Mesirow Achieves #9 Ranking Among Chicago's Wealth Management Firms

Mesirow Ranked Among Top Wealth Management Firms

Mesirow, an independent and employee-owned financial services firm, has recently been placed at #9 on Crain's Chicago Business list of the largest wealth management firms in the Chicago area. This achievement underscores Mesirow's notable position in a highly competitive marketplace where financial institutions manage vast local assets.

According to Crain's report, the top firms in the region cater to affluent clientele and collectively oversee an impressive $763.8 billion in local assets. Mesirow is distinguished as the highest-ranked independent firm among the top 10 wealth managers in Chicago, solidifying its reputation in managing over $12.4 billion in assets.

Natalie Brown, CEO of Mesirow, expressed pride in the firm's recognition, stating, "As the highest-ranked independent, employee-owned firm on Crain's list, we're proud to be recognized alongside the industry's largest institutions. This distinction reflects our longstanding commitment to putting clients first and delivering comprehensive, customized wealth plans across generations."

The ranking is not just a testament to Mesirow's current standing but also a reflection of its ongoing national expansion strategy, which includes both organic growth and acquisitions. In recent years, Mesirow has made significant moves including acquiring Front Barnett Associates, LLC, and Price Wealth Management, thereby enhancing its service offerings for high-net-worth clients. These acquisitions allow the firm to extend its investment capabilities while also deepening its relationships with clients.

Brian Price, CEO of Mesirow Wealth Management, commented on their approach: "Our approach is intentionally accessible. We aim to serve not just ultra-high-net-worth families but also successful individuals and business owners who value comprehensive planning along with thoughtful investment strategies."

Mesirow boasts 40 Wealth Advisors based in the Chicago area, enabling the firm to offer a personalized experience backed by deep market expertise. They emphasize a unique approach that balances comprehensive wealth planning with expert investment selection, providing clients access to both traditional stock and bond markets as well as alternative investments.

Additionally, Mesirow's commitment to growth and exemplary client service has been recognized on a national level, with the firm being named a Barron's Top 100 RIA Firm for the fourth consecutive year, advancing to #41 out of 100 in the latest rankings.

Mesirow, established in 1937 and headquartered in Chicago, has consistently focused on melding financial goals with social good, making it one of the most reputable firms within the financial services sector. Their comprehensive offerings extend from Private Capital and Currency to Capital Markets and Advisory Services, demonstrating their commitment not only to their clients but also to the communities they serve.

To learn more about Mesirow and its services, you can visit their official website at mesirow.com. This recognition fortifies Mesirow's status as a leading independent wealth management firm, further enhancing its legacy in the industry for decades to come.