Top 10 advisors in Naperville
We’ve curated a list of the best financial advisors in Naperville, take a look at it below
Find an advisor in Naperville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $20,027,210,883 | 69 advisors | ||
| 2 | $526,622,379 | 9 advisors | ||
| 3 | $389,037,413 | 12 advisors | ||
| 4 | $212,166,511 | 5 advisors | ||
| 5 | $181,225,940 | 4 advisors | ||
| 6 | $162,450,148 | 4 advisors | ||
| 7 | $152,572,635 | 7 advisors | ||
| 8 | $141,167,192 | 6 advisors | ||
| 9 | $102,202,091 | 3 advisors | ||
| 10 | $77,903,740 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Naperville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Naperville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Pma Asset Management, LLC
Assets under management
$20,027,210,883
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Lantz Financial LLC
Assets under management
$526,622,379
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
3. Dhjj Financial Advisors
Assets under management
$389,037,413
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Portfolio Management For Profit Sharing Plans & Pension Plans
4. Left Brain Wealth Management, LLC
Assets under management
$212,166,511
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
5. Stenger Family Office, LLC
Assets under management
$181,225,940
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
6. Model Wealth
Assets under management
$162,450,148
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. Fiduciary Financial Partners, LLC
Assets under management
$152,572,635
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Stone Island Financial Planning
Assets under management
$141,167,192
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Qsv Equity Investors LLC
Assets under management
$102,202,091
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Meyer Financial Services, Inc.
Assets under management
$77,903,740
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.