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
Kurt Alan Lenschow
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Scott Lee Jackson
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Ian Timothy Park
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Jade M Campbell
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Dillon Wayne Hoel
Registered Affiliation(s):MORGAN STANLEY
Todd William Edmundson
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Ahlden Jay Harms
Registered Affiliation(s):MIDWESTERN SECURITIES TRADING COMPANY, LLC
Alan Lloyd Puzey
Devan Lee Fox
Registered Affiliation(s):J. W. COLE ADVISORS, INC.
Scott Eric Cline
Registered Affiliation(s):CLINE FINANCIAL CONCEPTS, LLC
Nickolas Clark Ward
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Benjamin Freeman
Registered Affiliation(s):PNC INVESTMENTS
Brenda Kae Learned
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Kyle Scott Moe
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Courtney A Oliveira
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kristopher Wayne Clodfelder
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Ryan Thomas Repko
Registered Affiliation(s):RUEDI WEALTH MANAGEMENT, INC.
Brian Joseph Paragi
Registered Affiliation(s):PRUCO SECURITIES, LLC.
James William Lilley
Registered Affiliation(s):THE O.N. EQUITY SALES COMPANY
Priscilla Hennig
Registered Affiliation(s):CUNA BROKERAGE SERVICES, INC.
Austin P Hartke
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
Jordan Greenlee
Registered Affiliation(s):PNC INVESTMENTS
Christopher Lee Griffin
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Nathan James Hubbard
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.
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