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CHI-CAP NAMED TOP FINANCIAL PLANNING COMPANY

Chicago Capital was included in the annual ranking of the largest fee-only financial planning companies in 2024 by Financial Planning magazine.

 

Chi-Cap was ranked 102nd in the country and 7th in Illinois in Financial Planning magazine’s list of the 150 largest financial planning firms.  The ranking is based on assets under management and financial planning services. 

 

"Thank you to our clients, who made this possible” said Rick Fradin, Chi-Cap Partner.  "We’re pleased to be included among the top financial planning firms”. 

 

 

 

 

 

Awarded on 11/20/24, using data obtained from Form ADV as of 12/31/23. The methodology used for this rating was based solely on factors unrelated to the quality of investment advice provided by Chicago Capital, LLC (such as assets under management and financial planning services). No compensation was provided in connection with or in exchange for placement on this rating. Third party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

 

Disclosure:  Chicago Capital, LLC is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with your Chicago Capital advisor and/or tax professional before implementing any strategy discussed herein.

 


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