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Top Financial Advisors in Springfield, Illinois

Finding the right financial advisor in Springfield 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 Springfield, 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 Springfield, IL.


Find the Best Financial Advisor Firms in Springfield:

KEB WEALTH ADVISORS

CRD#: 117935

RIA

Address: 3200 Robbins Road Suite 200a, Springfield, IL 62704

Clients: 260

Average Clients per Advisor: 23

AUM: $ 799M

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TROXELL FINANCIAL

CRD#: 168998

RIA

Address: 214 South Grand Avenue West, Springfield, IL 62704

Clients: 291

Average Clients per Advisor: 58

AUM: $ 666M

BOS ASSET MANAGEMENT, LLC

CRD#: 310632

RIA

Address: 3400 Wabash Avenue, Springfield, IL 62711

Clients: 306

Average Clients per Advisor: 51

AUM: $ 636M

SIKICH FINANCIAL

CRD#: 142640

RIA

Address: 3201 West White Oaks Drive Suite 102, Springfield, IL 62704

Clients: 681

Average Clients per Advisor: 35

AUM: $ 486M

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

CRD#: 159255

RIA

Address: 3000 Professional Dr. Ste 201, Springfield, IL 62703

Clients: 382

Average Clients per Advisor: 63

AUM: $ 463M

ROBERT GORDON & ASSOCIATES INC

CRD#: 106037

RIA

Address: 1201 S. Veterans Parkway Ste A, Springfield, IL 62704

Clients: 662

Average Clients per Advisor: 165

AUM: $ 266M

How We Chose the Top Financial Advisors in Springfield, Illinois

To create this list of top financial advisor firms in Springfield, 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 Springfield has to offer.

Search Financial Advisors in Springfield, Illinois


Name or CRD#
Location:
Firm name (optional)
Brian Barstead

Brian Barstead

IAR
RR
CRD#: 1576370
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Springfield, IL 62704

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
40 years registered
Mary Mosher Murphy

Mary Mosher Murphy

Mary Beth Mosher, Mary Beth Moshermurphy, Mary M Murphy
IAR
RR
CRD#: 1235934
CFP®: Certified Financial Planner
Location:
Springfield, IL 62704-6365

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
42 years registered
Steven Russell Koch

Steven Russell Koch

IAR
RR
CRD#: 1459354
CFP®: Certified Financial Planner
Location:
Springfield, IL 62704

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
40 years registered
Damon K Hofstrand

Damon K Hofstrand

Damon K Hofstrand, Damon Kirk Hofstrand
IAR
RR
CRD#: 2600342
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Springfield, IL 62701

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
31 years registered
Philip Michael Dehner

Philip Michael Dehner

Phil Dehner
IAR
RR
CRD#: 1294380
Location:
Lincoln, IL 62656

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
42 years registered
Craig Steven Albers

Craig Steven Albers

IAR
RR
CRD#: 2376253
CFP®: Certified Financial Planner
Location:
Jacksonville, IL 62650

Registered Affiliation(s):INVESTMENT ADVISORS GROUP, LLC

Disclosures:
Experience:
33 years registered
Brent Robert Davis

Brent Robert Davis

IAR
RR
CRD#: 2764025
CFP®: Certified Financial Planner
Location:
Springfield, IL 62711

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Elizabeth Marie Conroy

Elizabeth Marie Conroy

Libby Conroy, Libby Conroy
IAR
RR
CRD#: 2990615
CFP®: Certified Financial Planner
Location:
Springfield, IL 62704

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Dax Duane Campbell

Dax Duane Campbell

Dax Duanc Campbell
IAR
RR
CRD#: 2994509
CFP®: Certified Financial Planner
Location:
Springfield, IL 62704

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Phillip Anthony Cox

Phillip Anthony Cox

Phillip Anthony Cox
IAR
RR
CRD#: 4487794
CFP®: Certified Financial Planner
Location:
Sherman, IL 62684

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
William Thomas Whalen

William Thomas Whalen

Will Whalen
IAR
RR
CRD#: 2446904
Location:
Jacksonville, IL 62650

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
32 years registered
Thomas Francis Dura Jr

Thomas Francis Dura Jr

T.j. Dura, Thomas Francis Dura Jr.
IAR
RR
CRD#: 4777832
CFP®: Certified Financial Planner
Location:
Springfield, IL 62704

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
20 years registered
James R. Sparrow

James R. Sparrow

James Ray Sparrow, James R Sparrow
IAR
RR
CRD#: 2964291
Location:
Lincoln, IL 62656

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Jason Raymond Popovich

Jason Raymond Popovich

IAR
RR
CRD#: 3164017
Location:
Springfield, IL 62704

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Duwayne Eugene Reichart

Duwayne Eugene Reichart

Duwayne Reichart
PR
CRD#: 3212004
Location:
St. Louis, MO 63131

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
27 years registered
Brent Thomas Bordenkircher

Brent Thomas Bordenkircher

Brent Thomas Bordenkercher
IAR
RR
CRD#: 4245184
Location:
Jacksonville, IL 62650

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Christine Short

Christine Short

Christine A Roche, Christine A Short
IAR
RR
CRD#: 6092965
CFP®: Certified Financial Planner
Location:
Lincoln, IL 62656

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
14 years registered
Bradley Joseph Bobb

Bradley Joseph Bobb

Brad Bobb
IAR
CRD#: 4270912
CFP®: Certified Financial Planner
Location:
Chatham, IL

Registered Affiliation(s):BOBB FINANCIAL INCORPORATED

Disclosures:
Experience:
25 years registered
Jared M Canterbury

Jared M Canterbury

Jared Michael Canterbury, Jared Canterbury
IAR
RR
CRD#: 5961157
CFP®: Certified Financial Planner
Location:
Springfield, IL 62701

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
15 years registered
Kevin Leon Corbin

Kevin Leon Corbin

IAR
RR
CRD#: 4427563
Location:
Springfield, IL 62704

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
24 years registered
Blake Davis

Blake Davis

IAR
RR
CRD#: 6351489
CFP®: Certified Financial Planner
Location:
Taylorville, IL 62568

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
12 years registered
James Kevin Blankenship

James Kevin Blankenship

Jim Blankenship
IAR
CRD#: 4638986
CFP®: Certified Financial Planner
Location:
New Berlin, IL 62670-0051

Registered Affiliation(s):BLANKENSHIP FINANCIAL PLANNING, LTD.

Disclosures:
Experience:
23 years registered
Kevin Carl Frontone

Kevin Carl Frontone

Kevin C Frontone
IAR
RR
CRD#: 4847993
Location:
Springfield, IL 62701

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
22 years registered
Adam William Liesman

Adam William Liesman

Adam William Liesman
IAR
RR
CRD#: 4758976
Location:
Chatham, IL 62629

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
21 years registered

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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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