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Shore Wealth Management
“They are a fiduciary firm, that means they only make money when you make money.”
Best Financial Advisors in Danville, IL
24 firms listed · 4 in Danville · 15 rated 4.5+
Data verified October 16, 2026
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Souza Financial Group
“In addition to this review, I'm also going to let all my friends know about his services.”
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Terry Smith Financial Services
“What really impressed me was the way Devan took the time to get a feeling for where I was at, his depth of knowledge, lateral thinking, and his sense of urgency!”
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McLaughlin Asset Management
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Ruedi Wealth Management
- 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.”
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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!”
The 24 firms listed for Danville, 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: Danville, IL
Of the 24 firms we list here, 4 are in Danville itself and 20 come from towns including Champaign (13, 35 mi), Lafayette, IN (5, 43 mi) and Urbana (1, 31 mi). 17 of the firms on this page have a rating, from 4.0 to 5.0 across 111 reviews; 15 are rated 4.5 or higher. The services the firms on this page list most often on their websites are financial planning (3), estate planning (2), investment management (2) and retirement planning (2). Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1997. 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 16 publish a contact page; 13 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.
Do firms listed for Danville take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Chesser Financial
“I have been with this firm for over 10 years and they have been awesome.”
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Cozad Asset Management
“Brett Anderson does a phenomenal job”
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Holder Wealth Management
“Dan is awesome”
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Bluestem Financial Advisors
“We enjoy our financial planning sessions throughout the year and plan to continue with Bluestem indefinitely.”
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Cline Financial Concepts
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Axis Capital Research
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Sterling Wealth Management
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Franklin Wealth Advisors
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Y G Financial Group, Pc
“Xoxoxo love you”
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Coordinated Financial Services
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Advanced Financial Freedom
- Needs
- Life Insurance
- Phone Calls
“Patrick and his team made it incredibly easy for me to get health insurance, and they follow up regularly with any updates and questions about my needs!”
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Peak Wealth Planning
- Team
- Goals
“Not only did Peter understand ESOP diversification but he has been a valuable sounding board for new business ideas while I have launched a new business.”
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Lifewise Wealth Advisors
- 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.”
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Summit Financial Group of Indiana
“Knowing Jon's dedication and drive, I wouldn't hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.”
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Elements Wealth Management
“I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners.”
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Madren Financial - Invst
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Turquoise Wealth Management
“Great people with a great mission.”
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Financial Partners Group
Retirement Planning and Investment Management Services in Danville, IL Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 271 cost profiles
Why these companies made our list
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