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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 - April 25, 2025

Naperville has 10 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

advisor
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Kate 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

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advisor
vector.svg VERIFIED

Mark 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Steve 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Christopher 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

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advisor

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

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advisor
vector.svg VERIFIED

Randy 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

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Top 15 Retirement Planning firms in Naperville, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2020 Calamos Court,
Naperville, IL, 60563-2787
$33,716,889,9371450243
A percentage of AUM, Performance Based
2

2135 Citygate Lane, 7th Floor
Naperville, IL, 60563
$26,993,711,22149973
A percentage of AUM
3

2020 Calamos Court,
Naperville, IL, 60563-2787
$3,334,568,012302141
A percentage of AUM, Fixed fees
4

1733 Park Street, Suite 350
Naperville, IL, 60563
$846,175,022340712
A percentage of AUM, Hourly charges, Fixed fees
5

184 Shuman Boulevard, Suite 200
Naperville, IL, 60563
$543,508,327136610
A percentage of AUM, Hourly charges, Fixed fees
6

225 West Jefferson Avenue, Suite 2,
Naperville, IL, 60540
$415,293,2803454
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
7

1700 Park Street, Suite 106,
Naperville, IL, 60563
$408,633,85010978
A percentage of AUM, Fixed fees, Commission Based
8

Naperville Financial Center, 400 East Diehl Road, Suite 550
Naperville, IL, 60563
$320,848,13311409
A percentage of AUM, Fixed fees
9

215 Shuman Blvd, #304
Naperville, IL, 60563
$310,352,8646507
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
10

1250 E. Diehl Road, Suite 404
Naperville, IL, 60563
$247,667,6687866
A percentage of AUM, Fixed fees
11

225 W Jefferson Avenue, Suite 102,
Naperville, IL, 60540
$208,427,4483284
A percentage of AUM
12

222 S. Mill Street,
Naperville, IL, 60540
$158,490,0001304
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
13

1952 Mcdowell Rd, Suite 101
Naperville, IL, 60563
$140,000,0005738
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
14

2132 Deep Water Lane, Suite 240a
Naperville, IL, 60564
$135,924,62687
A percentage of AUM, Fixed fees
15

900 E. Diehl Road, Suite 181
Naperville, IL, 60563
$135,101,2452596
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
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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
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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)
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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
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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)
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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
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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
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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
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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
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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
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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
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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
View Full Profile

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
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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
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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
View Full Profile

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