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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Naperville, IL

Every SEC-registered financial advisor at a firm office in Naperville who lists the Chartered Financial Analyst designation, A to Z.

17 CFA charterholders work in Naperville; the most are at Calamos Advisors LLC (3). 4 are also registered broker representatives.

CFA advisors in Naperville, A to Z

Every advisor in Naperville →

Firms with the most CFA charterholders in Naperville

Calamos Advisors LLC 3Calamos Wealth Management LLC 3T2 Asset Management, LLC 2Charles Schwab & Co., Inc. 1Edelman Financial Engines 1Hunter Capital Management 1Institutional Investing Enhancement LLC 1Intentgen Financial Partners 1Lakewood Asset Management, LLC 1Recondite Capital LLC 1V2 Financial Group, LLC 1Vigness Advisory LLC 1Windrock Wealth Management 1

CFA advisors in other Illinois cities

All of Illinois →

Chicago 389Wheaton 31Rockford 16Downers Grove 14Lake Forest 9Deerfield 8Northfield 8Lombard 7Northbrook 7Winnetka 7Evanston 6Oakbrook Terrace 6Elmhurst 5Glencoe 5Glenview 5Lincolnshire 5Arlington Heights 4Barrington 4Crystal Lake 4Hinsdale 4Oak Brook 4Aurora 3Burr Ridge 3Champaign 3

Questions

How many CFA financial advisors are in Naperville, IL?

17 SEC-registered investment adviser representatives at firm offices in Naperville, Illinois list the CFA designation; Calamos Advisors LLC employs the most of them (3).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

How do I check a CFA in Naperville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.