Top 4 financial advisor firms in Springfield

4 SEC-registered financial advisor firms are headquartered in Springfield, IL, with $4.34B in combined regulatory assets under management. The largest by assets are Keb Asset Management ($1.27B), Sikich Capital Management ($1.18B) and Crumly and Associates ($1.18B).

4
Financial advisor firms: $4.34B
Their combined AUM: $1.18B
Median firm AUM: 3,110
Clients of the top 4

The 4 largest by assets

1
Keb Asset Management
RIA
$1.27B
0.20% to 0.90% a year
2
Sikich Capital Management
RIA
$1.18B
Regulatory AUM
3
Crumly and Associates
RIA
$1.18B
0.40% to 1.40% a year
4
Skinner, Copper & Ehmen Wealth Management
RIA
$706M
Regulatory AUM

Profiles of the top 4

No. 1 · RIA

Keb Asset Management

Keb Asset Management is an investment adviser based in Springfield, IL, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.27 billion, as filed on 29 January 2026.

Keb Asset Management charges 0.20%–0.90% a year for its Investment Management Services.

Regulatory AUM: $1.27B
Clients: 696
Advisory staff: 13
Founded: 1999
Fee schedule: 0.20% to 0.90% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 3200 Robbins Road, Suite 200a, Springfield, IL 62704
Phone: 217-789-0960
Website: kebcpa.com

No. 2 · RIA

Sikich Capital Management

Sikich Capital Management is an investment adviser based in Springfield, IL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.18 billion, as filed on 27 March 2026.

Regulatory AUM: $1.18B
Clients: 1,164
Advisory staff: 18
Custodians: Fidelity
Headquarters: 3051 Hollis Drive, 3rd Floor, Springfield, IL 62704
Phone: 217-862-1843
Website: sikich.com

No. 3 · RIA

Crumly and Associates

Crumly and Associates is an investment adviser based in Springfield, IL, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.18 billion, as filed on 10 June 2026.

Crumly and Associates charges 0.40%–1.40% a year for its Portfolio management services.

Regulatory AUM: $1.18B
Clients: 679
Advisory staff: 6
Fee schedule: 0.40% to 1.40% a year
Minimum account: $100,000
Custodians: Charles Schwab, Matrix Trust
Headquarters: 1200 Centre West Drive, Springfield, IL 62704
Phone: 217-321-3210

No. 4 · RIA

Skinner, Copper & Ehmen Wealth Management

Skinner, Copper & Ehmen Wealth Management is an investment adviser based in Springfield, IL, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $706 million, as filed on 29 January 2026.

Regulatory AUM: $706M
Clients: 571
Advisory staff: 6
Founded: 2000
Custodians: Fidelity
Headquarters: 3000 Professional DR., Ste 201, Springfield, IL 62703
Phone: 217-753-4020
Website: scewealth.com

Questions about financial advisors in Springfield

How many financial advisor firms are headquartered in Springfield?

4 SEC-registered financial advisor firms report their principal office in Springfield, IL, managing $4.34B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Springfield?

Keb Asset Management, with $1.27B in regulatory assets under management on its latest Form ADV. The next largest are Sikich Capital Management ($1.18B) and Crumly and Associates ($1.18B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Springfield?

The median firm manages $1.18B in regulatory assets. That is the midpoint of the 4 firms headquartered in Springfield.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Springfield?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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