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Independent RIAs in Naperville, Illinois

As of October 2, 2026, 43 independent wealth management RIAs with their main office in Naperville, Illinois reported $12.4 billion in regulatory assets under management; the largest by assets was Calamos Wealth Management LLC, with $5.5 billion.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
43
Regulatory assets under management
$12.4 billion
Average per firm
$287.7 million
SEC-registered, of those listed
18 of 43 (41.9%)

Firms by assets

#FirmRegistrationRAUMAccounts
1 Calamos Wealth Management LLC SEC $5.5 billion 4,308
2 Lantz Financial LLC SEC $994.1 million 3,250
3 Intentgen Financial Partners SEC $756.6 million 1,845
4 Stenger Family Office, LLC SEC $734.9 million 2,287
5 DHJJ Financial Advisors SEC $623.4 million 1,413
6 Rai Wealth SEC $530.8 million 1,220
7 Windrock Wealth Management SEC $363.2 million 583
8 V2 Financial Group, LLC SEC $350.5 million 1,036
9 Left Brain Wealth Management, LLC SEC $340.4 million 712
10 Fiduciary Financial Partners, LLC SEC $293.3 million 829
11 Millington Financial Advisors, LLC SEC $291.4 million 554
12 Lakewood Asset Management, LLC SEC $248.7 million 365
13 T2 Asset Management, LLC SEC $180.0 million 850
14 F5 Financial Planning, L.L.C. SEC $168.7 million 592
15 Integral Financial Planning LLC SEC $158.0 million 375
16 Stone Island Financial Planning SEC $134.0 million 251
17 Advanced Planning Advisors Group Inc. SEC $120.4 million 638
18 Prairie Investment Advisors, LLC State $103.6 million 270
19 HK Private Client, LLC State $89.9 million 201
20 Galaria Capital Management, LLC State $83.0 million 250
21 Kadisak Financial Services, Inc. State $65.5 million 299
22 Heritage Wealth State $55.1 million 158
23 GCR Financial Services, LLC State $47.4 million 39
24 RWC for Life State $30.2 million 234
25 Oakwood Wealth Advisors Ltd. State $30.1 million 60
26 Lakshmi Wealth Management LLC State $29.0 million 55
27 Cornerstone Asset Management, Inc. State $20.0 million 110
28 Heritage Drive Wealth Management LLC State $18.3 million 51
29 Powers Financial Group, LLC State $7.6 million 46
30 Access Softek Advisory Services SEC $7.4 million 2,352
31 Herrick Lake Investments LLC State $6.0 million 31
32 Bishop Financial Services LLC State $4.7 million 12
33 Naperville Private Wealth, LLC State $4.2 million 23
34 Nexjenn Financial Services State $3.9 million 10
35 Convexity Investments LLC State $3.1 million 19
36 Blue Cedar Advisors LLC State $0 0
37 Hampton Financial Services State $0 0
38 Lotic Financial Planning LLC State $0 0
39 Recondite Capital LLC State $0 0
40 Schabell Financial, LLC State $0 0
41 Stanton Group Wealth Partners, Inc. State $0 0
42 Vigness Advisory LLC State $0 0
43 Wealth Strategies Counselors, Inc State $0 0

Independent RIAs in Illinois, including every city.

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.