Find a Financial Advisor in Edwardsville, IL

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Edwardsville, IL.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Edwardsville Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Edwardsville, IL


  • Financial Advisor Close to Edwardsville, IL

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Edwardsville, IL


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Edwardsville, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Edwardsville financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Edwardsville, IL?

  • Population: 25,171
  • % of Population 62 Years and Over: 13.6%
  • Average Home Value: $239,400
  • Average Monthly Housing Cost: $1,207
  • Average Household Income: $103,907
  • Illinois Total Tax Burden: 9.52% (9th Highest in U.S.)
  • Illinois Property Tax: 4.00% (8th Highest in U.S.)
  • Illinois Individual Income Tax: 2.11% (19th Lowest in U.S.)
  • Illinois Sales and Excise Tax: 3.41% (24th Highest in U.S.)



The Top Financial Advisor Firms in Edwardsville, IL

 

SLAGLE FINANCIAL, LLC.

Website

(618) 692-1657

419 St. Louis Street

Edwardsville, IL 62025

SEC#: 801-113986
Years in Business: 3 years

CLARIS ADVISORS, LLC

Website

(314) 655-0188

3 Club Centre Court
Suite B
Edwardsville, IL 62025

SEC#: 801-66993
Years in Business: 15 years

BENCHMARK CAPITAL GROUP LTD.

Website

(866) 791-8555

122 N. Kansas St.

Edwardsville, IL 62025

SEC#: 801-120729
Years in Business: 1 years

BENCHMARK CAPITAL GROUP LTD.

Website

(866) 791-8555

122 N. Kansas St.

Edwardsville, IL 62025

SEC#: 801-120729
Years in Business: 1 years

BENCHMARK CAPITAL GROUP LTD.

Website

(866) 791-8555

122 N. Kansas St.

Edwardsville, IL 62025

SEC#: 801-120729
Years in Business: 1 years

MUTUAL ADVISORS, LLC

Website

(618) 977-8937

1010 Enclave Blvd
Ste A
Edwardsville, IL 62025

SEC#: 801-78089
Years in Business: 8 years

FELTL ADVISORS, LLC

Website

(618) 307-0880

201 East Vandalia

Edwardsville, IL 62025

SEC#: 801-77347
Years in Business: 9 years

VISIONARY WEALTH ADVISORS, LLC

Website

(618) 659-5150

1254 University Drive
Suite 300
Edwardsville, IL 62025

SEC#: 801-78788
Years in Business: 8 years

 


Edwardsville, IL Financial Advisor FAQs

Edwardsville is a city within Madison County, Illinois, and serves as the county seat. Edwardsville, located 18 miles northeast of downtown St. Louis, is part of Southern Illinois and the Metro East area of Greater St. Louis. Southern Illinois University Edwardsville is a significant educational institution with 3,192 workers and a $22.0 million annual revenue. It is the top employer in Edwardsville, Illinois. Edwardsville, Illinois is best known for its location. It is situated in the heart of Southern Illinois and is surrounded by some of the most beautiful scenery in the state. Financial advisory services are within reach in Edwardsville, a city within Madison County, Illinois, and serve as the county seat. It is best known for its location being situated in the heart of Southern Illinois and is surrounded by some of the most beautiful scenery in the state. Moreover, the area's top employer is Southern Illinois University Edwardsville, a significant educational institution with 3,192 workers and a $22.0 million annual revenue. There are also many financial advisors close by, and the list below should help you find one that is right for your needs.

The following are questions worth asking any financial advisor when looking at their services: What are your qualifications, both educationally and professionally? Also look for certifications in areas under scrutiny by regulators such as tax preparation or mutual fund/investment management. Is there a fee associated with the service they're providing or do I have to pay them separately?

Financial advisors can be a great help for reducing unexpected losses and increasing their chance of realizing their goals. Financial advisors work with a wide range of people, from those with no investments to those who have seen substantial gains.

Financial advisors typically assist their clients in managing risk and achieving their financial goals via the use of investment products such as mutual funds, annuities, life insurance policies or pensions. They may also help clients understand tax laws and regulations that are applicable to them.

Financial advisors get paid differently depending on how they are classified. One type of financial advisor is called an "on-staff" advisor, meaning they work in the same company that sells financial products. With this status, it would be illegal for them to charge clients any factual commissions or other undisclosed fees since the client would be paying twice.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.