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Top RIA Firms in Naperville, Illinois
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Naperville, Illinois. This hub covers 19 matching firms with $85.1B in total reported AUM and median AUM of $293.3M.
Firms
19
Matching current profiles
Total AUM
$85.1B
Reported regulatory AUM
Median AUM
$293.3M
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 Apr 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 Apr 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 Apr 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 Apr 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. Stenger Family Office, LLC CRD 325089 · Limited Liability Company | NAPERVILLE, IL | $686.2M Apr 2026 | +$252.8M+58.3% | — | — | — | +5 employees+125.0% over 3Y | +696 accounts+42.6% over 1Y |
| 6. Dhjj Financial Advisors CRD 107034 · Corporation | NAPERVILLE, IL | $623.4M Mar 2026 | +$79.9M+14.7% | +$221.2M+55.0% | +$271.5M+77.2% | +$514.0M+469.5% | -1 employees-8.3% over 3Y | +1,030 accounts+268.9% over 3Y |
| 7. 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 |
| 8. 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 |
| 9. Left Brain Wealth Management, LLC CRD 170348 · Limited Liability Company | NAPERVILLE, IL | $340.4M Mar 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 |
| 10. Fiduciary Financial Partners, LLC CRD 156389 · Limited Liability Company | NAPERVILLE, IL | $293.3M Apr 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 |
| 11. Millington Financial Advisors, LLC CRD 156315 · Limited Liability Company | NAPERVILLE, IL | $291.4M Mar 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 |
| 12. Lakewood Asset Management, LLC CRD 174887 · Limited Liability Company | NAPERVILLE, IL | $248.7M May 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 |
| 13. 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 |
| 14. 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 |
| 15. Valoran Capital Management CRD 313634 · Limited Liability Company | NAPERVILLE, IL | $157.8M Apr 2026 | -$26.2M-14.2% | -$24.3M-13.3% | — | -$3.2B-95.4% | -1 employees-25.0% over 3Y | 0 accounts+0.0% 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 Apr 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 Mar 2026 | +$10.5M+64.1% | — | — | +$10.5M+64.1% | +5 employees+41.7% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.