Top Financial Advisors in Naperville, Illinois
Finding the right financial advisor in Naperville is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Naperville, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Naperville, IL.
Find the Best Financial Advisor Firms in Naperville:
CALAMOS WEALTH MANAGEMENT LLC
CRD#: 143490
Address: 2020 Calamos Court, Naperville, IL 60563-2787
Clients: 852
Average Clients per Advisor: 23
AUM: $ 4.1B
LANTZ FINANCIAL LLC
CRD#: 297573
Address: 1733 Park Street Suite 350, Naperville, IL 60563
Clients: 416
Average Clients per Advisor: 83
AUM: $ 846M
DHJJ FINANCIAL ADVISORS
CRD#: 107034
Address: 184 Shuman Boulevard Suite 200, Naperville, IL 60563
Clients: 177
Average Clients per Advisor: 22
AUM: $ 544M
STENGER FAMILY OFFICE, LLC
CRD#: 325089
Address: Naperville Financial Center 400 East Diehl Road Suite 550, Naperville, IL, 60563
Clients: 377
Average Clients per Advisor: 53
AUM: $ 433M
RAI WEALTH
CRD#: 324695
Address: 1700 Park Street, Suite 106, Naperville, IL 60563
Clients: 273
Average Clients per Advisor: 45
AUM: $ 409M
LEFT BRAIN WEALTH MANAGEMENT, LLC
CRD#: 170348
Address: 215 Shuman Blvd #304, Naperville, IL 60563
Clients: 85
Average Clients per Advisor: 14
AUM: $ 310M
How We Chose the Top Financial Advisors in Naperville, Illinois
To create this list of top financial advisor firms in Naperville, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Naperville has to offer.
Search Financial Advisors in Naperville, Illinois
Michael Bernhardt Jenny
Registered Affiliation(s):STOUT CAPITAL, LLC
David Wayne Ellstrom
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel Patrick Wachs
Registered Affiliation(s):WOODBURY FINANCIAL SERVICES, INC.
Terrence Edward Herr
Registered Affiliation(s):HERR CAPITAL MANAGEMENT LLC
Julia Karasik
Registered Affiliation(s):MORGAN STANLEY
Russell Mclean
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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