Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Naperville, Illinois, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and 48 non-vetted financial advisors in Naperville, Illinois, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Naperville, Illinois have an average of 23 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CALAMOS ADVISORS LLC 2020 Calamos Court, Naperville, IL, 60563-2787 | 105758 | $41,993,109,481 | 1387 | A percentage of AUM, Performance Based |
PMA ASSET MANAGEMENT, LLC 2135 Citygate Lane, 7th Floor Naperville, IL, 60563 | 301973 | $21,534,425,937 | 531 | A percentage of AUM |
CALAMOS WEALTH MANAGEMENT LLC 2020 Calamos Court, Naperville, IL, 60563-2787 | 143490 | $3,428,713,937 | 2949 | A percentage of AUM, Fixed fees |
LANTZ FINANCIAL LLC 1733 Park Street, Suite 350 Naperville, IL, 60563 | 297573 | $644,487,507 | 2379 | A percentage of AUM, Hourly charges, Fixed fees |
DHJJ FINANCIAL ADVISORS 184 Shuman Boulevard, Suite 200 Naperville, IL, 60563 | 107034 | $470,542,661 | 383 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
WINDROCK WEALTH MANAGEMENT 225 West Jefferson Avenue, Suite 2, Naperville, IL, 60540 | 166124 | $356,494,332 | 200 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
LEFT BRAIN WEALTH MANAGEMENT, LLC 215 Shuman Blvd, #304 Naperville, IL, 60563 | 170348 | $323,077,782 | 638 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
SCG ASSET MANAGEMENT LLC 2132 Deep Water Lane, Suite 232 Naperville, IL, 60564 | 311843 | $215,635,031 | 10 | A percentage of AUM, Fixed fees, Performance Based |
LAKEWOOD ASSET MANAGEMENT, LLC 225 W Jefferson Avenue, Suite 102, Naperville, IL, 60540 | 174887 | $189,873,466 | 321 | A percentage of AUM |
MODEL WEALTH 55 S. Main St., Suite 380 Naperville, IL, 60540 | 299798 | $180,747,498 | 366 | A percentage of AUM, Hourly charges, Fixed fees |
FIDUCIARY FINANCIAL PARTNERS, LLC 1250 E. Diehl Road, Suite 404 Naperville, IL, 60563 | 156389 | $175,230,583 | 713 | A percentage of AUM, Hourly charges, Fixed fees |
STONE ISLAND FINANCIAL PLANNING 2135 City Gate Lane, Suite 460 Naperville, IL, 60563 | 146765 | $168,981,136 | 277 | Hourly charges, Fixed fees, Performance Based |
MILLINGTON FINANCIAL ADVISORS, LLC 222 S. Mill Street, Naperville, IL, 60540 | 156315 | $143,300,583 | 119 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based |
MEYER FINANCIAL SERVICES, INC. 2020 Calamos Court, Suite 200 Naperville, IL, 60563 | 174457 | $129,761,420 | 311 | A percentage of AUM, Hourly charges, Fixed fees |
CALAMOS AKSIA ADVISORS LLC 2020 Calamos Court, Naperville, IL, 60563-2787 | 322773 | $0 | 0 | A percentage of AUM |
* Additional advisors listing is provided in partnership with Yext
Financial Advisor | Office Location | Phone Number |
---|---|---|
Allgood Financial Inquire with Allgood | 2323 Naperville Road, Suite 210 Naperville, IL 60563 | 331-229-3224 |
Kevin E O'Hara Inquire with Kevin | 400 E Diehl Rd, Ste 160 Naperville, IL 60563 | 630-799-9310 |
Gayle Peterson-Gillen - Ameriprise Financial Services, LLC Inquire with Gayle | 2323 Naperville Rd, Ste 150 Naperville, IL 60563 | 630-955-1400 |
Kabza, O'Hara & Associates Inquire with Kabza, | 400 E Diehl Rd, Ste 160 Naperville, IL 60563 | 630-799-9310 |
Sylvia Juric Inquire with Sylvia | 2323 Naperville Rd, Ste 110 Naperville, IL 60563 | 630-505-4100 |
Vijay Bajaj Inquire with Vijay | 2323 Naperville Rd, Ste 140 Naperville, IL 60563 | 630-955-6160 |
Kerry Kabza Inquire with Kerry | 400 E Diehl Rd, Ste 160 Naperville, IL 60563 | 630-799-9310 |
Rogers Financial Services Inquire with Rogers | 800 West Fifth Ave, Suite 205L Naperville, IL 60563 | 630-369-2350 |
Millington Financial Advisors Inquire with Millington | 222 South Mill Street, Naperville, IL 60540 | 630-922-7900 |
Fifth Third Securities Inquire with Fifth | 1296 Rickert Drive, Naperville, IL 60540 | 630-272-1601 |
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