Find a Financial Advisor in Naperville, IL

 

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We did the hard work of finding trustworthy partners in Naperville, IL.

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We Only Work With The Best Naperville Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Naperville, IL


  • Financial Advisor Close to Naperville, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Naperville, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Naperville, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Naperville financial advisors.
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How Retirement-Friendly is Naperville, IL?

  • Population: 147,501
  • % of Population 62 Years and Over: 15.6%
  • Average Home Value: $422,900
  • Average Monthly Housing Cost: $1,911
  • Average Household Income: $154,724
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in Naperville, IL

 

WINDROCK WEALTH MANAGEMENT

Website

(312) 650-9593

225 West Jefferson Avenue, Suite 2

Naperville, IL 60540

SEC#: 801-106722
Years in Business: 6 years

LAKEWOOD ASSET MANAGEMENT, LLC

Website

(312) 543-1772

225 W Jefferson Avenue, Suite 102

Naperville, IL 60540

SEC#: 801-113632
Years in Business: 3 years

LANTZ FINANCIAL LLC

Website

(331) 204-6230

1733 Park Street
Suite 350
Naperville, IL 60563

SEC#: 801-114035
Years in Business: 3 years

PMA ASSET MANAGEMENT, LLC

Website

(630) 657-6400

2135 Citygate Lane
7th Floor
Naperville, IL 60563

SEC#: 801-115313
Years in Business: 2 years

CALAMOS AVENUE MANAGEMENT, LLC

Website

(630) 245-7200

2020 Calamos Court

Naperville, IL 60563

SEC#: 801-119329
Years in Business: 1 years

CALAMOS ADVISORS LLC

Website

(630) 245-7200

2020 Calamos Court

Naperville, IL 60563

SEC#: 801-29688
Years in Business: 34 years

DHJJ FINANCIAL ADVISORS

Website

(630) 420-1360

184 Shuman Boulevard
Suite 200
Naperville, IL 60563

SEC#: 801-42639
Years in Business: 29 years

MEYER FINANCIAL SERVICES, INC.

Website

(630) 896-7770

2020 Calamos Court
Suite 200
Naperville, IL 60563

SEC#: 801-119195
Years in Business: 1 years

FIDUCIARY FINANCIAL PARTNERS, LLC

Website

(630) 780-1534

1250 E. Diehl Road
Suite 404
Naperville, IL 60563

SEC#: 801-78241
Years in Business: 8 years

 


Naperville, IL Financial Advisor FAQs

The amount of pay is determined by the type of payment schedule as well as any additional services that advisor provides. The most common fee structure for an investment advisor is a percentage of the money being invested from 1% to 3%. If you need help managing your investments then annual fees can be anywhere from 0.5% to 1%.
Yes. A financial advisor can give an individual a tailored recommendation that matches their needs because this job is simply too complex for the average person to tackle on his/her own.
Find a financial advisor that can demonstrate their experience and knowledge in the area of investments and retirement planning. For example, if you want to be advised on the best way to save for retirement, look for an advisor who has experience with retirement savings.
First, you need to find out what type of financial services they can help you with. Ask them questions about their qualifications for these areas, and make sure the answer is convincing. Do your research on both the advisor and company you are considering working with, but ask follow up questions if something sounds off.