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RUEDI WEALTH MANAGEMENT, INC.
Champaign, Illinois
Ruedi Wealth Management, Inc. is a reputable local investment advisory firm based out of Champaign, IL, boasting a strong presence with three offices in the area. With a dedicated team of five experienced professionals, Ruedi Wealth Management, Inc. exclusively focuses on providing exceptional investment advisory services to its clientele.
As an industry average, each investment advisor at Ruedi Wealth Management, Inc. oversees an impressive average of approximately $66,820,000 in assets under management. Their compensation structure is diverse, offering clients flexibility with options such as a percentage of assets under management, hourly charges, and fixed fees.
Ruedi Wealth Management, Inc. has cultivated a significant presence in the employer 401K and individual investment sectors, with roughly half of their assets under management originating from these sources. Their expertise and track record in this space have garnered them a strong reputation, positioning them as a trusted partner for individuals and companies alike.
Impressively, 96% of the assets managed by Ruedi Wealth Management, Inc. are handled with discretion, ensuring a high level of professional expertise and independence in decision-making processes. Their extensive portfolio includes over 400 individual clients, with a combined asset value exceeding $334,111,000 under their management.
The firm takes pride in its talented team, which includes highly experienced advisors such as Ryan Repko, Daniel Ruedi, and David Ruedi. Their longstanding commitment to providing exceptional service and expert advice has helped establish Ruedi Wealth Management, Inc. as a reliable and trusted partner in the financial industry.
COZAD ASSET MANAGEMENT INC
Champaign, Illinois
Cozad Asset Management Inc, a local investment advisory firm based out of Champaign, IL, is dedicated to providing comprehensive financial solutions to their clients. With 25 employees, including 22 experienced investment advisors, Cozad Asset Management offers a wide range of services. Their average assets under management per investment advisor amount to approximately $74,470,000, placing them on par with industry standards.
The firm's compensation structure encompasses various options, such as a percentage of assets under management, hourly charges, and fixed fees. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts make up less than 30%. A noteworthy 97% of the assets they oversee are discretionary, highlighting their expertise in managing high net worth individuals' finances.
Cozad Asset Management stands out for its ability to handle diverse financial needs. In addition to investment advisory services, the firm offers insurance brokerage services and works closely with reputable accountants and accounting firms to provide comprehensive financial solutions. With over 930 individual clients and an impressive $1,638,410,000 in assets under management, Cozad Asset Management has established a solid reputation in the industry.
Boasting a team of experienced professionals, Cozad Asset Management takes pride in its long-standing advisors, including Peggy Schluter, Lee Smith, and Ronald Kiddoo. Their expertise, combined with a commitment to client satisfaction, sets the firm apart as a trusted partner in managing and growing wealth.
BUSEY CAPITAL MANAGEMENT, INC.
Urbana, Illinois
Busey Capital Management, Inc. is a prominent investment advisory firm headquartered in Urbana, IL, with two office locations. With a total of 19 dedicated professionals, Busey Capital Management, Inc. specializes in providing exceptional investment advisory services to a diverse range of clients. Thirteen of their skilled employees are specifically focused on delivering expert investment advice.
Impressively, Busey Capital Management, Inc. boasts an average of approximately $33,000,000 in assets under management per investment advisor. Their compensation structure is designed to align their interests with their clients', incorporating a percentage of assets under management as well as performance-based fees. Notably, they have gained extensive expertise in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management.
With a strong emphasis on discretion, Busey Capital Management, Inc. manages all of their clients' assets on a discretionary basis, ensuring comprehensive oversight and tailored investment strategies. Testament to their outstanding reputation, Busey Capital Management, Inc. proudly serves over 570 individual clients, collectively entrusting the firm with assets totaling more than $429,047,000.
The firm takes pride in their exceptional team of advisors, and among their esteemed ranks are seasoned professionals such as Aaron Sutton, Zachary Hillard, and Robert Ballsrud. These long-tenured advisors bring a wealth of experience and expertise to the table, bolstering the firm's ability to deliver tailored investment solutions and exceptional client service.
Overall, Busey Capital Management, Inc. stands as a trusted and experienced investment advisory firm, offering comprehensive financial solutions and personalized guidance to help clients achieve their investment goals and secure their financial future.
DAVID VAUGHAN INVESTMENTS, LLC
Peoria, Illinois
David Vaughan Investments, LLC, a regional investment advisory firm based out of Peoria, IL, caters to a diverse clientele of over 620 individual clients. With a remarkable $3,937,269,000 in assets under management, the company boasts an extensive portfolio and a solid reputation in the financial industry.
While 401K and individual accounts make up less than 30% of their assets, David Vaughan Investments, LLC has the expertise and capacity to effectively manage employer funds. With a commitment to excellence, they exercise complete discretion in managing 100% of the assets entrusted to them.
Specializing in serving high-net-worth individuals, the firm demonstrates a deep understanding of their clients' unique financial needs and aspirations. They provide tailored investment strategies and solutions to help clients grow and protect their wealth.
David Vaughan Investments, LLC's compensation structure is designed to align their interests with their clients' success. Their flexible fee options include a percentage of assets under management as well as fixed fees, ensuring transparency and fairness.
The firm's team comprises 41 dedicated professionals, all of whom are well-versed in providing exceptional investment advisory services. With an average of $96,030,000 in assets under management per investment advisor, David Vaughan Investments, LLC maintains an industry-average level of productivity.
Notably, several of the firm's advisors, including Todd Sheridan, Stephen Hinrichs, and Lawrence Williams IV, have been with the company for an extended period. Their extensive experience and knowledge contribute to the firm's overall expertise and success in meeting clients' financial goals.
IPI WEALTH MANAGEMENT, INC.
Decatur, Illinois
IPI Wealth Management, Inc. is a reputable regional investment advisory firm headquartered in Decatur, IL, offering a comprehensive range of financial services. With 81 dedicated employees, IPI Wealth Management primarily focuses on providing investment advisory services to their broad client base. Their team of experienced advisors boasts an impressive average of approximately $185,270,000 in assets under management per investment advisor, surpassing the industry average.
Boasting a diverse compensation structure, IPI Wealth Management ensures that their advisors' interests are aligned with those of their clients. Compensation options include a percentage of assets under management and performance-based fees. This approach motivates their advisors to consistently strive for superior investment outcomes.
With over 9,380 individual clients and assets under management totaling over $1,776,787,000, IPI Wealth Management has established itself as a trusted steward of wealth. Notably, nearly half of their assets under management originate from employer 401Ks and individuals, demonstrating their expertise in this sector.
Furthermore, IPI Wealth Management possesses extensive experience managing discretionary assets, with approximately 92% of the total assets they oversee falling under this category. This level of discretion allows them to tailor investment strategies and decision-making to meet their clients' unique financial objectives.
The firm's footprint extends beyond Decatur, IL, with 44 offices strategically located throughout the region. Within their ranks, IPI Wealth Management boasts several long-tenured advisors, including Joseph Hutmacher, James Minton, and David Koshinski, who bring a wealth of knowledge and expertise to their clientele. Through their commitment to personalized service and sound investment strategies, IPI Wealth Management, Inc. continues to deliver exceptional financial guidance to individuals and institutions alike.
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IPI WEALTH MANAGEMENT, INC.
Decatur, Illinois
IPI Wealth Management, Inc. is a reputable regional investment advisory firm headquartered in Decatur, IL, offering a comprehensive range of financial services. With 81 dedicated employees, IPI Wealth Management primarily focuses on providing investment advisory services to their broad client base. Their team of experienced advisors boasts an impressive average of approximately $185,270,000 in assets under management per investment advisor, surpassing the industry average.
Boasting a diverse compensation structure, IPI Wealth Management ensures that their advisors' interests are aligned with those of their clients. Compensation options include a percentage of assets under management and performance-based fees. This approach motivates their advisors to consistently strive for superior investment outcomes.
With over 9,380 individual clients and assets under management totaling over $1,776,787,000, IPI Wealth Management has established itself as a trusted steward of wealth. Notably, nearly half of their assets under management originate from employer 401Ks and individuals, demonstrating their expertise in this sector.
Furthermore, IPI Wealth Management possesses extensive experience managing discretionary assets, with approximately 92% of the total assets they oversee falling under this category. This level of discretion allows them to tailor investment strategies and decision-making to meet their clients' unique financial objectives.
The firm's footprint extends beyond Decatur, IL, with 44 offices strategically located throughout the region. Within their ranks, IPI Wealth Management boasts several long-tenured advisors, including Joseph Hutmacher, James Minton, and David Koshinski, who bring a wealth of knowledge and expertise to their clientele. Through their commitment to personalized service and sound investment strategies, IPI Wealth Management, Inc. continues to deliver exceptional financial guidance to individuals and institutions alike.
CREEKMUR ASSET MANAGEMENT, LLC
Morton, Illinois
Creekmur Asset Management, LLC is a well-established investment advisory firm headquartered in Morton, IL, boasting a strong presence with four offices. With a dedicated team of 16 professionals, including 7 experienced investment advisors, Creekmur Asset Management, LLC offers expert guidance in the realm of investment advisory services. The firm maintains an impressive average of approximately $35,830,000 in assets under management per investment advisor, reflecting their proficiency in managing substantial portfolios.
Creekmur Asset Management, LLC exhibits a diverse compensation structure, encompassing various approaches such as a percentage of assets under management and fixed fees. Renowned for their expertise in employer 401Ks and individual investment management, nearly half of their assets under management originate from these sectors. Moreover, the firm's experience in this specific space has earned them a stellar reputation among clients.
In addition to their investment advisory services, Creekmur Asset Management, LLC also serves as an insurance broker or agent, providing comprehensive financial solutions to meet the diverse needs of their clientele.
With an impressive roster of over 820 individual clients, Creekmur Asset Management, LLC oversees a significant amount of assets under management, totaling more than $250,821,000. The firm takes pride in its long-standing advisors, including James Anderson, John Creekmur, and Andrew Creekmur, whose wealth of experience and dedication have contributed to the firm's success. As a discretionary asset manager, Creekmur Asset Management, LLC maintains full autonomy in managing 100% of the assets entrusted to their care.
BLUESTEM FINANCIAL ADVISORS, LLC
Savoy, Illinois
Bluestem Financial Advisors, LLC, a local investment advisory firm based out of Savoy, IL, is dedicated to providing comprehensive financial solutions to its clients. With a team of nine highly skilled professionals, including six investment advisors, they offer personalized investment advisory services to individuals and high net worth clients.
Bluestem Financial Advisors has a robust compensation structure that includes various types of fees, such as a percentage of assets under management, hourly charges, and fixed fees. The firm manages an impressive portfolio, with over $239,090,000 in assets under management for more than 50 individual clients. Their average assets under management per investment advisor amount to approximately $33,670,000, reflecting their expertise in managing substantial portfolios.
While the majority of the assets they manage are for high net worth individuals, Bluestem Financial Advisors also possesses the capability to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. The firm's investment approach is entirely discretionary, ensuring that clients entrust their investments to experienced professionals who make informed decisions on their behalf.
Bluestem Financial Advisors operates from two offices, and they take pride in their team's longevity and experience. Some of the firm's longest-tenured advisors include Nicholas Vogel, Joshua Cutler, and Jacob Kuebler, who bring a wealth of knowledge and expertise to their clients' financial journeys. With a client-centric approach and a commitment to delivering tailored financial strategies, Bluestem Financial Advisors stands as a trusted partner in helping individuals and high net worth clients achieve their financial goals.
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