Five Star Wealth Manager Award

Chicago Magazine and Five Star Professional partnered together to find wealth managers who satisy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients.  Among many distinguishable attributes, the average one-year client retention rate for this year's award winners is more than 96 percent.

The 2023 Five Star Wealth Managers are a select group, representing less than 3 percent of wealth managers in the Chicago area.

To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to