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
Jay Barton Downey
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Terry Lynn Schuldt
Registered Affiliation(s):NTB FINANCIAL CORPORATION
Ronald Scott Endsley
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Jessica Jean Dehaan
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Robert Wayne Bales
Registered Affiliation(s):PFS INVESTMENTS INC.
John Bryant Evans
Registered Affiliation(s):COZAD ASSET MANAGEMENT INC
Troy Lee Schaumburg
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Thomas John Manolakes
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Daniel Lee Duitsman
Donald Arthur Mclaughlin
Registered Affiliation(s):MCLAUGHLIN ASSET MANAGEMENT, INC.
Kurt Alan Lenschow
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Scott Lee Jackson
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Todd William Edmundson
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Alan Lloyd Puzey
Gary William Buller
Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.
Jeffrey Lynn Vanburen
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mary Frances Mcgrath
Registered Affiliation(s):COZAD ASSET MANAGEMENT INC
Donald Ralph Casper
Registered Affiliation(s):COZAD ASSET MANAGEMENT INC
Paul Edward Lewis
Registered Affiliation(s):BELPOINTE ASSET MANAGEMENT LLC
Brenda Kae Learned
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Kristopher Wayne Clodfelder
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
James Edward Vermette
Registered Affiliation(s):COZAD ASSET MANAGEMENT INC
James William Lilley
Registered Affiliation(s):THE O.N. EQUITY SALES COMPANY
Christopher Lee Griffin
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
