Illinois · 8 advisers
Financial Advisors in Peoria, Illinois
Looking for a financial advisor in Peoria, Illinois? Falists indexes 8 SEC-registered and state-registered investment advisers in Peoria — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $5.33B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
8
With website
8
Largest AUM
$5.33B
Financial planning
7
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Peoria
Ranked by AUM · Fees, team & specialties at a glance
DAVID VAUGHAN INVESTMENTS, LLC
Peoria, IL
AUM
$5.33B
Team
48 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
309-685-0033
GUARDIAN WEALTH MANAGEMENT INC.
Peoria, IL
AUM
$289.1M
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
309-692-1460
JOHNSTON INVESTMENT COUNSEL, LTD.
Peoria, IL
AUM
$125.0M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
309-674-3330
MACRO WEALTH MANAGEMENT, INC.
Peoria, IL
AUM
$74.8M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +4 more
309-689-8481
RP ZEIGLER INVESTMENT SERVICES
Peoria, IL
AUM
$64.7M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
3092408787
NASH-HASTY PRIVATE WEALTH MANAGEMENT
Peoria, IL
AUM
$64.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
309-589-0180
STOREHOUSE WEALTH MANAGEMENT, LLC
Peoria, IL
AUM
$21.1M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
3093703107
REATHERFORD WEALTH MANAGEMENT LLC
Peoria, IL
AUM
$15.9M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
309-431-5380
More cities in Illinois
Common questions
- How many financial advisors are in Peoria, Illinois?
- 8 registered investment advisers are listed in our Peoria directory, sourced from public SEC filings.
- What types of advisors are in Peoria?
- 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 Peoria?
- 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.