Find a Financial Advisor in Peoria, IL

 

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

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We Only Work With The Best Peoria Financial Advisors


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

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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, IL


  • Financial Advisor Close to Peoria, 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, 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 Peoria, IL

We evaluated over 13,000 RIA firms to bring you the best of the best Peoria financial advisors.
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How Retirement-Friendly is Peoria, IL?

  • Population: 113,532
  • % of Population 62 Years and Over: 18.6%
  • Average Home Value: $132,700
  • Average Monthly Housing Cost: $865
  • Average Household Income: $74,900
  • 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 Peoria, IL

 

DAVID VAUGHAN INVESTMENTS, LLC

Website

(309) 685-0033

5823 N Forest Park Drive

Peoria, IL 61614

SEC#: 801-12642
Years in Business: 44 years

GUARDIAN WEALTH MANAGEMENT INC.

Website

(309) 692-1460

311 Sw Water Street
Suite 210
Peoria, IL 61602

SEC#: 801-113791
Years in Business: 3 years

NBT CAPITAL MANAGEMENT, INC.

Website

(309) 671-4200

456 Fulton Street
Suite 345
Peoria, IL 61602

SEC#: 801-30786
Years in Business: 34 years

LION STREET ADVISORS, LLC

Website

(309) 253-4726

308 W Northpoint Ct

Peoria, IL 61614

SEC#: 801-107414
Years in Business: 5 years

LION STREET ADVISORS, LLC

Website

(309) 253-4726

6740 Frostwood Parkway

Peoria, IL 61615

SEC#: 801-107414
Years in Business: 5 years

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(309) 692-8344

2000 W. Pioneer Parkway #21

Peoria, IL 61615

SEC#: 801-56878
Years in Business: 22 years

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.

Website

(309) 635-9820

1425 W Forrest Hill Ave

Peoria, IL 61604

SEC#: 801-56878
Years in Business: 22 years

COMMERCE BROKERAGE SERVICES, INC.

Website

(309) 999-3285

401 Main Street
Suite 100
Peoria, IL 61602

SEC#: 801-66509
Years in Business: 15 years

HORACE MANN INVESTORS, INC.

Website

(309) 693-3204

7501 N University
#223 A-B
Peoria, IL 61614

SEC#: 801-80964
Years in Business: 6 years

 


Peoria, IL Financial Advisor FAQs

The short answer is yes. If you don't yet have one, now is the time to start looking for someone who is qualified and trustworthy - they're easy to find if you know what qualifications to look for. They can weigh the benefits and drawbacks of mortgage rates, retirement investments, healthcare options or a child's education accounts against your current abilities and your desired lifestyle.
When seeking guidance on personal finance, one should be aware of how much they are investing (in terms of both time and money) in order to get the most out of any professional advice they provide. It might be best for them to meet with at least three different advisors before making their decision based on what each advisor has to offer.
Financial advisors vary in their rates of pay and how they bill for their services. The average rate charged by a financial advisor is $250, but the range could range anywhere from less than $100 to more than $1000 an hour.
Financial advisors get paid in two ways. They may charge a fee based on the total amount of money they manage for an individual or institution, or they may charge a commission on investment transactions.