Best Financial Advisors in Peoria, IL
17 firms listed · all 17 in Peoria · 1 open weekends · 12 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
David Vaughan Investments
“Strong focus on the supporting the community, too.”
Slater Wealth Management
“They genuinely want what's best for you, not their bottom line.”
Plattner Asset Management
“Brandon is a great financial advisor, We have been working with him for years.”
Breeden & Associates,ltd
“Been with Breeden for 30 years and really appreciate all they do for me.”
KB Elliott
“Bill King and Associates know there stuff when it comes to taking care of you and your families future.”
The 17 firms listed for Peoria, 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: Peoria, IL
All 17 firms we list here are in Peoria itself. We have 20 firms in Peoria on file; this page shows the highest-rated 17. 13 of the firms on this page have a rating, from 4.0 to 5.0 across 50 reviews; 12 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (2), investments (2) and retirement planning (2). 1 shows a license on its website and 2 have a BBB rating of A or A+. Domain records put 13 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 1 offers payment plans. We have a website on file for all 17 of the firms on this page; 15 publish a contact page; 15 list a public email and 3 take 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.
Do firms listed for Peoria take financial planning bookings online?
3 of the 17 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.
Nash - Hasty Private Wealth Management
“Todd and all of his office group put the customer first every time.”
Cyr-Woertz Financial Group
Kunkle Hemmer McRaven Investment Group
First Mid Bank & Trust
“Always a pleasure when I go in they always make you feel welcomed”
Chapin Davis Investments
Macro Wealth Management
Johnston Investment Counsel
Laine - Rahn Wealth Management
Solid Rock Retirement Strategies
“I've worked with both Jim and Alyssa and they are wonderful.”
Guardian Wealth Management
Nest Egg Wealth Management
Why these companies made our list
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