Chicago Partners Investment Group

Overview

Chicago Partners Investment Group LLC is an Illinois limited liability company and SEC-registered investment advisor.¹ The firm lists locations in Chicago, Illinois; Honolulu, Hawaii; and Rochester, New York.²

History

The firm’s SEC file number is 801-69500, and its CRD number is 147662.³ Chicago Partners reported a No. 93 ranking on Barron’s 2026 Top 100 RIA Firms list.⁴

Leadership

Jim Hagedorn, CFA, is Managing Partner, and Anthony Halpin is Founding Partner & CFO.⁵ Nicholas Guido, CFP®, is Partner & COO, while Matthew Fischer, CFA, is Partner & CTO.⁵ Matt Grennell, J.D., is Partner & General Counsel, and Jack Hagedorn is Chief Experience Officer (CXO).⁵

Services

The firm reports discretionary and non-discretionary investment advisory services.¹ Its services include financial planning, portfolio management, selection of other advisers, and 401(k) plan option review and monitoring.¹ Family-office services include consolidated performance reporting, asset-allocation reporting, manager recommendations, and fee-cost reduction guidance.¹ Retirement-plan services include consulting, participant investment education, and advice on allocating 401(k) and profit-sharing plan assets.¹

What the firm offers

• Investment management
• Financial planning
• Retirement planning

Client focus

The firm serves high-net-worth individuals, trusts, not-for-profit plans, endowments, charitable organizations, corporations, and other business entities.¹ Its website identifies corporations and CFOs, high-net-worth individuals, investors with compliance restrictions, international clients, foundations and institutions, and private family offices as client groups.²

Investment philosophy and approach

The firm describes a five-step wealth-optimization process comprising portfolio audit, investment management, tax strategy optimization, advanced financial planning, and private client services.² It says it customizes investment, tax, cash-flow, retirement, and related plans so each part of a client’s wealth works together toward the client’s goals.² The firm primarily uses fundamental analysis and may also use quantitative, technical, risk-return, and computer-model methods.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Chicago

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• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com gives readers a way to research family offices, investors, and related organizations. A business owner or wealthy family can use those databases to understand the broader advisory community and identify firms or contacts connected to investment and planning needs.

• DataMFO fee types from Form ADV

  This page explains common multifamily office fee types reported through Form ADV. Readers evaluating a Chicago investment advisor can use it to prepare questions about advisory costs, billing methods, and how fees may relate to investment management or planning services.

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  Profiles of Aurelien Capital Partners, Barrington Wealth Management, and Highview Capital Management provide additional firms for comparison. Reviewing their locations, services, and client focus can help a wealthy family or business owner frame questions when assessing Chicago Partners Wealth Advisors.

Sources

1. Chicago Partners Form ADV Part 2A , accessed/as of March 17, 2026.
2. Chicago Partners locations , accessed/as of October 23, 2026.
3. Chicago Partners Form ADV Part 1 , accessed/as of May 6, 2024.
4. Chicago Partners website , accessed/as of October 23, 2026.
5. Chicago Partners financial professionals , accessed/as of October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.