Advanced Financial Freedom
“Patrick and his team took the time to ask detailed questions and provided exceptional assistance with my life insurance and retirement planning.”
Best Financial Advisors in Champaign, IL
15 firms listed · all 15 in Champaign · 10 rated 4.5+
Data verified October 16, 2026
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Ruedi Wealth Management
“Retirement at 55 would never have been possible without there guidance I highly recommend Ruedi Wealth Management to everyone.”
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Tenet Wealth Partners
“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!”
Lifewise Wealth Advisors
“He even advised that in my situation I didn't need his services and didn't want me to spend my hard earned money on something he didn't feel was worth it for me.”
Chesser Financial
“I have been with this firm for over 10 years and they have been awesome.”
Benjamin F. Edwards
“Benjamin Edwards' planning and tracking tools are very impressive and allow a more hands-on approach as an investor rather than waiting for a periodic statement of results.”
The 15 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
All 15 firms we list here are in Champaign itself. We have 17 firms in Champaign on file; this page shows the highest-rated 15. 10 of the firms on this page have a rating, and all of them are rated 5.0, across 103 reviews; 1 has 50 or more reviews. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 8 publish a contact page; 9 list a public email and 1 takes bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Cozad Asset Management
“Brett Anderson does a phenomenal job”
Holder Wealth Management
“I highly recommend Holder Wealth Management for financial and estate planning.”
Gossett & Associates
“Jamie feels more like a family member or close friend who is there when you need guidance.”
W K Cooper II Asset Management
Cline Financial Concepts
Sterling Wealth Management
Provident Financial Group
Axis Capital Research
Coordinated Financial Services
Why these companies made our list
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