Best Financial Advisors in NAPERVILLE, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in NAPERVILLE
CALAMOS WEALTH MANAGEMENT LLC
NAPERVILLE, IL · Since 2007
WINDROCK WEALTH MANAGEMENT
NAPERVILLE, IL · Since 2015
T2 ASSET MANAGEMENT, LLC
NAPERVILLE, IL · Since 2017
LAKEWOOD ASSET MANAGEMENT, LLC
NAPERVILLE, IL · Since 2018
ACCESS SOFTEK ADVISORY SERVICES
NAPERVILLE, IL · Since 2019
SCG ASSET MANAGEMENT LLC
NAPERVILLE, IL · Since 2021
ADVANCED PLANNING ADVISORS GROUP INC.
NAPERVILLE, IL · Since 2026
VALORAN CAPITAL MANAGEMENT
NAPERVILLE, IL · Since 2021
CGAM
NAPERVILLE, IL · Since 2022
STENGER FAMILY OFFICE, LLC
NAPERVILLE, IL · Since 2023
CALAMOS PRIVATE EQUITY LLC
NAPERVILLE, IL · Since 2024
INTENTGEN FINANCIAL PARTNERS
NAPERVILLE, IL · Since 2026
CALAMOS ADVISORS LLC
NAPERVILLE, IL · Since 1987
DHJJ FINANCIAL ADVISORS
NAPERVILLE, IL · Since 1992
STONE ISLAND FINANCIAL PLANNING
NAPERVILLE, IL · Since 2009
MILLINGTON FINANCIAL ADVISORS, LLC
NAPERVILLE, IL · Since 2022
LANTZ FINANCIAL LLC
NAPERVILLE, IL · Since 2018
PTMA INVESTMENT ADVISORS
NAPERVILLE, IL · Since 2019
FIDUCIARY FINANCIAL PARTNERS, LLC
NAPERVILLE, IL · Since 2013
LEFT BRAIN WEALTH MANAGEMENT, LLC
NAPERVILLE, IL · Since 2018
RAI WEALTH
NAPERVILLE, IL · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in NAPERVILLE?
The median advisory fee in NAPERVILLE, IL is 0.95% of assets under management per year, based on Form ADV filings from 21 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.