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: 705
Average Clients per Advisor: 27
AUM: $ 3.1B
LANTZ FINANCIAL LLC
CRD#: 297573
Address: 1733 Park Street Suite 350, Naperville, IL 60563
Clients: 393
Average Clients per Advisor: 131
AUM: $ 585M
DHJJ FINANCIAL ADVISORS
CRD#: 107034
Address: 184 Shuman Boulevard Suite 200, Naperville, IL 60563
Clients: 206
Average Clients per Advisor: 18
AUM: $ 402M
LEFT BRAIN WEALTH MANAGEMENT, LLC
CRD#: 170348
Address: 215 Shuman Blvd #304, Naperville, IL 60563
Clients: 125
Average Clients per Advisor: 31
AUM: $ 212M
FIDUCIARY FINANCIAL PARTNERS, LLC
CRD#: 156389
Address: 1250 E. Diehl Road Suite 404, Naperville, IL 60563
Clients: 66
Average Clients per Advisor: 13
AUM: $ 165M
MODEL WEALTH
CRD#: 299798
Address: 55 S. Main St. Suite 380, Naperville, IL 60540
Clients: 51
Average Clients per Advisor: 12
AUM: $ 162M
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
Jennifer Eve Rosenblum
Registered Affiliation(s):MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
Robert Harold Rosenthal
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Edward Ploder
Registered Affiliation(s):MORGAN STANLEY
John Stanford Adams
Registered Affiliation(s):WELLSPRING PLANNING GROUP LLC
Scott M Hoeppel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Timothy Berg
Registered Affiliation(s):TIMOTHY FINANCIAL COUNSEL, INC.
David Sean Morgan
Registered Affiliation(s):JMG FINANCIAL GROUP LTD
Charles J Stuck
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Alon Kim
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Eric Boyd Hayes
Registered Affiliation(s):MORGAN STANLEY
Timothy Charles Nelson
Registered Affiliation(s):EDWARD JONES
Heather Lea Locus
Registered Affiliation(s):BALASA DINVERNO FOLTZ LLC
Christopher Adam Forbes
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael E Burdick
Registered Affiliation(s):EDWARD JONES
Kevin Charles Koney
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Christopher M Shriver
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Richard J. Roeser
Registered Affiliation(s):EDWARD JONES
Mark W Thorndyke
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Matthew Andrew Gall
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Mike Karras
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Richard J Coppola
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Brian J Carroll
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Christopher Patrick Burke
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kristina M Vanliew
Registered Affiliation(s):MORGAN STANLEY
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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