Find Top Financial Advisors Near Decatur, Illinois
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KEB WEALTH ADVISORS
KEB WEALTH ADVISORS
Springfield, Illinois
KEB Wealth Advisors is a prominent investment advisory firm based in Springfield, IL, with two offices catering to a diverse clientele. With a vast portfolio of over 260 individual clients and a staggering $799,316,000 in assets under management, the firm has firmly established itself as a trusted financial partner. While 401K and individual accounts account for less than 30% of their assets under management, KEB Wealth Advisors possesses the expertise and resources to efficiently manage employer funds. An impressive 92% of the assets they oversee are discretionary, demonstrating their clients' confidence in the firm's decision-making abilities. Catering primarily to high net worth individuals, KEB Wealth Advisors prides itself on delivering tailored investment solutions to meet the unique financial goals of each client. Their compensation structure is comprehensive and flexible, encompassing various types such as a percentage of assets under management and hourly charges. The firm boasts a dedicated team of 16 employees, with 11 specifically focused on providing exceptional investment advisory services. On average, each investment advisor oversees approximately $72,670,000 in assets under management, which aligns with the industry average. KEB Wealth Advisors values experience and expertise, and several of the firm's longest tenured advisors, including Susan Shackelford, James Erlacker, and Jonathan Carter, contribute to its legacy of success. With their combined knowledge and unwavering commitment to client satisfaction, KEB Wealth Advisors continues to be a leading force in the financial advisory industry, empowering individuals and businesses to achieve their financial aspirations.
ROBERT GORDON & ASSOCIATES INC
ROBERT GORDON & ASSOCIATES INC
Springfield, Illinois
Robert Gordon & Associates Inc is a reputable small investment advisory firm based out of Springfield, IL. With over 660 individual clients, they manage an impressive $265,856,000 in assets. Their expertise lies in employer 401Ks and individual investment management, constituting nearly half of their assets under management. The firm's impressive track record and extensive experience in this space have earned them a solid reputation. With 75% of their assets managed on a discretionary basis, Robert Gordon & Associates Inc provides their clients with comprehensive and personalized investment strategies. Their compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet diverse client needs. Robert Gordon & Associates Inc boasts a dedicated team of seven employees, with four of them specializing in investment advisory services. Each investment advisor manages an average of $66,460,000 in assets, aligning with industry standards. The firm takes pride in the tenure of their advisors, with notable names such as Nicholas Gordon, Robert Gordon, and Richard Stone having extensive experience and a long-standing commitment to their clients' financial success. With a strong focus on client satisfaction and a solid track record, Robert Gordon & Associates Inc has built enduring relationships in the investment advisory industry. Their Springfield office serves as a hub for providing personalized financial guidance and growing and preserving their clients' wealth.
RUEDI WEALTH MANAGEMENT, INC.
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.
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
Springfield, Illinois
Skinner, Copper & Ehmen Wealth Management, LLC is a distinguished investment advisory firm located in Springfield, IL. With a dedicated team of six professionals, they offer a comprehensive range of investment advisory services to their esteemed clients. Each investment advisor maintains an average of approximately $87,630,000 in assets under management, which falls in line with the industry average. The firm boasts a significant client base of over 380 individuals, with their combined assets under management surpassing $463,338,000. While individual accounts and 401K plans make up less than 30% of their total assets, Skinner, Copper & Ehmen Wealth Management, LLC possesses the expertise and capability to effectively manage employer funds. Notably, 10% of the assets they oversee are discretionary, allowing them to make informed investment decisions on behalf of their clients. Operating out of a single office in Springfield, Skinner, Copper & Ehmen Wealth Management, LLC takes pride in their local presence, ensuring personalized attention and strong client-advisor relationships. The firm's long-standing advisors, including James Copper, Melanie Lesko, and Lawrence Davsko, bring a wealth of experience and tenure to the organization, solidifying its reputation for excellence. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with their clients' financial goals. Skinner, Copper & Ehmen Wealth Management, LLC strives to provide sound financial advice and tailored investment strategies to help their clients navigate the complexities of the ever-changing market landscape. With their expertise and client-centric approach, they remain committed to assisting individuals in achieving their long-term financial objectives.
TROXELL FINANCIAL
TROXELL FINANCIAL
Springfield, Illinois
Troxell Financial, a reputable investment advisory firm based in Springfield, IL, prides itself on its exceptional financial services. With a dedicated team of seven highly skilled professionals, including five specialized investment advisors, Troxell Financial surpasses industry standards with an average of $462,950,000 in assets under management per advisor. This high level of expertise allows them to effectively navigate the complex financial landscape on behalf of their diverse clientele. The firm's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees. Troxell Financial's commitment to client success is evident through their management of over 290 individual accounts, which total an impressive $665,915,000 in assets. While 401K and individual accounts make up less than 30% of their managed assets, the firm possesses the capability to oversee employer funds, enhancing their comprehensive service offerings. With 64% of their managed assets being discretionary, Troxell Financial exercises expert judgment and decision-making on behalf of their clients, ensuring optimal outcomes. In addition to their investment advisory services, they also serve as an insurance broker or agent, providing comprehensive coverage options tailored to individual needs. Troxell Financial operates from two conveniently located offices, and boasts a team of seasoned advisors, including Scott Norris, Erin Crumly, and Ryan Davlin, who have demonstrated unwavering commitment to their clients over the years. Through their unwavering dedication, Troxell Financial has built a solid reputation as a trusted local partner in helping individuals and businesses achieve their financial goals.
SIKICH FINANCIAL
SIKICH FINANCIAL
Springfield, Illinois
Sikich Financial is a well-established investment advisory firm located in Springfield, IL. With its extensive network, the company caters to a diverse client base, serving over 680 individual clients with a substantial $486,376,000 in assets under management. Operating from nine offices, Sikich Financial has built a strong presence in the local financial landscape. With a deep understanding of employer 401Ks and individual accounts, approximately half of their assets under management are derived from these sources. This expertise positions the firm as a trusted partner for employers and individuals seeking effective investment strategies. Notably, Sikich Financial manages all assets under a discretionary framework, empowering their advisors to make informed decisions on behalf of their clients. The firm's compensation structure reflects their commitment to delivering value and aligning interests. It encompasses multiple types, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach allows clients to choose the most suitable compensation model for their needs. Sikich Financial boasts a team of 21 experienced professionals, with nearly all of them specializing in investment advisory services. On average, each investment advisor manages approximately $25,600,000 in assets under management. The firm takes pride in its long-tenured advisors, including Keith Walle, Robert Paoni, and Julie Krehbiel, who have contributed to the company's success with their extensive industry knowledge and dedication to client satisfaction.
COZAD ASSET MANAGEMENT INC
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.
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.
IPI WEALTH MANAGEMENT, INC.
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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BOS ASSET MANAGEMENT, LLC
BOS ASSET MANAGEMENT, LLC
Springfield, Illinois
Bos Asset Management, LLC, headquartered in Springfield, IL, is a small investment advisory firm with two offices. With a total of nine employees, four of them specialize in providing investment advisory services. The firm manages a considerable amount of assets, averaging approximately $69,300,000 per investment advisor, which aligns with the industry average. Bos Asset Management, LLC's compensation structure offers various options to its clients, including a percentage of assets under management, hourly charges, and fixed fees. With over 310 individual clients, the firm oversees an impressive portfolio totaling more than $635,702,000 in assets under management. Although 401K and individual accounts account for less than 30% of their managed assets, the firm possesses the capability to handle employer funds. A significant portion of Bos Asset Management, LLC's managed assets, approximately 85%, are under their discretionary management. The firm takes pride in its experienced team, including some of the longest tenured advisors such as Marcus McGlasson, Michael Metz, and Shannon Jones. Despite being a small firm, Bos Asset Management, LLC has established a reputation for providing comprehensive investment advisory services to a diverse clientele. Their expertise in managing assets and commitment to client satisfaction positions them as a reliable partner in the financial industry.
BLUESTEM FINANCIAL ADVISORS, LLC
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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