Best Financial Advisors in Champaign, IL

24 firms listed · 17 in Champaign · 15 rated 4.5+

Data verified October 16, 2026

Advanced Financial Freedom

Advanced Financial Freedom

(28)
  • Retirement
  • Health Insurance
  • Questions
“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)
  • Questions
“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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Peak Wealth Planning

Peak Wealth Planning

(12)
  • Team
  • Goals
“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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Tenet Wealth Partners

Tenet Wealth Partners

(1)
“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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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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The 24 firms listed for Champaign, IL provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Champaign, IL

Of the 24 firms we list here, 17 are in Champaign itself and 7 come from towns including Danville (2, 35 mi), Bloomington (2, 44 mi) and Savoy (1, 3 mi). 16 of the firms on this page have a rating, from 4.0 to 5.0 across 115 reviews; 15 are rated 4.5 or higher. Domain records put 16 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for 23 of the firms on this page; 13 publish a contact page; 15 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Champaign listed here?

17 of the 24 firms are located in Champaign. The others come from other towns within 45 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.

Cozad Asset Management

Cozad Asset Management

(1)
“Brett Anderson does a phenomenal job”
In Business Since 1975
2501 Galen Dr, Champaign, IL
i
Holder Wealth Management

Holder Wealth Management

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

Cline Financial Concepts

In Business Since 2006
1800 S Oak St #101, Champaign, IL
i
Gossett & Associates

Gossett & Associates

(1)
“Very knowledgeable!”
2919 Crossing Ct #4, Champaign, IL
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Axis Capital Research

Axis Capital Research

In Business Since 2001
1800 S Oak St #204a, Champaign, IL
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Provident Financial Group

Provident Financial Group

In Business Since 2012
3017 Village Office Pl, Champaign, IL
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Benjamin F. Edwards

Benjamin F. Edwards

In Business Since 2019
2309 Village Green Pl suite a, Champaign, IL
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Sterling Wealth Management

Sterling Wealth Management

In Business Since 2004
301 N Neil St #203, 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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Y G Financial Group, Pc

Y G Financial Group, Pc

“Xoxoxo love you”
In Business Since 2010
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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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

In Business Since 1980
Serving Champaign Area
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Prairie Capital Management

Prairie Capital Management

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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Shore Wealth Management

Shore Wealth Management

(2)
“They are a fiduciary firm, that means they only make money when you make money.”
Accepts Check
In Business Since 2009
3609 N Vermilion St Suite C, Danville, IL
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Souza Financial Group

Souza Financial Group

(1)
“In addition to this review, I'm also going to let all my friends know about his services.”
In Business Since 2015
15 E Liberty Ln Suite B, Danville, IL
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HomeWealth Management AdvisorsIllinoisChampaign, IL

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.

Why these companies made our list

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