Fiduciary advisors in Springfield, IL

6 registered advisers

Business activity in Springfield, Illinois generates enough wealth management demand to support 6 fiduciary firms with SEC registration. Fee-only firms make up 5 of that total.

BOS ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springfield, IllinoisCRD #310632
Typical Fee--
AUM$829M
Minimum--
Clients1,144

EVERGREEN WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springfield, IllinoisCRD #168998
Typical Fee--
AUM$970M
Minimum--
Clients1,500

HORACE MANN INVESTORS, INC.

Also Compensated via Brokerage
Springfield, IllinoisCRD #11643
Typical Fee--
AUM--
Minimum--
Clients--

KEB WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springfield, IllinoisCRD #117935
Typical Fee--
AUM$1.3B
Minimum--
Clients2,381

SIKICH FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springfield, IllinoisCRD #142640
Typical Fee--
AUM$920M
Minimum--
Clients1,236

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Springfield, IllinoisCRD #159255
Typical Fee--
AUM$706M
Minimum--
Clients2,063
Fiduciary Advisors in Springfield, Illinois | FiduciaryListings