Press release
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Wealth Management

Mesirow named a Barron's Top 100 RIA Firm for fifth consecutive year

  • Recognition comes as Mesirow Wealth Management continues to grow, serving high net worth families and individuals across generations and expanding its local presence beyond Chicago into key regions including Southeast Florida.
  • The Barron's Top 100 RIA Firms list highlights the nation?s leading financial advisors who continue to raise standards of excellence across the industry.

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Chicago
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September 18, 2025

Mesirow, an independent, employee-owned financial services firm, today announced that the firm has been named a Barron's Top 100 RIA Firm for the fifth consecutive year.1 This recognition underscores Mesirow?s commitment to delivering personal, comprehensive wealth plans, expert investment selection and exceptional service.

According to Barron's, the Top 100 RIA ranking evaluates independent advisor firms based on a rigorous set of qualitative and quantitative metrics, including assets under management, revenue generated, succession planning and community engagement. This annual ranking emphasizes the overall quality of practice and the advisors' ability to deliver long-term value to clients.

"We are honored to again be included on Barron's list of the Top 100 RIA Firms," said Brian Price, CEO of Mesirow Wealth Management. "This continued recognition by Barron's is a testament to our Wealth Advisors and their unwavering commitment to guiding clients through uncertain markets and evolving life circumstances."

This continued recognition comes amid continued expansion by Mesirow Wealth Management. Through the recent acquisitions of both Front Barnett Associates, LLC and Price Wealth Management, Mesirow Wealth Management has strengthened its ability to serve high net worth clients and increased the firm?s presence in southeast Florida. The firm also recently deepened its offerings through key hires with deep expertise in advanced tax and estate planning.

Earlier this year, Mesirow Wealth Management ranked #9 on Crain's Chicago Business list of the Largest Wealth Management Firms in the Chicago Area, reflecting Mesirow's strong and growing position among firms serving the region's most affluent clients. Additionally, four Mesirow Wealth Advisors were recognized by Forbes in their 2025 Best-in-State Advisors and 2025 Top Women Wealth Advisors Best-in-State lists.

Mesirow Wealth Management has more than $13.1 billion in assets under management / assets under advisement,2 and Mesirow overall has $315.9 billion in assets under supervision.3 Ā 

We invite you to learn more at mesirow.com/wealth.

Inquiries
mediainquiries@mesirow.com

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1. 2025 Barron's Top RIAs (Received September 2025 for the year 2024. Licensing fees paid post award for use of the ranking). In order to be considered for the Barron?s 2025 Top RIA Firms list, applicants were required to complete a 145-question survey, with the firm's ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning. | 2. Assets under management is as of 6.30.2025 and Assets under advisement is as of 3.31.2025. Some assets under advisement (AUA ) are on a 45-to-90-day lag due to time needed to confirm away assets. | 3. As of 6.30.2025 unless otherwise noted. | 1. Assets under supervision includes regulatory assets under management; assets under advisement; and non-securities currency assets under management. For these purposes: (1) regulatory assets under management (RAUM) is calculated in accordance with Instruction 5A of Form ADV and includes all assets of securities portfolios (both discretionary and non-discretionary). (2) Some assets under advisement (AUA) are on a 45-to-90-day lag due to time needed to confirm away assets. (3) Currency assets under management includes AUM associated with (i) active and passive currency risk management products $181.41 billion, (ii) non-fx overlay strategies such as equitization and beta overlays $1.00 billion, and (iii) alpha strategies $1.65 billion. In all such cases, AUM is calculated based on notional value of currency investments. Additionally, AUM for alpha strategies is adjusted because clients can select a volatility target (generally between 2% and 12% annualized), which is normalized to 2% in order to create a consistent depiction of alpha strategy AUM. This results in a scaled AUM, which is higher than the actual aggregate notional value of all alpha strategy portfolios if clients have selected a volatility target higher than 2%. As of 6.30.2025, the unscaled AUM for alpha strategies was $384.37 million. Alternative Credit assets under management are as of 3.31.2025 and include regulatory assets under management (gross asset value plus unfunded commitments). Some assets under advisement (AUA) are on a 45-to-90-day lag due to time needed to confirm away assets. Private Equity assets under management are as of 3.31.2025 and are calculated by adding uncalled commitments and net asset value as of a period end. The most recent data is preliminary and estimated. Real Estate assets under management are as of 3.31.2025 and include regulatory assets under management (gross asset value plus unfunded commitments).

Mesirow Wealth Management is a division of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Ā Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.ā€™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.