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.

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.