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Wealth Managers in Darien, IL: 2026 rankings

124 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Darien: Stenger Family Office | Naperville Financial Advisor, RFA Score 72/100; 5.0★ from 174 Google reviews.

  2. 6

    Most-reviewed: Wealth Financial Services & Tax Advisory, 167 Google reviews at 4.9★, the most of 124 ranked after Stenger Family Office | Naperville Financial Advisor; ranked #6.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

124 Darien wealth managers are ranked here by RFA Score, from eight published factors. 9 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 124 rated firms.

Top 10 wealth managers in Darien at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 wealth managers in Darien at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Stenger Family Office | Naperville Financial Advisor725.0★ (174)Naperville, 9 mi away—Top score
2The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP705.0★ (57)Lombard, 6 mi away——
3Kubiak & Kubiak Wealth Management695.0★ (64)Orland Park, 11 mi away——
4Stenger Family Office | Chicago Financial Advisor695.0★ (89)Chicago, 20 mi away——
5Heritage Wealth695.0★ (49)Naperville, 10 mi away——
6Wealth Financial Services & Tax Advisory684.9★ (167)Buffalo Grove, 29 mi away—Most reviews
7SC Wealth Advisors685.0★ (33)Downers Grove, 7 mi awaySat—
8Guardian Wealth Advisory Group685.0★ (107)Elgin, 27 mi away——
9Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company685.0★ (29)Lombard, 6 mi away——
10Alpha Wealth Group685.0★ (30)Downers Grove, 6 mi away——

All 124 wealth managers in Darien, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  5. #5 Heritage Wealth

    Based in Naperville, 10 mi away

    69/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    55 Shuman Blvd, Naperville, IL 60563
    View profile for Heritage Wealth(630) 868-9127

  7. #7 SC Wealth Advisors

    Based in Downers Grove, 7 mi away

    68/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 10 AM–1 PM · Sun closed
    Address
    2 Mid America Plaza Ste 725, Oakbrook Terrace, IL 60181
    View profile for SC Wealth Advisors(630) 735-4203

  9. #9 Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company

    Based in Lombard, 6 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 29 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 29 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    377 Butterfield Rd Ste 400, Lombard, IL 60148
    View profile for Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company(630) 566-2948

  10. #10 Alpha Wealth Group

    Based in Downers Grove, 6 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2001 Butterfield Rd Ste 501, Downers Grove, IL 60515
    View profile for Alpha Wealth Group(630) 519-4742

  11. #11 Falcon Wealth Planning

    Based in Downers Grove, 7 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 40 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 40 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1 Trans Am Plaza Dr Ste 200, Oakbrook Terrace, IL 60181
    View profile for Falcon Wealth Planning(855) 963-2526

  18. #18 WealthRidge Investments

    Based in Burr Ridge, 3 mi away

    65/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 9:30 AM–3 PM · Sat–Sun closed
    Address
    7055 Veterans Blvd Ste B, Burr Ridge, IL 60527
    View profile for WealthRidge Investments(630) 320-6039

  20. #20 Savant Wealth Management

    Based in Downers Grove, 3 mi away

    65/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.8★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 9 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    5151 Mochel Dr STE 301, Downers Grove, IL 60515
    View profile for Savant Wealth Management(630) 271-0033

  25. #25 Geiger Wealth

    Based in Elmhurst, 7 mi away

    65/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.3★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    1900 Spring Rd #104, Oak Brook, IL 60523
    View profile for Geiger Wealth(630) 866-6900

Wealth managers ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 124 ranked wealth managers here; the rest are on their profiles.

wealth managers in Darien, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Harbor Wealth655.0★ (10)7 mi
27Beran Wealth Management654.9★ (10)7 mi
28Chicago Wealth Management Group - Matthew Schmit , John Scanlon, James Schmit644.9★ (11)9 mi
29MPI Wealth Management643.9★ (21)6 mi
30Apollon Wealth Management644.6★ (52)27 mi
31Eiduk Tax and Wealth Management645.0★ (24)25 mi
32Armor Wealth Group645.0★ (19)21 mi
33The Legacy Wealth Group LLC / Previously named Midwest Legacy Group LLC644.3★ (11)6 mi
34Trajan Wealth644.6★ (10)10 mi
35Kane Wealth Group - Raymond James645.0★ (6)6 mi
36Peak Wealth Planning645.0★ (16)21 mi
37Performance Wealth645.0★ (5)4 mi
38Mission Wealth635.0★ (6)7 mi
39America United Wealth Planning635.0★ (13)19 mi
40Coltiva Wealth Planning Partners635.0★ (7)10 mi
41Gold Key Private Wealth &Partners635.0★ (6)9 mi
42Unique Wealth Strategies634.2★ (5)3 mi
43AMC Wealth Management, LLC635.0★ (11)18 mi
44EP Wealth Advisors634.8★ (19)25 mi
45Harvest Wealth Partners635.0★ (20)28 mi
46Fortuna Wealth Management635.0★ (9)16 mi
47G/R Wealth Management Group, LLC635.0★ (7)14 mi
48Savant Wealth Management634.9★ (22)31 mi
49Vertis Wealth634.6★ (14)21 mi
50Atlas Wealth Management - Frankfort, IL635.0★ (9)18 mi

Also serving Darien

20 more wealth managers within 40 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked wealth managers serving Darien
BusinessGoogle ratingDistance
Blue Diamond4.6★ (19)In Darien
Edward Jones - Financial Advisor: Christopher W BarnesIn Darien
Edward Jones - Financial Advisor: Dan Faretta Jr, CEPA®In Darien
Edward Jones - Financial Advisor: James Burke, CFP®|AAMS®5.0★ (1)In Darien
Goodworth Wealth Management5.0★ (2)7 mi
Hallmark Financials Asset Wealth Management. LLC.5.0★ (2)4 mi
Infinity Wealth Management, LLC3.0★ (2)7 mi
Kiefer Financial Group5.0★ (1)In Darien
Ledebuhr Wealth Management LLC3.0★ (2)8 mi
Louis Knox FinancialIn Darien
Merrill Lynch Wealth Management1.0★ (2)7 mi
Nolan Wealth Management5.0★ (2)5 mi
Old Second National Bank4.8★ (123)In Darien
Opus Wealth Management Group5.0★ (2)6 mi
Patrick Murray - Financial Advisor, Ameriprise Financial Services, LLCIn Darien
SAGE Private Wealth Group5.0★ (2)7 mi
Stonehedge Capital LLCIn Darien
Veritrust Wealth Management5.0★ (2)9 mi
Wealthbridge Financial Advisors5.0★ (1)In Darien
Wells, Roselieb & Raia Wealth Management5.0★ (2)7 mi

How we ranked Darien wealth managers

We scored 124 Darien wealth managers on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Darien data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a wealth manager

  1. Confirm the wealth manager and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a wealth manager

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my wealth manager?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Wealth managers in Darien: frequently asked questions

Which wealth manager has the highest RFA Score in Darien?

By RFA Score, the highest-ranked wealth manager in Darien, IL is Stenger Family Office | Naperville Financial Advisor with an RFA Score of 72/100. It has 5.0★ from 174 Google reviews. The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP (#2) and Kubiak & Kubiak Wealth Management (#3) follow. We ranked 124 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Darien?

RankedFinancialAdvisors ranks 124 wealth managers serving Darien, IL. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Darien work on weekends?

9 of 124 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are SC Wealth Advisors (#7), Serenity Wealth Management (#16) and Smart Wealth Strategies, Inc. (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Darien wealth managers have?

The median Google rating among 124 rated wealth managers in Darien is 5.0★, with a median of 7 reviews. Stenger Family Office | Naperville Financial Advisor has the most, 174 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do wealth managers outside Darien count in this ranking?

Yes, if they are within 40 mi of the Darien city center, our service radius for wealth managers. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can wealth managers pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Darien ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers wealth management and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a wealth manager’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every wealth manager in Darien a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do wealth managers charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Darien

  1. November 2026: RFA Scores recalculated for 124 wealth managers serving Darien.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Darien pages