Top Family Offices in Naperville 2026

Key Facts

• Roughly 10 to 15 family offices and wealth management firms operate in Naperville, IL, managing a combined $22 billion or more in assets under management.
• PMA Asset Management leads the market with over $20 billion in AUM, serving individual and institutional clients from its Naperville headquarters.
• Stenger Family Office, launched in 2023, is the only independent multi-family office (MFO) headquartered in Naperville, reporting $781 million in assets under management as of September 30, 2026.
• Most Naperville firms are registered investment advisors (RIAs) operating under a fiduciary standard, with fees typically ranging from 1.00% to 1.25% of AUM annually.
• Investment minimums vary widely, from $1,000 at Stenger's Gold Desk tier to $1 million at Fiduciary Financial Partners.
• Capital is flowing toward fee-based RIA models and away from commission-based wirehouses, reflecting a national shift especially visible in Naperville's advisor landscape.

Naperville Family Office Landscape Overview

Naperville sits in DuPage County, about 30 miles west of downtown Chicago, and ranks among the wealthiest suburbs in Illinois. The city's concentration of high-net-worth residents has attracted a cluster of wealth management firms along the I-88 corridor and the downtown Main Street area. Roughly 10 to 15 firms offer family office or broad wealth advisory services here, with total AUM exceeding $22 billion.

RIAs and multi-family offices dominate this market rather than single family offices. No dedicated SFO has appeared in the Naperville data. This reflects the suburb's profile: wealthy families with $1 million to $10 million in investable assets who benefit more from shared MFO platforms than from the $1 million-plus annual cost of running a standalone SFO.

Cresset Capital, managing $88 billion in assets under management firm-wide from the broader Chicago area, is the largest MFO serving Naperville families, though its operations center on Chicago proper. Proximity to Chicago's financial ecosystem gives Naperville firms access to institutional research, alternative investment platforms, and legal networks without the overhead of a Loop office.

Several firms, including Stenger Family Office and Great Lakes Asset Management, serve clients in all 50 states from their Naperville base. This national reach, paired with suburban cost structure, is a defining trait of the local market.

Family Office Comparison

The table below ranks Naperville's leading wealth management firms by AUM where data is available. Firms without verified AUM figures appear alphabetically at the bottom.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
Cresset Capital	MFO	$88.0B (AUM, firm-wide)	UHNW families, private investments	Full-service family office	Chicago area
PMA Asset Management	RIA	$20.0B	Portfolio management, pooled vehicles	Portfolio management, adviser selection	Naperville, IL
Stenger Family Office	MFO	$781M (firm-reported, Sep 2026)	Integrated planning, tax, estate	Financial planning, investment, tax prep, estate planning, lifestyle advisory	Naperville, IL
Lantz Financial	RIA	$527M	Financial planning, retirement	Financial planning, portfolio management, pension consulting	Naperville, IL
DHJJ Financial Advisors	RIA	$389M	Financial planning, retirement plans	Financial planning, portfolio management, pension consulting	Naperville, IL
Left Brain Wealth Management	RIA	$212M	Financial planning, education	Financial planning, portfolio management, seminars	Naperville, IL
Model Wealth	RIA	$162M	Financial planning	Financial planning, portfolio management	Naperville, IL
Fiduciary Financial Partners	RIA	$153M	Retirement planning, 401(k)	Retirement planning, tax and estate planning, 401(k) solutions	Naperville, IL
Stone Island Financial Planning	RIA	$141M	Financial planning, investment advisory	Financial planning, investment management	Naperville, IL
Savant Wealth Management	RIA	—	Full wealth management	Investment, tax, trust services, estate planning, retirement plans	Naperville, IL (branch)
Fort Hill Private Wealth	Wirehouse branch	—	Wealth management, corporate executives	Wealth management, family office services, corporate retirement	Naperville, IL
Great Lakes Asset Management	Wells Fargo FN	—	Portfolio management, retirement	Investment management, financial planning	Naperville, IL

PMA Asset Management's $20 billion in managed assets dwarfs every other Naperville-based firm. However, its focus on pooled vehicles and institutional clients makes it a different model from the advisory-centric firms below it. For families seeking integrated tax, estate, and capital deployment coordination, Stenger and Savant offer the broadest service menus.

Top Picks by Strategy

• Largest AUM in Naperville: PMA Asset Management, with $20 billion under management, operates the biggest book in the city by a wide margin.
• Best for Full-Service MFO Experience: Stenger Family Office bundles financial planning, in-house CPAs, estate planning attorneys, and lifestyle advisory under one roof, with entry starting at $1,000.
• Top Choice for Wealth Transfer Planning: Savant Wealth Management combines portfolio management, trust services, tax advisory, and accounting, making it the strongest option for multi-generational estate planning and family governance.
• Strongest Retirement Plan Specialist: Fiduciary Financial Partners focuses on 401(k), profit sharing, and pension planning alongside personal wealth management, with a $1 million minimum.
• Leading National Brand with Local Presence: Fort Hill Private Wealth gives Naperville families access to institutional research and corporate executive services through a major wirehouse platform.
• Most Accessible Entry Point: Stenger's Gold Desk tier accepts clients with as little as $1,000, pairing them with a dedicated financial advisor and full planning access.
• Best for Education-Focused Clients: Left Brain Wealth Management combines portfolio management with educational seminars, targeting clients who want to understand every decision in their plan.

Top 10 Family Offices in Naperville in Detail

PMA Asset Management

PMA Asset Management is the largest RIA headquartered in Naperville, with over $20 billion in managed assets. That figure is more than 25 times that of the next-biggest local firm. Its focus skews institutional: portfolio management for pooled vehicles and adviser selection services.

Families with complex, multi-entity wealth structures may find PMA's scale and institutional-grade portfolio construction relevant. This applies especially to assets that require custodial pooling or fund-of-funds access. The firm operates from 2135 Citygate Lane in Naperville's I-88 office corridor.

Stenger Family Office

Naperville's only independent multi-family office stands apart for its full integration of financial, tax, and legal services under one roof. CEO Nick Stenger and his team launched the firm in 2023 after departing a major wirehouse. The firm reports $781 million in assets under management as of September 30, 2026, and the Stenger family's practice has advised over 1,200 families since 1981.

In-house CPAs handle tax prep and strategy. Partnered attorneys manage wills and trusts through Estate Guru. Financial advisors coordinate everything from the firm's Diehl Road headquarters. Three service tiers (Gold Desk at $1,000, Wealth Management at $100,000, Family Office at $2 million) make it the only local MFO accessible to emerging wealth. Nick Stenger's team was named a Forbes Best-In-State Wealth Management Team in Illinois in 2023, while at Morgan Stanley.

Cresset Capital

Ultra-high-net-worth families and entrepreneurs seeking direct investments and co-investment deal flow will find Cresset's platform the most institutional-grade option available to Naperville residents. Cresset manages $88 billion in assets under management firm-wide (1 October 2026) and operates as a multi-family office. While headquartered in the broader Chicago area, Cresset actively serves DuPage County families.

Families with $10 million or more in liquid assets gain access to private allocations, alternative strategies, and dedicated family office services. Cresset's scale places it in a different category from Naperville's mid-market RIAs.

Lantz Financial

Accessible fees and a broad planning focus define Lantz Financial, which manages $527 million from 1733 Park Street. The firm handles financial planning, portfolio management, and pension consulting. Its low annual household fee minimum of $1,000 opens the door to a wide client base.

Lantz also offers adviser selection services. This means it can help families evaluate and choose sub-advisors for specialized asset classes. The firm has operated from Naperville since 2018.

Savant Wealth Management

Savant's Naperville branch fields the widest service menu of any local RIA: portfolio management, tax advisory and prep, trust services, accounting, consulting, estate planning, and company retirement plans. The branch at 1730 Park Street includes four CFP-credentialed advisors. Lead advisor Nicholas J. DeJong holds both CFP and CPA certifications.

A typical starting point of $750,000 in investable assets places Savant in the mid-tier for minimums. Families who want a single provider handling investments, taxes, trusts, and corporate retirement plans under fiduciary standards should evaluate Savant first.

DHJJ Financial Advisors

Nearly four decades in the Naperville market give DHJJ deep local relationships and institutional knowledge of DuPage County's professional community. The firm manages $389 million from 184 Shuman Boulevard, pairing financial planning with retirement plan services and pension consulting.

DHJJ's dual focus on individual portfolios and employer-sponsored retirement plans makes it a fit for business owners who need both personal and corporate solutions. Its longevity since 1988 signals stability in a market where newer firms are still building track records.

Fiduciary Financial Partners

Fiduciary duty at all times, a transparent fee structure, and zero proprietary products form the firm's core promise. Fiduciary Financial Partners manages $153 million with a $1 million account minimum, placing it firmly in the high-net-worth tier.

Its specialty is retirement planning, including 401(k), profit sharing, and pension design. Business owners approaching succession planning or exit who also need personal retirement solutions will find the dual capability useful.

Left Brain Wealth Management

Data-driven explanations for every portfolio decision set Left Brain apart from Naperville's other advisory firms. The firm manages $212 million and differentiates itself through educational content, including seminars for clients.

Left Brain targets investors who want to be active participants in their financial plans rather than passive recipients of advice. Based at 215 Shuman Boulevard, its approach suits professionals and engineers in Naperville's tech corridor who prefer transparency over delegation.

Fort Hill Private Wealth

Corporate executives with stock options, restricted stock, and deferred compensation will find Fort Hill's executive services directly relevant. The firm operates from 263 Shuman Boulevard as a wirehouse branch, giving Naperville families access to a national platform's research and fixed income desk.

The team includes branch manager Eric Mayer (CFP, CRPC), private wealth advisor Mark Mazman, and two additional advisors. Fort Hill explicitly lists family office services among its offerings, making it one of the few wirehouse branches in Naperville to market that capability.

Model Wealth

Downtown Naperville's newest entrant operates a lean, streamlined model from 55 S. Main Street. Model Wealth manages $162 million and focuses on financial planning and portfolio management. The firm launched in 2019.

Its downtown location and lean structure suggest lower overhead, which can translate to competitive fees. Clients who need planning and capital deployment without the tax and legal bundling of a full MFO may find this stripped-down approach appealing.

Investment Trends Shaping This Market

Shift from Wirehouses to Fee-Only RIAs

Naperville's advisor market illustrates a broader capital migration: families are moving assets from commission-based wirehouses to fee-only RIAs. Stenger Family Office's 2023 launch, after its founders left a major wirehouse, is the clearest local example. By September 30, 2026, it reported $781 million in assets under management, signaling strong demand for fiduciary-only, no-commission models in DuPage County.

Integrated Tax and Estate Coordination

Naperville families are choosing firms that bundle financial advice, tax services, and estate planning rather than maintaining three separate relationships. Stenger offers in-house CPAs and partners with Estate Guru for legal documents. Savant provides tax advisory, trust services, and accounting alongside portfolio management.

This integration trend reflects the complexity of wealth in a suburb where dual-income professional households and business owners face overlapping tax, estate, and allocation decisions.

Family Office Access at Lower Minimums

Traditionally, multi-family office services required $25 million or more in investable assets. Naperville firms are lowering that bar. Stenger's Gold Desk starts at $1,000, and its Wealth Management tier begins at $100,000. Great Lakes Asset Management opens accounts at $50,000.

Technology platforms and modern custodial tools enable these firms to deliver customized portfolios and coordinated planning at a fraction of historical costs. These entry points make Naperville one of the more accessible suburban markets for MFO-level services nationally.

Direct Equity Portfolios over Index Funds

Several Naperville firms, especially Stenger and Great Lakes, build custom direct equity portfolios rather than defaulting to index mutual funds or broad ETFs. This approach allows tax-loss harvesting at the individual stock level. It also lets advisors align proxy voting with client values.

Stenger's "Resilient America" portfolio holds individual positions in companies like Microsoft, Apple, and NVIDIA. This strategy reflects a broader trend among private wealth offices toward personalized, tax-efficient portfolio construction.

How to Evaluate a Family Office in Naperville

Naperville's wealth management market is concentrated enough that families can interview most major firms within a few weeks. Yet it is diverse enough that the wrong choice can mean paying for services you do not need. Start by clarifying your asset level: Stenger's Gold Desk and Lantz Financial accept smaller accounts under $750,000. Savant and Fiduciary Financial Partners require $750,000 and $1 million respectively.

Fiduciary status varies in this market. Stenger, Savant, and Fiduciary Financial Partners operate as fiduciaries at all times. Fort Hill Private Wealth does not explicitly confirm full-time fiduciary status. Some wirehouse branches apply fiduciary duty only to retirement accounts under ERISA rules. Ask every prospective firm whether fiduciary status applies to all accounts, not just retirement assets.

Service integration matters more in Naperville than in Chicago's Loop, where specialists cluster nearby. In a suburban setting, coordinating separate advisors, CPAs, and attorneys requires more effort. Firms like Stenger and Savant that bundle tax, estate, and advisory services reduce that coordination burden. Check whether the firm uses in-house professionals or merely refers you to outside partners.

Review each firm's SEC-filed ADV form for disciplinary history, fee schedules, and potential conflicts. Pay attention to whether the firm sells proprietary products or earns commissions on insurance placements. In Naperville's RIA-heavy market, most firms avoid these conflicts, but wirehouse branches and broker-dealer affiliates may operate under different rules.

Which Family Office Fits Your Needs?

UHNW families with $10 million or more in liquid assets should evaluate Cresset Capital for its private allocation access and institutional-scale MFO platform. Cresset's $88 billion in managed assets gives it deal flow and co-investment opportunities that smaller Naperville firms cannot match. Families wanting everything managed locally under one roof, with in-house tax and legal, will find Stenger the strongest local option at the $2 million-plus tier.

Business owners preparing for succession planning or exit benefit from firms that combine personal wealth management with corporate retirement plan design. Fiduciary Financial Partners and DHJJ both handle 401(k) and pension plans alongside individual portfolios. Fort Hill adds corporate executive services for those with complex stock compensation. Executives at companies along the I-88 tech corridor should specifically ask about concentrated stock strategies and RSU planning.

Next-generation investors and professionals building toward their first $100,000 have limited but real options. Stenger's Gold Desk pairs emerging investors with a dedicated advisor from $1,000. Great Lakes accepts accounts at $50,000. Left Brain's educational approach suits younger clients who want to learn alongside their advisor. These entry points are notably lower than what most MFOs require nationally, making Naperville an unusually accessible market for early-stage wealth relationships.

Methodology

This article on family offices in Naperville draws on SEC-filed ADV data, firm-reported AUM figures, and publicly available service descriptions from each firm's website. Office counts and asset figures reflect data gathered from 2024 to 2026. Firms qualified for inclusion based on their Naperville headquarters or branch presence and their offering of broad wealth management or family office services. Rankings by AUM use the most recent verified figures available. Where firms report different AUM numbers to the SEC versus their own materials (as with Stenger Family Office's $734.9 million in regulatory assets under management in its July 2026 SEC filing versus $781 million firm-reported for September 2026), both are noted. This guide does not constitute financial advice, and readers should verify all figures directly with each firm before making engagement decisions.