# DHJJ Financial Advisors

DHJJ Financial Advisors is a RIA based in Naperville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Naperville, United States
- **Region:** North America
- **Address:** Naperville, IL, United States
- **Assets under management:** Undisclosed
- **Website:** dhjj.com

## Regulatory record

- **CRD number:** 107034
- **SEC file number:** 801-42639
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-23T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107034

## About

DHJJ Financial Advisors is an SEC-registered investment adviser in Naperville, IL, since 1992. The firm manages $623 million in assets, with $598 million on a discretionary basis. It has 11 employees and 8 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Tax Advisory

## Questions

### Who runs investment decisions at DHJJ Financial Advisors?

Investment decisions are handled by the firm's advisory team, which integrates tax and financial planning expertise. Named principals are not publicly listed on the firm's website or in public records.

### Does DHJJ Financial Advisors participate in fund commitments or only direct deals?

The firm primarily allocates client assets through traditional investment vehicles — mutual funds, ETFs, and separately managed accounts — rather than direct private equity or venture capital commitments. Direct deal participation is not a known feature of its strategy.

### What investment stages or asset classes does DHJJ Financial Advisors target?

The firm targets diversified portfolios across equities, fixed income, and alternative assets. Stage targeting is not publicly specified; allocations are customized to individual client goals and risk tolerance.

### How does DHJJ Financial Advisors source proprietary deal flow?

The firm does not maintain a proprietary deal flow or direct investment program. Its investment approach relies on third-party model portfolios and custodians rather than sourcing private transactions.

## Related profiles

- [Fuller & Thaler Asset Management Inc](https://altss.com/profile/fuller-and-thaler-asset-management-inc)
- [A. J. PERRY & CO.](https://altss.com/profile/a-j-perry-and-co)

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Last updated: 2026-06-03T20:00:00.000Z

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