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Find Retirement Advisors for Retirement Planning in Naperville, Illinois
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Naperville, Illinois
Last Updated - September 5, 2024Naperville has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 18 non-vetted advisors in your local area. These retirement advisors in Naperville, Illinois have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Naperville, Illinois
VERIFIEDJacob Schatz
CFP®, RICP®
IntentGen Financial Partners
Qualifications
CRD# 5522486
Firm CRD# 304569
Series 7, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDKate Baness
HighPoint Planning Partners
Qualifications
CRD# 6879554
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based, Based on Assets
VERIFIED Qualifications
CRD# 7015673
Firm CRD# 46173
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Commissions, Flat Fee, Based on Assets
VERIFIEDRyan Williamson
CFP®, AIF®
Horizon Wealth Management
Qualifications
CRD# 3262671
Firm CRD# 170255
Series 7, 24, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDChristopher Barberini
Lakeshore Capital Group
Qualifications
CRD# 5969705
Firm CRD# 325609
Series 65
Minimum Assets Required
$400,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDEric Kirste
CFP®, CIMA®, AIF®
Savvy Advisors, Inc
Qualifications
CRD# 3245871
Firm CRD# 111111
Series 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDAllworth Financial
AIF®, BFA", CDFA", RFC®
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Naperville, Illinois (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | CALAMOS ADVISORS LLC 2020 Calamos Court, Naperville, IL, 60563-2787 | $33,763,270,463 | 1458 | 229 | A Percentage of AUM, Performance Based |
| 2 | PMA ASSET MANAGEMENT, LLC 2135 Citygate Lane, 7th Floor Naperville, IL, 60563 | $20,201,030,405 | 543 | 69 | A Percentage of AUM |
| 3 | CALAMOS WEALTH MANAGEMENT LLC 2020 Calamos Court, Naperville, IL, 60563-2787 | $3,088,095,105 | 3128 | 35 | A Percentage of AUM, Fixed Fees |
| 4 | LANTZ FINANCIAL LLC 1733 Park Street, Suite 350 Naperville, IL, 60563 | $585,461,144 | 2741 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 5 | DHJJ FINANCIAL ADVISORS 184 Shuman Boulevard, Suite 200 Naperville, IL, 60563 | $402,216,159 | 383 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 6 | WINDROCK WEALTH MANAGEMENT 225 West Jefferson Avenue, Suite 2, Naperville, IL, 60540 | $342,795,865 | 295 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 7 | RAI WEALTH 1700 Park Street, Suite 106, Naperville, IL, 60563 | $242,290,134 | 889 | 8 | A Percentage of AUM, Fixed Fees, Commission Based |
| 8 | LEFT BRAIN WEALTH MANAGEMENT, LLC 215 Shuman Blvd, #304 Naperville, IL, 60563 | $212,166,511 | 633 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 9 | LAKEWOOD ASSET MANAGEMENT, LLC 225 W Jefferson Avenue, Suite 102, Naperville, IL, 60540 | $188,803,764 | 329 | 3 | A Percentage of AUM |
| 10 | STENGER FAMILY OFFICE, LLC Naperville Financial Center, 400 East Diehl Road, Suite 550 Naperville, IL, 60563 | $181,225,940 | 638 | 4 | A Percentage of AUM, Fixed Fees |
| 11 | FIDUCIARY FINANCIAL PARTNERS, LLC 1250 E. Diehl Road, Suite 404 Naperville, IL, 60563 | $164,648,427 | 711 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 12 | MODEL WEALTH 55 S. Main St., Suite 380 Naperville, IL, 60540 | $162,450,148 | 398 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | STONE ISLAND FINANCIAL PLANNING 900 E. Diehl Road, Suite 181 Naperville, IL, 60563 | $141,167,192 | 274 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 14 | SCG ASSET MANAGEMENT LLC 2132 Deep Water Lane, Suite 232 Naperville, IL, 60564 | $129,627,126 | 8 | 12 | A Percentage of AUM, Fixed Fees, Performance Based |
| 15 | MILLINGTON FINANCIAL ADVISORS, LLC 222 S. Mill Street, Naperville, IL, 60540 | $126,630,310 | 139 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
Information on Top Retirement Planning firms in Naperville, Illinois
QualificationsFirm CRD# 105758
Assets Under Management $33,763,270,463
No. Of Clients1458
Clients Per Financial Advisor6
CALAMOS ADVISORS LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1458 clients. The team consists of 229 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 301973
Assets Under Management $20,201,030,405
No. Of Clients543
Clients Per Financial Advisor8
PMA ASSET MANAGEMENT, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 543 clients. The team consists of 69 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 143490
Assets Under Management $3,088,095,105
No. Of Clients3128
Clients Per Financial Advisor89
CALAMOS WEALTH MANAGEMENT LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3128 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 297573
Assets Under Management $585,461,144
No. Of Clients2741
Clients Per Financial Advisor305
LANTZ FINANCIAL LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $585M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2741 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 107034
Assets Under Management $402,216,159
No. Of Clients383
Clients Per Financial Advisor32
DHJJ FINANCIAL ADVISORS is a financial advisory firm situated in Naperville, Illinois. With a nearly $402M assets under management, the firm specializes in crafting personalized retirement planning solutions for 383 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 166124
Assets Under Management $342,795,865
No. Of Clients295
Clients Per Financial Advisor98
WINDROCK WEALTH MANAGEMENT is a financial advisory firm situated in Naperville, Illinois. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 295 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 324695
Assets Under Management $242,290,134
No. Of Clients889
Clients Per Financial Advisor111
RAI WEALTH is a financial advisory firm situated in Naperville, Illinois. With a nearly $242M assets under management, the firm specializes in crafting personalized retirement planning solutions for 889 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 170348
Assets Under Management $212,166,511
No. Of Clients633
Clients Per Financial Advisor127
LEFT BRAIN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 633 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 174887
Assets Under Management $188,803,764
No. Of Clients329
Clients Per Financial Advisor110
LAKEWOOD ASSET MANAGEMENT, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 329 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
QualificationsFirm CRD# 325089
Assets Under Management $181,225,940
No. Of Clients638
Clients Per Financial Advisor160
STENGER FAMILY OFFICE, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 638 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 156389
Assets Under Management $164,648,427
No. Of Clients711
Clients Per Financial Advisor102
FIDUCIARY FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 711 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 299798
Assets Under Management $162,450,148
No. Of Clients398
Clients Per Financial Advisor100
MODEL WEALTH is a financial advisory firm situated in Naperville, Illinois. With a nearly $162M assets under management, the firm specializes in crafting personalized retirement planning solutions for 398 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 146765
Assets Under Management $141,167,192
No. Of Clients274
Clients Per Financial Advisor46
STONE ISLAND FINANCIAL PLANNING is a financial advisory firm situated in Naperville, Illinois. With a nearly $141M assets under management, the firm specializes in crafting personalized retirement planning solutions for 274 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 311843
Assets Under Management $129,627,126
No. Of Clients8
Clients Per Financial Advisor1
SCG ASSET MANAGEMENT LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
QualificationsFirm CRD# 156315
Assets Under Management $126,630,310
No. Of Clients139
Clients Per Financial Advisor35
MILLINGTON FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $127M assets under management, the firm specializes in crafting personalized retirement planning solutions for 139 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
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