Top financial advisors in Champaign, IL
We’ve curated a list of the best financial advisors in Champaign, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$319,427,654
Number of advisors
5 advisors
| $319,427,654 | 5 advisors | |
| 2 |
Assets under management
$190,672,000
Number of advisors
3 advisors
| $190,672,000 | 3 advisors | |
| 3 |
Assets under management
$133,400,000
Number of advisors
5 advisors
| $133,400,000 | 5 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.
Methodology
To generate our top financial advisors list in Champaign, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Champaign. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Ruedi Wealth Management, Inc.
Ruedi Wealth Management, Inc. is an SEC registered Illinois corporation established in September 2014 by Paul A. Ruedi. The firm offers traditional investment advisory services to clients with $1,000,000 or more in investable assets. Services include discretionary management, financial planning, and the use of a third-party platform, Pontera, for account management. RWM charges fees based on a tiered structure ranging from 1.00% to 0.25% of assets under management, billed quarterly. The firm does not charge performance-based fees or engage in side-by-side management. Clients have investment discretion with the option to set restrictions on their accounts. RWM primarily uses mutual funds and ETFs in a buy-and-hold approach, focusing on diversification and cost efficiency. The firm discloses potential risks associated with investing, such as market fluctuations, liquidity, and tax implications. RWM does not have any disciplinary events to report and does not engage in soft dollar arrangements. Clients receive quarterly performance reports and have the responsibility to vote on proxies and corporate actions related to their investments. RWM does not take custody of client assets but may exercise limited power of attorney for trading activities with client authorization.
$319,427,654 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesHolder Wealth Management
Holder Wealth Management, Inc. is an investment adviser established in September 2014 and based in Champaign, IL. The firm offers tailored investment advice and financial planning services to individuals, high-net-worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, corporations, and other legal entities. Services include discretionary asset management with no minimum portfolio size requirement, investment strategy, portfolio management, and estate planning. Investment advice is provided on a discretionary basis, and clients may impose restrictions on their accounts. The firm's assets under management were approximately $244,640,000 as of March 25, 2025. For fees, HWM charges asset-based fees ranging from 0.75% to 1.00% based on the client's assets under management, with fees paid quarterly in arrears. Additionally, the firm offers hourly fee-based investment consulting services and financial planning services at a rate of $250 per hour. HWM does not charge performance-based fees and does not receive compensation for the sale of investment products. The firm does not participate in wrap fee programs. HWM's investment strategy primarily involves a "buy and hold" approach, utilizing index and similar funds, with research support from Dimensional Fund Advisors. The firm may recommend mutual funds, exchange-traded funds, and individual securities based on quantitative and qualitative criteria. HWM does not engage in short selling and has policies in place to mitigate conflicts of interest related to personal securities transactions. Clients maintain exclusive responsibility for voting proxies and making election decisions related to their investment assets.
$190,672,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPublication Of Periodicals Or NewslettersLester Financial Group, LLC
Lester Financial Group, LLC is a Registered Investment Adviser based in Champaign, Illinois, established in January 2022. The firm offers tailored investment advisory services, including asset allocation strategies and financial planning consulting. Clients can impose restrictions on investments, and the firm provides discretionary investment advisory services through managed account programs. The firm charges asset management fees up to 2.00% annually, with consulting services included. Financial planning services are charged hourly or through fixed fee arrangements. Clients may terminate services within five business days without penalty. LFG does not charge performance-based fees or engage in side-by-side management. The firm serves individuals and high net worth individuals with no minimum account size requirement. Investment strategies include asset allocation, dollar-cost averaging, technical analysis, and long-term and short-term purchases. LFG does not have physical custody of client funds but may have limited custody for fee deductions. Clients can grant discretionary authority for trading, and the firm does not vote proxies on behalf of clients. Additionally, LFG engages in promoter arrangements for client referrals, paying referral fees based on management fees. The firm's Principal Executive Officer reviews client accounts quarterly, and the firm's Code of Ethics emphasizes client interests and fiduciary duties.
$133,400,000 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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.
Methodology
To generate our top financial advisors list in Champaign, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Champaign. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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