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
Robert Andrew Paoni
Registered Affiliation(s):SIKICH FINANCIAL
Tate Thomas Jones
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Patrick Thomas Phalen
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Charles Steve Henry
Registered Affiliation(s):CSH INVESTMENT MANAGEMENT
Sean Michael Fairclough
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Joseph Wayne Globensky
Registered Affiliation(s):PRIVATE ADVISOR GROUP, LLC
Sandra Christine Sampias
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Christopher Matthew Parks
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Elfredia Von Hawthorne
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
James Van Moore
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Douglas Lee Skinner
Registered Affiliation(s):SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
Valerie Celeste Turner
Registered Affiliation(s):SIKICH FINANCIAL
Keith Edward Rechner
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
David Richard Milling
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Danny Lee Snodgrass
Registered Affiliation(s):LPL FINANCIAL LLC
Anthony M Castegnaro
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bradley J. Punke
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
David Lynn Coonrod
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Jeffrey Charles Mossman
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Lori Lea Fuerstenberg
Registered Affiliation(s):IPI WEALTH MANAGEMENT, INC.
Daniel Adam Griminger
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Kelly W Shores
Registered Affiliation(s):LPL FINANCIAL LLC
Jacob Joseph Gronewold
Registered Affiliation(s):LPL FINANCIAL LLC
Russel Kime Ramsey
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
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.
