Best Financial Advisors in CHAMPAIGN, Illinois
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$495M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in CHAMPAIGN
#1
100
HOLDER WEALTH MANAGEMENT
CHAMPAIGN, IL · Since 2018
$284M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
RUEDI WEALTH MANAGEMENT, INC.
CHAMPAIGN, IL · Since 2014
$498M AUM5 clientsFee: 0%
FiduciaryFee-Only
#3
100
TENET WEALTH PARTNERS, LLC
CHAMPAIGN, IL · Since 2026
$247M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
COZAD ASSET MANAGEMENT INC
CHAMPAIGN, IL · Since 1982
$2.6B AUM20 clientsFee: 0%
FiduciaryFee-Only
#5
95
STERLING WEALTH MANAGEMENT, INC.
CHAMPAIGN, IL · Since 2018
$495M AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
95
LESTER FINANCIAL GROUP, LLC
CHAMPAIGN, IL · Since 2022
$399M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CHAMPAIGN?
The median advisory fee in CHAMPAIGN, IL is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.