Financial advisers in Naperville, IL
20 registered investment adviser firms in Naperville managing $85.0B in assets, based on public SEC Form ADV filings.
Calamos Advisors LLC
Naperville, IL · Est. 1987
- AUM
- $43.9B
- Per adviser
- $385M
- Advisers
- 114
No reported disclosures
Ptma Investment Advisors
Naperville, IL · Est. 2019
- AUM
- $30.6B
- Per adviser
- $378M
- Advisers
- 81
No reported disclosures
Calamos Wealth Management LLC
Naperville, IL · Est. 2007
- AUM
- $5.5B
- Per adviser
- $140M
- Advisers
- 39
No reported disclosures
Lantz Financial LLC
Naperville, IL · Est. 2018
- AUM
- $994M
- Per adviser
- $166M
- Advisers
- 6
No reported disclosures
Stenger Family Office, LLC
Naperville, IL · Est. 2023
- AUM
- $686M
- Per adviser
- $114M
- Advisers
- 6
No reported disclosures
Dhjj Financial Advisors
Naperville, IL · Est. 1992
- AUM
- $623M
- Per adviser
- $78M
- Advisers
- 8
No reported disclosures
Rai Wealth
Naperville, IL · Est. 2023
- AUM
- $531M
- Per adviser
- $88M
- Advisers
- 6
No reported disclosures
Windrock Wealth Management
Naperville, IL · Est. 2015
- AUM
- $363M
- Per adviser
- $91M
- Advisers
- 4
No reported disclosures
Left Brain Wealth Management, LLC
Naperville, IL · Est. 2018
- AUM
- $340M
- Per adviser
- $57M
- Advisers
- 6
No reported disclosures
Fiduciary Financial Partners, LLC
Naperville, IL · Est. 2013
- AUM
- $293M
- Per adviser
- $59M
- Advisers
- 5
No reported disclosures
Millington Financial Advisors, LLC
Naperville, IL · Est. 2022
- AUM
- $291M
- Per adviser
- $58M
- Advisers
- 5
No reported disclosures
Lakewood Asset Management, LLC
Naperville, IL · Est. 2018
- AUM
- $249M
- Per adviser
- $62M
- Advisers
- 4
No reported disclosures
T2 Asset Management, LLC
Naperville, IL · Est. 2017
- AUM
- $180M
- Per adviser
- $23M
- Advisers
- 8
No reported disclosures
Scg Asset Management LLC
Naperville, IL · Est. 2021
- AUM
- $159M
- Per adviser
- $40M
- Advisers
- 4
No reported disclosures
Stone Island Financial Planning
Naperville, IL · Est. 2009
- AUM
- $134M
- Per adviser
- $45M
- Advisers
- 3
No reported disclosures
Advanced Planning Advisors Group INC.
Naperville, IL · Est. 2026
- AUM
- $120M
- Per adviser
- $60M
- Advisers
- 2
No reported disclosures
Cgam
Naperville, IL · Est. 2022
- AUM
- $27M
- Per adviser
- $7M
- Advisers
- 4
No reported disclosures
Access Softek Advisory Services
Naperville, IL · Est. 2019
- AUM
- $7M
- Per adviser
- $2M
- Advisers
- 4
No reported disclosures
Calamos Private Equity LLC
Naperville, IL · Est. 2024
- AUM
- —
- Per adviser
- —
- Advisers
- —
No reported disclosures
Intentgen Financial Partners
Naperville, IL · Est. 2026
- AUM
- —
- Per adviser
- —
- Advisers
- 6
No reported disclosures