Illinois · 10 advisers
Financial Advisors in Champaign, Illinois
Looking for a financial advisor in Champaign, Illinois? Falists indexes 10 SEC-registered and state-registered investment advisers in Champaign — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 10 firms list a website you can visit directly. Firms in this directory manage up to $2.62B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
10
With website
10
Largest AUM
$2.62B
Financial planning
8
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Champaign
Ranked by AUM · Fees, team & specialties at a glance
COZAD ASSET MANAGEMENT INC
Champaign, IL
AUM
$2.62B
Team
20 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
217-356-8363
RUEDI WEALTH MANAGEMENT, INC.
Champaign, IL
AUM
$498.0M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
217-356-1400
STERLING WEALTH MANAGEMENT, INC.
Champaign, IL
AUM
$494.6M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
217-398-1900
LESTER FINANCIAL GROUP, LLC
Champaign, IL
AUM
$398.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
217-356-6533
HOLDER WEALTH MANAGEMENT
Champaign, IL
AUM
$284.0M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
217-398-4015
TENET WEALTH PARTNERS, LLC
Champaign, IL
AUM
$246.9M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
217-281-4250
W.K. COOPER II ASSET MANAGEMENT CORPORATION
Champaign, IL
AUM
$100.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
217-356-2575
CLINE FINANCIAL CONCEPTS, LLC
Champaign, IL
AUM
$86.8M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(217) 607-0251
LIFEWISE WEALTH ADVISORS
Champaign, IL
AUM
$0
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
217 351 8755
More cities in Illinois
Common questions
- How many financial advisors are in Champaign, Illinois?
- 10 registered investment advisers are listed in our Champaign directory, sourced from public SEC filings.
- What types of advisors are in Champaign?
- 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 Champaign?
- 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.