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Kovitz Information

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Kovitz connects high net worth individuals, institutions and financial professionals to customized asset management and advisory strategies. We focus on long-term investment solutions, backed by our own stringent research. We treat financial planning and wealth management as active processes, working with our clients to identify and implement the decisions that suit their needs. Kovitz Investment Group Partners, LLC (Kovitz) is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940 that provides investment management services to individual and institutional clients. Regulatory Documents: https://www.kovitz.com/regulatory-documents

Website http://www.kovitz.com
Revenue $19.9 million
Employees 137 (42 on RocketReach)
Founded 2003
Address 71 South Wacker Drive Suite 1860, Chicago, Illinois 60606, US
Phone (312) 334-7300
Fax (312) 334-7308
Industry Financial Services, Finance General, Asset Management, Investment Management, Finance, Other Capital Markets/Institutions, Financial Planning, Fixed Income Analysis
Web Rank 12 Million
Keywords High Net Worth, Wealth Management, Asset Management, Financial Advisory, Financial Planning, Investment Solutions, Investment Strategies, Financial Services, Portfolio Management, Investment Research, Institutional Investing, Long Term Investing, Risk Management, Retirement Planning, Due Diligence, Wealth Preservation, Alternative Investments, Estate Planning, Capital Preservation, Tax Planning
Competitors Fidelity Investments, Vanguard, Merrill Edge, Raymond James, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Betterment, Wealthfront, Personal Capital, Schwab Advisor Services +41 more (view full list)
SIC SIC Code 621 Companies, SIC Code 62 Companies
NAICS NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies

Kovitz Questions

The Kovitz annual revenue was $19.9 million in 2026.

Will Zheng is the Vice President Strategy of Kovitz.

42 people are employed at Kovitz.

Kovitz is based in Chicago, Illinois.

The NAICS codes for Kovitz are [52, 523, 5239].

The SIC codes for Kovitz are [621, 62].

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