Fiduciary advisors in Naperville, IL

18 registered advisers

Naperville is a western Chicago suburb with one of the highest median household incomes in Illinois and a family-focused advisory market, and 18 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 14 of the 18 registered practices, or about 78% of the local market. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

ACCESS SOFTEK ADVISORY SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #299800
Typical Fee--
AUM$7M
Minimum--
Clients2,352

CALAMOS ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #105758
Typical Fee--
AUM$38.2B
Minimum--
Clients1,662

CALAMOS PRIVATE EQUITY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #326913
Typical Fee--
AUM--
Minimum--
Clients--

CALAMOS WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #143490
Typical Fee--
AUM$4.1B
Minimum--
Clients3,434

CGAM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #322813
Typical Fee--
AUM$20M
Minimum--
Clients3

DHJJ FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #107034
Typical Fee--
AUM$544M
Minimum--
Clients1,366

FIDUCIARY FINANCIAL PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Naperville, IllinoisCRD #156389
Typical Fee--
AUM$293M
Minimum--
Clients827

LAKEWOOD ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #174887
Typical Fee--
AUM$220M
Minimum--
Clients340

LANTZ FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #297573
Typical Fee--
AUM$994M
Minimum--
Clients3,250

LEFT BRAIN WEALTH MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Naperville, IllinoisCRD #170348
Typical Fee--
AUM$310M
Minimum--
Clients650

MILLINGTON FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #156315
Typical Fee--
AUM$224M
Minimum--
Clients497

PTMA INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #301973
Typical Fee--
AUM$27.8B
Minimum--
Clients504

RAI WEALTH

Clean RecordAlso Compensated via Brokerage
Naperville, IllinoisCRD #324695
Typical Fee--
AUM$409M
Minimum--
Clients1,097

SCG ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Naperville, IllinoisCRD #311843
Typical Fee--
AUM$136M
Minimum--
Clients8

STENGER FAMILY OFFICE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #325089
Typical Fee--
AUM$628M
Minimum--
Clients2,163

STONE ISLAND FINANCIAL PLANNING

Fee-Only, No ConflictsClean Record
Naperville, IllinoisCRD #146765
Typical Fee0.10%
AUM$137M
Minimum--
Clients258

T2 ASSET MANAGEMENT, LLC

Clean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #167714
Typical Fee--
AUM$165M
Minimum--
Clients830

WINDROCK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Naperville, IllinoisCRD #166124
Typical Fee--
AUM$291M
Minimum--
Clients539
Fiduciary Advisors in Naperville, Illinois | FiduciaryListings