City
Wealth management firms in Springfield, Illinois
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Springfield, Illinois reported $4.4 billion in regulatory assets under management; the largest by assets was Keb Wealth Advisors, with $1.3 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $4.4 billion
- Average per firm
- $491.2 million
- SEC-registered, of those listed
- 4 of 9 (44.4%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Keb Wealth Advisors | SEC | $1.3 billion | 2,381 |
| 2 | Sikich Financial | SEC | $1.2 billion | 2,482 |
| 3 | Evergreen Wealth | SEC | $1.2 billion | 1,691 |
| 4 | Skinner, Copper & Ehmen Wealth Management, LLC | SEC | $705.7 million | 2,063 |
| 5 | Lighthouse Financial & Consulting Services, LLC | State | $33.6 million | 359 |
| 6 | Advanced Trader Investment Advisors, LLC. | State | $30.0 million | 175 |
| 7 | Wealth Management Services,llc | State | $14.2 million | 36 |
| 8 | Salt Creek Hills Money, Ltd. | State | $2.7 million | 9 |
| 9 | Michael J. Schussele, CPA | 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.