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Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | COZAD ASSET MANAGEMENT INC 2501 Galen Drive, Champaign, IL, 61821-7005 | $1,638,409,871 | 3074 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | RUEDI WEALTH MANAGEMENT, INC. 2502 Galen Drive, Suite 102 Champaign, IL, 61821 | $334,110,804 | 1073 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | STERLING WEALTH MANAGEMENT, INC. 301 N. Neil Street, Suite 203, Champaign, IL, 61820 | $282,978,400 | 553 | 10 | A Percentage of AUM, Hourly charges |
4 | HOLDER WEALTH MANAGEMENT 2504 Galen Drive, Suite 105 Champaign, IL, 61821 | $190,672,000 | 727 | 3 | A Percentage of AUM, Hourly charges |
5 | LESTER FINANCIAL GROUP, LLC 301 N. Neil St., Suite 400 Champaign, IL, 61820 | $133,400,000 | 712 | 5 | A Percentage of AUM, Hourly charges |
QualificationsFirm CRD# 104764
Assets Under Management $1,638,409,871
No. Of Clients3074
Clients Per Financial Advisor123
COZAD ASSET MANAGEMENT INC is a financial advisory firm situated in Champaign, Illinois. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3074 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 173262
Assets Under Management $334,110,804
No. Of Clients1073
Clients Per Financial Advisor215
RUEDI WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Champaign, Illinois. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1073 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 131304
Assets Under Management $282,978,400
No. Of Clients553
Clients Per Financial Advisor55
STERLING WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Champaign, Illinois. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 553 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 170086
Assets Under Management $190,672,000
No. Of Clients727
Clients Per Financial Advisor242
HOLDER WEALTH MANAGEMENT is a financial advisory firm situated in Champaign, Illinois. With a nearly $191M assets under management, the firm specializes in crafting personalized retirement planning solutions for 727 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317036
Assets Under Management $133,400,000
No. Of Clients712
Clients Per Financial Advisor142
LESTER FINANCIAL GROUP, LLC is a financial advisory firm situated in Champaign, Illinois. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 712 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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