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
Bret David Kroencke
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Ryan Rumel Bradley
Registered Affiliation(s):HOLDER WEALTH MANAGEMENT
Daniel Eugene Holder
Registered Affiliation(s):HOLDER WEALTH MANAGEMENT
James David Anderson
John Edward Caspary
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.
Tina Marie Davis
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Travis John Heath
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Anthony Lewis Zahrn
Registered Affiliation(s):MORGAN STANLEY
Gregory Edward Liestman
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Vicki Ann Bishop
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Robert Eugene Meyer
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Mark Andrew Cushing
Registered Affiliation(s):MORGAN STANLEY
Mark Alan Holm
Registered Affiliation(s):MODERN CAPITAL SECURITIES INC.
Nathan John Roberts
Registered Affiliation(s):PFS INVESTMENTS INC.
Richard Benjamin Thompson
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Stuart Thomas Koerner
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Larry Dean Owen
Registered Affiliation(s):LPL FINANCIAL LLC
Darwyn Shea Boston
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
John William Davis
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Christopher Greenwold
Registered Affiliation(s):COUNTRY CAPITAL MANAGEMENT COMPANY
Vanessa Rae Levan
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
William Thomas Payton
Registered Affiliation(s):NTB FINANCIAL CORPORATION
James Craig Chesser
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Timothy Joseph Marriott
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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