Investment advisers in Naperville, IL
20 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Calamos Advisors LLC | $43.89 billion | 300 | 0 |
| Ptma Investment Advisors | $30.59 billion | 157 | 0 |
| Calamos Wealth Management LLC | $5.48 billion | 51 | 0 |
| Lantz Financial LLC | $994.1 million | 13 | 0 |
| Stenger Family Office, LLC | $734.9 million | 10 | 0 |
| Dhjj Financial Advisors | $623.4 million | 11 | 0 |
| Rai Wealth | $530.8 million | 12 | 0 |
| Windrock Wealth Management | $363.2 million | 5 | 0 |
| Left Brain Wealth Management, LLC | $340.4 million | 7 | 0 |
| Fiduciary Financial Partners, LLC | $293.3 million | 6 | 0 |
| Millington Financial Advisors, LLC | $291.4 million | 11 | 0 |
| Lakewood Asset Management, LLC | $248.7 million | 5 | 0 |
| T2 Asset Management, LLC | $180.0 million | 8 | 0 |
| Scg Asset Management LLC | $158.7 million | 6 | 0 |
| Stone Island Financial Planning | $134.0 million | 4 | 0 |
| Advanced Planning Advisors Group Inc. | $120.4 million | 2 | 0 |
| Cgam | $26.8 million | 17 | 0 |
| Access Softek Advisory Services | $7.4 million | 4 | 0 |
| Intentgen Financial Partners | $0 | 16 | 0 |
| Calamos Private Equity LLC | $0 | 8 | 0 |