City
Wealth management firms in Peoria, Illinois
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Peoria, Illinois reported $6.0 billion in regulatory assets under management; the largest by assets was David Vaughan Investments, LLC, with $5.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $6.0 billion
- Average per firm
- $748.2 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | David Vaughan Investments, LLC | SEC | $5.3 billion | 4,288 |
| 2 | Guardian Wealth Management Inc. | SEC | $289.1 million | 429 |
| 3 | Johnston Investment Counsel, Ltd. | SEC | $125.0 million | 305 |
| 4 | Macro Wealth Management, Inc. | State | $74.8 million | 204 |
| 5 | RP Zeigler Investment Services | State | $64.7 million | 288 |
| 6 | Nash-Hasty Private Wealth Management | State | $64.0 million | 242 |
| 7 | Storehouse Wealth Management, LLC | State | $21.1 million | 165 |
| 8 | Reatherford Wealth Management LLC | State | $15.9 million | 192 |
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.