The Empowered Advisor
At Mesirow Wealth Management, advisors don’t just join a firm — they join a culture that values independence and individuality.
From our Chicago headquarters and offices nationwide, we offer an open-architecture platform, teams of experts and a dynamic suite of tools that empower you to build your practice your way — while strengthening client relationships and delivering what matters most, today and across generations.
In assets under supervision*
Years average advisor tenure
Advisors with one or multiple professional designations
Meet us
RIA Edge
April 14-15, 2026
Nashville, TN
If you’re exploring your next chapter as an advisor — more time advising, a flexible open‑architecture platform, and advanced planning support — let’s connect in person at the RIA Edge conference. Start a confidential conversation with Nitay Laor to discuss how our Empowered Advisor initiative can help you build, scale, and sustain multigenerational client relationships.
Become an empowered advisor
At Mesirow, being independent and employee-owned means we think and act as owners — striving to help clients prosper. Our culture empowers professionals to take initiative and invest in what matters: our clients, our communities and each other.
Clients: How you’ll help
A personalized approach
Offer clients a compelling combination of personalized, comprehensive financial planning and exceptional client service.
Broad investment selection
Deliver a flexible platform comprising traditional and alternative investment options, all backed by independent, objective research.
Advanced planning tools
Tap into sophisticated financial planning tools, including access to specialists in estates, taxes and Medicare.
A trusted brand
Build on our 89-year legacy and grow your practice through customized marketing that includes lead generation, media, events and more.
Communities:
How you can serve
Our advisors often suggest organizations to support, then share time, talent and financial support through strategic partnerships that deliver family services, mentorship, economic impact and pro bono financial planning. Other relationships include:
- After School Matters
- Alzheimer's Association
- American Cancer Association
- American Heart Association
- Brain Research Foundation
- Ladder Up
- Posse
- Urban Initiatives
Culture: How Mesirow supports you
Capabilities without constraints
Asset TV interviews Brian D. Price, CEO of Mesirow Wealth Managment about our unique offering and culture.
News
RIA firm joins Mesirow
Front Barnett Associates LLC deepens customized equity and fixed income management
Stuart, Florida office expands
Ashley Crotwell, CFP® deepens Mesirow Wealth Management presence in Southeast Florida
WGN “Mesirow Monday”
Gary Pattengale outlines the strategic opportunities—and common pitfalls—of Roth accounts and conversions.
2025 FFP RIA Impact Partner
Through the Foundation for Financial Planning, we deliver pro bono guidance to those in need
Recognition
Mesirow Wealth Management, and our Wealth Advisors, are proud to receive frequent recognition from leading organizations.
- Crain's 2026 Largest Wealth Managment firms in the Chicago area
- Forbes 2026 Top Women Wealth Advisor: Best-in-State
- Barron's 2025 Top 100 RIA Firm
- Forbes 2025 Top Women Wealth Advisors: Best-in-State
- Forbes 2025 Best-in-State Wealth Advisors
- Crain's Chicago Business 2025 Best Places to Work
- Forbes 2024 Best-in-State Top Next Gen Advisors
Your team of experts
Tap into a team of dedicated Wealth specialists who support your practice—so you can focus on growing it—as you benefit from the full resources and strong culture of Mesirow.
ChFC®
CFA
