Adviser Record

Investment advisers in Champaign, IL

7 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in IL

FirmAssetsEmployeesDisclosures
Cozad Asset Management Inc$2.62 billion295
Ruedi Wealth Management, Inc.$498.0 million50
Sterling Wealth Management, Inc.$494.6 million70
Lester Financial Group, LLC$398.6 million50
Holder Wealth Management$284.0 million30
Tenet Wealth Partners, LLC$246.9 million40
Lifewise Wealth Advisors$080