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Wealth Managers in Homer Glen, IL: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Homer Glen: Stenger Family Office | Naperville Financial Advisor, RFA Score 71/100; 5.0★ from 174 Google reviews.

  2. 7

    Most-reviewed: Wealth Financial Services & Tax Advisory, 167 Google reviews at 4.9★, the most of 117 ranked after Stenger Family Office | Naperville Financial Advisor; ranked #7.

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

117 Homer Glen wealth managers are ranked here by RFA Score, from eight published factors. 7 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 117 rated firms.

Top 10 wealth managers in Homer Glen 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 Homer Glen at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Stenger Family Office | Naperville Financial Advisor715.0★ (174)Naperville, 18 mi away—Top score
2Kubiak & Kubiak Wealth Management705.0★ (64)Orland Park, 5 mi away——
3Dowling Financial Services & Wealth Management695.0★ (48)Frankfort, 8 mi away——
4The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP685.0★ (57)Lombard, 17 mi away——
5Stenger Family Office | Chicago Financial Advisor685.0★ (89)Chicago, 25 mi away——
6Heritage Wealth675.0★ (49)Naperville, 18 mi away——
7Wealth Financial Services & Tax Advisory664.9★ (167)Buffalo Grove, 39 mi away—Most reviews
8Guardian Wealth Advisory Group665.0★ (107)Elgin, 36 mi away——
9Everett Wealth Solutions665.0★ (41)Forest Park, 20 mi away——
10SC Wealth Advisors665.0★ (33)Downers Grove, 17 mi awaySat—

All 117 wealth managers in Homer Glen, 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.

  6. #6 Heritage Wealth

    Based in Naperville, 18 mi away

    67/100RFA Score

    Ranked #6 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

  10. #10 SC Wealth Advisors

    Based in Downers Grove, 17 mi away

    66/100RFA Score

    Ranked #10 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

  11. #11 Alpha Wealth Group

    Based in Downers Grove, 17 mi away

    66/100RFA Score

    Ranked #11 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

  12. #12 Falcon Wealth Planning

    Based in Downers Grove, 17 mi away

    66/100RFA Score

    Ranked #12 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

  14. #14 Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company

    Based in Lombard, 17 mi away

    66/100RFA Score

    Ranked #14 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

  20. #20 Harvest Wealth Partners

    Based in Munster, 23 mi away

    64/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    9600 N Centennial Dr Suite A, Munster, IN 46321
    View profile for Harvest Wealth Partners(219) 864-5050

  21. #21 WealthRidge Investments

    Based in Burr Ridge, 11 mi away

    64/100RFA Score

    Ranked #21 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

  23. #23 VIE Wealth Management

    Based in Mokena, 6 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    19070 Everett Blvd Ste 207, Mokena, IL 60448
    View profile for VIE Wealth Management(708) 390-7660

  24. #24 Rooted Wealth Advisors

    Based in Bourbonnais, 31 mi away

    63/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    389 William R Latham Senior Dr, Bourbonnais, IL 60914
    View profile for Rooted Wealth Advisors(815) 918-4727

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 117 ranked wealth managers here; the rest are on their profiles.

wealth managers in Homer Glen, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Latko Wealth Management, Ltd.635.0★ (6)8 mi
27Savant Wealth Management634.8★ (9)14 mi
28Beran Wealth Management634.9★ (10)16 mi
29Embolden Wealth Management635.0★ (19)27 mi
30Geiger Wealth634.3★ (18)18 mi
31Harbor Wealth635.0★ (10)17 mi
32Leading Edge Wealth Management, LLC635.0★ (24)32 mi
33Trajan Wealth635.0★ (4)5 mi
34Chicago Wealth Management Group - Matthew Schmit , John Scanlon, James Schmit624.9★ (11)20 mi
35MPI Wealth Management623.9★ (21)15 mi
36Armor Wealth Group625.0★ (19)30 mi
37Apollon Wealth Management624.6★ (52)38 mi
38The Legacy Wealth Group LLC / Previously named Midwest Legacy Group LLC624.3★ (11)16 mi
39Peak Wealth Planning625.0★ (16)28 mi
40Trajan Wealth624.6★ (10)18 mi
41AFIN Family Wealth Management625.0★ (3)4 mi
42Eiduk Tax and Wealth Management625.0★ (24)35 mi
43AMC Wealth Management, LLC625.0★ (11)24 mi
44Kevin Raftery - Old National Wealth Advisors625.0★ (3)7 mi
45Mission Wealth625.0★ (6)17 mi
46Performance Wealth625.0★ (5)14 mi
47Diversified Wealth Solutions Powered by LPL Financial625.0★ (11)26 mi
48Kane Wealth Group - Raymond James625.0★ (6)17 mi
49Gold Key Private Wealth &Partners615.0★ (6)17 mi
50Unique Wealth Strategies614.2★ (5)11 mi

Also serving Homer Glen

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 Homer Glen
BusinessGoogle ratingDistance
BMO Bank N.A Branches2.6★ (47)In Homer Glen
Busey Bank4.2★ (5)In Homer Glen
David C. Heide - RBC Wealth Management Financial Advisor5.0★ (2)9 mi
Edward Jones - Financial Advisor: Carolyn M Hartnett, AAMS®5.0★ (1)In Homer Glen
Edward Jones - Financial Advisor: David A. Condon5.0★ (3)In Homer Glen
Elevate Private Wealth Management5.0★ (2)12 mi
Goodworth Wealth Management5.0★ (2)17 mi
Hallmark Financials Asset Wealth Management. LLC.5.0★ (2)7 mi
Heritage Drive Wealth Management5.0★ (2)14 mi
Homer Financial, Inc.4.8★ (16)In Homer Glen
John White Co5.0★ (2)In Homer Glen
Koney Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)4 mi
Ledebuhr Wealth Management LLC3.0★ (2)17 mi
Legacy Investment Services, Inc.5.0★ (1)In Homer Glen
Nick Zegar - COUNTRY Financial Agent1.0★ (2)In Homer Glen
Nolan Wealth Management5.0★ (2)15 mi
Opus Wealth Management Group5.0★ (2)16 mi
Paisley FinancialIn Homer Glen
Riverstone Wealth Partners, LLC5.0★ (2)16 mi
Wells, Roselieb & Raia Wealth Management5.0★ (2)17 mi

How we ranked Homer Glen wealth managers

We scored 117 Homer Glen 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 Homer Glen 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 Homer Glen: frequently asked questions

Which wealth manager has the highest RFA Score in Homer Glen?

By RFA Score, the highest-ranked wealth manager in Homer Glen, IL is Stenger Family Office | Naperville Financial Advisor with an RFA Score of 71/100. It has 5.0★ from 174 Google reviews. Kubiak & Kubiak Wealth Management (#2) and Dowling Financial Services & Wealth Management (#3) follow. We ranked 117 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Homer Glen?

RankedFinancialAdvisors ranks 117 wealth managers serving Homer Glen, IL. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Homer Glen work on weekends?

7 of 117 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are SC Wealth Advisors (#10), Serenity Wealth Management (#13) 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 Homer Glen wealth managers have?

The median Google rating among 117 rated wealth managers in Homer Glen 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 Homer Glen count in this ranking?

Yes, if they are within 40 mi of the Homer Glen 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 Homer Glen 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 Homer Glen 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 Homer Glen

  1. November 2026: RFA Scores recalculated for 117 wealth managers serving Homer Glen.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Homer Glen pages