City
Wealth management firms in Champaign, Illinois
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Champaign, Illinois reported $5.2 billion in regulatory assets under management; the largest by assets was Cozad Asset Management Inc, with $2.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $5.2 billion
- Average per firm
- $402.7 million
- SEC-registered, of those listed
- 7 of 13 (53.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cozad Asset Management Inc | SEC | $2.6 billion | 3,824 |
| 2 | Ruedi Wealth Management, Inc. | SEC | $498.0 million | 1,249 |
| 3 | Sterling Wealth Management, Inc. | SEC | $494.6 million | 737 |
| 4 | Lifewise Wealth Advisors | SEC | $491.9 million | 1,123 |
| 5 | Lester Financial Group, LLC | SEC | $398.6 million | 1,118 |
| 6 | Holder Wealth Management | SEC | $284.0 million | 302 |
| 7 | Tenet Wealth Partners, LLC | SEC | $246.9 million | 442 |
| 8 | W.K. Cooper II Asset Management Corporation | State | $100.5 million | 230 |
| 9 | Cline Financial Concepts, LLC | State | $86.8 million | 258 |
| 10 | Willenbrock Financial Planning | State | $6.1 million | 13 |
| 11 | Orbit Financial Planning and Investments | State | $2.7 million | 5 |
| 12 | Financial Planning, Asset Management | State | $2.1 million | 4 |
| 13 | One Source Advisory Group LLC | State | $0 | 0 |
Wealth management firms in Illinois, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.