Champaign, IL

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Champaign, IL
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Best Financial Advisors in Champaign, IL

Handpicked from 106 vetted & reviewed Financial Planning & Wealth Management firms in the Champaign area, explore the top 5 leading options among the selected group of 24 finalists.

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Peak Wealth Planning

Peak Wealth Planning

(12)
Wellness Program FOR Esop, Investment Management, Financial Planning
“Peter has helped us build a great plan, helps us evaluate and modify that plan as we and our goals evolve and as laws and investment opportunities change, and does it all with warmth and humor.”
Transparent Fees & Pricing
In Business Since 2013
2723 Vly Brk Dr, Champaign, IL
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Advanced Financial Freedom

Advanced Financial Freedom

(28)
Life Insurance/Final Expenses, Retirement Planning, Debt Elimination
“Patrick is alway knowledgeable and patient (we have a lot of questions and phone calls) We have worked with him for several years now for our family's insurance needs and retirement planning.”
Free Initial Consultation
In Business Since 2022
313 N Mattis Ave Suite 209, Champaign, IL
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Ruedi Wealth Management

Ruedi Wealth Management

(15)
Retirement Planning, Investment Advisory, Financial Planning
“Every time I sought information, requested a transaction, sought advice for friends not even associated with RWM, just wanted to pester them, whatever the request, Paul, Jr.”
Family Business
Transparent Fees & Pricing
In Business Since 2017
2502 Galen Dr STE 102, Champaign, IL
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Tenet Wealth Partners

Tenet Wealth Partners

(1)
Retirement Planning Services, Investment Management & Advisory, Core Financial Planning
“They treat you like family and their experiences/talents complement one another to give you a rock-star team of Financial Planners and Wealth Managers!”
In Business Since 2020
301 N Neil St Suite 303, Champaign, IL
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Lifewise Wealth Advisors

Lifewise Wealth Advisors

(3)
  • Goals
“They were very helpful in helping me understanding the various investment options and helped me choose the best plan for both short and long term goals.”
In Business Since 2019
2911 Crossing Ct Suite #102, Champaign, IL
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Best of 2025

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
97.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Chesser Financial

Chesser Financial

(3)
“I have been with this firm for over 10 years and they have been awesome.”
Accepts Check, Debit
In Business Since 2000
701 Devonshire Dr, Champaign, IL
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Core40

Core40

(1)
“The studio is always clean, instructors are always welcoming and friendly, and classes are never crammed.”
In Business Since 2017
2626 Midwest Ct, Champaign, IL
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Cozad Asset Management

Cozad Asset Management

(1)
Insurance Solutions, Financial Planning, Investment Management
“Brett Anderson does a phenomenal job”
In Business Since 1979
2501 Galen Dr, Champaign, IL
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Holder Wealth Management

Holder Wealth Management

(2)
“Dan is awesome”
In Business Since 2014
2504 Galen Dr #105, Champaign, IL
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Cline Financial Concepts

Cline Financial Concepts

Asset Management, Financial Planning
“INVESTMENT ADVISORY PRODUCTS AND SERVICES ARE OFFERED THROUGH ADVISORY REPRESENTATIVES OF CLINE FINANCIAL CONCEPTS, LLC, AN INVESTMENT ADVISORY FIRM REGISTERED WITH THE STATE OF ILLINOIS.”
In Business Since 2006
1800 S Oak St #101, Champaign, IL
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Gossett & Associates

Gossett & Associates

(1)
“Very knowledgeable!”
2919 Crossing Ct #4, Champaign, IL
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W K Cooper II Asset Management

W K Cooper II Asset Management

3011 Village Office Pl, Champaign, IL
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Provident Financial Group

Provident Financial Group

“As our name indicates, Provident Financial Group delivers the foresight to help you plan prudently for the future. We are your local financial advisory firm offering a unique benefit you won't get from the impersonal financial institutions—our time. ...”
In Business Since 2015
3017 Village Office Pl, Champaign, IL
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Benjamin F. Edwards

Benjamin F. Edwards

“Most people know they want to reach a time when they no longer have to work. But their vision of what that season will actually look like— what it could look like—is blurry. Probably because you haven't been asked the right questions. The truth is, r...”
In Business Since 2019
2309 Village Green Pl suite a, Champaign, IL
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Sterling Wealth Management

Sterling Wealth Management

“Providing research and insights to the industry, we are thought leadership collaborators and recognized experts working with women investors and high net worth families.”
In Business Since 2004
301 N Neil St #203, Champaign, IL
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Axis Capital Research

Axis Capital Research

“Learn how collaboration between developers, lenders, investors and insurance partners is key to supporting customers to deliver renewable energy projects with lifetime resilience in this Financial Times “FT Live” webinar.”
In Business Since 2001
1800 S Oak St #204a, Champaign, IL
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Y G Financial Group, Pc

Y G Financial Group, Pc

“Xoxoxo love you”
In Business Since 2012
804 N Neil St, Champaign, IL
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Coordinated Financial Services

Coordinated Financial Services

In Business Since 2005
1701 S Prospect Ave, Champaign, IL
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Chris Bird Seminars

Chris Bird Seminars

(3)
“Excellent tax presentations that explain the materials...”
In Business Since 2003
Serving Champaign Area
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Bluestem Financial Advisors

Bluestem Financial Advisors

(1)
“We enjoy our financial planning sessions throughout the year and plan to continue with Bluestem indefinitely.”
Accepts Check, Cash
In Business Since 2015
Serving Champaign Area
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Franklin Wealth Advisors

Franklin Wealth Advisors

Investor Profile, Albridge Consolidated Statement Sign-in, Tell A Friend
“We believe you deserve to be confident and secure in your retirement decisions. The problem is that retiring well is full of complexity, which can leave you feeling lost, alone, and even anxious. We believe you deserve to know exactly where you stand...”
In Business Since 1980
Serving Champaign Area
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Prairie Capital Management

Prairie Capital Management

Retirement Funding, Managed Accounts, Education Funding
“2. In-House All-Weather Models: With investment minimum starting at $50,000, our All-Weather models are carefully constructed using Harry Markowitz's Modern Portfolio Theory (MPT). To ensure their resilience across diverse market conditions, we handp...”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2019
2404 E Empire St Suite 213-215, Bloomington, IL
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Core Solutions Group

Core Solutions Group

(14)
  • Knowledge
  • Insight
  • Team
“Core Solutions Group has been a great investment in helping our firm understand how to maximize efficiencies and focus on the most successful marketing endeavors.”
In Business Since 2017
Serving Champaign Area
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Falstad & Associates

Falstad & Associates

(3)
“Peter is down to earth and a pleasure to speak with.”
In Business Since 2011
1410 Woodbine Rd STE 4, Bloomington, IL
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Retirement Planning and Investment Management Services in Champaign, IL Cost Estimates

Minimum cost
$1146
Maximum cost
$9738
National Average
$3437
Avg Per Hour Rates
$344
$2292
$6302
Typical price range is based on 253 cost profiles
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Average Cost $3437
Minimum cost $1146
Maximum cost $9738
Avg Per Hour Rates $344

Typical range $2292 to $6302 is based on 253 cost profiles.

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Wealth Management Advisors near Champaign

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