RAI Wealth
SEC RegisteredTake Control of Your Financial Future
About the firm
RAI Wealth is a wealth advisory firm based in Naperville, IL whose mission is helping high-paced families live by design with financial services based on genuine relationships and smart technology. They prioritize clear communication and building authentic relationships, and have successfully helped clients achieve their goals for more than 16 years. They describe themselves as more than financial advisors, acting as a true partner dedicated to providing honest and conscientious advice and investment choices in their clients' best interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
RAI Wealth offers retirement planning, estate management, investment portfolio management, tax planning and preparation (through their RAI Tax division staffed by CPAs), money management and budgeting, and insurance strategy.
Who they serve
High-paced families and individuals seeking long-term financial planning and wealth management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 281 | $88M |
| High Net Worth Individuals | 137 | $358M |
| Charitable Organizations | 15 | $58M |
| State/Municipal Entities | 15 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.25% |
| $500,001 - $2,000,000 | 1.00% |
| $2,000,001 - $5,000,000 | 0.85% |
| More than $5,000,000 | 0.75% |
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. RAI Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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