Falists

Illinois · 40 advisers

Financial Advisors in Naperville, Illinois

Looking for a financial advisor in Naperville, Illinois? Falists indexes 40 SEC-registered and state-registered investment advisers in Naperville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 32 firms list a website you can visit directly. Firms in this directory manage up to $43.89B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

40

With website

32

Largest AUM

$43.89B

Financial planning

26

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth34Planning26Trusts27Retirement12Institutional11

Top advisors in Naperville

Ranked by AUM · Fees, team & specialties at a glance

View all 40 →

RAI WEALTH

Naperville, IL

AUM

$530.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

6307338434

Full profileVisit site →

RWC FOR LIFE

Naperville, IL

AUM

$30.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

630-393-6500

Full profileVisit site →
View all 40 advisors in Naperville

More cities in Illinois

Chicago (526)Northbrook (32)Oak Brook (21)Evanston (18)Northfield (17)Lake Forest (15)Downers Grove (14)Wheaton (14)Schaumburg (13)Barrington (11)Hinsdale (11)Lisle (11)

Common questions

How many financial advisors are in Naperville, Illinois?
40 registered investment advisers are listed in our Naperville directory, sourced from public SEC filings.
What types of advisors are in Naperville?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Naperville?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.