We invest in what matters
Wealth management
We are proud to be recognized for the work we do as Wealth Advisors and community servants.
The best accolades are those we receive from our clients. From referrals to friends and family members to kind words, we sincerely appreciate the depth of our relationships and are inspired by our clients’ stories and the work we do.
For example:
A client suffered from leukemia for many years. He had periods of remission followed by hospitalizations for treatments. Our team did significant financial and investment planning with the client in light of the circumstances. One Sunday, we received a call from the client. He told us his disease had progressed and this time he did not think he would make it home from the hospital. He was understandably worried about his family’s future once he was gone. We called the client’s estate attorney and together we went to the hospital to meet with the client. The client was wheeled into a conference room where we reviewed his investment and estate plans. He was able to understand that his family would be able to continue their present lifestyle after his death. The client passed days after our meeting. We believe he did so with an enhanced peace of mind that his family was financially secure.
Awards
Barron’s Top 100 RIA Firms 2022
Each year, Barron’s ranks the Top 100 RIA Firms, showcasing financial advisors across the country that prioritize advancement and work toward raising the standards for other firms. We were once again named to Barron's Top 100 RIA Firms list, ranking #47 in 2022.
Crain’s Chicago Business
Mesirow was recently named one of the Best Places to Work by Crain’s Chicago Business for the fifth consecutive year.
Human Rights Campaign’s Corporate Equality Index
Mesirow has received a top score of 100 in the Human Rights Campaign’s Corporate Equality Index for six consecutive years.
Community service
Mesirow has been a part of the Chicagoland community since 1937, when we started to do financial planning for clients in Chicago and Highland Park, Illinois.
Since then, our advisors have supported the communities they and our clients live and work in to spark positive change.
We know that our relevance, and our ability to serve clients, depends on the dynamic evolution of a workplace that prizes diverse thought and experience. Learn more about our values.
Barron’s 2022 List of Top 100 RIA Firms (Received September 2022 reflective of previous 12 months – Licensing fees paid post award for use of the ranking). Barron's is a weekly magazine/newspaper published by Dow Jones & Company that conducted the survey. The survey consisted of a 145-question questionnaire, used to collect information about the firm, wealth advisors, financial, and other general information. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if Mesirow is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Mesirow by any of its clients.
2022 Crain’s Chicago Business Money Managers List (received May 2022), is an annual list of the top 25 firms as ranked by assets under management as of December 31, 2021. To quality, companies generally must be headquartered locally. Rankings are based on the opinions of Crain’s Chicago which does not receive compensation from the advisors in exchange for placement on a ranking. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if Mesirow is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Mesirow by any of its clients.
2022 Human Rights Campaign Foundation’s Corporate Equality Index (Received January 2022 reflective of previous 12 months – Licensing fees paid post award for use of the ranking). The CEI rates employers providing these crucial protections to over 20 million U.S. workers and an additional 18 million abroad. Companies rated in the CEI include Fortune magazine’s 500 largest publicly traded businesses, American Lawyer magazine’s top 200 revenue-grossing law firms (AmLaw 200), and hundreds of publicly and privately held mid- to large-sized businesses. The CEI rates companies on detailed criteria falling under four central pillars: Non-discrimination policies across business entities, Equitable benefits for LGBTQ+ workers and their families, Supporting an inclusive culture, and Corporate social responsibility. The full report is available online at www.hrc.org/cei. Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients or guarantee that he/she will experience a certain level of results if Mesirow is engaged, or continues to be engaged, to provide investment advisory services, nor should they be construed as a current or past endorsement of Mesirow by any of its clients.
Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., is an SEC-registered investment advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc.