Financial advisers in Champaign, IL

7 registered investment adviser firms in Champaign managing $4.5B in assets, based on public SEC Form ADV filings.

Cozad Asset Management INC

Champaign, IL · Est. 1982

AUM: $2.6B
Per adviser: $131M
Advisers: 20

No reported disclosures

Ruedi Wealth Management, INC.

Champaign, IL · Est. 2014

AUM: $498M
Per adviser: $100M
Advisers: 5

No reported disclosures

Sterling Wealth Management, INC.

Champaign, IL · Est. 2018

AUM: $495M
Per adviser: $71M
Advisers: 7

No reported disclosures

Lester Financial Group, LLC

Champaign, IL · Est. 2022

AUM: $399M
Per adviser: $100M
Advisers: 4

No reported disclosures

Holder Wealth Management

Champaign, IL · Est. 2018

AUM: $284M
Per adviser: $95M
Advisers: 3

No reported disclosures

Tenet Wealth Partners, LLC

Champaign, IL · Est. 2026

AUM: $247M
Per adviser: $82M
Advisers: 3

No reported disclosures

Lifewise Wealth Advisors

Champaign, IL · Est. 2026

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures