Financial advisors in Chicago: list of 19 free CSV

How many financial advisors are in Chicago?

OpenStreetMap lists 19 named advice firms and offices inside the Chicago city boundary (606 km²), extract of 7 Nov 2026. 47% of the records list a website and 37% a phone number; 10 named financial advisors have no website on the public record.

Examples on the list: AMP Business Valuations, Associated Bank Home Loan Office, Brighton Jones.

Financial advisors in Chicago at a glance: most are in The Loop (7), West Loop (2), West Town (2); records were last edited between Jan 2020 and Sep 2026; chain names include Edward Jones and Charles Schwab; AMP Business Valuations and Brighton Jones list a business phone.

Edited on the map in the 90 days before the extract: 5 records, including Metrofin Mortgage Banque Inc, Morningstar Inc., North Park Ventures, Caprock.

19named advice firms and offices
47%list a website
10no website listed
11neighbourhoods

Data © OpenStreetMap contributors, ODbL, extract of 7 Nov 2026. The CSV is under the same licence.

All 19 financial advisors, A to Z

on the map recordmissing from the record

All 19 are shown. Use the filters to narrow them.

Financial advisors in Chicago, OpenStreetMap extract of 7 Nov 2026.
Business Street and area Website Phone Hours
AMP Business Valuations 332 S Michigan Avenue, The Loop ampbusinessvaluations.com +1 312-883-6727
Associated Bank Home Loan Office 6721 North Clark Street, Rogers Park
Brighton Jones 171 North Aberdeen Street, West Loop brightonjones.com +1-872-336-0406
Caprock 150 North Riverside Plaza, The Loop caprock.com +1-312-635-7160
Charles Schwab 150 South Wacker Drive, The Loop
Charles Schwab Old Town, no street on record
Chicago Mercantile Exchange 20 South Wacker Drive, The Loop cmegroup.com
Credit Sage Chicago 440 North Wabash Avenue, River North creditsage.com +1773-232-1928
Edward Jones 1390 East Hyde Park Boulevard, Kenwood
Edward Jones 306 South Jefferson Street, West Loop
Edward Jones 5405 West Devon Avenue, Forest Glen
Gisella Tomasio - Ameriprise Financial Services, Inc.not edited since 2020 303 East Wacker Drive, The Loop ameripriseadvisors.com +1-312-542-9634
Hewins Financial Advisors 1628 West Irving Park Road, North Center hewinsfinancial.com +1 650 620 3040
iLoan Home Mortgagenot edited since 2022 West Town, no street on record
Merrill Lynch Wealth ManagementMerrill 1750-1754 North Clybourn Avenue, Lincoln Park
Metrofin Mortgage Banque Inc 6207-6211 West Touhy Avenue, Edison Park
Morningstar Inc. 22 West Washington Street, The Loop
North Park Ventures 1532 West Chicago Avenue, West Town northparkventures.com
The 401K man.com 107 West Van Buren Street, The Loop the401kman.com +1-877-775-0812

Download the full CSV (19 rows)

Also as Excel file of the 19 financial advisors, GeoJSON file of the 19 financial advisors, KML file of the 19 financial advisors (maps and spreadsheets; same rows, same licence).

Financial advisors in Chicago with no website listed

3 of 13 named non-chain financial advisors.

  • Associated Bank Home Loan Office6721 North Clark Street, Rogers Park
  • Metrofin Mortgage Banque Inc6207-6211 West Touhy Avenue, Edison Park
  • Morningstar Inc.22 West Washington Street, The Loop

Where they are

Map of the 19 financial advisors inside the Chicago boundary; most sit around The Loop, West Loop, West Town.
website listedno website, or social page only

By neighbourhood

Black: website listed.

By ZIP code

  • 606063
  • 606422
  • 606462

Chains and non-chain businesses

32% of the records are branches of a chain or brand; 13 are not.

  • Edward Jones3
  • Charles Schwab2

What the records hold

19 map records.
FieldRecordsShare
Street address1789%
Website (own site)947%
Phone on file737%
Email on file (not shown)316%
Opening hours737%
Chain or brand branch632%
Edited since January 20241474%

Half the records were last edited in Nov 2025 or later.

Why other sites show a different number

  • Coverage. 19 mapped; Google Maps holds more.
  • Boundary. 606 km² (map); metro searches count more.
  • Names. 6 branches each count once.

Get the complete list with emails, phones and ratings

Businesses to contact, not customer enquiries ("leads" for your own business are a different product).

Suggested source for this list

Google Maps Business Lead & Email Finder

It searches Google Maps for the same category and city and can add emails from each business website.

  • Emails
  • Phone numbers
  • Websites
  • Star ratings
  • Review counts
  • Social profiles
  • no opening hours

One run: about $0.42 to $0.64 for 19 to 240 rows ($0.99 per 1,000 + $0.40 start fee (4 GB run)), plus platform usage ($0.80/hour).

Free plan prices; it includes $5 a month (Apify pricing).

How to run it, step by step

  1. Open Google Maps Business Lead & Email Finder on the Apify Store and sign in or create a free Apify account.
  2. Paste these 2 searches into Search phrases, one per line; the neighbourhood searches catch businesses a citywide search misses.
    1. financial advisors in Chicago, IL
    2. financial advisors in The Loop, Chicago, IL
  3. Set Country: United States; US state: Illinois.
  4. Set Maximum leads to 300.
  5. Start it and download the results as CSV or Excel.

Open on the Apify Store What this source returns

Or search by ZIP code (3 searches)
  1. financial advisors in 60606, Chicago, IL
  2. financial advisors in 60642, Chicago, IL
  3. financial advisors in 60646, Chicago, IL

Other ways to build or enrich it

Prices on the Free plan: per 1,000 results plus a start fee per GB of run memory, plus Apify platform usage.
SourceWhat it addsPrice
Google Maps Business Lead Finder with Email & Social Links a second Google Maps route with a different set of columns $0.99 per 1,000 + $0.10/GB start
Yelp Business Search & Review Scraper Yelp listings with ratings and review counts $0.99 per 1,000 + $0.10/GB start
LinkedIn Company Headcount & Team Directory Scraper adds headcount and team members for each company $0.99 per 1,000 + $0.10/GB start
Website Contact Page Email & Phone Crawler reads the websites in the free CSV and returns the emails and phone numbers published there $0.99 per 1,000 + $0.10/GB start
Facebook Business Page Finder by Keyword & City finds the Facebook pages of businesses that have no website $0.99 per 1,000 + $0.10/GB start

Questions

How many financial advisors are there in Chicago?

At least 19: that is how many OpenStreetMap has inside the Chicago city boundary, 19 with a name (extract of 7 Nov 2026). 6 are chain branches. Google Maps usually lists more, because more owners add themselves there.

Which part of Chicago has the most financial advisors?

The Loop (7), then West Loop (2) and West Town (2). 11 neighbourhoods have at least one.

How many financial advisors in Chicago have no website?

10 of the 19 named financial advisors have no website on their map record; 3 of them are not chain branches.

How do I get phone numbers and emails for financial advisors in Chicago?

Run Google Maps Business Lead & Email Finder with the search "financial advisors in Chicago, IL" plus 1 neighbourhood searches such as "financial advisors in The Loop, Chicago, IL". One run costs about $0.42 to $0.64 ($0.40 start fee (4 GB run) included), plus platform usage, for 19 to 240 rows.

Sources

Using the list: credit OpenStreetMap contributors and keep changed copies under the ODbL; follow the outreach rules where you send. Licence and limits.

Map extract 7 Nov 2026Next refresh after 2 Dec 2026Data © OpenStreetMap contributors, ODbL