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Financial ADVSR advisor directory · SEC adviser records

Rai Wealth financial advisors in Naperville, IL

Every SEC-registered investment adviser representative at a Rai Wealth office in Naperville, A to Z.

5 registered advisors work at Rai Wealth in Naperville, out of 5 at the firm nationwide; it ranks number 30 in the city by advisors. 4 list the CFP designation and 3 are also registered broker representatives.

Rai Wealth advisors in Naperville, A to Z

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Rai Wealth advisors in every city and state →Rai Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Naperville

All Naperville advisors →

Strategic Advisers LLC 32LPL Financial LLC 30Edward Jones 24J.P. Morgan Securities LLC 23Ameriprise Financial Services, LLC 21Wells Fargo Clearing Services, LLC 21Calamos Wealth Management LLC 20Wells Fargo Advisors Financial Network, LLC 20Calamos Advisors LLC 18Ptma Investment Advisors 16Raymond James & Associates, Inc. 16Stifel, Nicolaus & Company, Incorporated 13

Questions

How many financial advisors does Rai Wealth have in Naperville?

5 investment adviser representatives are registered at Rai Wealth offices in Naperville, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 4 list the CFP designation and 3 are also registered as broker representatives.

Is Rai Wealth one of the largest advisor employers in Naperville?

Rai Wealth ranks number 30 in Naperville by registered advisors; Strategic Advisers LLC has the most, with 32.

How do I check a Rai Wealth advisor 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rai Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.