AdvisorRanked

Best Financial Advisors in NAPERVILLE, Illinois

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

21
Registered Firms
0.95%
Median Fee
of assets/year
$293M
Median AUM
21
Firms Listed
in our database

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Top Rated Established Verified21 firms shown

Top-Ranked Advisors in NAPERVILLE

#1
93

CALAMOS WEALTH MANAGEMENT LLC

NAPERVILLE, IL · Since 2007

$5.5B AUM39 clientsFee: 0%
FiduciaryFee-Only
#2
87

WINDROCK WEALTH MANAGEMENT

NAPERVILLE, IL · Since 2015

$363M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
85

T2 ASSET MANAGEMENT, LLC

NAPERVILLE, IL · Since 2017

$180M AUM8 clientsFee: 0%
FiduciaryFee-Only
#4
85

LAKEWOOD ASSET MANAGEMENT, LLC

NAPERVILLE, IL · Since 2018

$249M AUM4 clientsFee: 0%
FiduciaryFee-Only
#5
85

ACCESS SOFTEK ADVISORY SERVICES

NAPERVILLE, IL · Since 2019

$7M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
85

STENGER FAMILY OFFICE, LLC

NAPERVILLE, IL · Since 2023

$686M AUM6 clientsFee: 0%
FiduciaryFee-Only
#7
84

VALORAN CAPITAL MANAGEMENT

NAPERVILLE, IL · Since 2021

$158M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
84

CGAM

NAPERVILLE, IL · Since 2022

$27M AUM4 clientsFee: 0%
FiduciaryFee-Only
#9
83

CALAMOS ADVISORS LLC

NAPERVILLE, IL · Since 1987

$43.9B AUM114 clientsFee: 0%
FiduciaryFee-Only
#10
83

SCG ASSET MANAGEMENT LLC

NAPERVILLE, IL · Since 2021

$159M AUM4 clientsFee: 0%
FiduciaryFee-Only
#11
83

ADVANCED PLANNING ADVISORS GROUP INC.

NAPERVILLE, IL · Since 2026

$120M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
83

CALAMOS PRIVATE EQUITY LLC

NAPERVILLE, IL · Since 2024

$0 AUM0 clientsFee: 0%
FiduciaryFee-Only
#13
82

INTENTGEN FINANCIAL PARTNERS

NAPERVILLE, IL · Since 2026

$0 AUM6 clientsFee: 0%
FiduciaryFee-Only
#14
80

PTMA INVESTMENT ADVISORS

NAPERVILLE, IL · Since 2019

$30.6B AUM81 clientsFee: 0%
FiduciaryFee-Only
#15
79

DHJJ FINANCIAL ADVISORS

NAPERVILLE, IL · Since 1992

$623M AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
79

STONE ISLAND FINANCIAL PLANNING

NAPERVILLE, IL · Since 2009

$134M AUM3 clientsFee: 0%
FiduciaryFee-Only
#17
77

LANTZ FINANCIAL LLC

NAPERVILLE, IL · Since 2018

$994M AUM6 clientsFee: 0%
FiduciaryFee-Only
#18
76

MILLINGTON FINANCIAL ADVISORS, LLC

NAPERVILLE, IL · Since 2022

$291M AUM5 clientsFee: 0%
FiduciaryFee-Only
#19
76

LEFT BRAIN WEALTH MANAGEMENT, LLC

NAPERVILLE, IL · Since 2018

$340M AUM6 clientsFee: 0%
FiduciaryFee-Only
#20
76

RAI WEALTH

NAPERVILLE, IL · Since 2023

$531M AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
70

FIDUCIARY FINANCIAL PARTNERS, LLC

NAPERVILLE, IL · Since 2013

$293M AUM5 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.