Top Financial Advisors in Champaign, Illinois
Finding the right financial advisor in Champaign is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Champaign, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Champaign, IL.
Find the Best Financial Advisor Firms in Champaign:
COZAD ASSET MANAGEMENT INC
CRD#: 104764
Address: 2501 Galen Drive, Champaign, IL 61821-7005
Clients: 925
Average Clients per Advisor: 42
AUM: $ 1.6B
RUEDI WEALTH MANAGEMENT, INC.
CRD#: 173262
Address: 2502 Galen Drive Suite 102, Champaign, IL 61821
Clients: 397
Average Clients per Advisor: 79
AUM: $ 334M
STERLING WEALTH MANAGEMENT, INC.
CRD#: 131304
Address: 301 N. Neil Street, Suite 203, Champaign, IL 61820
Clients: 83
Average Clients per Advisor: 13
AUM: $ 283M
BLUESTEM FINANCIAL ADVISORS, LLC
CRD#: 158418
Address: 1802 Fox Drive Suite A, Champaign, IL 61820
Clients: 49
Average Clients per Advisor: 8
AUM: $ 239M
HOLDER WEALTH MANAGEMENT
CRD#: 170086
Address: 2504 Galen Drive Suite 105, Champaign, IL 61821
Clients: 214
Average Clients per Advisor: 71
AUM: $ 191M
LESTER FINANCIAL GROUP, LLC
CRD#: 317036
Address: Champaign, IL
Clients: 500
Average Clients per Advisor: 166
AUM: $ 133M
How We Chose the Top Financial Advisors in Champaign, Illinois
To create this list of top financial advisor firms in Champaign, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Champaign has to offer.
Search Financial Advisors in Champaign, Illinois
Freddie Dean Crandall
Registered Affiliation(s):MORGAN STANLEY
Ryan Daniel Kleiss
Registered Affiliation(s):EDWARD JONES
Michael Wayne Kessel
Registered Affiliation(s):EDWARD JONES
Neil P Richardson
Registered Affiliation(s):EDWARD JONES
Ryan Emory Guynn
Registered Affiliation(s):EDWARD JONES
Dean Alen Norem
Registered Affiliation(s):EDWARD JONES
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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