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
Address: 3200 Robbins Road Suite 200a, Springfield, IL 62704
Clients: 260
Average Clients per Advisor: 23
AUM: $ 799M
TROXELL FINANCIAL
CRD#: 168998
Address: 214 South Grand Avenue West, Springfield, IL 62704
Clients: 291
Average Clients per Advisor: 58
AUM: $ 666M
BOS ASSET MANAGEMENT, LLC
CRD#: 310632
Address: 3400 Wabash Avenue, Springfield, IL 62711
Clients: 306
Average Clients per Advisor: 51
AUM: $ 636M
SIKICH FINANCIAL
CRD#: 142640
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
Address: 3000 Professional Dr. Ste 201, Springfield, IL 62703
Clients: 382
Average Clients per Advisor: 63
AUM: $ 463M
ROBERT GORDON & ASSOCIATES INC
CRD#: 106037
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
Brian Barstead
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mary Mosher Murphy
Registered Affiliation(s):LPL FINANCIAL LLC
Steven Russell Koch
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Damon K Hofstrand
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Philip Michael Dehner
Registered Affiliation(s):EDWARD JONES
Craig Steven Albers
Registered Affiliation(s):INVESTMENT ADVISORS GROUP, LLC
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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