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Wealth Managers in Worth, IL: 2026 rankings

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

The short answer

  1. 1

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

  2. 8

    Most-reviewed: Wealth Financial Services & Tax Advisory, 167 Google reviews at 4.9★, the most of 123 ranked after Stenger Family Office | Naperville Financial Advisor; ranked #8.

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

123 Worth 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 123 rated firms.

Top 10 wealth managers in Worth 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 Worth at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Stenger Family Office | Naperville Financial Advisor715.0★ (174)Naperville, 19 mi away—Top score
2Kubiak & Kubiak Wealth Management705.0★ (64)Orland Park, 5 mi away——
3Stenger Family Office | Chicago Financial Advisor695.0★ (89)Chicago, 16 mi away——
4The Money Team Wealth Management- Northwestern Mutual Rob Dalaskey CLU ChFC RICP685.0★ (57)Lombard, 15 mi away——
5Dowling Financial Services & Wealth Management685.0★ (48)Frankfort, 12 mi away——
6Everett Wealth Solutions685.0★ (41)Forest Park, 13 mi away——
7Serenity Wealth Management675.0★ (46)Chicago, 16 mi awaySat—
8Wealth Financial Services & Tax Advisory674.9★ (167)Buffalo Grove, 34 mi away—Most reviews
9Heritage Wealth675.0★ (49)Naperville, 20 mi away——
10SC Wealth Advisors675.0★ (33)Downers Grove, 14 mi awaySat—

All 123 wealth managers in Worth, 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.

  9. #9 Heritage Wealth

    Based in Naperville, 20 mi away

    67/100RFA Score

    Ranked #9 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, 14 mi away

    67/100RFA 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 Falcon Wealth Planning

    Based in Downers Grove, 15 mi away

    66/100RFA 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

  13. #13 Mario J Tenuta - Financial Advisor - Northwestern Mutual Wealth Management Company

    Based in Lombard, 15 mi away

    66/100RFA Score

    Ranked #13 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

  14. #14 Alpha Wealth Group

    Based in Downers Grove, 16 mi away

    66/100RFA Score

    Ranked #14 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

  19. #19 Harvest Wealth Partners

    Based in Munster, 18 mi away

    65/100RFA Score

    Ranked #19 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, 8 mi away

    65/100RFA 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 Beran Wealth Management

    Based in La Grange Park, 10 mi away

    64/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 10 Google reviews
    Hours
    Mon 9 AM–6 PM · Tue 9 AM–5 PM · Wed 8 AM–4 PM · Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    622 N Brainard Ave, La Grange Park, IL 60526
    View profile for Beran Wealth Management(708) 540-6700

  24. #24 Armor Wealth Group

    Based in Lincolnwood, 22 mi away

    64/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Sat 8 AM–8 PM · Sun closed
    Address
    7101 N Cicero Ave #108, Lincolnwood, IL 60712
    View profile for Armor Wealth Group(847) 682-3884

  25. #25 Peak Wealth Planning

    Based in Chicago, 20 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4311 N Ravenswood Ave Ste 217, Chicago, IL 60613
    View profile for Peak Wealth Planning(217) 303-5040

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

wealth managers in Worth, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Harbor Wealth645.0★ (10)12 mi
27AMC Wealth Management, LLC645.0★ (11)15 mi
28Embolden Wealth Management645.0★ (19)24 mi
29Leading Edge Wealth Management, LLC645.0★ (24)27 mi
30Geiger Wealth644.3★ (18)14 mi
31Atlas Wealth Management - Frankfort, IL635.0★ (9)13 mi
32MPI Wealth Management633.9★ (21)11 mi
33Savant Wealth Management634.8★ (9)13 mi
34Vertis Wealth634.6★ (14)17 mi
35Chicago Wealth Management Group - Matthew Schmit , John Scanlon, James Schmit634.9★ (11)16 mi
36Fortuna Wealth Management635.0★ (9)15 mi
37Chicago Partners Wealth Advisors634.4★ (13)16 mi
38VIE Wealth Management635.0★ (6)11 mi
39Apollon Wealth Management634.6★ (52)35 mi
40Eiduk Tax and Wealth Management635.0★ (24)31 mi
41Trajan Wealth635.0★ (4)6 mi
42G/R Wealth Management Group, LLC635.0★ (7)14 mi
43Diversified Wealth Solutions Powered by LPL Financial635.0★ (11)21 mi
44Latko Wealth Management, Ltd.635.0★ (6)13 mi
45Performance Wealth635.0★ (5)10 mi
46Centric Wealth Management625.0★ (7)16 mi
47RBC Wealth Management Branch - Palos Heights623.7★ (3)1 mi
48The Legacy Wealth Group LLC / Previously named Midwest Legacy Group LLC624.3★ (11)16 mi
49Unique Wealth Strategies624.2★ (5)7 mi
50Coltiva Wealth Planning Partners625.0★ (7)16 mi

Also serving Worth

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 Worth
BusinessGoogle ratingDistance
David C. Heide - RBC Wealth Management Financial Advisor5.0★ (2)1 mi
Doyenne Wealth Advisors3.0★ (2)16 mi
GFI Wealth Partners3.0★ (2)18 mi
Goodworth Wealth Management5.0★ (2)13 mi
Hallmark Financials Asset Wealth Management. LLC.5.0★ (2)7 mi
Heritage Drive Wealth Management5.0★ (2)19 mi
Infinity Wealth Management, LLC3.0★ (2)15 mi
Kevin E O'Hara - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)20 mi
Koney Wealth Advisors - Ameriprise Financial Services, LLC5.0★ (2)6 mi
Ledebuhr Wealth Management LLC3.0★ (2)19 mi
Merrill Lynch Wealth Management1.0★ (2)14 mi
Merrill Lynch Wealth Management3.0★ (2)16 mi
Nolan Wealth Management5.0★ (2)12 mi
Opus Wealth Management Group5.0★ (2)16 mi
RCM Wealth Advisors5.0★ (2)16 mi
SAGE Private Wealth Group5.0★ (2)15 mi
Savant Wealth Management5.0★ (2)19 mi
Sutton Wealth Strategies5.0★ (2)16 mi
Veritrust Wealth Management5.0★ (2)19 mi
Wells, Roselieb & Raia Wealth Management5.0★ (2)14 mi

How we ranked Worth wealth managers

We scored 123 Worth 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 Worth 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 Worth: frequently asked questions

Which wealth manager has the highest RFA Score in Worth?

By RFA Score, the highest-ranked wealth manager in Worth, 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 Stenger Family Office | Chicago Financial Advisor (#3) follow. We ranked 123 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Worth?

RankedFinancialAdvisors ranks 123 wealth managers serving Worth, IL. Another 20 within 40 mi are listed but not ranked yet. Counts are as of November 2026.

Which wealth managers in Worth work on weekends?

7 of 123 ranked wealth managers post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Serenity Wealth Management (#7), SC Wealth Advisors (#10) and Smart Wealth Strategies, Inc. (#16). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Worth wealth managers have?

The median Google rating among 123 rated wealth managers in Worth 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 Worth count in this ranking?

Yes, if they are within 40 mi of the Worth 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 Worth 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 Worth 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 Worth

  1. November 2026: RFA Scores recalculated for 123 wealth managers serving Worth.
  2. November 2026: 1 duplicate listing merged.

More wealth managers and Worth pages