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24 firms listed · 20 in Naperville · 2 open weekends · 23 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
The 24 firms listed for Naperville, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 20 are in Naperville itself and 4 come from Wheaton (3, 8 mi) and Plainfield (1, 9 mi). 23 of the firms on this page have a rating, from 4.5 to 5.0 across 315 reviews; 2 have 50 or more reviews. 2 are open on Saturdays. The services the firms on this page list most often on their websites are investment management (4), financial planning (3), retirement planning (3) and insurance (2). 1 shows a license on its website and 5 have a BBB rating of A or A+. 20 have ten or more years of experience, the longest 31 years. 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 22 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
