LANTZ FINANCIAL LLC - Financial Advisor in Illinois, Naperville

Tel: 331-204-6230 1733 Park Street Suite 350 Naperville, Illinois 60563

About LANTZ FINANCIAL LLC

LANTZ FINANCIAL LLC is a Naperville, Illinois based financial advisory firm with nearly $846,175,022 in assets under management and provides investment advisory services for 3407 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

297573

Firm SEC#:

801-114035

Assets Under Management:

$846,175,022

No. of Clients:

3407

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Illinois?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Illinois, Naperville

FirmCRD#:105758

SEC#:801-29688

No. of Advisors:243

No. of Clients:1450

AUM:$33,716,889,937

FirmCRD#:301973

SEC#:801-115313

No. of Advisors:73

No. of Clients:499

AUM:$26,993,711,221

FirmCRD#:143490

SEC#:801-67787

No. of Advisors:41

No. of Clients:3021

AUM:$3,334,568,012

FirmCRD#:107034

SEC#:801-42639

No. of Advisors:10

No. of Clients:1366

AUM:$543,508,327

FirmCRD#:166124

SEC#:801-106722

No. of Advisors:4

No. of Clients:345

AUM:$415,293,280

FirmCRD#:324695

SEC#:801-127594

No. of Advisors:8

No. of Clients:1097

AUM:$408,633,850

FirmCRD#:325089

SEC#:801-127416

No. of Advisors:9

No. of Clients:1140

AUM:$320,848,133

FirmCRD#:170348

SEC#:801-113256

No. of Advisors:7

No. of Clients:650

AUM:$310,352,864

FirmCRD#:156389

SEC#:801-78241

No. of Advisors:6

No. of Clients:786

AUM:$247,667,668

FirmCRD#:174887

SEC#:801-113632

No. of Advisors:4

No. of Clients:328

AUM:$208,427,448

FirmCRD#:156315

SEC#:801-124802

No. of Advisors:4

No. of Clients:130

AUM:$158,490,000

FirmCRD#:167714

SEC#:801-112202

No. of Advisors:8

No. of Clients:573

AUM:$140,000,000

FirmCRD#:311843

SEC#:801-120215

No. of Advisors:7

No. of Clients:8

AUM:$135,924,626

FirmCRD#:146765

SEC#:801-69943

No. of Advisors:6

No. of Clients:259

AUM:$135,101,245

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CALAMOS ADVISORS LLC

105758

801-29688

1450

243

$33,716,889,937

PMA ASSET MANAGEMENT, LLC

301973

801-115313

499

$26,993,711,221

CALAMOS WEALTH MANAGEMENT LLC

143490

801-67787

3021

$3,334,568,012

DHJJ FINANCIAL ADVISORS

107034

801-42639

1366

$543,508,327

WINDROCK WEALTH MANAGEMENT

166124

801-106722

345

$415,293,280

RAI WEALTH

324695

801-127594

1097

$408,633,850

STENGER FAMILY OFFICE, LLC

325089

801-127416

1140

$320,848,133

LEFT BRAIN WEALTH MANAGEMENT, LLC

170348

801-113256

650

$310,352,864

FIDUCIARY FINANCIAL PARTNERS, LLC

156389

801-78241

786

$247,667,668

LAKEWOOD ASSET MANAGEMENT, LLC

174887

801-113632

328

$208,427,448

MILLINGTON FINANCIAL ADVISORS, LLC

156315

801-124802

130

$158,490,000

T2 ASSET MANAGEMENT, LLC

167714

801-112202

573

$140,000,000

SCG ASSET MANAGEMENT LLC

311843

801-120215

$135,924,626

STONE ISLAND FINANCIAL PLANNING

146765

801-69943

259

$135,101,245

Explore More Financial Advisor Firms in Naperville, Illinois >>