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Find Retirement Advisors for Retirement Planning in Peoria, Illinois

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.

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Top 2 Retirement Planning firms in Peoria, Illinois (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
DAVID VAUGHAN INVESTMENTS, LLC
5823 N Forest Park Drive,
Peoria, IL, 61614-3559
$3,937,269,240352041
A Percentage of AUM, Fixed Fees
2
GUARDIAN WEALTH MANAGEMENT INC.
311 Sw Water Street, Suite 210
Peoria, IL, 61602
$189,083,6142774
A Percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Peoria, Illinois

QualificationsFirm CRD# 105990

Assets Under Management $3,937,269,240

No. Of Clients3520

Clients Per Financial Advisor86

DAVID VAUGHAN INVESTMENTS, LLC is a financial advisory firm situated in Peoria, Illinois. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3520 clients. The team consists of 41 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors
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QualificationsFirm CRD# 154159

Assets Under Management $189,083,614

No. Of Clients277

Clients Per Financial Advisor69

GUARDIAN WEALTH MANAGEMENT INC. is a financial advisory firm situated in Peoria, Illinois. With a nearly $189M assets under management, the firm specializes in crafting personalized retirement planning solutions for 277 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
View Full Profile

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