6 advisors with offices in Peoria. Credentials, fee structures, and minimums are disclosed on each listing.
Peoria, Illinois
CliftonLarsonAllen operates a Peoria, Illinois office providing financial planning, investment management, and tax planning services. The firm holds a 5-star rating from 14 Google reviews. Specific fee structures and specialist credentials are not publicly detailed.
View detailsPeoria, Illinois
Nash - Hasty Private Wealth Management, LLC is a wealth management firm based in Peoria, Illinois. The firm provides financial planning and investment management services. Additional details about credentials, fee structure, and team qualifications are not currently available.
View detailsPeoria, Illinois
Insurance-Based
Prudential - Carla E Clark, RICP®, MBA is an insurance-based financial advisor in Peoria, Illinois offering financial planning, insurance analysis, and investment management. Clark holds the Registered Insurance Consultant Professional (RICP®) credential and an MBA. The practice specializes in retirement planning and investment management.
View detailsPeoria, Illinois
Riverfront Financial Group is located in Peoria, Illinois and provides financial planning and investment management services. The firm operates in English.
View detailsPeoria, Illinois
Rooted Wealth Advisors is based in Peoria, Illinois and provides investment advisory services. The firm operates in English. More detailed information about specialties, services, and credentials is not currently available.
View detailsPeoria, Illinois
Slater Wealth Management is a Peoria, Illinois-based firm providing investment management and wealth management services. The firm serves clients in English and maintains a 4.9 rating on Google based on 15 reviews.
View detailsAdvisors serving Peoria specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Illinois's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.