National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - April 12, 2024

Naperville 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 23 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Naperville, Illinois

advisor-photo
vector.svg VERIFIED

Jacob 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

advisor-photo

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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Eric 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

advisor-photo

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

advisor-photo
vector.svg VERIFIED

Allworth 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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CALAMOS ADVISORS LLC
2020 Calamos Court,
Naperville, IL, 60563-2787
$33,763,270,4631458229
A Percentage of AUM, Performance Based
2
PMA ASSET MANAGEMENT, LLC
2135 Citygate Lane, 7th Floor
Naperville, IL, 60563
$20,201,030,40554369
A Percentage of AUM
3
CALAMOS WEALTH MANAGEMENT LLC
2020 Calamos Court,
Naperville, IL, 60563-2787
$3,088,095,105312835
A Percentage of AUM, Fixed Fees
4
LANTZ FINANCIAL LLC
1733 Park Street, Suite 350
Naperville, IL, 60563
$585,461,14427419
A Percentage of AUM, Hourly charges, Fixed Fees
5
DHJJ FINANCIAL ADVISORS
184 Shuman Boulevard, Suite 200
Naperville, IL, 60563
$402,216,15938312
A Percentage of AUM, Hourly charges, Fixed Fees
6
WINDROCK WEALTH MANAGEMENT
225 West Jefferson Avenue, Suite 2,
Naperville, IL, 60540
$342,795,8652953
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
7
RAI WEALTH
1700 Park Street, Suite 106,
Naperville, IL, 60563
$242,290,1348898
A Percentage of AUM, Fixed Fees, Commission Based
8
LEFT BRAIN WEALTH MANAGEMENT, LLC
215 Shuman Blvd, #304
Naperville, IL, 60563
$212,166,5116335
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
9
LAKEWOOD ASSET MANAGEMENT, LLC
225 W Jefferson Avenue, Suite 102,
Naperville, IL, 60540
$188,803,7643293
A Percentage of AUM
10
STENGER FAMILY OFFICE, LLC
Naperville Financial Center, 400 East Diehl Road, Suite 550
Naperville, IL, 60563
$181,225,9406384
A Percentage of AUM, Fixed Fees
11
FIDUCIARY FINANCIAL PARTNERS, LLC
1250 E. Diehl Road, Suite 404
Naperville, IL, 60563
$164,648,4277117
A Percentage of AUM, Hourly charges, Fixed Fees
12
MODEL WEALTH
55 S. Main St., Suite 380
Naperville, IL, 60540
$162,450,1483984
A Percentage of AUM, Hourly charges, Fixed Fees
13
STONE ISLAND FINANCIAL PLANNING
900 E. Diehl Road, Suite 181
Naperville, IL, 60563
$141,167,1922746
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
14
SCG ASSET MANAGEMENT LLC
2132 Deep Water Lane, Suite 232
Naperville, IL, 60564
$129,627,126812
A Percentage of AUM, Fixed Fees, Performance Based
15
MILLINGTON FINANCIAL ADVISORS, LLC
222 S. Mill Street,
Naperville, IL, 60540
$126,630,3101394
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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners