Top financial advisors in Springfield, IL
We’ve curated a list of the best financial advisors in Springfield, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$734,334,986
Number of advisors
16 advisors
| $734,334,986 | 16 advisors | |
| 2 |
Assets under management
$486,375,612
Number of advisors
21 advisors
| $486,375,612 | 21 advisors | |
| 3 |
Assets under management
$48,381,447
Number of advisors
6 advisors
| $48,381,447 | 6 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 Springfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springfield. 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.
Keb Wealth Advisors
KEB Wealth Advisors, operating as KEB Asset Management, LLC, has been providing advisory services since 1999. As of December 31, 2024, the firm managed over $1 billion in assets on a discretionary and non-discretionary basis, including self-directed retirement account assets. KEB offers investment management services for various clients, creating portfolios based on individual objectives and risk tolerance. The firm primarily recommends no-load mutual funds and ETFs, following an evidence-based investment philosophy with low turnover. Clients have the option to include individual equity securities in their portfolios. KEB may also recommend fixed income portfolios managed by third-party money managers. The firm provides financial planning services, offering detailed plans tailored to clients' financial goals. Fees for investment management services are based on a percentage of assets under management, with a minimum annual fee of $3,000. Financial planning fees range from $250 to $400 per hour. KEB does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm does not vote on client securities proxies and does not accept authority to vote on behalf of clients. KEB has no disciplinary information and maintains financial stability without any impairments to meeting client commitments.
$734,334,986 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersSikich Financial
Sikich Financial is a financial advisory firm based in Springfield, Illinois. It currently has approximately $486,375,612 of assets under management and employs about 21 people. Sikich Financial uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$486,375,612 under management
21 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsSkinner, Copper & Ehmen Wealth Management, LLC
Skinner, Copper & Ehmen Wealth Management, LLC is a registered investment adviser specializing in providing a range of investment advisory services to Individuals, High Net Worth Individuals, Pension and Profit Sharing Plans, and Charitable Organizations. Established in 2012, the firm offers services such as Wrap Comprehensive Portfolio Management, Wrap Asset Management, Financial Planning & Consulting, Pension Consulting, and Referrals to Third Party Money Managers. They operate as a fiduciary for client accounts governed by ERISA, ensuring services are in the best interest of clients. The firm charges fees based on a percentage of assets under management, with flat fees for pension consulting and hourly or flat fees for financial planning services. Investment strategies focus on constructing globally diversified portfolios primarily consisting of Mutual Funds, ETFs, Separately Managed Accounts, and Alternative Investments. Clients have the option to grant investment discretion to the firm, allowing them to execute transactions on their behalf. The firm does not charge performance fees, accepts a minimum fee of $1,500 for financial plans, and provides clients with quarterly account reviews. Clients receive independent account statements from custodians, and the firm does not accept proxy authority to vote client securities. Skinner, Copper & Ehmen Wealth Management, LLC does not have any material changes to report since their last annual update in February 2024. For more information, visit www.scewealth.com.
$48,381,447 under management
6 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
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 Springfield, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Springfield. 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.
Your first meeting is free.