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.

 

$13.9B

In assets under supervision as of 9.30.2025

19

Years average advisor tenure

40+

Advisors with one or multiple professional designations

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Clients: How you’ll help

Advantage #1

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A personalized approach

Offer clients a compelling combination of personalized, comprehensive financial planning and exceptional client service.

Advantage #2

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Broad investment selection

Deliver a flexible platform comprising traditional and alternative investment options, all backed by independent, objective research.

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Advantage #3

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Advanced planning tools

Tap into sophisticated financial planning tools, including access to specialists in estates, taxes and Medicare.

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Advantage #4

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A trusted brand

Build on our 90-year legacy and grow your practice through customized marketing that includes lead generation, media, events and more.

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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
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Culture: How Mesirow supports you

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News

RIA firm joins Mesirow

Front Barnett

Front Barnett Associates LLC deepens customized equity and fixed income management

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Stuart, Florida office expands

Ashley Crotwell

Ashley Crotwell, CFP deepens Mesirow Wealth Management presence in Southeast Florida

Press release

2025 FFP RIA Impact Partner

Mesirow  | FFP

Through the Foundation for Financial Planning, we deliver pro bono guidance to those in need.

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WGN “Mesirow Monday”

Gary Pattengale and Jon Hansen

Gary Pattengale outlines the strategic opportunities—and common pitfalls—of Roth accounts and conversions.

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Recognition

Mesirow Wealth Management, and our Wealth Advisors, are proud to receive frequent recognition from leading organizations.

  • Barron's 2025 Top 100 RIA Firm
  • Forbes 2025 Top Women Wealth Advisors: Best-in-State
  • Forbes 2025 Best-in-State Wealth Advisors
  • Forbes 2024 Best-in-State Top Next Gen Advisors
  • Crain's Chicago Business 2025 Best Places to Work
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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.

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Brian D. Price

CEO, Wealth Management | Chairman, Investment Banking

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Nitay Laor

Director, Strategic Growth and Acquisitions | Wealth Management

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Headshot of Darren Feld

Darren Feld, ChFC®

Senior Managing Director, Chief Operating Officer | Wealth Management

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Headshot of Sumit Desai

Sumit L. Desai, CFA

Managing Director, Director of Research | Wealth Management

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Headshot of Linda Matza

Linda Matza

Managing Director | Integrated Marketing and Communications

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Headshot of Carrie Murphy

Carrie Murphy

Senior Vice President, Head of Middle Office | Wealth Management

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Headshot of Denice Nard

Denice Nard

Managing Director, Supervisory Principal | Wealth Management

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Headshot of Lauren Greenebaum

Lauren J. Greenebaum

Managing Director, Legal & Compliance | Wealth Management

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Nick Moriarty

Senior Vice President, Integrations and Strategic Projects | Wealth Management

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Let’s start the conversation

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