How many financial advisors are in Springfield, Illinois?

Falists lists 10 registered investment advisers with a principal office or filing address in Springfield, Illinois, based on public SEC IAPD data.

How do financial advisors in Springfield charge fees?

Fee structures vary by firm. In Springfield, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Springfield?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Illinois · 10 advisers

Financial Advisors in Springfield, Illinois

Looking for a financial advisor in Springfield, Illinois? Falists indexes 10 SEC-registered and state-registered investment advisers in Springfield — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $1.27B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.27B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth9 Planning8 Trusts9 Retirement6 Institutional4

Top advisors in Springfield

Ranked by AUM · Fees, team & specialties at a glance

View all 10 →

KEB WEALTH ADVISORS

Springfield, IL

AUM

$1.27B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

13 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

(217) 789-0960

Full profile Visit site →

SIKICH FINANCIAL

Springfield, IL

AUM

$1.18B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

18 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

217-862-1843

Full profile Visit site →

EVERGREEN WEALTH

Springfield, IL

AUM

$1.18B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

(217) 321-3210

Full profile Visit site →

BOS ASSET MANAGEMENT, LLC

Springfield, IL

AUM

$933.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

Fees

Percentage of AUM · Fixed fees +1 more

833-943-8090

Full profile Visit site →

SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC

Springfield, IL

AUM

$705.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

217-753-4020

Full profile Visit site →

LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC

Springfield, IL

AUM

$33.6M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

217-726-0176

Full profile Visit site →

ADVANCED TRADER INVESTMENT ADVISORS, LLC.

Springfield, IL

AUM

$30.0M

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

309-373-7738

Full profile Visit site →

HORACE MANN INVESTORS, INC.

Springfield, IL

AUM

—

Team

66 advisors

Clients

—

Fees

Percentage of AUM

217-789-2500

Full profile Visit site →

LANGDON FINANCIAL MANAGEMENT, INC.

Springfield, IL

AUM

$82.0M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

0 total employees

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

217-546-6524

Full profileNo website

WEALTH MANAGEMENT SERVICES,LLC

Springfield, IL

AUM

$14.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

217-492-1040

Full profileNo website

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Chicago (526)Naperville (40)Northbrook (32)Oak Brook (21)Evanston (18)Northfield (17)Lake Forest (15)Downers Grove (14)Wheaton (14)Schaumburg (13)Barrington (11)Hinsdale (11)

Common questions

How many financial advisors are in Springfield, Illinois?: 10 registered investment advisers are listed in our Springfield directory, sourced from public SEC filings.
What types of advisors are in Springfield?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Springfield?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.