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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 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 registration checks. 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 - May 15, 2025Naperville has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Naperville, Illinois have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Naperville, Illinois
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
VERIFIEDMark Ackerman
Ackerman Wealth Management
Qualifications
CRD# 4286755
Firm CRD# 6413
Series 3, 7, 31, 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, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDSteve Harrison
Prudential
Qualifications
CRD# 6332769
Firm CRD# 8733
Series 7, 63, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, 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
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDRandy Dippell
RMA® CRPC® AIF® CEPA®
Milestone Money
Qualifications
CRD# 4527425
Firm CRD# 319203
Series 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, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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 | 2020 Calamos Court, Naperville, IL, 60563-2787 | $33,716,889,937 | 1450 | 243 | A percentage of AUM, Performance Based |
| 2 | 2135 Citygate Lane, 7th Floor Naperville, IL, 60563 | $26,993,711,221 | 499 | 73 | A percentage of AUM |
| 3 | 2020 Calamos Court, Naperville, IL, 60563-2787 | $3,334,568,012 | 3021 | 41 | A percentage of AUM, Fixed fees |
| 4 | 1733 Park Street, Suite 350 Naperville, IL, 60563 | $846,175,022 | 3407 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 184 Shuman Boulevard, Suite 200 Naperville, IL, 60563 | $543,508,327 | 1366 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 225 West Jefferson Avenue, Suite 2, Naperville, IL, 60540 | $415,293,280 | 345 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 7 | 1700 Park Street, Suite 106, Naperville, IL, 60563 | $408,633,850 | 1097 | 8 | A percentage of AUM, Fixed fees, Commission Based |
| 8 | Naperville Financial Center, 400 East Diehl Road, Suite 550 Naperville, IL, 60563 | $320,848,133 | 1140 | 9 | A percentage of AUM, Fixed fees |
| 9 | 215 Shuman Blvd, #304 Naperville, IL, 60563 | $310,352,864 | 650 | 7 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 10 | 1250 E. Diehl Road, Suite 404 Naperville, IL, 60563 | $247,667,668 | 786 | 6 | A percentage of AUM, Fixed fees |
| 11 | 225 W Jefferson Avenue, Suite 102, Naperville, IL, 60540 | $208,427,448 | 328 | 4 | A percentage of AUM |
| 12 | 222 S. Mill Street, Naperville, IL, 60540 | $158,490,000 | 130 | 4 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 13 | 1952 Mcdowell Rd, Suite 101 Naperville, IL, 60563 | $140,000,000 | 573 | 8 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 14 | 2132 Deep Water Lane, Suite 240a Naperville, IL, 60564 | $135,924,626 | 8 | 7 | A percentage of AUM, Fixed fees |
| 15 | 900 E. Diehl Road, Suite 181 Naperville, IL, 60563 | $135,101,245 | 259 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
Information on Top Retirement Planning firms in Naperville, Illinois
QualificationsFirm CRD# 105758
Assets Under Management $33,716,889,937
No. Of Clients1450
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 1450 clients. The team consists of 243 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 301973
Assets Under Management $26,993,711,221
No. Of Clients499
Clients Per Financial Advisor7
PMA ASSET MANAGEMENT, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 499 clients. The team consists of 73 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 143490
Assets Under Management $3,334,568,012
No. Of Clients3021
Clients Per Financial Advisor74
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 3021 clients. The team consists of 41 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (ASSET ALLOCATION SERVICES)
QualificationsFirm CRD# 297573
Assets Under Management $846,175,022
No. Of Clients3407
Clients Per Financial Advisor284
LANTZ FINANCIAL LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $846M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3407 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 107034
Assets Under Management $543,508,327
No. Of Clients1366
Clients Per Financial Advisor137
DHJJ FINANCIAL ADVISORS is a financial advisory firm situated in Naperville, Illinois. With a nearly $544M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1366 clients. The team consists of 10 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS & PENSION PLANS)
QualificationsFirm CRD# 166124
Assets Under Management $415,293,280
No. Of Clients345
Clients Per Financial Advisor86
WINDROCK WEALTH MANAGEMENT is a financial advisory firm situated in Naperville, Illinois. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 345 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 324695
Assets Under Management $408,633,850
No. Of Clients1097
Clients Per Financial Advisor137
RAI WEALTH is a financial advisory firm situated in Naperville, Illinois. With a nearly $409M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1097 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 325089
Assets Under Management $320,848,133
No. Of Clients1140
Clients Per Financial Advisor127
STENGER FAMILY OFFICE, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $321M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1140 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 170348
Assets Under Management $310,352,864
No. Of Clients650
Clients Per Financial Advisor93
LEFT BRAIN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 650 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
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 156389
Assets Under Management $247,667,668
No. Of Clients786
Clients Per Financial Advisor131
FIDUCIARY FINANCIAL PARTNERS, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $248M assets under management, the firm specializes in crafting personalized retirement planning solutions for 786 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
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 174887
Assets Under Management $208,427,448
No. Of Clients328
Clients Per Financial Advisor82
LAKEWOOD ASSET MANAGEMENT, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 328 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
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 156315
Assets Under Management $158,490,000
No. Of Clients130
Clients Per Financial Advisor33
MILLINGTON FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $158M assets under management, the firm specializes in crafting personalized retirement planning solutions for 130 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 167714
Assets Under Management $140,000,000
No. Of Clients573
Clients Per Financial Advisor72
T2 ASSET MANAGEMENT, LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $140M assets under management, the firm specializes in crafting personalized retirement planning solutions for 573 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
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 311843
Assets Under Management $135,924,626
No. Of Clients8
Clients Per Financial Advisor1
SCG ASSET MANAGEMENT LLC is a financial advisory firm situated in Naperville, Illinois. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
QualificationsFirm CRD# 146765
Assets Under Management $135,101,245
No. Of Clients259
Clients Per Financial Advisor43
STONE ISLAND FINANCIAL PLANNING is a financial advisory firm situated in Naperville, Illinois. With a nearly $135M assets under management, the firm specializes in crafting personalized retirement planning solutions for 259 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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