
Find a Financial Advisor in Peoria County, IL
Get Top Tier Financial Planning
We did the hard work of finding trustworthy partners in Peoria County, IL.
We Only Work With The Best Peoria County 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 Peoria County, IL
-
Financial Advisor Close to Peoria County, 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 Peoria County, 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
Find a Fee-Only Financial Planner Near Peoria County, IL
We evaluated over 13,000 RIA firms to bring you the best of the best Peoria County financial advisors.
How Retirement-Friendly is Peoria County, IL?
- Population: 182,770
- % of Population 62 Years and Over: 20.4%
- Average Home Value: $136,200
- Average Monthly Housing Cost: $855
- Average Household Income: $77,258
- 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.)
This work is licensed under a Creative Commons Attribution 2.0 Generic License.
The Top Financial Advisor Firms in Peoria County, IL
DAVID VAUGHAN INVESTMENTS, LLC
(309) 685-00335823 N Forest Park Drive
Peoria, IL 61614
SEC#: 801-12642
Years in Business: 45 years
GUARDIAN WEALTH MANAGEMENT INC.
(309) 692-1460311 Sw Water Street
Suite 210
Peoria, IL 61602
SEC#: 801-113791
Years in Business: 3 years
NBT CAPITAL MANAGEMENT, INC.
(309) 671-4200456 Fulton Street
Suite 345
Peoria, IL 61602
SEC#: 801-30786
Years in Business: 34 years
LION STREET ADVISORS, LLC
(309) 253-4726308 W Northpoint Ct
Peoria, IL 61614
SEC#: 801-107414
Years in Business: 6 years
LION STREET ADVISORS, LLC
(309) 253-47266740 Frostwood Parkway
Peoria, IL 61615
SEC#: 801-107414
Years in Business: 6 years
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
(309) 692-83442000 W. Pioneer Parkway #21
Peoria, IL 61615
SEC#: 801-56878
Years in Business: 22 years
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
(309) 635-98201425 W Forrest Hill Ave
Peoria, IL 61604
SEC#: 801-56878
Years in Business: 22 years
COMMERCE BROKERAGE SERVICES, INC.
(309) 999-3285401 Main Street
Suite 100
Peoria, IL 61602
SEC#: 801-66509
Years in Business: 16 years
HORACE MANN INVESTORS, INC.
(309) 693-32047501 N University
#223 A-B
Peoria, IL 61614
SEC#: 801-80964
Years in Business: 7 years
Peoria County, IL Financial Advisor FAQs
Other Nearby Financial Advisors
Peoria, IL
Woodford County, IL
Menard County, IL
Springfield, IL
Sangamon County, IL
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.