Low Cost · Naperville
Cheap Financial Advisors in Naperville, IL — Best Prices
Compare financial advisors prices in Naperville to find the best deal. All businesses are reviewed — cheap doesn't mean low quality.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Naperville, IL by verified customer ratings and review volume. The highest-rated is Heritage Wealth Retirement Planning with a 5.0-star rating from 46 verified reviews. Also in the top tier: Streamline Financial Services and Edward Jones - Financial Advisor: Kevin Frank. The average rating across all listed financial advisors in Naperville is 4.9 stars from 13 reviews per business on average.
Financial advisors in Naperville typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
4.9★
Avg rating
13
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Heritage Wealth Retirement Planning
55 Shuman Blvd, Naperville, IL 60563, USA
Streamline Financial Services
27575 Ferry Rd, Warrenville, IL 60555, USA
Edward Jones - Financial Advisor: Kevin Frank
24 W, 500 Maple Ave Suite 105 A, Naperville, IL 60540, USA
Financial Advisors Rankings in Naperville, IL
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Heritage Wealth Retirement Planning55 Shuman Blvd, Naperville, IL 60563, USA | 5.0★ | 46 |
| #2 | Streamline Financial Services27575 Ferry Rd, Warrenville, IL 60555, USA | 4.7★ | 48 |
| #3 | Edward Jones - Financial Advisor: Kevin Frank24 W, 500 Maple Ave Suite 105 A, Naperville, IL 60540, USA | 5.0★ | 26 |
| #4 | Fiduciary Financial Partners, LLC1250 E Diehl Rd #404, Naperville, IL 60563, USA | 5.0★ | 23 |
| #5 | Savant Wealth Management1730 Park St STE 100, Naperville, IL 60563, USA | 4.8★ | 8 |
| #6 | Advanced Planning Advisors Group inc.400 E Diehl Rd #240, Naperville, IL 60563, USA | 5.0★ | 15 |
| #7 | Left Brain Wealth Management, LLC215 Shuman Blvd #304, Naperville, IL 60563, USA | 5.0★ | 23 |
| #8 | O'Hara Wealth Advisors - Ameriprise Financial Services, LLC184 Shuman Blvd Ste 260, Naperville, IL 60563, USA | 5.0★ | 1 |
| #9 | Millington Financial Advisors55 Shuman Blvd #1050, Naperville, IL 60563, USA | 5.0★ | 1 |
| #10 | IntentGen Financial Partners1460 Bond St STE 120, Naperville, IL 60563, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Naperville
Fiduciary Financial Partners, LLC
1250 E Diehl Rd #404, Naperville, IL 60563, USA
Savant Wealth Management
1730 Park St STE 100, Naperville, IL 60563, USA
Advanced Planning Advisors Group inc.
400 E Diehl Rd #240, Naperville, IL 60563, USA
Left Brain Wealth Management, LLC
215 Shuman Blvd #304, Naperville, IL 60563, USA
O'Hara Wealth Advisors - Ameriprise Financial Services, LLC
184 Shuman Blvd Ste 260, Naperville, IL 60563, USA
Millington Financial Advisors
55 Shuman Blvd #1050, Naperville, IL 60563, USA
IntentGen Financial Partners
1460 Bond St STE 120, Naperville, IL 60563, USA
OnPath Financial, LLC
1717 N Naper Blvd #200, Naperville, IL 60563, USA
U.S. Bancorp Advisors - Financial Advisors: Naperville
1230 S Naper Blvd, Naperville, IL 60540, USA
Edward Jones - Financial Advisor: Mark G Putbrese, CFP®|AAMS®
445 Jackson Ave # 101, Naperville, IL 60540, USA
O'Connor Wealth Management
1230 E Diehl Rd Suite 100, Naperville, IL 60563, USA
Platinum Financial Associates, Inc.
1064 104th St, Naperville, IL 60564, USA
Wells Fargo Advisors
2056 Westings Ave #500, Naperville, IL 60563, USA
Edward Jones - Financial Advisor: Rick Przybylski, AAMS®
1112 S Washington St Ste 215, Naperville, IL 60540, USA
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Frequently Asked Questions — Financial Advisors in Naperville
What is a fiduciary financial advisor and why does it matter in Naperville?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Naperville, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Naperville?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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