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Largest RIA Firms in Naperville, Illinois by AUM
Explore registered investment advisers headquartered in Naperville, Illinois, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 19 firms with $85.8B in total reported AUM and median AUM of $340.4M.
Firms
19
Matching current profiles
Total AUM
$85.8B
Reported regulatory AUM
Median AUM
$340.4M
Across firms with AUM
Largest firm
$43.9B
Calamos Advisors LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Calamos Advisors LLC CRD 105758 · Limited Liability Company | NAPERVILLE, IL | $43.9B Jul 2026 | +$5.7B+14.9% | +$10.1B+30.0% | +$12.7B+40.9% | +$11.6B+36.1% | +71 employees+31.0% over 3Y | +499 accounts+34.2% over 3Y |
| 2. Ptma Investment Advisors CRD 301973 · Limited Liability Company | NAPERVILLE, IL | $30.6B Oct 2026 | +$2.8B+10.1% | +$10.4B+51.4% | +$16.9B+124.1% | +$24.1B+372.3% | +88 employees+127.5% over 3Y | -35 accounts-6.4% over 3Y |
| 3. Calamos Wealth Management LLC CRD 143490 · Limited Liability Company | NAPERVILLE, IL | $5.5B Jul 2026 | +$1.4B+33.8% | +$2.4B+77.3% | +$2.9B+110.1% | +$4.6B+507.2% | +16 employees+45.7% over 3Y | +1,180 accounts+37.7% over 3Y |
| 4. Lantz Financial LLC CRD 297573 · Limited Liability Company | NAPERVILLE, IL | $994.1M Sep 2026 | +$147.9M+17.5% | +$408.6M+69.8% | +$461.7M+86.7% | — | +4 employees+44.4% over 3Y | +509 accounts+18.6% over 3Y |
| 5. Intentgen Financial Partners CRD 341913 · Limited Liability Company | NAPERVILLE, IL | $756.6M Sep 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 6. Stenger Family Office, LLC CRD 325089 · Limited Liability Company | NAPERVILLE, IL | $734.9M Jul 2026 | +$301.6M+69.6% | +$586.5M+395.2% | — | — | +6 employees+150.0% over 3Y | +1,797 accounts+366.7% over 3Y |
| 7. Dhjj Financial Advisors CRD 107034 · Corporation | NAPERVILLE, IL | $623.4M Jul 2026 | +$79.9M+14.7% | +$221.2M+55.0% | +$227.4M+57.4% | +$514.0M+469.5% | -1 employees-8.3% over 3Y | +1,030 accounts+268.9% over 3Y |
| 8. Rai Wealth CRD 324695 · Limited Liability Company | NAPERVILLE, IL | $530.8M Mar 2026 | +$122.2M+29.9% | — | — | — | +5 employees+71.4% over 3Y | +123 accounts+11.2% over 1Y |
| 9. Windrock Wealth Management CRD 166124 · Limited Liability Company | NAPERVILLE, IL | $363.2M Mar 2026 | -$52.1M-12.5% | +$6.7M+1.9% | +$149.0M+69.6% | +$239.4M+193.4% | +3 employees+150.0% over 3Y | +383 accounts+191.5% over 3Y |
| 10. Left Brain Wealth Management, LLC CRD 170348 · Limited Liability Company | NAPERVILLE, IL | $340.4M Oct 2026 | +$30.1M+9.7% | +$128.3M+60.5% | +$54.4M+19.0% | +$237.5M+230.8% | +2 employees+40.0% over 3Y | +79 accounts+12.5% over 3Y |
| 11. Fiduciary Financial Partners, LLC CRD 156389 · Limited Liability Company | NAPERVILLE, IL | $293.3M Sep 2026 | +$45.6M+18.4% | +$128.7M+78.1% | +$157.2M+115.4% | +$264.3M+911.4% | -1 employees-14.3% over 3Y | +118 accounts+16.6% over 3Y |
| 12. Millington Financial Advisors, LLC CRD 156315 · Limited Liability Company | NAPERVILLE, IL | $291.4M Aug 2026 | +$66.9M+29.8% | +$164.8M+130.1% | — | +$148.1M+103.3% | +7 employees+175.0% over 3Y | +415 accounts+298.6% over 3Y |
| 13. Lakewood Asset Management, LLC CRD 174887 · Limited Liability Company | NAPERVILLE, IL | $248.7M Aug 2026 | +$28.4M+12.9% | +$59.9M+31.7% | +$57.6M+30.1% | +$108.2M+77.1% | +2 employees+66.7% over 3Y | +36 accounts+10.9% over 3Y |
| 14. T2 Asset Management, LLC CRD 167714 · Limited Liability Company | NAPERVILLE, IL | $180.0M Mar 2026 | +$40.0M+28.6% | +$62.0M+52.5% | +$43.0M+31.4% | +$39.2M+27.8% | -1 employees-11.1% over 3Y | +48 accounts+6.0% over 3Y |
| 15. Scg Asset Management LLC CRD 311843 · Limited Liability Company | NAPERVILLE, IL | $158.7M Mar 2026 | +$22.8M+16.8% | +$29.1M+22.4% | — | — | -6 employees-50.0% over 3Y | +3 accounts+37.5% over 3Y |
| 16. Stone Island Financial Planning CRD 146765 · Limited Liability Company | NAPERVILLE, IL | $134.0M Mar 2026 | -$1.1M-0.8% | -$35.0M-20.7% | +$2.3M+1.8% | +$20.0M+17.5% | -1 employees-20.0% over 3Y | -26 accounts-9.4% over 3Y |
| 17. Advanced Planning Advisors Group INC. CRD 313101 · Corporation | NAPERVILLE, IL | $120.4M Aug 2026 | — | — | — | +$2.5M+2.1% | 0 employees+0.0% over Total | -467 accounts-42.3% over Total |
| 18. Cgam CRD 322813 · Limited Liability Company | NAPERVILLE, IL | $26.8M Jul 2026 | +$6.8M+33.9% | — | — | +$10.5M+64.1% | +1 employees+6.3% over 3Y | 0 accounts+0.0% over 1Y |
| 19. Access Softek Advisory Services CRD 299800 · Limited Liability Company | NAPERVILLE, IL | $7.4M Feb 2026 | +$3.9M+109.5% | +$4.9M+190.3% | — | — | +1 employees+33.3% over 3Y | -1,569 accounts-40.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.