Top financial advisors in Bloomington, IL
We've curated a list of the best financial advisors in Bloomington, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $127,514,298 Number of advisors 7 advisors | |||
| 2 | Assets under management $9,288,676,705 Number of advisors 22 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bloomington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Three Sixty Wealth Management, LLC
Three Sixty Wealth Management, LLC is a registered investment advisor founded in March 2011 by James Dischert. The firm specializes in providing comprehensive wealth management services, including investment management and financial planning. Clients have the option to impose reasonable restrictions on the management of their accounts. The firm primarily focuses on long-term investment strategies but may make adjustments based on client objectives or market conditions. Clients must have a minimum relationship size of $1,000,000, which may be waived at the firm's discretion. Regarding fees, wealth management services are charged up to 1.50% annually based on factors like service complexity and asset levels. Business consulting and retirement plan advisory services are individually negotiated. The firm does not participate in wrap fee programs. Clients have investment discretion but can provide restrictions in writing. The firm does not charge performance-based fees and acts as a fiduciary under ERISA for retirement plan advisory services. The firm conducts formal reviews of client accounts at least annually, with more frequent reviews triggered by specific events. Clients receive quarterly reports and have access to ongoing oversight and monitoring. Three Sixty Wealth Management does not engage in directed brokerage or pay for client referrals. The firm has custody of client assets and follows specific procedures to avoid surprise custody exams. Clients receive quarterly account statements directly from the custodian. The firm does not vote on client securities proxies or participate in class action lawsuits on behalf of clients.
$127,514,298 under management
7 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
State Farm Investment Management Corp.
State Farm Investment Management Corp. is a financial advisory firm based in Bloomington, Illinois. It currently has approximately $9,288,676,705 of assets under management and employs about 22 people. State Farm Investment Management Corp. uses a fee structure of and a percentage of assets under your management.
$9,288,676,705 under management
22 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Bloomington, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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