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Heritage WealthFinancial advisor in Naperville, IL

Heritage Wealth is a financial advisor at 55 Shuman Blvd, Naperville, IL 60563, ranked #12 of 739 financial advisors in Naperville and rated 5.0 from 49 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Naperville, ILUpdated 0 paid placements in any rankingHow we rank

Call (630) 868-9127Website ↗

Key facts

Key facts about Heritage Wealth
Address55 Shuman Blvd, Naperville, IL 60563Get directions
Phone(630) 868-9127
Websitehtgwealth.com
HoursMonday to Friday: 8 AM – 4 PM
Google rating5.0 from 49 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Naperville and 11 towns within 25 miles: Warrenville, Lisle, Wheaton, Woodridge, West Chicago, Glen Ellyn, Downers Grove, Carol Stream, Bolingbrook, Glendale Heights and Westmont.

Based in Naperville, ILView on map

Opening hours

Opening hours for Heritage Wealth
DayHours
Monday8 AM – 4 PM
Tuesday8 AM – 4 PM
Wednesday8 AM – 4 PM
Thursday8 AM – 4 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Heritage Wealth

How is Heritage Wealth ranked in Naperville?

Heritage Wealth is ranked #12 of 739 financial advisors in Naperville by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Heritage Wealth’s hours?

Heritage Wealth is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Heritage Wealth serve?

Serves Naperville and 11 towns within 25 miles: Warrenville, Lisle, Wheaton, Woodridge, West Chicago, Glen Ellyn, Downers Grove, Carol Stream, Bolingbrook, Glendale Heights and Westmont. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Heritage Wealth?

Heritage Wealth has a rating of 5.0 from 49 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Heritage Wealth?

Call Heritage Wealth on (630) 868-9127. The business is at 55 Shuman Blvd, Naperville, IL 60563. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Heritage Wealth compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Heritage Wealth (this business)—715.0 (49)NoNo
Grady Group of Illinois#10715.0 (59)NoNo1.3 mi
NRACPA LLC#11715.0 (326)NoNo18.9 mi
SAI Financial Services, Inc.#13715.0 (51)NoNo0.9 mi

See all 739 ranked financial advisors in Naperville