-readiness work for private equity, venture capital and corporate acquirers, reporting 2,900-plus PE/VC client relationships and more than 1,100 deals completed annually with 850-plus deal consultants firmwide. Founding year, team size and fee model are not published on the site.

Chicago-headquartered real estate investment and services firm founded in 1960 and now a third-generation family business, based at 161 North Clark Street with regional offices in Denver and Atlanta. States it has owned and operated more than $20 billion in assets since founding, including 45,000-plus residential units and 75 million-plus square feet of commercial space. Underwrites acquisitions and developments typically structured as joint ventures with institutional partners.

Chicago-based multi-family office headquartered at 333 West Wacker Drive, reporting $13.8 billion in assets under management and more than 125 client families as of December 31, 2025. Four service lines: investment management, wealth planning, family office services and trust solutions, combining direct investment oversight with wealth transfer and philanthropic planning for client families. States more than 25 years of operation. Founding year, team size and fee model are not published.

Chicago-based, 100% employee-owned investment consulting firm at 180 North LaSalle Street, reporting 40 years of experience and more than 425 clients across corporate retirement plans, endowments, foundations, healthcare organizations, public pension funds and Taft-Hartley funds. Service lines include investment consulting, outsourced CIO (OCIO), defined contribution consulting and private client consulting, with a stated 99% average client retention rate over the past decade. Founding year, team size and fee model are not published.

National wealth and investment advisory firm with a full-service Chicago office at 320 South Canal Street (plus a Wheaton, Illinois office serving the western suburbs). The Chicago office provides wealth management, retirement plan consulting and institutional consulting for high-net-worth individuals, corporations and non-profits. The firm's own site confirms Verus Investments, a Chicago-founded OCIO and institutional consulting practice, merged into Cerity Partners, which now offers Cerity Partners OCIO firm-wide. Founding year, team size and fee model are not published.

Global advisory firm with a Chicago office at 225 West Randolph Street, Suite 800. Its transaction advisory practice provides buy-side and sell-side due diligence, transaction opinions, integration and separation support, and tax advisory for financial sponsors and corporate buyers and sellers across the M&A lifecycle; the firm also runs a separate valuation advisory practice. Founding year, team size and fee model are not published on the site.

Finance, accounting and transaction advisory consulting firm with a Chicago office at 155 North Wacker Drive, Suite 4450. Its Executing Complex Transactions practice provides buy-side financial, tax, IT and operational diligence, identifying quality-of-earnings adjustments and tax exposures before close, plus merger integration support, serving private equity sponsors and corporate acquirers. Founding year, team size and fee model are not published on the site.