Illinois · 2 advisers
Financial Advisors in Urbana, Illinois
Looking for a financial advisor in Urbana, Illinois? Falists indexes 2 SEC-registered and state-registered investment advisers in Urbana — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $493.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
0
Largest AUM
$493.8M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Urbana
Ranked by AUM · Fees, team & specialties at a glance
BUSEY CAPITAL MANAGEMENT, INC.
Urbana, IL
AUM
$493.8M
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
217-365-4800
FREY FINANCIAL
Urbana, IL
AUM
—
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
217/384-3955
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Common questions
- How many financial advisors are in Urbana, Illinois?
- 2 registered investment advisers are listed in our Urbana directory, sourced from public SEC filings.
- What types of advisors are in Urbana?
- 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 Urbana?
- 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.