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 July 2026, RatingsNearMe ranks 17 financial advisors in Naperville, IL by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Heritage Wealth Retirement Planning with a 5.0-star rating from 46 Google reviews and an RNM Score of 79/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Wells Fargo Advisors
As a nationally recognized firm with extensive resources and a broad range of services, Wells Fargo Advisors stands out for its comprehensive financial planning and investment management capabilities.
Most Reviewed
Wells Fargo Advisors
A high number of reviews often reflects established trust, a large client base, and a track record of service consistency, making it a reliable indicator for consumers.
When choosing a financial advisor in Naperville, consider whether you prefer the scale and resources of a large national firm or the personalized attention of a local independent advisor. Verify credentials, fee structures, and ensure the advisor's expertise aligns with your specific financial goals.
Local Market Snapshot
17
Businesses listed
4.9★
Avg rating
13
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 46 Google reviews, this Naperville financial advisor is highly trusted.
55 Shuman Blvd, Naperville, IL 60563, USA4.7 stars from 48 reviews, reflecting strong client trust in Naperville.
27575 Ferry Rd, Warrenville, IL 60555, USA5.0 stars from 26 reviews, reflecting exceptional client satisfaction in Naperville.
24 W, 500 Maple Ave Suite 105 A, Naperville, IL 60540, USAFinancial 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 | Savant Wealth Management1730 Park St STE 100, Naperville, IL 60563, USA | 4.8★ | 8 |
| #5 | Left Brain Wealth Management, LLC215 Shuman Blvd #304, Naperville, IL 60563, USA | 5.0★ | 23 |
| #6 | Advanced Planning Advisors Group inc.400 E Diehl Rd #240, Naperville, IL 60563, USA | 5.0★ | 15 |
| #7 | IntentGen Financial Partners1460 Bond St STE 120, Naperville, IL 60563, USA | 5.0★ | 5 |
| #8 | Wells Fargo Advisors2056 Westings Ave #500, Naperville, IL 60563, USA | 4.0★ | 3 |
| #9 | Platinum Financial Associates, Inc.1064 104th St, Naperville, IL 60564, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Mark G Putbrese, CFP®|AAMS®445 Jackson Ave # 101, Naperville, IL 60540, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Naperville
Trusted Naperville financial advisor with a 4.8-star rating from 8 reviews.
1730 Park St STE 100, Naperville, IL 60563, USA
Exceptional 5.0-star rating from 23 Google reviews in Naperville.
215 Shuman Blvd #304, Naperville, IL 60563, USA
Naperville financial advisor with a perfect 5.0-star rating from 15 reviews.
400 E Diehl Rd #240, Naperville, IL 60563, USA
Exceptional 5.0-star rating based on five Google reviews from clients.
1460 Bond St STE 120, Naperville, IL 60563, USA
4.0 stars from 3 Google reviews for a Naperville financial advisor.
2056 Westings Ave #500, Naperville, IL 60563, USA
Consistently earns perfect 5.0-star ratings from clients on Google.
1064 104th St, Naperville, IL 60564, USA
Exceptional 5.0-star rating based on initial client reviews in Naperville.
445 Jackson Ave # 101, Naperville, IL 60540, USA
Top-rated financial advisor in Naperville with a perfect 5.0-star rating from clients.
1717 N Naper Blvd #200, Naperville, IL 60563, USA
5.0-star rating from 1 Google review in Naperville, IL.
1230 S Naper Blvd, Naperville, IL 60540, USA
5.0★ rating from clients, reflecting exceptional service and trust in Naperville.
55 Shuman Blvd #1050, Naperville, IL 60563, USA
5.0 stars from 23 Google reviews, a trusted Naperville financial advisor.
1250 E Diehl Rd #404, Naperville, IL 60563, USA
Exceptional 5.0-star rating from one Google review for financial advice in Naperville.
184 Shuman Blvd Ste 260, Naperville, IL 60563, USA
4.5 stars from 13 Google reviews for this Naperville financial advisor.
1230 E Diehl Rd Suite 100, Naperville, IL 60563, USA
Exceptional 5.0-star rating from a small number of Google reviews.
1112 S Washington St Ste 215, Naperville, IL 60540, USA
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Financial Advisors in Naperville, IL — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Heritage Wealth Retirement Planning | 79/100 | 5.0 ★ | 46 |
| 2 | Streamline Financial Services | 74/100 | 4.7 ★ | 48 |
| 3 | Edward Jones - Financial Advisor: Kevin Frank | 76/100 | 5.0 ★ | 26 |
| 4 | Savant Wealth Management | 67/100 | 4.8 ★ | 8 |
| 5 | Left Brain Wealth Management, LLC | 76/100 | 5.0 ★ | 23 |
| 6 | Advanced Planning Advisors Group inc. | 73/100 | 5.0 ★ | 15 |
| 7 | IntentGen Financial Partners | 68/100 | 5.0 ★ | 5 |
| 8 | Wells Fargo Advisors | 49/100 | 4.0 ★ | 3 |
| 9 | Platinum Financial Associates, Inc. | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Mark G Putbrese, CFP®|AAMS® | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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