City
Wealth management firms in Naperville, Illinois
As of October 2, 2026, 46 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 46
- Regulatory assets under management
- $12.4 billion
- Average per firm
- $269.0 million
- SEC-registered, of those listed
- 18 of 46 (39.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 | Anderson Wealth Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 37 | Blue Cedar Advisors LLC | State | $0 | 0 |
| 38 | GW Asset Management LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 39 | Hampton Financial Services | State | $0 | 0 |
| 40 | Lotic Financial Planning LLC | State | $0 | 0 |
| 41 | M.Brown Financial Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 42 | Recondite Capital LLC | State | $0 | 0 |
| 43 | Schabell Financial, LLC | State | $0 | 0 |
| 44 | Stanton Group Wealth Partners, Inc. | State | $0 | 0 |
| 45 | Vigness Advisory LLC | State | $0 | 0 |
| 46 | Wealth Strategies Counselors, Inc | State | $0 | 0 |
Wealth management firms 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.