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
STERLING WEALTH MANAGEMENT, INC.
CRD#: 131304
Address: 301 N. Neil Street, Suite 203, Champaign, IL 61820
Clients: 103
Average Clients per Advisor: 14
AUM: $ 495M
RUEDI WEALTH MANAGEMENT, INC.
CRD#: 173262
Address: 2502 Galen Drive Suite 102, Champaign, IL 61821
Clients: 397
Average Clients per Advisor: 79
AUM: $ 334M
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
Jennifer Lee-shultz
Registered Affiliation(s):EDWARD JONES
Janette Guthrie Prichard
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stanley A. Cunningham
Registered Affiliation(s):EDWARD JONES
Liling Chang Lee
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Joseph Aloysius Reidy JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paris Camara
Registered Affiliation(s):GOLDMAN SACHS & CO. LLC
Pamela Ginny Lee
Registered Affiliation(s):PURSESTRINGS
David Michael Kutz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Craig Stuart Johlfs
Registered Affiliation(s):LPL FINANCIAL LLC
Kevin Lee Bidenkap
Registered Affiliation(s):TORTUGA WEALTH MANAGEMENT
Raphael David Bloom
Registered Affiliation(s):JAY W. KAUFMANN & CO.
George John Anastos
Registered Affiliation(s):MORGAN STANLEY
Scott Alan Leonard
Registered Affiliation(s):NAVIGOE, LLC
John Israel
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Tylor Balson
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Kenneth Ray Prevett
Registered Affiliation(s):VISIONARY HORIZONS, LLC
Stephen Yong Park
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Idonna Lucile Bragg
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Guy Michael Acerra
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Daniel John Smyczynski
Registered Affiliation(s):AUSDAL FINANCIAL PARTNERS, INC.
Ashkahn Moayedi
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Christopher Cooke
Registered Affiliation(s):SANCTUARY ADVISORS, LLC
James Collins Aldendifer
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Adela Lee
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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