Rialytix insights

Largest RIA Firms in Champaign, Illinois by AUM

Explore registered investment advisers headquartered in Champaign, Illinois, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 6 firms with $4.5B in total reported AUM and median AUM of $446.6M.

Firms

Matching current profiles

Total AUM

$4.5B

Reported regulatory AUM

Median AUM

$446.6M

Across firms with AUM

Largest firm

$2.6B

Cozad Asset Management INC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Cozad Asset Management INC CRD 104764 · Corporation	CHAMPAIGN, IL	$2.6B Mar 2026	+$699.3M+36.4%	+$736.8M+39.1%	+$1.0B+62.4%	+$1.9B+285.3%	+7 employees+31.8% over 3Y	+670 accounts+21.2% over 3Y
2. Ruedi Wealth Management, INC. CRD 173262 · Corporation	CHAMPAIGN, IL	$498.0M Apr 2026	+$66.0M+15.3%	+$163.9M+49.1%	+$207.3M+71.3%	—	0 employees+0.0% over 3Y	+176 accounts+16.4% over 3Y
3. Sterling Wealth Management, INC. CRD 131304 · Corporation	CHAMPAIGN, IL	$494.6M Mar 2026	+$65.4M+15.3%	+$188.3M+61.5%	+$332.8M+205.6%	+$455.3M+1157.9%	0 employees+0.0% over 3Y	+241 accounts+48.6% over 3Y
4. Lester Financial Group, LLC CRD 317036 · Limited Liability Company	CHAMPAIGN, IL	$398.6M Feb 2026	+$234.9M+143.5%	+$283.6M+246.6%	—	—	+2 employees+66.7% over 3Y	+525 accounts+88.5% over 3Y
5. Holder Wealth Management CRD 170086 · Corporation	CHAMPAIGN, IL	$284.0M Mar 2026	+$39.3M+16.1%	+$81.4M+40.2%	+$142.6M+100.8%	+$170.2M+149.5%	0 employees+0.0% over 3Y	-402 accounts-57.1% over 3Y
6. Tenet Wealth Partners, LLC CRD 339818 · Limited Liability Company	CHAMPAIGN, IL	$246.9M Aug 2026	—	—	—	—	0 employees+0.0% over Total	—

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.