How many financial advisors are in Bloomington, Illinois?

Falists lists 6 registered investment advisers with a principal office or filing address in Bloomington, Illinois, based on public SEC IAPD data.

How do financial advisors in Bloomington charge fees?

Fee structures vary by firm. In Bloomington, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Bloomington?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Illinois · 6 advisers

Financial Advisors in Bloomington, Illinois

Looking for a financial advisor in Bloomington, Illinois? Falists indexes 6 SEC-registered and state-registered investment advisers in Bloomington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $12.94B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$12.94B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning3 Trusts5 Retirement2 Institutional1

Top advisors in Bloomington

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

ARK ADVISORS LLC

Bloomington, IL

AUM

$195.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(309) 661-2000

Full profile Visit site →

THREE SIXTY WEALTH MANAGEMENT, LLC

Bloomington, IL

AUM

$190.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

(630) 219-1695

Full profile Visit site →

SOUND FINANCIAL SOLUTIONS, INC.

Bloomington, IL

AUM

—

Financial PlanningTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

217-441-2200

Full profile Visit site →

STATE FARM INVESTMENT MANAGEMENT CORP.

Bloomington, IL

AUM

$12.94B

Wealth MgmtTrusts & Estates

Team

7930 advisors

Clients

Fees

Percentage of AUM

800-447-0740

Full profileNo website

KRAFT FINANCIAL, LLC

Bloomington, IL

AUM

$36.0M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM

(314) 464-4568

Full profileNo website

ELLIOTT CAPITAL MANAGEMENT, INC.

Bloomington, IL

AUM

$12.6M

Wealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

309-827-6968

Full profileNo website

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Common questions

How many financial advisors are in Bloomington, Illinois?: 6 registered investment advisers are listed in our Bloomington directory, sourced from public SEC filings.
What types of advisors are in Bloomington?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bloomington?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.